CRS CRM

Job management for content restoration and packout companies

What this app does

The purpose of CRS CRM is to provide a Customer Relationship Management platform for Content Restoration. It provides abilities such as:

• Jobs — one record per restoration job, covering the customer and property, insurance and claim details, services performed, referral source, three separate note channels, and a full activity history.
• Scheduling and crews — packout and packback scheduling that drives each job's status, generates the crew's task list, and feeds a shared calendar.
• Job costing — labor hours, packing materials by box size, and travel distance rolled into per-job cost and margin.
• Accounts receivable — invoice and payment status mirrored from the company's accounting system, with aging and follow-up reminders.
• Reporting — operational dashboards and exportable reports across jobs, referral sources, and revenue.
• Multi-location — a franchise headquarters can be granted a read-only view across the locations it oversees.

CRS CRM is a web application that content restoration companies use to run a job from the first call to the final invoice. One record per job holds the property owner's details, the insurance claim and adjuster, the services performed, the packout and packback schedule, the crew's tasks, the job's cost and margin, and its invoice and payment status. It replaces the spreadsheets and general-purpose databases these businesses typically outgrow.

CRS CRM is operated by CliqueUp Inc. It is subscription software sold to restoration businesses, not a consumer application: accounts are issued by the subscribing company to its own staff, and there is no public sign-up. Each business works in its own isolated workspace.

Sign in to CRS CRM

Why CRS CRM asks for access to your Google account

Two features can connect to a Google account. Both are optional, both are started by the person using the app rather than by us, and each is authorized separately. If neither is connected, CRS CRM requests no Google data at all and the rest of the application works normally.

Google Calendar — so scheduled jobs appear on your calendar

When a user connects Google Calendar, CRS CRM writes the job schedules it manages onto the calendar that user picks, and updates or removes those events when the schedule changes in the app. This is why the app requests permission to manage calendar events. It reads the list of your calendars only so you can choose which one to write to. It does not read the contents of your existing events, and it does not copy your personal calendar into the application.

Google Contacts — so an incoming job call shows a name

Restoration crews take calls from customers in the field. When a user connects Google Contacts, CRS CRM keeps a dedicated "CRS Customers" contact group on that user's own Google account up to date with the name, phone number, and address of the customers on their active jobs, so their phone shows a name instead of an unknown number. This is why the app requests permission to manage contacts. It creates, updates, and deletes only the contacts it made for this purpose — it does not read, change, or delete the user's other contacts, and it does not copy existing contacts into the application.

Google data obtained this way is used only to provide these two features. It is never sold, never used for advertising, and never used to train generalized AI or machine learning models. A user can disconnect at any time from the app's Settings, which revokes the token with Google and deletes the stored mapping, or revoke access directly in their Google account permissions. Full detail, including the Limited Use commitment, is in the Privacy Policy.

Other systems CRS CRM can connect to

• QuickBooks Online — a read-only mirror of invoices and payments that powers job costing and accounts receivable.
• ContentsPal — inventory, box, and custody counts pulled onto the job record.
• Google Maps Platform — driving distance from the company's warehouse to the job site, used in costing.
• Airtable — a one-time, read-only import of a company's existing records when it starts using CRS CRM.

Security and privacy

Each business's workspace is isolated at the database level, all traffic is encrypted in transit, stored data and third-party credentials are encrypted at rest, and administrative sign-in requires multi-factor authentication. There are no advertising trackers or analytics tags in the application. What the app collects, who processes it, and how long it is kept is set out in the Privacy Policy; the Terms of Service govern use of the app.

Contact

CRS CRM is operated by CliqueUp Inc. For questions about the application, your account, or privacy, email privacy@crscrm.com. If your details appear in a restoration company's workspace and you want to access or remove them, contact that company directly — they control their own records.