Are You Juggling Complex Operational Challenges While Trying to Stay Competitive?
Are you juggling complex operational challenges while trying to stay competitive?
The time to streamline your business is now.
Labor Shortages
Struggling to find skilled workers and keep up with demand? It’s time to maximize team efficiency and reduce operational bottlenecks.
Supply Chain Disruptions
Rising material costs and unpredictable delays make project planning and budgeting a nightmare. You need a better way to track and manage inventory.
Customer Expectations
Customers expect more than ever—personalized solutions, real-time updates, and seamless communication. Are you meeting their expectations?
Technological Pressure
From AI to drone inspections to smart roofing systems, the tools of the trade are evolving fast. Are you leveraging the right tech to stay ahead?
Labor Shortages
Struggling to find skilled workers and keep up with demand? It’s time to maximize team efficiency and reduce operational bottlenecks.
Supply Chain Disruptions
Rising material costs and unpredictable delays make project planning and budgeting a nightmare. You need a better way to track and manage inventory.
Customer Expectations
Customers expect more than ever—personalized solutions, real-time updates, and seamless communication. Are you meeting their expectations?
Technological Pressure
From AI to drone inspections to smart roofing systems, the tools of the trade are evolving fast. Are you leveraging the right tech to stay ahead?
The right roofing CRM transforms these challenges into opportunities for growth and efficiency.
Great team… extremely knowledgeable and easy to work with.
Cecilia De La Rosa
Executive Director
A 5-Star Review from American Contractors Organization (ACOORG)
Choosing The Right CRM For Your Roofing Business Is A Big Decision
The hidden drawbacks of generic and all-in-one roofing CRMs.
Generic
Upside
-
Generic CRMs offer affordability and flexibility.
-
They include essential tools like lead tracking, email integration, and reporting.
-
Plus, they often can integrate with popular business tools like QuickBooks or Google Workspace.
Downside
-
No built-in tools for generating estimates, scheduling crews, or managing aerial measurements.
-
No reporting and automation features you need to track roofing-specific metrics, like material costs or job profitability.
-
Integrating with industry-specific tools can be tricky, and adapting these systems to fit your processes may require costly customizations.
All-in-One
Upside
-
Bundled features can lower overall software costs compared to purchasing separate tools.
-
Designed specifically for roofers.
-
Reduce the need for multiple integrations, minimizing setup and maintenance complexity.
Downside
-
Many platforms fall short in flexibility, often locking businesses into rigid workflows that don’t scale or adapt as they grow.
-
Cover the basics but lack advanced features like dynamic lead nurturing, detailed customer insights, and robust automation essential for staying competitive.
-
Connecting specialized tools for accounting, scheduling, or field operations can be cumbersome or impossible, resulting in siloed data and inefficiencies.
If you’re looking for a CRM that truly supports your roofing operations, it may be time to explore a solution tailored specifically for roofers.
A Custom CRM Built to Solve YOUR Biggest Challenges
Take control of your business growth with a CRM designed for the way YOU work.
Automated Lead Follow-Ups
Never let a lead slip through the cracks. Automated workflows ensure timely follow-ups to close deals faster.
Pipeline Customization
Track every job from lead to completion with deal stages built for roofing.
Real-Time Dashboards
Monitor performance metrics—sales, project timelines, and customer satisfaction—in one place.
Integrated Communication Tools
Connect calls, emails, and texts directly within the CRM for faster responses.
Production Workflow Automation
Streamline job tracking and updates to deliver projects on time.
Automated Lead Follow-Ups
Never let a lead slip through the cracks. Automated workflows ensure timely follow-ups to close deals faster.
Pipeline Customization
Track every job from lead to completion with deal stages built for roofing.
Real-Time Dashboards
Monitor performance metrics—sales, project timelines, and customer satisfaction—in one place.
Integrated Communication Tools
Connect calls, emails, and texts directly within the CRM for faster responses.
Production Workflow Automation
Streamline job tracking and updates to deliver projects on time.
The Right Roofing CRM Package for Every Stage of Your Growth
The Right Roofing CRM Package for Every Stage of Your Growth
Initiate
Accelerate
Elevate
Revenue
$2 – $10mm
$5mm – $15mm
$15mm+
Business Model
Up to 2 Segment Roofing Company
Multi-Segment Multi-Product Company
Multi-Segment Multi-Product Company
Avg. Implementation Period
2 Months
2-3 Months
3-4 Months
HubSpot Features
HubSpot’s Hubs are comprehensive tools designed to manage different aspects of your business.
Sales Hub Enterprise, Marketing Hub Pro, Service Hub Pro, Operations Hub Pro, CMS Hub Starter
Sales Hub Enterprise, Service Hub Enterprise, Marketing Hub Pro, Operations Hub Pro, CMS Hub optional
Enterprise Suite
Personalized Onboarding Plan: Get a tailored onboarding roadmap based on the unique needs and goals of your business.
