Keep context intact
Contacts, properties, storm attribution, conversations, files, and tasks stay with the opportunity as it becomes sold work.
Opportunity to closeout
A roofing CRM built around the property and the job
A lead is more than a name in a pipeline. ClaimMetrik preserves where the opportunity came from, who owns the next action, what happened at the property, and every downstream record it becomes.
Run the week
Use assignment, next actions, pipeline stages, and attention queues to see what is moving and what needs intervention.
Support retail and insurance
The same operating record supports retail work and insurance restoration without forcing every project into a claim workflow.
Connected by design
One continuous operating record.
- 01Opportunity
- 02Assignment
- 03Inspection
- 04Estimate
- 05Sold job
- 06Closeout
Restoration, Smarter.
Keep the whole job in view.
Bring opportunities, field work, scope, claims, production, and financial closeout into one connected operating record.