CRM™
Cultivate stronger customer relationships
Enhance sales and client relationships with CRM
CRM™, formerly known as LuxorCRM™ by Next Gear Solutions, is a powerful customer relationship management platform built for restoration businesses. It centralizes customer data, tracks interactions, and delivers insights to optimize sales and client relationships.
With AI-driven tools, users can effortlessly create email templates, plan campaigns, and generate dynamic target lists. Even without a full marketing team, businesses can connect with the right customers at the right time with the right message — driving growth and efficiency with ease.


Enhance customer communications
Strengthen client relationships with CRM’s powerful tools for marketing and sales. Access real-time data, automate workflows, and optimize campaigns with templates, dashboards, and DASH integration. Boost efficiency and drive smarter business growth.

Automated database clean up and auditing
Eliminate duplicate, incomplete, or inaccurate data with CRM’s optimization tools. Easily merge contacts and flag pages for admin review to ensure data accuracy and integrity.
Alignment of field and office staff
Keep CRM data up-to-date in real time from field to office with the mobile app. Access and update files on the go, ensuring field and office teams are aligned on sales and marketing activities.
Workflow automation drives results
Create customized workflows in CRM to guide sales and marketing teams on when to reach out and with what message. Set rules and triggers for task reminders, visible on both mobile and desktop applications.
Data-driven insights and analysis
Use data-driven insights to create customizable CRM dashboards and reports. Visualize customer data, referral sources, marketing campaigns, and more in easy-to-understand charts.

Automated database clean up and auditing
Eliminate duplicate, incomplete, or inaccurate data with CRM’s optimization tools. Easily merge contacts and flag pages for admin review to ensure data accuracy and integrity.
Alignment of field and office staff
Keep CRM data up-to-date in real time from field to office with the mobile app. Access and update files on the go, ensuring field and office teams are aligned on sales and marketing activities.
Workflow automation drives results
Create customized workflows in CRM to guide sales and marketing teams on when to reach out and with what message. Set rules and triggers for task reminders, visible on both mobile and desktop applications.
Data-driven insights and analysis
Use data-driven insights to create customizable CRM dashboards and reports. Visualize customer data, referral sources, marketing campaigns, and more in easy-to-understand charts.
FAQ
Is Cotality CRM the same tool as LuxorCRM?
Yes. Cotality CRM is the same customer relationship management software built specifically for restoration contractors, formerly marketed as LuxorCRM by Next Gear Solutions. It retains all original functionality with expanded data integrations.
How do restoration contractors track and manage referral sources?
While DASH captures basic 'Referred By' data, Cotality CRM makes that information actionable. It empowers contractors to classify referral sources, set proactive alerts, and launch targeted marketing to uncover the true ROI of every relationship.
Can restoration sales software integrate directly with job management systems?
Yes. Cotality CRM features a real-time, multi-level integration with DASH that continuously syncs jobs, contacts, and user data. This bridges sales and operations while automatically auditing, merging, and cleaning contact information.
How do you automate marketing campaigns for a restoration business?
The most effective way to automate outreach is with Cotality CRM’s campaign automation. Businesses can build digitized drip campaigns using customizable templates that automatically guide sales teams on exactly when and how to contact leads.
How can restoration sales teams identify which clients to prioritize?
Cotality CRM automatically grades leads and identifies top performers. It prioritizes contacts based on recent referrals and overall contract value, while sending instant push notifications to your sales team if a high-value client is neglected.
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
Trying to reach us by phone?
Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.
Looking for support?
Visit our dedicated support page to find support for all our products.