Dedicated Onboarding Specialist: Work with a dedicated specialist to offer 1:1 support, answer questions, and provide guidance throughout the onboarding process.
Interactive Training Sessions: Live training sessions that cover platform features, best practices, and workflows.
Automated Reminders & Checkpoints: Set up automated prompts and reminders to ensure users complete key onboarding tasks on time.
Role-Specific User Setup: Customize onboarding experiences for different user roles (admins, managers, frontline staff) to ensure each user is introduced to the tools and workflows relevant to their role.
Included
Included
Included
Workflow Visualization: Create clear, visual process flows that outline each step in the customer journey, operational workflows, and internal handoffs.
Bottleneck Identification: Identify areas where delays or inefficiencies occur, allowing for targeted improvements that reduce processing time and improve productivity.
Automation Opportunities: Pinpoint repetitive tasks and manual touchpoints that can be automated to streamline workflows, reduce human error, and improve overall system scalability.
Standard
Advanced
Custom
Stage Customization: Define clear, customized sales stages that align with your company’s sales cycle to create visibility into deal progress and forecast accuracy.
Pipeline Tracking & Reporting: Enable real-time deal tracking and reporting to help sales teams monitor progress, identify at-risk deals, and forecast revenue with precision.
Lead Scoring & Prioritization: Implement lead scoring criteria to help sales reps prioritize high-quality leads and focus on the most promising opportunities.
Standard
Advanced
Custom
Email Campaigns: Send personalized promotions, seasonal maintenance tips, and referral requests to strengthen customer relationships and boost sales through targeted automated communications.
Automation Workflows: Automatically nurture leads with tailored emails or schedule follow-ups based on customer behavior to stay engaged with potential clients and guide them through the buying process, increasing conversion rates.
Review Generation: Encourage satisfied customers to leave reviews on platforms like Google or Yelp through automated prompts to build your online reputation and attract new customers.
Standard
Advanced
Custom
Centralized Lead Database: Organize leads with detailed profiles, including contact information, job history, and communication logs, to streamline your lead management for quicker responses and improved sales follow-through.
Lead Scoring: Prioritize leads based on the likelihood to convert, considering criteria like job size, urgency, and location to focus resources on high-value prospects, increasing conversion rates and boosting sales efficiency.
Custom Pipelines: Track leads through tailored sales stages, such as inspection scheduled, estimate sent, and contract signed to gain visibility into each lead’s progress, ensuring timely follow-ups and consistent sales efforts.
Standard
Advanced
Custom
Unified Communication Hub: Integrate VOIP and email into a single system, enabling seamless calls, emails, and messages within a centralized platform for better team collaboration.
Call & Email Logging: Automatically log calls, emails, and notes within your CRM. Access a full communication history with clients for better context in future interactions.
Real-Time Notifications: Get instant alerts for missed calls, voicemail messages, or customer email replies, ensuring no client communication is overlooked.
Standard
Advanced
Custom
Pre-Built Customizable Templates: Use a library of pre-built email templates for sales, support, and marketing. Reduce the time spent on repetitive email creation.
Personalization Tokens: Incorporate personalization fields (like first name, company name, or industry) to create tailored messages that boost open rates and engagement.
Mobile-Responsive Design: Use templates that are mobile-friendly and allow emails to render perfectly on any device for a seamless recipient experience.
10
20
20+
Automated Follow-Up Cadences: Implement multi-step email sequences for lead nurturing, onboarding, or re-engagement. Keep prospects engaged without manual effort.
Trigger-Based Sends: Automatically send follow-ups based on specific triggers (like email opens, clicks, or lack of response) to keep the customer journey personalized and timely.
A/B Testing & Performance Analytics: Run A/B tests on subject lines, content, and CTAs to find high-converting sequences, and track performance for continuous optimization.
2
2-5
Flexible: Project-Driven
Data Flexibility & Customization: Create and track unique data points (like contracts, subscriptions, or service records) that aren’t covered by standard CRM objects, enabling a 360° view of your business.
Custom Relationships: Build relationships between custom objects and standard objects (like contacts, deals, or companies) to link data and create contextual insights.
Automated Workflows: Use custom objects in automation workflows to trigger actions like notifications, task creation, or email sends based on specific data changes.
Building, Bill, Deposit, Change Order. (Claims, Supplement Order, Employee Tracking with Upgrade)*
Flexible: Project-Driven
Flexible: Project-Driven
Data Mapping: Create a seamless transition by identifying the key data points to be migrated, mapping old system fields to new system fields, and maintaining data integrity throughout the process.
Data Cleansing: Remove duplicate, outdated, and incorrect data before migration to improve data quality.
Data Validation: Perform pre-migration and post-migration data checks to verify the accuracy and completeness of the migrated data.
User Access & Permissions: Control access to sensitive data during migration by defining user roles and permissions.
