Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
JobNimbusJobNimbus, recognized as the top all-in-one roofing application with a stellar 4.8 rating on app stores, has been empowering contractors since its establishment in 2013. This invaluable tool is utilized by countless contractors to efficiently oversee every aspect of their business, encompassing marketing, sales, and production. "This is absolutely incredible!" "This is truly fantastic!" ** MARKETING ** • Search Engine Optimization • Paid Advertising • Google Business Profile • Website Management ** SALES ** • Scheduling Capabilities • Lead Tracking • Visual Boards • Tailored Sales Workflows • Sales Automation Features ** PRODUCTION ** • Production Boards • Customized Job Workflows • Automation for Production Tasks • Note-taking Options • Task Management • Direct Ordering from Beacon Pro+ and Roof Hub SRS • Work Orders • Subcontractor Coordination • Comprehensive Reporting ** BILLING ** • Invoicing Solutions • JN Payments System • Text-to-Pay Functionality • Financing Options • QuickBooks Two-Way Sync ** COMMUNICATION ** • Engage Texting Feature • Email Integration • Caller ID Functionality • @mentions for Team Collaboration • Job Sharing Capabilities • Centralized Notification Center Equipping your entire team with this comprehensive roofing app guarantees enhanced efficiency and streamlined processes. With JobNimbus, contractors can truly elevate their business operations.
-
Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
-
LeapWith our flagship software products, Leap CRM and Leap SalesPro, you can elevate your home improvement business through a streamlined digital process that mirrors your sales and operational workflows. Leap enables you to effectively handle all leads, organize appointments seamlessly, and generate flawless estimates. Additionally, you can take precise measurements, procure materials, plan production schedules, oversee subcontractors, and ensure timely project completion. Upon finishing a job, you are equipped to generate insightful reports, safeguard your profit margins, and manage payments effortlessly through straightforward online invoicing and payment systems. Furthermore, Leap seamlessly integrates with a variety of top-tier tools you already utilize, including Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub, enhancing your overall operational efficiency. This comprehensive integration facilitates a more cohesive workflow, allowing you to focus more on growth and customer satisfaction.
-
BidtracerBidtracer was created by two skilled engineers who brought together their knowledge in mechanical, electrical, and computer engineering. This cutting-edge application functions as a dedicated sales operations and channel partner tool specifically tailored for the commercial construction industry. It streamlines the initiation of sales opportunities, the formulation of bid tracking plans, and the specification process while also facilitating the invitation of subcontractors for collaboration. Users can quickly leverage the estimating feature to draft proposals and dispatch them to clients with ease. Furthermore, it aids sales professionals in automating their bid follow-up processes, allowing them to monitor and identify the successful contractor. This process significantly enhances their likelihood of successfully closing sales on projects. Effective project management plays a vital role in optimizing time and increasing profitability within construction ventures. By automating numerous project management functions, we can enhance operational efficiency and simplify every aspect related to the project's management. Ultimately, this leads to a more organized workflow and improved outcomes for all stakeholders involved.
-
QuickbaseTransforming your operations can be achieved by implementing workflows and ensuring real-time visibility, enabling your teams to adapt swiftly to change. To enhance insight and automation within intricate systems and processes, it's essential to integrate and connect data, workflows, and procedures effectively. This will allow you to quickly adjust your operations to seize new opportunities while also mitigating potential risks. Customizing workflows to align with the evolving needs of your workforce is crucial. You can develop new workflows in just days, instead of weeks, to tackle emerging challenges and support innovative work methods. Establish a connected, governed ecosystem of digital solutions designed to safeguard your most critical data and operational processes. By revolutionizing the way your data is utilized, you can empower your workforce to generate real-time insights through a cohesive platform. Unlock your team's full potential and enhance collaboration. Quickbase is now at your disposal, ready to propel your organization forward.
-
Contractor ForemanContractor Foreman offers an affordable starting price of $49 per month for companies, making it the most cost-effective construction management solution available for contractors. This platform has received endorsements from more than 75 countries and has garnered numerous industry accolades, all backed by a 100% satisfaction guarantee. Say goodbye to the hassle of pricey software and streamline your workflow by quickly generating estimates, creating invoices, and facilitating online payments with ease. Notably, its integration with QuickBooks simplifies data management by eliminating the need for double entry. With Contractor Foreman, tracking your time, expenses, daily logs, and other essential details for you and your team becomes a breeze. When you consider the unbeatable price combined with outstanding features, it becomes clear that Contractor Foreman is the smartest choice for construction professionals. Plus, the user-friendly interface ensures that even those new to construction management can navigate the system effortlessly.
-
Visual PlanningVisual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.
