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Average Ratings 0 Ratings

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ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$60 per user per month
Free Trial
Free Version

Pricing Details

$65/user/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Restoration Management

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

Product Features

Restoration Management

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

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