Reelow CRM

Damage claims handled without the headache.

Customer calls, AI builds the case. You review the photos, negotiate, send a settlement agreement, and close it — all in one place. No email chains. No lost paperwork.

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Feature details

AI phone claim intake

Customers call your Reelow line and describe the damage. The AI collects item details, estimated value, and move information — and creates a structured case automatically.

Customer documentation requests

Send a secure upload link by text. Customer uploads photos and descriptions from their phone. Everything goes straight into the case file.

Structured case management

Each claim has a case number, linked job, customer record, damaged items, timeline, and notes. Every conversation and update is logged automatically.

Crew assignment & investigation

Assign the claim to the crew that ran the job. They can add notes, see the customer photos, and respond — all within the case.

Settlement agreements with e-sign

Negotiate a settlement in the CRM, generate an agreement, and send an e-sign link. Customer signs from any device. The signed document is stored to the case.

Claims reporting & analytics

See all open and closed claims, total settlement value, average resolution time, and which jobs or crew generate the most claims.

Frequently asked questions

Does the AI automatically create a claim, or does office staff do it?

The AI creates the initial case from the phone call. Office staff reviews, adds notes, requests documentation, and manages the resolution.

Can I use my own settlement agreement template?

Yes. You can customize the settlement agreement language to match your company's terms and liability language.

Is there a cost per claim?

No extra cost. Claims management is included in both Starter and Professional plans.

Related features

Reelow CRM includes dispatching, estimating, inventory collection, job tracking, claims management, storage management, and payroll — all in one platform built for moving companies. See all features.

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