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What is Restoration ERP?

Restoration ERP is a thorough solution for disaster planning and restoration management that helps businesses protect their commercial assets while streamlining the restoration process. This cutting-edge platform includes a customizable application, a system for tracking document expirations with prompt notifications, monitoring for utility shut-offs, and easy integration with advanced 3D scanning tools such as Matterport and Docusketch. It also facilitates effortless report generation with one-click PDF ERP reports, efficiently manages vendors and personnel, and sends push notifications for real-time updates. In addition, Restoration ERP boasts a comprehensive sales knowledge repository packed with scripts, templates, and guides, along with automation features that boost lead conversion efficiency. The launch of our innovative ERP SMARTLaunch initiative is designed to educate, train, and support the implementation of closing ERPs within a focused six-month timeframe, ensuring clients gain immediate benefits while upholding professionalism, which in turn creates a strong incentive for follow-ups. This initiative not only improves team effectiveness but also strengthens client relationships by demonstrating value right from the start, ultimately leading to more successful collaborations in the future.

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.

Media

Media

Integrations Supported

DocuSketch
Matterport

Integrations Supported

DocuSketch
Matterport

API Availability

Has API

API Availability

Has API

Pricing Information

$179 per month
Free Trial Offered?
Free Version

Pricing Information

$60 per user 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

Restoration ERP

Date Founded

2020

Company Location

United States

Company Website

restorationerp.com

Company Facts

Organization Name

Cotality

Date Founded

2010

Company Location

United States

Company Website

www.cotality.com/products/restoration-crm

Categories and Features

Restoration Management

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

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

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