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Ratings and Reviews 0 Ratings
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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 Builder Prime?
Builder Prime is a software solution designed for customer and project management that empowers contractors to increase efficiency, maximize profits, and secure additional projects. With its Customer Relations Management feature, contractors can effectively oversee their leads and interactions with clients. Additionally, Builder Prime offers a Project Management feature that enables contractors to keep tabs on all their projects from any device and location, ensuring flexibility and accessibility. Furthermore, clients benefit from the Client Console feature, which allows them to easily view and settle invoices, request work, and sign contracts online. This comprehensive approach streamlines the management process for contractors while enhancing the client experience. Ultimately, Builder Prime serves as a vital tool for contractors aiming to optimize their business operations and enhance client relationships.
Integrations Supported
ApexChat
CompanyCam
Dropbox Sign
Gmail
Google Calendar
Hatch
PTC Mathcad
QuickBooks Online
Stripe
Zapier
Integrations Supported
ApexChat
CompanyCam
Dropbox Sign
Gmail
Google Calendar
Hatch
PTC Mathcad
QuickBooks Online
Stripe
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$60 per user per month
Free Trial Offered?
Free Version
Pricing Information
$149.00/month
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
Builder Prime
Date Founded
2016
Company Location
United States
Company Website
www.builderprime.com
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
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
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
Construction Scheduling
Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management