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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

Easily oversee relationships with customers and prospects, evaluate your performance, and enhance your operations with a comprehensive view of your remodeling and home improvement enterprise that is accessible from anywhere at any time. Get immediate access to your leads and efficiently guide them toward making a purchase. Improveit 360's features, ranging from automated messaging to block scheduling, are designed to eliminate time-consuming tasks, allowing you to accelerate your path to closing sales. Connect with homeowners and maximize the potential of every lead and customer interaction. Whether your goal is to increase the number of deals closed or to refine your follow-up processes, you can generate more sales opportunities for your home improvement business. By utilizing improveit 360’s project management capabilities, you can ensure your cash flow remains steady, enhance team collaboration, and oversee all projects from a single platform, leading to overall business efficiency. This holistic approach empowers you to focus on growth while maintaining a streamlined workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AnswerConnect
AnswerForce
ArcSite
CompanyCam
HOVER
Hatch
Paradigm Vendo
SalesRabbit

Integrations

AnswerConnect
AnswerForce
ArcSite
CompanyCam
HOVER
Hatch
Paradigm Vendo
SalesRabbit

Pricing Details

$60 per user per month
Free Trial
Free Version

Pricing Details

$150 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

improveit 360

Founded

1999

Country

United States

Website

www.improveit360.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

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Residential Construction Estimating

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Restoration Management

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

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