CRM For Claims - 2026 Pricing, Features, Reviews & Alternatives

CRM For Claims is a cloud-based, web application built for roofing contractors handling insurance work, public adjusting firms, and property restoration companies. It manages the complete insurance claim lifecycle within a single system — from website lead capture and pipeline stage management through document storage, e-signatures, scheduling, insurance-specific invoicing, commission tracking, and reporting. Accessible from any device via a web browser, CRM For Claims requires no on-premises infrastructure and is offered on month-to-month billing with no setup fee, no contract, and onboarding included on every plan.

CRM For Claims centralizes all claim data — policy details, documents, communications, invoices, and commissions — in one record per claim. The claims pipeline supports customizable stages with entry and exit automations that trigger tasks, SMS messages, and emails automatically as claims progress, removing the need for manual follow-up. Document storage includes 34 pre-named insurance claim folders, and an integrated Documents Hub provides e-signature capabilities with full sending history and resend and void controls. Insurance-specific invoice types covering ACV, Recoverable Depreciation, and Supplemental payments keep carrier payments distinct and traceable, while online payment collection supports both credit card and ACH. Commission tracking books amounts on invoice approval and releases them only upon payment receipt. Loss draft and mortgage or lender tracking, two-way Google Calendar sync for scheduling, and a customer portal for self-service claim progress visibility round out the core feature set.

Reporting in CRM For Claims includes a Master Report, Projects Profitability Report, Payables, and Payments History, giving operations clear financial and workflow visibility. Team permissions with role-based access controls support multi-person offices and larger restoration operations. Native integrations with CompanyCam — which auto-creates a linked photo project — and Google Calendar are included without requiring Zapier or custom development. A website lead form integration automatically creates contacts and projects on submission. Pricing tiers span from the Essentials plan at $59 per month for solo operators to a Professional plan at $99 per month for multi-person offices, with Enterprise custom pricing available for larger teams of 15 or more users.