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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
Restoration ERP serves as a comprehensive disaster planning and restoration management solution aimed at assisting businesses in safeguarding their commercial properties while optimizing the restoration workflow. This innovative tool features a custom-branded application, a document expiry tracking system with timely alerts, utility shut-off monitoring, and seamless integration with 3D scanning technologies like Matterport and Docusketch. Additionally, it simplifies report generation through one-click PDF ERP reports, manages vendors and staff efficiently, and sends push notifications to ensure real-time communication. Furthermore, Restoration ERP provides a robust sales knowledge base filled with scripts, templates, and guides, along with automation features designed to enhance the efficiency of closing leads. Launching our groundbreaking ERP SMARTLaunch initiative, which is carefully crafted to educate, train, and facilitate the implementation of closing ERPs over a concise six-month period, ensures that clients receive immediate value while maintaining professionalism, thereby creating a compelling reason for follow-up. This initiative not only enhances team capabilities but also fosters stronger client relationships through an upfront demonstration of value.
API Access
Has API
API Access
Has API
Integrations
DocuSketch
Matterport
Pricing Details
$60 per user per month
Free Trial
Free Version
Pricing Details
$179 per 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
Restoration ERP
Founded
2020
Country
United States
Website
restorationerp.com
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
