A roofer CRM tracks every lead from first call to signed contract, reminds you to follow up on open estimates, stores job photos and documents, and keeps a pipeline so nothing slips. Roofing-specific versions add measurement reports, material orders, and production scheduling on top.
We run our own home-service companies on a CRM-and-website stack and build the same for contractors, so here's the honest take: what a roofing CRM does, what it costs in 2026, and when a simple general CRM — or a habit — beats a $200-per-seat platform.
Every inquiry lands in one list with a status — new, quoted, won, lost. The single biggest win, because roofing money is lost to estimates that never got a second call, not to bad pricing.
Automatic reminders and texts so an open quote gets a nudge at day three and day seven. Most roofing close-rate gains come from following up, not from a fancier proposal.
Inspection photos, measurements, insurance scope, and signed contracts attached to each job, so the office and the crew see the same file.
Roofing-specific tiers add material ordering, crew assignment, and install scheduling. Useful once you run multiple crews and a real backlog.
A general CRM with contacts, a pipeline, and reminders. For a solo or two-crew roofer with a follow-up habit, this is often all you need.
Automation, email and text sequences, and reporting. Good when a salesperson or two needs structure and you want close-rate data.
Measurement integrations, material orders, production scheduling, and insurance workflows. Earns its price when you run a sales team and multiple crews.
End-to-end systems used by larger storm and retail roofers, with onboarding fees. Overkill until headcount and volume justify it.
A CRM converts and organizes leads. It does not create them. You can have the cleanest pipeline in town and still have a slow week because the homeowner with a leaking roof never found your name. The CRM works on the leads you already get — the website is what produces them.
Our top plan actually includes a custom CRM, but it sits on top of the site that feeds it. See the roofer website page for the lead source, roofing SEO for how it ranks, and roofing CRM for the management side.
Buy a roofing CRM when follow-up is slipping and that's costing you signed jobs — that's the moment it pays for itself.
We don't post stock testimonials. On a 15-minute call we screen-share the real dashboards behind our own businesses — live leads, rankings, and the exact page that produced each one. See the proof →
A CRM is built around the sale — leads, pipeline, follow-up. Field-service software is built around the job — dispatch, scheduling, invoicing. Many platforms blend both, but the CRM side is what wins more contracts.
Automatic estimate follow-up. Most lost roofing jobs are quotes that simply went quiet. A nudge at day three and seven recovers more revenue than any other feature.
Our Own Your Market plan from $1,750/mo adds a custom CRM and reputation automation. Lighter plans at $249 and $597/mo focus on the site and SEO that feed it. Every plan comes with a free 48-hour demo.
Send your company name and metro — we'll confirm your market is open and build a working demo within 48 hours. Free, no card, no commitment. You own the site, the domain, and every lead.
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Plans $249 · $597 · from $1,750/mo — month-to-month, no contracts.