Data Backup & Recovery: Create a full backup of your existing data before migration to prevent data loss. If any issues occur during migration, you can quickly restore the original dataset to avoid disruption in business operations.
Testing & Quality Assurance: Conduct rigorous testing of the migrated data to confirm that all records have been transferred accurately. Verify that critical workflows, reports, and dashboards are functioning correctly in the new system.
Post-Migration Support: Provide ongoing support after migration to address any issues, train team members, and resolve discrepancies. Continuous support ensures user adoption and operational continuity post-migration.
Standard
Advanced
Custom
Service History: Maintain detailed records of past jobs, warranties, and customer preferences to provide personalized recommendations and anticipate future needs.
Automated Follow-Ups: Schedule reminders for service calls, warranty renewals, and post-job reviews to Increase customer retention by providing ongoing value after the job is complete.
Customer Portals: Provide clients with access to job updates, invoices, and communication in one place to improve customer satisfaction.
On-the-Go Access: Enable sales reps and crews to update job statuses, capture photos, and communicate from any device to keep your team connected and productive from anywhere.
Offline Mode: Allow data entry and updates in areas with limited connectivity to maintain productivity in remote areas where internet access is spotty.
Standard
Advanced
Custom
Invoicing and Payments: Generate invoices, track payments, and offer financing options through integrations like QuickBooks or Stripe.
Streamline financial processes, reduce errors, and offer flexible payment options to customers.
Material Cost Tracking: Monitor expenses for each job to maintain profitability to ensure accurate budgeting and prevent cost overruns.
Profitability Reports: Gain insights into project costs, revenues, and margins to make informed financial decisions and improve profitability.
Standard
Advanced
Custom
Role-Based Learning Paths: Get training sessions tailored to specific roles (like sales, support, or marketing) so that each team member gains the relevant skills and knowledge they need.
Ongoing Support & Knowledge Resources: Gain access to a knowledge base, help articles, and follow-up support channels to reinforce learning and enable self-service problem-solving.
1 Session
3 Sessions
Unlimited
Sales Insights: Track close rates, average job size, and pipeline performance to make data-driven decisions that improve sales strategies and increase revenue.
Job Performance Metrics: Monitor project timelines, crew productivity, and customer satisfaction to identify bottlenecks and improve efficiency across jobs.
Dashboards: Create visual reports tailored to business goals and KPIs. Get real-time visibility into key metrics to enable quick adjustments and smarter decision-making.
Standard
Advanced
Custom
Initiate
Revenue
$2 – $10mm
Business Model
Up to 2 Segment Roofing Company
Avg. Implementation Period
2 Months
HubSpot Features
HubSpot’s Hubs are comprehensive tools designed to manage different aspects of your business.
Sales Hub Enterprise, Marketing Hub Pro, Service Hub Pro, Operations Hub Pro, CMS Hub Starter
Personalized Onboarding Plan: Get a tailored onboarding roadmap based on the unique needs and goals of your business.
Dedicated Onboarding Specialist: Work with a dedicated specialist to offer 1:1 support, answer questions, and provide guidance throughout the onboarding process.
Interactive Training Sessions: Live training sessions that cover platform features, best practices, and workflows.
Automated Reminders & Checkpoints: Set up automated prompts and reminders to ensure users complete key onboarding tasks on time.
Role-Specific User Setup: Customize onboarding experiences for different user roles (admins, managers, frontline staff) to ensure each user is introduced to the tools and workflows relevant to their role.
Included
Workflow Visualization: Create clear, visual process flows that outline each step in the customer journey, operational workflows, and internal handoffs.
Bottleneck Identification: Identify areas where delays or inefficiencies occur, allowing for targeted improvements that reduce processing time and improve productivity.
Automation Opportunities: Pinpoint repetitive tasks and manual touchpoints that can be automated to streamline workflows, reduce human error, and improve overall system scalability.
Standard
Stage Customization: Define clear, customized sales stages that align with your company’s sales cycle to create visibility into deal progress and forecast accuracy.
Pipeline Tracking & Reporting: Enable real-time deal tracking and reporting to help sales teams monitor progress, identify at-risk deals, and forecast revenue with precision.
Lead Scoring & Prioritization: Implement lead scoring criteria to help sales reps prioritize high-quality leads and focus on the most promising opportunities.
Standard
Email Campaigns: Send personalized promotions, seasonal maintenance tips, and referral requests to strengthen customer relationships and boost sales through targeted automated communications.
Automation Workflows: Automatically nurture leads with tailored emails or schedule follow-ups based on customer behavior to stay engaged with potential clients and guide them through the buying process, increasing conversion rates.
Review Generation: Encourage satisfied customers to leave reviews on platforms like Google or Yelp through automated prompts to build your online reputation and attract new customers.
Standard
Centralized Lead Database: Organize leads with detailed profiles, including contact information, job history, and communication logs, to streamline your lead management for quicker responses and improved sales follow-through.
