Best Roofing CRM Software: Top 10 for 2024

We tried every CRM software for roofing companies on the market to compile this list of the best roofing CRM software. Read on to learn more.

10 Best CRM for Roofing Companies

Here are the 10 best roofing CRM that you can consider:

1. SubSync

SubSync is a comprehensive CRM and sales engagement platform designed for home service businesses, including roofing companies. It automates outreach efforts through email, phone, and physical mail, making lead generation and client management more efficient. SubSync stands out by simplifying workflows, delivering personalized experiences, and driving engagement from first touch to closed-won.

Key Features of SubSync:

• Automate email, phone, and physical mail outreach campaigns.

• Centralized inbox for seamless communication across all channels.

• Personalized, timely messages to build consistent pipelines.

• All-in-one sales platform to manage leads from inquiry to payment.

• End-to-end marketing automation for streamlined workflows.

2. HubSpot

HubSpot is one of the most well-known CRM platforms, offering a free version for smaller roofing companies. It helps users manage contacts, track pipelines, and generate custom sales reports, making it a flexible solution for growing businesses.

Key Features of HubSpot:

• Free CRM with scalable features.

• Pipeline management to track sales progress.

• Custom reporting and strong data security.

• Contact management with email and call tracking.

• Forecasting tools for cash flow management.

3. JobNimbus

JobNimbus is a CRM built specifically for the roofing industry. It allows contractors to organize leads, manage projects, and streamline billing. With its intuitive design and roofing-specific features, JobNimbus is a top choice for roofing professionals.

Key Features of JobNimbus:

• Organize leads and optimize sales messaging.

• Manage projects and track progress via interactive boards.

• Streamline billing with automated invoicing and payment tracking.

• Integration with QuickBooks for easy financial management.

• Customizable workflows tailored to roofing needs.

4. SPOTIO

SPOTIO is a field sales CRM designed for mobile sales teams, particularly those in roofing. It offers powerful sales intelligence and territory mapping tools to help roofing businesses boost productivity and streamline operations.

Key Features of SPOTIO:

• Sales intelligence with 200+ data points for high-quality lead generation.

• Territory mapping and color-coded prospect pins.

• Route planning for efficient travel between job sites.

• Multichannel communication sequences (email, text, in-person).

• Custom KPI reporting for better performance tracking.

5. iRoofing

iRoofing is a specialized CRM for roofers, with strong project estimation and visualization tools. It allows roofers to digitally measure and estimate jobs, helping them create accurate quotes and manage client relationships.

Key Features of iRoofing:

• Roof measurement and visualization tools.

• Customizable project estimation features.

• Integrated material ordering directly from suppliers.

• Customer database to manage appointments and job progress.

• Roof simulator to visualize project outcomes.

6. Pipedrive

Pipedrive is a CRM with a focus on sales pipeline visualization. Its drag-and-drop interface makes it easy to manage deals and track sales progress, making it suitable for roofing companies looking to streamline their sales process.

Key Features of Pipedrive:

• Visual sales pipeline with drag-and-drop deal updates.

• Automation tools for scheduling and lead qualification.

• Custom reporting to uncover sales insights.

• Sales assistant with real-time performance tips.

• Email sequencing for improved communication efficiency.

7. AccuLynx

AccuLynx is a roofing-specific CRM that offers tools for project management, lead tracking, and financial operations. It helps roofing businesses handle every aspect of their work, from sales to invoicing and customer communication.

Key Features of AccuLynx:

• CRM functionality for managing leads and documents.

• Invoicing, payment processing, and commission tracking.

• Lead API integration and photo tagging from job sites.

• E-signature capabilities for contracts and documents.

• Aerial measurement tools for accurate project estimates.

8. RoofSnap

RoofSnap is a CRM that focuses on streamlining roofing projects with features like aerial roof measurements and supply management. It helps roofers manage multiple projects efficiently while improving accuracy in estimates.

Key Features of RoofSnap:

• Aerial roof measurements for quick estimates.

• Supply management tools to track inventory.

• Custom estimate builder for material-based quotes.

• Visually detailed and impressive document generation.

• Project tracking across multiple clients.

9. PlanSwift

PlanSwift is a bidding and project cost calculation tool that helps roofers streamline their bidding process. It allows users to generate precise cost estimates and adjust bids on the go for maximum efficiency.

