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Average Ratings 2 Ratings

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support

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

Xactimate stands out as the leading and most comprehensive solution for estimating property claims, making it the top pick among restoration experts due to its precision and adaptability throughout the entire repair process. Accessible via desktop, web browser, or mobile device, it allows insurers, loss adjusters, restoration contractors, reconstruction professionals, and specialized service providers to enhance the speed and accuracy of claims management. With a quick download and a smooth installation process, users can get started without delay. The platform boasts all essential features and functionalities tailored for adjusters, insurers, and contractors alike. It operates seamlessly both online and offline, synchronizing with the cloud to ensure everything remains up-to-date. This ensures that contractors and field adjusters can manage claims efficiently and effectively right at the job site, ultimately streamlining the entire claims process. Additionally, its user-friendly interface contributes to a smoother experience for all stakeholders involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CapOut No 
ClickClaims No 
DocuSketch No 
Encircle No 
OpenAdapt No 
PHOTO iD by U Scope No 
PSA No 
RoofScope No 
ScopeAssist No 
Xactware Benchmark No 

Integrations

CapOut Yes 
ClickClaims Yes 
DocuSketch Yes 
Encircle Yes 
OpenAdapt Yes 
PHOTO iD by U Scope Yes 
PSA Yes 
RoofScope Yes 
ScopeAssist Yes 
Xactware Benchmark Yes 

Pricing Details

$60 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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

Xactware

Founded

1986

Country

United States

Website

www.xactware.com/en-us/solutions/claims-estimating/xactimate/professional/

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

Remodeling Estimating

Cost Database No 
Quote Management No 

Restoration Management

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

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