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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 PackOut?

Assured PackOut™ offers an all-encompassing solution tailored for the restoration industry, focused on effectively organizing and documenting contents. Specifically crafted for iPad users, this groundbreaking application simplifies the contents management workflow by enabling teams to adhere to a set protocol for thorough documentation. Its intuitive design allows for efficient categorization of items, complete with photographs and notes on their conditions. Furthermore, PackOut seamlessly integrates with Assured JobCheck, utilizing the Salesforce® Cloud Platform, which is globally acknowledged as the leading Customer Relationship Management solution. Users benefit from the convenience of accessing JobCheck on any internet-enabled device without the need for software installation. This accessibility supports effortless item tracking and retrieval, alongside the capacity to generate customized reports and manage contacts and crews effectively. Priced at only $35 per user each month, users enjoy unlimited jobs, iPads, and uploads. The application’s PackOut screens improve the uniformity of listings, as items are automatically organized by room, and dropdown menus allow for rapid, error-free data entry. Users can also utilize barcode scanning to gather essential details about the individual responsible for packing each item. The flexibility of the app enables continuous updates to the item list, and it supports multiple iPads or Android devices for larger projects, which significantly boosts efficiency and precision throughout the restoration process. This innovative system not only accelerates workflows but also significantly enhances the overall management of restoration initiatives, leading to better outcomes for all involved.

Media

Media

Integrations Supported

Integrations Supported

Assured JobCheck
Salesforce

API Availability

API Availability

Pricing Information

$60 per user per month

Pricing Information

$35 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Online Training

Training Options

Documentation Hub

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-packout

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Restoration Management

Document Management
Job Tracking

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