Best CRM Software for Roofing Companies

AccuLynx is well-known for its high performance in production and project management for the roofing industry. It makes it easy to control every step of production.  

Why We Like It 

AccuLynx is well-known for its high performance in production and project management for the roofing industry. It also makes it easy to control every step of production. 

Important Features for Roofing Companies 

Customer relationship management

Manage and track sales from a lead to a signed contract.

Lead intelligence

Use built-in AI to get greater insight into your contact data. 

Aerial measurement ordering

Use eagle view roof measurements in the AccuLynx system. The measurements also automatically give an estimate, so you don’t have to import data manually. 

Photos

This feature allows you to capture photos of a job, share them with your crew, and add annotations without using additional photo apps.

Estimating

You can create an estimate within seconds. You can choose from a library of templates, add measurements and materials, and apply taxes, profit margins, and discounts.

Lead API

Eliminate data duplication by automatically entering and importing lead information from the web to lead forms, landing pages, and external websites.

JobNimbus was built for contractors, and its features align with assisting, organizing, and automating their work.

Why We Like It 

JobNimbus stands out as it’s considered one of the best CRM software for roofing in the market. It also has excellent features and is an all-in-one management system. 

Important Features for Roofing Companies 

Marketing

Attract more leads with services that include paid ads, local SEO, and a website.

Sales

The sales team can use a one-click estimate to create professional proposals.

Production

This feature allows you to order materials from suppliers directly and manage production. 

Billing / Cash flow

The system is synchronized to QuickBooks and allows for payment collection via text messages. 

Communications

Communication is flawlessly integrated with text messages, email, and caller ID.

Integration

It can be connected to some external tools to offer services in one place.

Salesforce has been around for many years. It’s a well-known system that can be adopted by any industry and is scalable to any size of business. 

Why We Like It 

It’s very customizable to suit any business and industry and is especially helpful to large companies. It’s an excellent system for multi-channel marketing and comes with a mobile application for managing almost everything on the go. 

Important Features for Roofing Companies

Customer Service AI 

Uses generative, predictive, and conversational AI.

Data-Driven Service

Uses real data inside to maximize customer satisfaction and the service team’s productivity.

Customer Service Incident Management

Resolves problems faster to deliver excellent customer experience.

Field Service

It’s a feature that mainstreams operations to ensure customers are happy. 

Self-Service

Assist customers in finding answers quickly.

Einstein Bots

It can be used 24/7 to assist with any customer service cases.

Service Cloud for Slack

Allows teams to collaborate and solve any issues that arise.

Jobber is field service management software that assists an enterprise in organizing its business and keeping customers satisfied.

Why We Like It 

One of the reasons we love Jobber is its customizable features, which can suit any industry. Jobber wasn’t specifically created for the roofing industry but can be adapted for it. It also ranks high in organization and business management.

Important Features for Roofing Companies 

Job Management 

It keeps track of important client details. Flexible dispatching and real-time scheduling ensure your team is at the right place on time. It also has an invoicing and follow-up system with professional templates and a mobile app that allows users to access the system from anywhere at any time.

Customer Service

It allows customers to book online and automatically schedule a job based on preferences. With the client hub system, clients can approve quotes, pay invoices, and print receipts. Through the customer service system, the team can send automated updates and work progress via text messages with the CRM. With the job forms feature, there is a checklist and custom forms that can be shared with the team and customers.

Business Operations

Through the use of customized templates, follow-ups and quotes are easy to create. The system also allows signature approvals and sends automated calendar reminders. It also comes with a built-in reporting system that gives proper insight into your business. These marketing tools will assist with attracting more business by running easy email Marketing campaigns.

Leap is an end-to-end platform specifically created for the home improvement industry. In 2022, Leap bought JobProgress along with its CRM software for roofing, which is known as one of the industry’s leading software solutions. 

Why We Like It 

It’s also well known for its exceptional customer support and scalability to accommodate businesses of any size. 

Important Features for Roofing Companies 

Lead management

Leads are managed and nurtured quickly. Get to a lead quickly through instant notifications and initial responses. Push notifications ensure you never miss an opportunity. You can send automated emails to leads and build tasks based on workflow preferences. 

Schedule Appointments

Allows for straightforward scheduling while putting time, location, and date that can be sent instantly to a homeowner. The system also ensures issues such as overbooking of time slots is eliminated.

Digital Estimates

Generate digital estimates using price and material control to ensure that you aren’t underestimating a job or offering materials that are no longer in stock. Digital estimates also allow you to eliminate manual errors and provide a better customer experience.

Digital Signatures

Collect digital signatures, information, and contracts are sent to customers on the go. Digital signatures ensure higher security and final documentation that can’t be modified or moved.

