The field CRM built for public adjusters.
ClaimTrack is a CRM and lead-management platform designed for public adjusters and property-loss professionals. Property loss is the record — not the person. Track every contact, claim detail, activity, follow-up, photo and document against the loss itself.
Free to start — no credit card needed.
Everything a loss file needs
Property-loss lead tracking
Log a loss in seconds — address and loss type — then build the file as you learn more. Statuses track a lead from new to signed to settled.
Contact management
Owners, tenants, landlords, agents and adjusters, with phone, email, mailing address and a clearly marked primary contact.
Follow-up and appointment management
Tasks with reminders, overdue and upcoming views, completion history, and appointments scheduled from the Calendar screen.
Claim organization
Named insureds, carrier, policy and claim numbers, deductible and limits, endorsements, adjusters and claim status in one place.
Notes and voice notes
Type a note or record one in the field and review the transcription before it saves to the claim file.
Documents and photos
Capture damage on site, organize photos into albums, store the policy alongside them, and export a photo album as a compact PDF.
Search and reporting
Find any lead, contact or note fast, watch your pipeline and claim values, and export a full claim report as a PDF.
Optional Google Calendar sync
Connect your own Google Calendar to keep ClaimTrack appointments and follow-ups on the calendar you already use.
Google Calendar is optional
ClaimTrack can optionally connect to Google Calendar to synchronize appointments and follow-ups. Connecting Google Calendar is not required to use ClaimTrack. The connection is started only from Settings → Integrations, and only asks for permission to manage calendar events (https://www.googleapis.com/auth/calendar.events). ClaimTrack does not access Gmail, Google Drive or Google Contacts. You can disconnect at any time without losing any ClaimTrack records.
See our Privacy Policy for details on how information is handled.
Works on any phone browser. Add ClaimTrack to your iPhone home screen from Safari's Share menu for a full-screen app.