Lead Scoring: Prioritize leads based on the likelihood to convert, considering criteria like job size, urgency, and location to focus resources on high-value prospects, increasing conversion rates and boosting sales efficiency.
Custom Pipelines: Track leads through tailored sales stages, such as inspection scheduled, estimate sent, and contract signed to gain visibility into each lead’s progress, ensuring timely follow-ups and consistent sales efforts.
Standard
Unified Communication Hub: Integrate VOIP and email into a single system, enabling seamless calls, emails, and messages within a centralized platform for better team collaboration.
Call & Email Logging: Automatically log calls, emails, and notes within your CRM. Access a full communication history with clients for better context in future interactions.
Real-Time Notifications: Get instant alerts for missed calls, voicemail messages, or customer email replies, ensuring no client communication is overlooked.
Standard
Pre-Built Customizable Templates: Use a library of pre-built email templates for sales, support, and marketing. Reduce the time spent on repetitive email creation.
Personalization Tokens: Incorporate personalization fields (like first name, company name, or industry) to create tailored messages that boost open rates and engagement.
Mobile-Responsive Design: Use templates that are mobile-friendly and allow emails to render perfectly on any device for a seamless recipient experience.
10
Automated Follow-Up Cadences: Implement multi-step email sequences for lead nurturing, onboarding, or re-engagement. Keep prospects engaged without manual effort.
Trigger-Based Sends: Automatically send follow-ups based on specific triggers (like email opens, clicks, or lack of response) to keep the customer journey personalized and timely.
A/B Testing & Performance Analytics: Run A/B tests on subject lines, content, and CTAs to find high-converting sequences, and track performance for continuous optimization.
2
Data Flexibility & Customization: Create and track unique data points (like contracts, subscriptions, or service records) that aren’t covered by standard CRM objects, enabling a 360° view of your business.
Custom Relationships: Build relationships between custom objects and standard objects (like contacts, deals, or companies) to link data and create contextual insights.
Automated Workflows: Use custom objects in automation workflows to trigger actions like notifications, task creation, or email sends based on specific data changes.
Building, Bill, Deposit, Change Order. (Claims, Supplement Order, Employee Tracking with Upgrade)*
Data Mapping: Create a seamless transition by identifying the key data points to be migrated, mapping old system fields to new system fields, and maintaining data integrity throughout the process.
Data Cleansing: Remove duplicate, outdated, and incorrect data before migration to improve data quality.
Data Validation: Perform pre-migration and post-migration data checks to verify the accuracy and completeness of the migrated data.
User Access & Permissions: Control access to sensitive data during migration by defining user roles and permissions.
Data Backup & Recovery: Create a full backup of your existing data before migration to prevent data loss. If any issues occur during migration, you can quickly restore the original dataset to avoid disruption in business operations.
Testing & Quality Assurance: Conduct rigorous testing of the migrated data to confirm that all records have been transferred accurately. Verify that critical workflows, reports, and dashboards are functioning correctly in the new system.
Post-Migration Support: Provide ongoing support after migration to address any issues, train team members, and resolve discrepancies. Continuous support ensures user adoption and operational continuity post-migration.
Standard
Service History: Maintain detailed records of past jobs, warranties, and customer preferences to provide personalized recommendations and anticipate future needs.
Automated Follow-Ups: Schedule reminders for service calls, warranty renewals, and post-job reviews to Increase customer retention by providing ongoing value after the job is complete.
Customer Portals: Provide clients with access to job updates, invoices, and communication in one place to improve customer satisfaction.
On-the-Go Access: Enable sales reps and crews to update job statuses, capture photos, and communicate from any device to keep your team connected and productive from anywhere.
Offline Mode: Allow data entry and updates in areas with limited connectivity to maintain productivity in remote areas where internet access is spotty.
Standard
Invoicing and Payments: Generate invoices, track payments, and offer financing options through integrations like QuickBooks or Stripe.
Streamline financial processes, reduce errors, and offer flexible payment options to customers.
Material Cost Tracking: Monitor expenses for each job to maintain profitability to ensure accurate budgeting and prevent cost overruns.
Profitability Reports: Gain insights into project costs, revenues, and margins to make informed financial decisions and improve profitability.
Standard
Role-Based Learning Paths: Get training sessions tailored to specific roles (like sales, support, or marketing) so that each team member gains the relevant skills and knowledge they need.
Ongoing Support & Knowledge Resources: Gain access to a knowledge base, help articles, and follow-up support channels to reinforce learning and enable self-service problem-solving.
1 Session
Sales Insights: Track close rates, average job size, and pipeline performance to make data-driven decisions that improve sales strategies and increase revenue.
Job Performance Metrics: Monitor project timelines, crew productivity, and customer satisfaction to identify bottlenecks and improve efficiency across jobs.
Dashboards: Create visual reports tailored to business goals and KPIs. Get real-time visibility into key metrics to enable quick adjustments and smarter decision-making.
