US Service Businesses USA

Capture every emergency call and win the reconstruction work too

HelloGrowthCRM logs water, fire and mold calls whenever they come in, tracks each one from first contact through mitigation to the reconstruction estimate, and keeps your adjusters, plumbers and property managers in the loop.

Outcome-first workflow$12 per user per month, or $10 per user per month billed annually pricingEmail and SMS follow-up

Industry Use Cases

Overnight water loss calls captured and ranked

Mitigation to reconstruction conversion tracking by job

Automated follow-up on unsigned reconstruction estimates

Plumber and property manager referral touches

Adjuster and TPA relationship call history

Storm week call volume reporting by source

Why this page exists

Restoration is won on the phone at two in the morning. A pipe fails, the homeowner searches, and the company that answers and gets a truck rolling usually keeps the job. What happens after that is where money leaks. The mitigation gets done, the reconstruction estimate goes out, and nobody chases it. The plumber who sent three losses last year has not been called since spring. The adjuster who liked working with your project manager never got a follow-up. HelloGrowthCRM covers the commercial side of all of that. Calls, web forms and messages land on a pipeline with stages you name, the dialer records and summarizes conversations, and automated email and SMS follow-up runs on estimates that are sitting unsigned. It is the sales layer around the work your production software already handles.

Here is what HelloGrowthCRM does not do, so you can plan around it. It is not job costing software. It does not do moisture logging, drying charts, psychrometric readings or equipment tracking, and it is not an Xactimate-style estimating platform. It will not write a scope, produce a sketch or price line items to a carrier's schedule. Keep all of that in the tools you already run for production and estimating. What HelloGrowthCRM handles is the pipeline in front of and around the job: capturing the emergency call, routing it, tracking whether it converted, quoting reconstruction work in plain terms, invoicing, and maintaining the relationships with adjusters, TPAs, plumbers, property managers and agents that decide how many calls you get next month. Two systems, one clear boundary.

Common search intent

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Why teams evaluating crm for restoration companies want a simpler system

After-hours calls go to an answering service and arrive as an email the next morning. Some get called back, some do not, and nobody can prove which ones were lost.

Mitigation gets completed but the reconstruction estimate sits unsigned for weeks, because chasing it is nobody's actual job once the equipment comes out.

Referral relationships with plumbers, property managers and agents fade quietly. There is no list showing which sources have gone silent this quarter.

Adjuster and TPA communication lives in individual inboxes and phones, so when a project manager is off, nobody can see what was promised or when.

Marketing spend on emergency keywords is significant, but the office cannot say which calls came from which source or what percentage turned into signed work.

Crews and project managers work from trucks. Anything that requires sitting at an office desk to update simply does not get updated during a storm week.

Challenge → solution → result

Common Restoration & Water Damage problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: Overnight calls are lost by morningSolution: Timestamped lead capture from phone, forms and answering service handoffResult: Every call is on the board and nothing depends on an inbox

Challenge: Reconstruction estimates go unsignedSolution: A dedicated estimate stage with automated email and SMS remindersResult: Quotes get chased on a schedule rather than when someone remembers

Challenge: Referral sources quietly stop callingSolution: Partner records with reminders and a scheduled touch sequenceResult: Plumbers and property managers hear from you before they forget you

Challenge: Project manager knowledge is stuck in one phoneSolution: Dialer recordings and AI call summaries written to a shared recordResult: Cover is possible during storm weeks without losing the thread

Challenge: No idea which marketing produced signed jobsSolution: Source on every lead, tracked through to the won stage in dashboardsResult: Spend follows the channels that produce work, not just calls

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Their workflowHelloGrowthCRM module

Emergency call arrives at 2am from a homeowner or answering serviceLead capture from phone, web forms and messaging, timestamped with the source

Deciding which of last night's calls to work firstAI lead scoring ranks new leads so the office starts with the likely jobs

Calling a property owner back before a competitor arrivesBuilt-in dialer with call recording and AI call summaries

Tracking a loss from first call through mitigation to reconstructionPipeline with your own stages, such as Call Received, Inspected, Mitigation Signed, Recon Estimate, Won

Chasing a reconstruction estimate that has gone quietAutomated email sequences plus SMS and WhatsApp follow-up

Sending a reconstruction price to a homeownerQuote builder for straightforward reconstruction and specialty work

Billing the customer portion or a non-insurance jobInvoicing on the same record as the quote

Project managers updating status from a truckMobile apps for iOS and Android with the full pipeline and call log

Keeping adjusters, TPAs, plumbers and property managers warmPartner records with call history, reminders and scheduled touch sequences

Reporting on call volume, conversion and sourceReporting dashboards, with integrations via native connectors, Zapier and API

Email + SMS follow-up

Built for work that starts with a phone ringing

Restoration leads do not wait. HelloGrowthCRM captures the call, records it, and produces an AI summary so the office knows what was said without listening back. From there, automated email, SMS and WhatsApp follow-up keeps the conversation moving: a text confirming the truck is dispatched, an email with the reconstruction estimate, a reminder three days later if it has not been signed. Referral partners get their own cadence, so the plumbing company that sent you a loss in March hears from you in June rather than never. Everything sits on one record, which matters when a project manager is off during a storm week.

Best next step

See how email, SMS, tasks, and billing fit your workflow in one demo.

Built for SMS and email follow-up

How it works

Route every call into the pipeline

Connect your main line, tracking numbers, answering service handoff, web forms and messaging channels. Setup takes about fifteen minutes. Overnight calls appear on the board in the morning with a timestamp and source instead of buried in an inbox.

