Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Restoration CRM by Cotality is a powerful tool designed specifically for property restoration companies to enhance their customer management processes. It allows users to track client interactions, manage leads, and handle project details seamlessly from one platform. With built-in automation, the CRM streamlines workflows and improves communication between team members and customers, ensuring quicker response times and better customer service. Customizable features and robust reporting tools make it easy for businesses to monitor progress and stay on top of their projects and client relationships.
Description
RestorationPro is designed to streamline the payment process for restoration projects. Its Smart Scope Builder efficiently translates an approved Xactimate scope into specific field tasks, equipment locations, and necessary supplements without the need for redundant data entry. Field crews can take photos that include forced GPS coordinates and timestamp burn-ins, record moisture levels, and monitor equipment usage on site. The two-party check tracker ensures that carrier checks are followed from mortgagee endorsement all the way to clearance, addressing the common bottleneck in restoration accounts receivable. Homeowners can conveniently manage deductibles through a portal powered by Stripe, which also provides updates on the chain of custody. Additionally, office personnel are able to handle communication with adjusters, manage supplements, monitor accounts receivable aging, and compile carrier-ready evidence packets all in one centralized location. This comprehensive approach significantly enhances operational efficiency within the restoration industry.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$60 per user per month
Free Trial
No
Free Version
No
Pricing Details
$65/user/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Cotality
Founded
2010
Country
United States
Website
www.cotality.com/products/restoration-crm
Vendor Details
Company Name
CodaMind LLC
Founded
2025
Country
United States
Website
restorationpro.app
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Restoration Management
Bid Management
No
CRM
No
Document Management
No
Fire Restoration
No
Job Tracking
No
Mold Remediation
No
Project Management
No
Scheduling
No
Task Management
No
Water Restoration
No
Product Features
Restoration Management
Bid Management
No
CRM
No
Document Management
No
Fire Restoration
No
Job Tracking
No
Mold Remediation
No
Project Management
No
Scheduling
No
Task Management
No
Water Restoration
No