Standard
Accelerate
Revenue
$5mm – $15mm
Business Model
Multi-Segment Multi-Product Company
Avg. Implementation Period
2-3 Months
HubSpot Features
HubSpot’s Hubs are comprehensive tools designed to manage different aspects of your business.
Sales Hub Enterprise, Service Hub Enterprise, Marketing Hub Pro, Operations Hub Pro, CMS Hub optional
Personalized Onboarding Plan: Get a tailored onboarding roadmap based on the unique needs and goals of your business.
Dedicated Onboarding Specialist: Work with a dedicated specialist to offer 1:1 support, answer questions, and provide guidance throughout the onboarding process.
Interactive Training Sessions: Live training sessions that cover platform features, best practices, and workflows.
Automated Reminders & Checkpoints: Set up automated prompts and reminders to ensure users complete key onboarding tasks on time.
Role-Specific User Setup: Customize onboarding experiences for different user roles (admins, managers, frontline staff) to ensure each user is introduced to the tools and workflows relevant to their role.
Included
Workflow Visualization: Create clear, visual process flows that outline each step in the customer journey, operational workflows, and internal handoffs.
Bottleneck Identification: Identify areas where delays or inefficiencies occur, allowing for targeted improvements that reduce processing time and improve productivity.
Automation Opportunities: Pinpoint repetitive tasks and manual touchpoints that can be automated to streamline workflows, reduce human error, and improve overall system scalability.
Advanced
Stage Customization: Define clear, customized sales stages that align with your company’s sales cycle to create visibility into deal progress and forecast accuracy.
Pipeline Tracking & Reporting: Enable real-time deal tracking and reporting to help sales teams monitor progress, identify at-risk deals, and forecast revenue with precision.
Lead Scoring & Prioritization: Implement lead scoring criteria to help sales reps prioritize high-quality leads and focus on the most promising opportunities.
Advanced
Email Campaigns: Send personalized promotions, seasonal maintenance tips, and referral requests to strengthen customer relationships and boost sales through targeted automated communications.
Automation Workflows: Automatically nurture leads with tailored emails or schedule follow-ups based on customer behavior to stay engaged with potential clients and guide them through the buying process, increasing conversion rates.
Review Generation: Encourage satisfied customers to leave reviews on platforms like Google or Yelp through automated prompts to build your online reputation and attract new customers.
Advanced
Centralized Lead Database: Organize leads with detailed profiles, including contact information, job history, and communication logs, to streamline your lead management for quicker responses and improved sales follow-through.
Lead Scoring: Prioritize leads based on the likelihood to convert, considering criteria like job size, urgency, and location to focus resources on high-value prospects, increasing conversion rates and boosting sales efficiency.
Custom Pipelines: Track leads through tailored sales stages, such as inspection scheduled, estimate sent, and contract signed to gain visibility into each lead’s progress, ensuring timely follow-ups and consistent sales efforts.
Advanced
Unified Communication Hub: Integrate VOIP and email into a single system, enabling seamless calls, emails, and messages within a centralized platform for better team collaboration.
Call & Email Logging: Automatically log calls, emails, and notes within your CRM. Access a full communication history with clients for better context in future interactions.
Real-Time Notifications: Get instant alerts for missed calls, voicemail messages, or customer email replies, ensuring no client communication is overlooked.
Advanced
Pre-Built Customizable Templates: Use a library of pre-built email templates for sales, support, and marketing. Reduce the time spent on repetitive email creation.
Personalization Tokens: Incorporate personalization fields (like first name, company name, or industry) to create tailored messages that boost open rates and engagement.
Mobile-Responsive Design: Use templates that are mobile-friendly and allow emails to render perfectly on any device for a seamless recipient experience.
20
Automated Follow-Up Cadences: Implement multi-step email sequences for lead nurturing, onboarding, or re-engagement. Keep prospects engaged without manual effort.
Trigger-Based Sends: Automatically send follow-ups based on specific triggers (like email opens, clicks, or lack of response) to keep the customer journey personalized and timely.
A/B Testing & Performance Analytics: Run A/B tests on subject lines, content, and CTAs to find high-converting sequences, and track performance for continuous optimization.
2-5
Data Flexibility & Customization: Create and track unique data points (like contracts, subscriptions, or service records) that aren’t covered by standard CRM objects, enabling a 360° view of your business.
Custom Relationships: Build relationships between custom objects and standard objects (like contacts, deals, or companies) to link data and create contextual insights.
Automated Workflows: Use custom objects in automation workflows to trigger actions like notifications, task creation, or email sends based on specific data changes.
Flexible: Project-Driven
Data Mapping: Create a seamless transition by identifying the key data points to be migrated, mapping old system fields to new system fields, and maintaining data integrity throughout the process.
Data Cleansing: Remove duplicate, outdated, and incorrect data before migration to improve data quality.
Data Validation: Perform pre-migration and post-migration data checks to verify the accuracy and completeness of the migrated data.