-
PrecoroPrecoro is a comprehensive cloud-based platform designed to centralize and automate procurement processes. It seamlessly integrates your procurement activities, reduces manual tasks, curbs unauthorized spending, and accelerates savings in ways that may surprise you. - Procurement: Enhance relationships with suppliers, centralize contract management, and streamline employee requests for greater efficiency. - AP Automation: Optimize each phase of the invoice lifecycle using an AP inbox, AI-driven OCR technology, an approval workflow, 3-way matching, detailed reporting, integrations, and budget oversight. - Spend Management: Effortlessly monitor budgets across various locations and departments, manage expenditures, and generate reports that provide valuable insights. - Supplier Management: Improve the onboarding process for vendors and streamline approvals to mitigate potential risks. - Precoro can be integrated with ERP systems and business applications like NetSuite, QuickBooks Online, Xero, and Sage, or you can establish custom connections using a free API, effectively eliminating duplicate payments and manual document handling. With an intuitive interface, Precoro ensures that users can complete onboarding in less than six weeks without needing IT support. You can customize the system, scale your operations, and receive continuous assistance from your personal Customer Success Manager (CSM). Moreover, your data remains secure with single sign-on (SSO) and robust two-factor authentication, providing peace of mind while you manage your procurement needs.
-
EngageBayEngageBay is an easy-to-use, cost-effective platform that integrates marketing, sales, and service automation, complete with a free CRM. Designed specifically for small businesses and startups, it aims to facilitate growth and efficiency. The marketing automation tools empower you to streamline your tasks, engage your audience, and reduce the time spent on mundane activities. Additionally, the sales automation features enable you to manage your contacts effectively, monitor deals, and develop a robust sales pipeline. This platform also fosters enduring customer relationships through its comprehensive features. Furthermore, you can deliver prompt assistance to your clients using the helpdesk and live chat functionalities, which allow you to efficiently track, prioritize, and resolve customer support inquiries in just a few minutes. Ultimately, EngageBay serves as an all-in-one solution for businesses looking to enhance their operational capabilities and customer service.
-
BuildxactBuildxact is an intuitive construction management software designed specifically for contractors, residential builders, and remodelers, facilitating seamless project management from start to finish. By utilizing this platform, users can transform their operations, managing everything from initial takeoffs to the final billing process with ease. With Buildxact, estimation processes are streamlined, allowing for quicker takeoffs and quotes, achieving speeds up to five times faster. Being a cloud-based solution means that you can easily set up and begin using it without delay. Say goodbye to cumbersome paper plans and spreadsheets! The digital takeoff feature enables users to scale plans and measure with just a few clicks, ensuring accuracy in material counts and measurements. Effortlessly transfer material quantities into your estimates using online tools and pricing that significantly outpace traditional methods. Furthermore, Buildxact offers estimates that clearly delineate materials, labor, and overhead costs for clients, resulting in polished quotes that help secure more contracts. Discover the advantages of Buildxact for yourself by signing up for a free trial today, and experience the ease of modern construction management firsthand!
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 Casa?
Build your digital footprint and grow your business utilizing intuitive software tailored for contractors across various fields. Furthermore, enjoy a $50 credit each time we facilitate a loan for your project funding. Capture potential customers through multiple avenues such as social media platforms, search engine results, and dedicated landing pages, or manually enter leads as necessary. Leverage complimentary email and SMS marketing, alongside automated drip campaigns, to expedite your sales journey. Keep track of your Casa Website's visitor statistics and referral channels to hone your client acquisition strategies effectively. Pre-qualify customers with differing credit profiles without affecting their credit scores, enabling you to cater to diverse financial backgrounds. Boost your brand reputation by featuring testimonials from well-known review sites like BBB, Yelp, Google, and Facebook. Scrutinize your conversion rates from quotes to actual payments, as well as financing patterns, to gather essential insights for improvement. Design a captivating website that not only captures leads but also offers financing solutions to potential clients. This site can be effortlessly customized within minutes by pulling content from social media channels like Facebook, Instagram, Google, and Yelp. Ultimately, draw in new customers by generating leads straight from your search results, which guarantees a continuous stream of prospective clients. This all-encompassing strategy fosters effective customer interaction and propels business advancement within a competitive landscape, paving the way for sustainable success.
Integrations Supported
Better Business Bureau (BBB)
Facebook
Google
Instagram
Yelp
Zapier
Integrations Supported
Better Business Bureau (BBB)
Facebook
Google
Instagram
Yelp
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$60 per user per month
Free Trial Offered?
Free Version
Pricing Information
$99 per 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
Casa
Company Website
pros.casa/
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
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
Restoration Management
Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration