Roofing CRM · Owned outright

A custom CRM for roofing companies

Roofing jobs move through more hands than most trades: the homeowner, the inspector, the adjuster, the crew. A generic sales CRM tracks the first call and loses the rest.

Scope my CRMWhat are missed leads costing me?

Quick answer

A roofing CRM should follow a job from the first inspection request through the insurance claim, the adjuster meeting, any supplements, the install and the final payment, and it should answer storm leads within minutes. We build that as software you own: your stages, your crews and your branding, with no per-seat fee as you add estimators.

The pipeline, built the way roofing companies work

  1. 1New leadForm, call or ad lead lands with source, address and roof concern.
  2. 2Inspection bookedInstant text with available slots; the inspector is assigned.
  3. 3Estimate sentRetail or insurance, with photos and the scope attached.
  4. 4Claim filedCarrier, claim number and adjuster details on the job.
  5. 5Adjuster meetingDate, who attends, and the outcome.
  6. 6Approved / signedContract e-signed; deposit or first check recorded.
  7. 7Install scheduledCrew, materials order and delivery date.
  8. 8Supplement and finalSupplements filed, final invoice, depreciation released.

Screens from CRMs we have built

Laptop showing a CRM deal board with the Proposal column total circled, labeled 'Each stage, priced'.
Our own CRM · demo dataEvery deal on one boardMove a deal to its next stage and the column totals follow. Invented demo data.
Laptop showing a demo CRM change-order list with the pending total circled, labeled 'Every change, priced'.
Groundwork · demo CRMChange orders, priced and chasedEvery field change from request to approved value, with days outstanding, so none goes unbilled. Demo CRM shown.
Laptop showing a demo CRM job-cost report with the net variance circled, labeled 'Over budget, caught early'.
Groundwork · demo CRMOver budget, caught earlyLabor and material against budget on every job, so a loss shows up while there is time to fix it. Demo CRM shown.

Every name, business and number in these screens is invented demo data.

What it keeps on every record

  • Property address, roof age, material and photos from the inspection
  • Insurance carrier, claim number, adjuster contact and claim status
  • Retail vs. insurance job, and every payment against it
  • Which ad, storm or referral the job came from
  • Crew and install date per job

What it does on its own

  • Replies to every storm lead in minutes, day or night, and offers inspection times
  • Reminds the homeowner before the inspection and the adjuster meeting
  • Flags claims that have sat in one stage too long
  • Asks for a review once the final payment lands
  • Follows up on estimates that were never signed

Owned, not rented

  • From $4,500

    One-time build. A fixed figure before anything starts.

  • No per-seat fees

    Add your whole team. The price does not move.

  • Yours outright

    Your code, your data, your branding. Change it any time.

See the CRM dashboard we build

Frequently asked questions

Can it handle insurance and retail jobs differently?

Yes. Each job is marked insurance or retail, and insurance jobs get the claim, adjuster and supplement steps that retail jobs skip.

Can my crews and sales reps all use it?

Yes. There are no per-seat fees, and each person sees what their role needs.

Can you move our jobs over from our current CRM?

Yes. Migration is part of the build, and we check the imported jobs against the source.

Want it built around your roofing business?

A short call to map your stages and what you use today. You leave with a fixed price.

Book a free call

Filling the pipeline

Roofing marketing: ads, funnels and follow-up

CRMs for other industries

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