User Access & Permissions: Control access to sensitive data during migration by defining user roles and permissions.
Data Backup & Recovery: Create a full backup of your existing data before migration to prevent data loss. If any issues occur during migration, you can quickly restore the original dataset to avoid disruption in business operations.
Testing & Quality Assurance: Conduct rigorous testing of the migrated data to confirm that all records have been transferred accurately. Verify that critical workflows, reports, and dashboards are functioning correctly in the new system.
Post-Migration Support: Provide ongoing support after migration to address any issues, train team members, and resolve discrepancies. Continuous support ensures user adoption and operational continuity post-migration.
Advanced
Service History: Maintain detailed records of past jobs, warranties, and customer preferences to provide personalized recommendations and anticipate future needs.
Automated Follow-Ups: Schedule reminders for service calls, warranty renewals, and post-job reviews to Increase customer retention by providing ongoing value after the job is complete.
Customer Portals: Provide clients with access to job updates, invoices, and communication in one place to improve customer satisfaction.
On-the-Go Access: Enable sales reps and crews to update job statuses, capture photos, and communicate from any device to keep your team connected and productive from anywhere.
Offline Mode: Allow data entry and updates in areas with limited connectivity to maintain productivity in remote areas where internet access is spotty.
Advanced
Invoicing and Payments: Generate invoices, track payments, and offer financing options through integrations like QuickBooks or Stripe.
Streamline financial processes, reduce errors, and offer flexible payment options to customers.
Material Cost Tracking: Monitor expenses for each job to maintain profitability to ensure accurate budgeting and prevent cost overruns.
Profitability Reports: Gain insights into project costs, revenues, and margins to make informed financial decisions and improve profitability.
Advanced
Role-Based Learning Paths: Get training sessions tailored to specific roles (like sales, support, or marketing) so that each team member gains the relevant skills and knowledge they need.
Ongoing Support & Knowledge Resources: Gain access to a knowledge base, help articles, and follow-up support channels to reinforce learning and enable self-service problem-solving.
3 Sessions
Sales Insights: Track close rates, average job size, and pipeline performance to make data-driven decisions that improve sales strategies and increase revenue.
Job Performance Metrics: Monitor project timelines, crew productivity, and customer satisfaction to identify bottlenecks and improve efficiency across jobs.
Dashboards: Create visual reports tailored to business goals and KPIs. Get real-time visibility into key metrics to enable quick adjustments and smarter decision-making.
Advanced
Elevate
Revenue
$15mm+
Business Model
Multi-Segment Multi-Product Company
Avg. Implementation Period
3-4 Months
HubSpot Features
HubSpot’s Hubs are comprehensive tools designed to manage different aspects of your business.
Enterprise Suite
Personalized Onboarding Plan: Get a tailored onboarding roadmap based on the unique needs and goals of your business.
Dedicated Onboarding Specialist: Work with a dedicated specialist to offer 1:1 support, answer questions, and provide guidance throughout the onboarding process.
Interactive Training Sessions: Live training sessions that cover platform features, best practices, and workflows.
Automated Reminders & Checkpoints: Set up automated prompts and reminders to ensure users complete key onboarding tasks on time.
Role-Specific User Setup: Customize onboarding experiences for different user roles (admins, managers, frontline staff) to ensure each user is introduced to the tools and workflows relevant to their role.
Included
Workflow Visualization: Create clear, visual process flows that outline each step in the customer journey, operational workflows, and internal handoffs.
Bottleneck Identification: Identify areas where delays or inefficiencies occur, allowing for targeted improvements that reduce processing time and improve productivity.
Automation Opportunities: Pinpoint repetitive tasks and manual touchpoints that can be automated to streamline workflows, reduce human error, and improve overall system scalability.
Custom
Stage Customization: Define clear, customized sales stages that align with your company’s sales cycle to create visibility into deal progress and forecast accuracy.
Pipeline Tracking & Reporting: Enable real-time deal tracking and reporting to help sales teams monitor progress, identify at-risk deals, and forecast revenue with precision.
Lead Scoring & Prioritization: Implement lead scoring criteria to help sales reps prioritize high-quality leads and focus on the most promising opportunities.
Custom
Email Campaigns: Send personalized promotions, seasonal maintenance tips, and referral requests to strengthen customer relationships and boost sales through targeted automated communications.
Automation Workflows: Automatically nurture leads with tailored emails or schedule follow-ups based on customer behavior to stay engaged with potential clients and guide them through the buying process, increasing conversion rates.
Review Generation: Encourage satisfied customers to leave reviews on platforms like Google or Yelp through automated prompts to build your online reputation and attract new customers.
Custom
Centralized Lead Database: Organize leads with detailed profiles, including contact information, job history, and communication logs, to streamline your lead management for quicker responses and improved sales follow-through.
