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What is Restoration CRM?

Cotality’s Restoration CRM offers a robust platform for managing client relationships and streamlining project workflows within the property restoration industry. The software is designed to improve customer communication and enhance operational efficiency by automating key processes like lead tracking, follow-ups, and project updates. Restoration CRM helps businesses deliver timely and personalized service to clients, with real-time data synchronization and reporting tools that ensure accuracy. With customizable features to fit specific business needs, this CRM solution helps restoration companies grow their client base and optimize operations.

What is Assured JobCheck?

Assured JobCheck makes managing job files effortless by providing features that support the sharing of photos, notes, documentation, tasks, team communication, and PackOut contents lists, keeping you and your team informed about job advancements. This cost-effective, cloud-based platform is tailored for restoration companies of all sizes, optimizing task assignments and information exchange to boost the efficiency of property loss job management. Thanks to real-time insights into insurance claims, adjusters, losses, and pertinent claim data, users can remain updated with timely notifications from their team via the Job Feed. The system guarantees access to job and contact information from any location, promoting flexibility and quick responsiveness. Furthermore, it includes a custom workflow engine designed to keep restoration and contents jobs orderly and timely. JobCheck functions as a central hub for all job-related information, encompassing insurance specifics, adjuster contacts, and content management, allowing for seamless access to photos, notes, documentation, and crucial contact details, thus serving as an essential tool for effective communication and coordination in restoration projects. In addition, the integration of various functionalities into a single platform greatly enhances teamwork and collaboration among team members, fostering a more unified approach to job management. Ultimately, this comprehensive solution positions restoration companies to operate more effectively in a competitive landscape.

Media

Media

Integrations Supported

Assured PackOut

Integrations Supported

Assured PackOut

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cotality

Date Founded

2010

Company Location

United States

Company Website

www.cotality.com/products/restoration-crm

Company Facts

Organization Name

Assured Software

Company Location

United States

Company Website

www.assuredsoftware.com/products/assured-jobcheck

Categories and 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

Categories and 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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