Set up mitigation and reconstruction stages

Name the stages your company uses, from Call Received and Inspected through Mitigation Signed, Reconstruction Estimate and Won. Splitting mitigation from reconstruction is the single change that shows most companies where they are leaving revenue behind.

Automate estimate and partner follow-up

Attach sequences to the stages that stall. Unsigned reconstruction estimates get scheduled email and SMS reminders, and referral partners get a regular touch so plumbers, property managers and agents stay in the habit of calling you.

Watch the numbers that matter

Use reporting dashboards to see calls by source, call to inspection rate, mitigation to reconstruction conversion and estimate close rate. That tells you whether the problem is lead volume, response speed or follow-up discipline.

Pricing

$12 per user per month, or $10 per user per month billed annually

HelloGrowthCRM is $12 per user per month billed monthly, or $10 per user per month billed annually, and there is a free forever plan to start on. Paid seats include the dialer with recording and AI call summaries, AI lead scoring, email sequences, SMS and WhatsApp follow-up, quotes, invoicing, iOS and Android apps and reporting dashboards. Most restoration companies put the office team, sales and project managers on seats. Growth Engine, our managed RevOps service, is available as an optional add-on if you want the setup done for you.

What a restoration company needs versus what a generic CRM gives you

RequirementHelloGrowthCRMGeneric CRM

Capture emergency calls at any hour with the source attachedPhone, form and messaging capture, timestamped on arrivalForm capture, with calls logged manually the next day

Call back fast with recorded, readable notesBuilt-in dialer with recording and AI call summariesPhone functionality via a paid third-party add-on

Separate mitigation and reconstruction in the pipelineCustom stages so both conversions are visibleOne generic sales stage set that hides the second sale

Field updates from a truckiOS and Android apps with the full pipeline and call logMobile access that is really a cut-down web view

An honest line with production and estimating toolsStated plainly: no job costing, no moisture logs, no Xactimate-style estimatingVague promises to run your whole operation

A price a small contractor can carry year round$12 per user per month, $10 annually, free plan availablePlatform pricing that assumes a large office team

Useful next steps

CRM for home services

The broader playbook for trades running emergency and scheduled work.

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CRM for roofing companies

Storm-driven demand and insurance-adjacent sales, handled the same way.

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CRM for contractors

Estimate follow-up and pipeline tracking for reconstruction crews.

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Compare with ServiceTitan

Where a lightweight sales CRM fits next to a full dispatch platform.

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CRM dialer

Call recording and AI call summaries for emergency call handling.

Explore

US pricing

Seat pricing, the annual rate and what the free forever plan includes.

Explore

Frequently asked questions

No. It does not do job costing, moisture logging, drying charts, equipment tracking or Xactimate-style estimating. It will not build a scope or price line items against a carrier's schedule. Keep your production and estimating platforms exactly as they are. HelloGrowthCRM handles the commercial pipeline around them: capturing the call, tracking conversion, quoting reconstruction work in plain terms, and managing referral and adjuster relationships.

Calls, forms and messages are captured whenever they arrive and land on the pipeline with a timestamp and source. If you use an answering service, route its handoff into the same place so overnight losses appear on the board rather than in someone's inbox. AI lead scoring ranks the queue, and you can trigger an automatic text acknowledging the call so the property owner knows a real company is responding.

You can track the relationship, not the claim. Adjusters, TPA program contacts, plumbers, property managers and agents can be kept as records with call history, notes and scheduled follow-up so nobody goes quiet by accident. Claim documentation, program compliance uploads, scopes and photo requirements stay in the systems those programs require. Use the CRM to make sure the human relationship gets attention, and use the program portal for the paperwork.

It is not a dispatch and job management platform, so if you rely on one for scheduling crews and running jobs, keep it. HelloGrowthCRM is the sales layer: lead capture, pipeline, dialer, follow-up sequences, quotes and reporting at a much lower seat price. Plenty of companies run both and connect them through native connectors, Zapier or the API. Others on the free plan use it as their only commercial system.

About fifteen minutes for the basics: connect a web form and phone number, add users, and create your stages. Wiring in tracking numbers, the answering service handoff and follow-up sequences usually takes an afternoon. Start with one pipeline split into mitigation and reconstruction, and two sequences, one for unsigned reconstruction estimates and one for referral partner touches. Add the rest once the office is used to working the board daily.

Growth Engine is our optional managed RevOps service, sold separately from seats. If nobody in your office wants to own pipeline design, the team builds the stages, writes the follow-up sequences, configures the dialer and tracking numbers, and reports on conversion each month. Many restoration companies start on the free plan, run it themselves through one busy season, then bring in Growth Engine before the next one.

Answer every call and chase every estimate

Get your restoration pipeline running in about fifteen minutes on the free forever plan, then add the dialer, sequences and reporting at $12 per user per month or $10 billed annually. Keep your estimating and production software. Let HelloGrowthCRM handle the calls, the follow-up and the referral relationships.

AI & Intelligence

AI Features Built for Restoration & Water Damage

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Voice Agent for Quote Follow-Up

AI calls Restoration & Water Damage prospects a day after the quote goes out, answers the obvious questions, and books the next step so nobody has to chase manually.

Smart Compose for Client Messages

AI writing assist for enquiry replies, quote covering notes, and follow-up messages — consistent wording, sent faster.

Automated Follow-Up Sequences

Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open quote gets chased until it is won or closed out.

AI Lead Scoring

Rank incoming restoration & water damage enquiries by value, location, and response speed so the team works the best ones first.

Explore AI Agents

All AI features included on every paid plan. No add-ons.