Lead Scoring: Prioritize leads based on the likelihood to convert, considering criteria like job size, urgency, and location to focus resources on high-value prospects, increasing conversion rates and boosting sales efficiency.
Custom Pipelines: Track leads through tailored sales stages, such as inspection scheduled, estimate sent, and contract signed to gain visibility into each lead’s progress, ensuring timely follow-ups and consistent sales efforts.
Custom
Unified Communication Hub: Integrate VOIP and email into a single system, enabling seamless calls, emails, and messages within a centralized platform for better team collaboration.
Call & Email Logging: Automatically log calls, emails, and notes within your CRM. Access a full communication history with clients for better context in future interactions.
Real-Time Notifications: Get instant alerts for missed calls, voicemail messages, or customer email replies, ensuring no client communication is overlooked.
Custom
Pre-Built Customizable Templates: Use a library of pre-built email templates for sales, support, and marketing. Reduce the time spent on repetitive email creation.
Personalization Tokens: Incorporate personalization fields (like first name, company name, or industry) to create tailored messages that boost open rates and engagement.
Mobile-Responsive Design: Use templates that are mobile-friendly and allow emails to render perfectly on any device for a seamless recipient experience.
20+
Automated Follow-Up Cadences: Implement multi-step email sequences for lead nurturing, onboarding, or re-engagement. Keep prospects engaged without manual effort.
Trigger-Based Sends: Automatically send follow-ups based on specific triggers (like email opens, clicks, or lack of response) to keep the customer journey personalized and timely.
A/B Testing & Performance Analytics: Run A/B tests on subject lines, content, and CTAs to find high-converting sequences, and track performance for continuous optimization.
Flexible: Project-Driven
Data Flexibility & Customization: Create and track unique data points (like contracts, subscriptions, or service records) that aren’t covered by standard CRM objects, enabling a 360° view of your business.
Custom Relationships: Build relationships between custom objects and standard objects (like contacts, deals, or companies) to link data and create contextual insights.
Automated Workflows: Use custom objects in automation workflows to trigger actions like notifications, task creation, or email sends based on specific data changes.
Flexible: Project-Driven
Data Mapping: Create a seamless transition by identifying the key data points to be migrated, mapping old system fields to new system fields, and maintaining data integrity throughout the process.
Data Cleansing: Remove duplicate, outdated, and incorrect data before migration to improve data quality.
Data Validation: Perform pre-migration and post-migration data checks to verify the accuracy and completeness of the migrated data.
User Access & Permissions: Control access to sensitive data during migration by defining user roles and permissions.
Data Backup & Recovery: Create a full backup of your existing data before migration to prevent data loss. If any issues occur during migration, you can quickly restore the original dataset to avoid disruption in business operations.
Testing & Quality Assurance: Conduct rigorous testing of the migrated data to confirm that all records have been transferred accurately. Verify that critical workflows, reports, and dashboards are functioning correctly in the new system.
Post-Migration Support: Provide ongoing support after migration to address any issues, train team members, and resolve discrepancies. Continuous support ensures user adoption and operational continuity post-migration.
Custom
Service History: Maintain detailed records of past jobs, warranties, and customer preferences to provide personalized recommendations and anticipate future needs.
Automated Follow-Ups: Schedule reminders for service calls, warranty renewals, and post-job reviews to Increase customer retention by providing ongoing value after the job is complete.
Customer Portals: Provide clients with access to job updates, invoices, and communication in one place to improve customer satisfaction.
On-the-Go Access: Enable sales reps and crews to update job statuses, capture photos, and communicate from any device to keep your team connected and productive from anywhere.
Offline Mode: Allow data entry and updates in areas with limited connectivity to maintain productivity in remote areas where internet access is spotty.
Custom
Invoicing and Payments: Generate invoices, track payments, and offer financing options through integrations like QuickBooks or Stripe.
Streamline financial processes, reduce errors, and offer flexible payment options to customers.
Material Cost Tracking: Monitor expenses for each job to maintain profitability to ensure accurate budgeting and prevent cost overruns.
Profitability Reports: Gain insights into project costs, revenues, and margins to make informed financial decisions and improve profitability.
Custom
Role-Based Learning Paths: Get training sessions tailored to specific roles (like sales, support, or marketing) so that each team member gains the relevant skills and knowledge they need.
Ongoing Support & Knowledge Resources: Gain access to a knowledge base, help articles, and follow-up support channels to reinforce learning and enable self-service problem-solving.
Unlimited
Sales Insights: Track close rates, average job size, and pipeline performance to make data-driven decisions that improve sales strategies and increase revenue.
Job Performance Metrics: Monitor project timelines, crew productivity, and customer satisfaction to identify bottlenecks and improve efficiency across jobs.
Dashboards: Create visual reports tailored to business goals and KPIs. Get real-time visibility into key metrics to enable quick adjustments and smarter decision-making.