Digital Signatures Image

Signatures can be captured remotely through the in-platform signing capabilities. The secure sign feature ensures contracts are signed and completed by all parties. It can be integrated with DocuSign to keep all digitally signed information in one place.

Houzz Pro is a business management software that was built specifically for the property building and remodeling.

Why We Like It 

Contractors can use the platform to streamline online invoicing processes, payment scheduling, and tracking activities through a project timeline and client dashboard.

Important Features for Roofing Companies 

Project management

Allows for simple streamlining of the project, ensuring no delays. 

Client communication

Communicate with clients and understand their needs. This allows easy resolution of any queries. 

Customizable templates

For proposal creation, quotes, and invoices.

Design tools

Design tools with a 3D floor planner tool

Mood boards

To easily show the design to clients through a digital perspective.

Roofr is known for its excellent sales features. 

Why We Like It 

Roofr has a great instant estimate system, measurement reports, and quick proposals. Its software is also great for managing and communicating with customers. 

Important Features for Roofing Companies 

Interactive Job Pipeline

It allows you to drag and drop jobs as they move through the pipeline. Job cards show information such as the location, job price, and task being performed.

Analytics Dashboard

The analytics dashboard allows you to gain a better understanding of your sales processes, all using real-time data.

Material Ordering

Ordering materials is simple: You can send, create, and check your material orders from your signed proposal.

Measure & Estimate

You can take measurements and estimate remotely through the CRM system.

Automated Tasks

Automations allow you to set appointments, check job statuses, and update proposals.

Invoicing & Payments

Allows you to share and create invoices for each job. You can also easily view payment status to find any outstanding balances.

Buildertrend is a popular residential construction project management software that’s been around since 2006. Most remodelers, builders and contractors trust it. 

Why We Like It 

It allows contractors to control their projects efficiently and seamlessly organize communication processes within the enterprise. This software enables builders to manage finances, jobs, sales, and client relationships. It’s also trusted by more than 1 million users across 100 countries. 

Important Features for Roofing Companies 

Sales Management

Makes it easy to capture, create, and close leads. You can also build customized proposals and engage your prospects through email marketing.

Project Management

All project details can be managed in one place to avoid delays and stay on top of any changes. Documents and important information can be easily shared with stakeholders on the platform.

Customer Management 

Allows for easy connecting of teams, subs, and clients. Also gives customers a clear expectation and keeps home almost informed and involved.

Financial Management

It ensures you stay within the budget with every project by tracking expenses and allowing you to account for every penny. It also allows you to save money by using bid management.

Materials Management 

Easily track the cost of materials and inventory while building and sustaining relationships with the best suppliers. You can easily manage and earn rebates directly in the Buildertrend CRM system. 

RoofSnap is known for its measuring services, which allow contractors to measure roofs and create material orders and contracts from anywhere. 

Why We Like It 

This is excellent CRM software for roofing with features built specifically for this industry. 

Important Features for Roofing Companies 

Roof Measurements 

RoofSnap’s standard measurements are ideal for measuring a residential asphalt roof. They give detailed diagrams and waste calculations, all in under 30 minutes. 

Gutter Measurements

It gives accurate and efficient measurements. Boosts installation efficiency by allowing easy and accurate planning and material estimation. 

Estimation Suite 

Calculations for generating estimates are automatic, and  RoofSnap’s instant estimate builder measurements can be applied directly to the line item.  

To complete our list, we come to iRoofing. It’s not as popular as other roofing CRMs but has some amazing features. 

Why We Like It 

It has outstanding customer support and roofing logistics tools. iRoofing can produce estimates based on your pricing.

Important Features for Roofing Companies 

Limitless Roof Measurements & Instant Estimates

Create accurate and professional roof measurements and reports in minutes. Its roof measurement app is suitable for mobile devices and desktops. You can use unlimited satellite reports from satellite, aerial, drones, and blueprints. You can determine a precise roof pitch using street-view photos. 

Powered by AI Roof Visualizer 

It uses AI to integrate technology that helps with doing the work faster. The CRM system is connected with multiple manufacturers. 

Digital Roofing Pitchbook

Creates an unforgettable custom branded, colorful, and animated Digital Pitch Book. Easily upload before and after pictures from past projects. Shows other work completed in the area. 

Roof Estimating Software

Accurate, customized roof estimating software that turns any roof measurement into an online estimate. Use company pricing to customize all information. 

Digital Roofing Catalogs

It comes with the industry’s largest database, which is automatically updated. It includes brochures, photos, and technical information. It uses an AI-based roof visualizer to give the best information.