RESTORATION / CRM

A restoration CRM
that fills itself.

Most CRMs for restoration companies need deals typed in by hand and fall out of date. Renovo's pipeline is read off the work: every lead job and every estimate is a deal, moving and winning as the work does — beside the customers, their referral sources and every email you've exchanged with them.

Book a demo ↗ Restoration software overview

CUSTOMERS IN RENOVO

Pipeline from estimates and lead jobs
Referral source on every customer
Leads raised from emails
Email filed on the job it's about
Customer portal for estimates and invoices

PIPELINE / 01

A restoration sales pipeline
nobody has to update.

One deal per job, priced by its estimate. Send the estimate and the deal moves; the customer approves it and it is won. Drag a deal yourself and it stays where you put it until the estimate moves on.

LifecycleLead, opportunity, customer — worked out from deals, jobs and paid invoices.
Referral trackingEach customer's referral source, and referral commissions for your sales team.
Lead managementWebsite forms and forwarded enquiries sent to your intake address become lead jobs with the customer found or created.

COMMUNICATION / 02

Restoration customer management
with the history attached.

Email sent from Renovo is answered into Renovo: replies are filed on the job, claim or customer they're about and forwarded to whoever sent the original. Each job also has its own address to copy on mail from Outlook or Gmail.

Customer portalEstimates to approve and sign, invoices to pay, and a conversation with your office.
Contractor portalSubcontractors price requests for bid and sign documents on a link, no account needed.
Reminders and follow-upsBooking notices, reminders and dunning go out on their own.

QUESTIONS

Asked
often.

Restoration CRM in Renovo, answered.

Do we have to enter deals by hand?

No. Deals are raised and moved from your estimates and lead jobs; you can still add or move one yourself.

Can we track referrals from plumbers, adjusters and agents?

Yes. Record the referral source on the customer, and pay referral commissions through sales commissions.

Is the customer portal free?

Yes. Customer and vendor portal users don't count toward your plan's users.

More restoration
software.

The rest of what Renovo does for restoration contractors. See the overview →

Water damage & mitigationWater mitigation software for restoration contractors: structural drying logs, psychrometric and moisture readings, moisture maps on the floor plan, equipment placement and IICRC S500 category and class.Read more →Fire & smoke damageFire restoration software for contractors handling fire and smoke damage: the claim, cause of loss, board-up and emergency authorizations, contents pack-out, the estimate, the rebuild and the invoice in one record.Read more →Mould & mold remediationMould remediation software (mold remediation in the US): sampling and clearance testing, containment zones on the floor plan, remediation and asbestos abatement approvals, and the documentation the adjuster needs.Read more →Insurance restoration & claimsInsurance restoration software for contractors: claims opened from carrier assignment emails, carrier response times, adjuster approvals and supplements, insurance documentation packages and billing the net claim.Read more →Estimating & scope of workRestoration estimating software for insurance and retail work: room-by-room scope, RCV, ACV, depreciation, overhead and profit, deductible, scope suggested from the floor plan, and proposals customers sign online.Read more →Job management & dispatchRestoration job management software: crew and technician scheduling, emergency dispatch, a technician mobile app, work orders, purchase orders, change orders and subcontractor management.Read more →Accounting & job costingRestoration job costing and accounting: labour costed with burden, purchase orders and bills, invoicing and accounts receivable, a double-entry ledger, KPI dashboards and two-way QuickBooks Online sync.Read more →Documentation & reportsRestoration documentation software: photo documentation by room, drying and moisture logs, IICRC S500 records, inspection and site reports, certificates and insurance packages from your own templates.Read more →Contents & pack-outContents restoration software: inventory by room with photos and values, salvageable or not, barcoded pack-out, storage and return, and an adjuster-ready contents report on the claim.Read more →AI for restorationAI for restoration contractors, done carefully: leads and claims raised from emails, rooms measured by phone, contents and sketches read from photos, scope suggested from measurements — every suggestion reviewed by a person.Read more →Commercial & large lossCommercial restoration software for large losses, condominiums and multifamily buildings: whole-building location trees, drying by unit, equipment registers, multi-phase job costing and documentation for property managers.Read more →Compare alternativesComparing restoration software? How Renovo compares with Xactimate, DASH, Encircle and Albi — what each is built for, and which you can replace or keep using alongside Renovo.Read more →

READY WHEN YOU ARE

See it on one of your own losses.

Bring an assignment email or a recent job, and we'll run it through Renovo on the call.

Book a demo ↗ See pricing

A restoration CRMthat fills itself.

A restoration sales pipelinenobody has to update.

Restoration customer managementwith the history attached.

Askedoften.