Custom
A CRM Built for Every Type of Roofing Client—Residential or Commercial
A CRM Built for Every Type of Roofing Client—Residential or Commercial
Residential Clients
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Streamlined workflows for managing high-volume, smaller-ticket projects like damage repairs or roof replacements.
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Automated reminders and communication touchpoints during multi-step approvals or insurance payout schedules.
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Simplified follow-ups for securing referrals and repeat business.
Commercial Clients
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Advanced job tracking and workflows for longer-term projects like new construction installations.
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Custom reporting dashboards to track milestones, budgets, and progress across multiple stakeholders.
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Seamless team collaboration tools for managing complex commercial accounts.
Payment Insight:
Many roofing projects rely on insurance payouts, which often occur in stages. Our CRM solutions can help track these payments, align them with project milestones, and integrate with your invoicing tools—ensuring timely cash flow and accurate updates.
Why Trust Automated Dreams to Modernize Your Systems?
Why Trust Automated Dreams to Modernize Your Systems?
Custom Solutions
Unlike all-in-one roofing platforms, we tailor every setup for your workflows to give you a true competitive edge.
Proven Expertise
Decades of experience applying global RevOps best practices to service-based industries.
Technology and Process Capabilities
Our proprietary Operational Maturity and Experience Framework (OMEF) ensures every feature contributes to your bottom line.
Risks of Industry-Specific CRMs
- Overpriced for standard templates.
- Limited flexibility for unique workflows
FAQs
Common questions you might have when considering a CRM solution.
General CRM Features and Customization
Yes, our CRM is fully customizable, allowing you to adjust workflows, dashboards, and reports to match your roofing business’s unique operations.
We offer dedicated support through every phase, from initial setup and data migration to staff training and ongoing troubleshooting.
Yes, our CRM integrates seamlessly with popular tools in the roofing industry, including accounting software, estimating tools, and project management platforms.
Our CRM is scalable and flexible, so you can add new features or remove unnecessary ones as your needs evolve. Whether you’re expanding your team or adding new services, it’s simple to adjust.
Lead and Customer Management
Yes, our CRM maintains a detailed service history for every customer, including past jobs, warranties, communications, and ongoing maintenance.
Our CRM is designed to support multi-location businesses, providing a unified view of all customer interactions, projects, and sales across different locations or branches.
Yes, our CRM includes project management features that allow you to schedule, track, and collaborate on roofing jobs from start to finish, with real-time updates.
Our CRM integrates with mobile apps, enabling your field teams to access job details, update statuses, and communicate seamlessly with the office, all from their smartphones.
Automation and Workflow Efficiency
Yes, automated workflows in our CRM can trigger follow-up emails, reminders, and task assignments based on customer behavior or job completion.
Our CRM includes integrated estimating tools that allow you to generate accurate, branded quotes on-site and track materials, labor costs, and other variables.
Reporting and Analytics
Yes, our CRM allows you to create custom reports, so you can focus on the metrics that matter most to your business.
Integration, Scalability, and Support
Our CRM is designed for easy integration with other popular tools in the roofing industry, including project management software, accounting platforms, and marketing tools.
Yes, our CRM is designed to manage large datasets and high volumes of transactions without compromising performance.
Comparing Roofing-Specific All-In-One and Off-the-Shelf CRMs
While JobNimbus and AccuLynx are great for certain tasks, our CRM offers more flexibility and customization tailored specifically to your roofing business needs. Our solution integrates seamlessly with your existing tools, and we provide deeper reporting, project management, and automation features that can be tailored to your workflow.
Platforms like ServiceTitan and FieldEdge offer solid field service management tools, but our CRM provides better integration across all stages of your roofing business. From lead capture to post-project customer service, our CRM keeps all departments connected, ensuring streamlined communication and real-time updates from the field.
Yes, our CRM includes roofing-specific lead generation tools, such as web forms for online quote requests, lead capture automation, and geo-targeting for service area management. These tools ensure that you can quickly respond to prospects within your service area.
Yes, our CRM integrates with industry-leading tools like EagleView and RoofSnap for accurate roof measurements, project planning, and estimates. This integration ensures your team has access to real-time data and reduces the need for manual entry or data reconciliation.
Many roofing-focused CRMs limit flexibility or force businesses into predefined workflows. Our CRM offers a customizable framework that adapts to your unique business processes, allowing you to create your own workflows, automate tasks, and integrate with other tools without unnecessary restrictions.
While marketing-focused platforms like RooferMarketers and MarketSharp offer great lead generation tools, our CRM provides a broader range of features tailored to every stage of the roofing project lifecycle. This includes seamless integration with other marketing tools, project management, customer service, and advanced reporting to drive long-term growth.
Unlike some roofing-specific CRMs that cater mainly to small or mid-sized businesses, our CRM is built for companies of all sizes. Whether you’re managing large teams across multiple locations or overseeing complex, high-volume projects, our CRM scales to meet your growing needs.
Ready to streamline your operations, win more clients, and tackle complexity with a CRM for roofers.