Key Features of PlanSwift:

• Quick and accurate project cost calculations.

• Flexible bidding tools to adjust estimates in real-time.

• Project tracking for better bid management.

• Tools to improve precision in cost estimates.

• Easy-to-use interface for generating bids faster.

10. Salesforce

Salesforce is a powerful enterprise CRM that offers advanced customization and integration options. While it’s not roofing-specific, its extensive features make it suitable for large roofing companies with complex CRM needs.

Key Features of Salesforce:

• Advanced customization for roofing-specific workflows.

• Powerful integration options with third-party tools.

• Detailed sales reports and forecasting tools.

• Extensive contact management features.

• Scalable CRM solution for large operations.

Comparison of the Best CRM Software for Roofing Contractors

Here is a comparison of the best CRM for roofing contractors that you can consider:

How to Choose the Best CRM for a Roofing Company

When selecting a CRM for your roofing company, it's essential to consider factors that enhance productivity, streamline operations, and integrate seamlessly with your existing tools. Here are some of the most important considerations:

1. Determine the Size and Needs of Your Roofing Business

Consider the specific needs of your roofing company based on its size. Smaller businesses may prefer simpler CRMs like HubSpot, while larger ones will require more comprehensive solutions like Salesforce or SubSync to manage complex operations.

2. Choose a CRM with Roofing-Specific Features

Select a CRM that offers tools tailored to roofing companies, such as project estimation, lead tracking, and scheduling. Platforms like JobNimbus and iRoofing provide these industry-specific features to streamline your workflow.

3. Look for a CRM That Is Easy to Use

Ensure that the CRM is easy for your team to adopt, especially for field employees. CRMs like Pipedrive and RoofSnap have user-friendly interfaces, reducing the time needed for training and setup.

4. Prioritize Automation to Save Time on Outreach

Opt for a CRM that automates tasks like email, call, and text outreach, which can save time and reduce manual effort. SubSync and SPOTIO excel in automating outreach, helping you boost client engagement.

5. Ensure the CRM Integrates with Your Existing Tools

Make sure the CRM integrates well with tools like QuickBooks or your financial software. SubSync, AccuLynx, and Salesforce offer strong integration capabilities to ensure all your tools work together seamlessly.

6. Look for Customization and Scalability to Support Growth

Choose a CRM that can grow with your business and be customized to meet specific needs. HubSpot and JobNimbus offer flexible customization and scalability options, ensuring they adapt as your business evolves.

What is a Roofing CRM Software?

A roofing CRM software is a specialized tool designed to help roofing businesses manage customer relationships, sales, and project workflows. It streamlines tasks like lead tracking, project management, and communication to improve efficiency and grow the business.

Example: Skyline Roofing using SubSync can track 200 leads, schedule 50 follow-up calls, and send automated emails to potential clients, all from a single platform. This helps the business close more deals and manage projects more efficiently.

Benefits of CRM Software for Roofing Businesses

CRM software can greatly improve the way roofing companies manage their operations and customer relationships. Here are some of the most common benefits of using them:

1. Easier and More Efficient Lead Management  

A CRM helps roofing companies track and manage leads more efficiently, ensuring that no potential client slips through the cracks. With features like automated follow-ups and centralized contact information, teams can focus on converting leads into paying customers.

2. Simplified and Organized Project Management  

CRM software simplifies project tracking, allowing roofers to monitor job progress, assign tasks, and update clients in real-time. This ensures projects stay on schedule and within budget, leading to higher customer satisfaction.

3. Centralized and Improved Client Communication 

CRMs centralize communication, making it easy to manage emails, calls, and texts with prospects and customers. This results in better coordination and faster response times, improving relationships with clients.

4. Automation of Time-Consuming Routine Tasks

Roofing CRMs can automate repetitive tasks like sending emails or scheduling follow-ups, saving time and reducing manual effort. This allows teams to focus on more strategic activities, increasing overall productivity.

5. Access to Data-Driven Insights for Better Decision-Making  

With custom reporting features, roofing businesses can analyze their performance, track key metrics, and make data-driven decisions. This helps identify areas for improvement and optimize operations for better results.

We hope that our best CRM for roofing industries list has helped you choose a solution for your business. Think we missed some software? We would love to hear your opinion!

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