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What is Sales Simplicity?

This solution offers a variety of features such as options management, CRM integration, automated contracts, and web analytics, ensuring a seamless fit with your existing business systems. You gain full control over pricing models, sales strategies, and contract documentation, empowering your team to focus on enhancing customer satisfaction, even when you're not present. Enjoy the peace of mind that comes with knowing your contracts are both actionable and accurate, leading to substantial cost savings and greater efficiency in the long run. You can also create customized workflows to handle diverse tasks like managing custom options, change orders, lot transfers, reservations, and deposits. Eliminate the frustration of managing data across various platforms, as you can effortlessly track leads, prospects, buyers, homeowners, and realtors all from a centralized SQL database. Additionally, you can quickly craft email campaigns and easily track key performance indicators. By adopting this all-encompassing strategy, you can streamline your operations, guaranteeing that your business functions smoothly and effectively while fostering an environment for growth and innovation. With every aspect of your operations integrated, you will be better positioned to adapt to new challenges and seize emerging opportunities.

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

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

MiTek

Date Founded

1955

Company Location

United States

Company Website

salessimplicity.com

Company Facts

Organization Name

Cotality

Date Founded

2010

Company Location

United States

Company Website

www.cotality.com/products/restoration-crm

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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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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