Working as a roofing contractor in a competitive industry can be challenging. Managing your roofing business can be chaotic, with all that’s involved in tracking customer information, sales pipeline, material orders, and roofing projects. 

What your roofing company needs is roofing customer relationship management (CRM) software with project management, to take on the burden of organizing your sales team and sales processes. This software helps roofing contractors like you manage the customer relationship from lead to roofing project completion, making it a must-have tool for your roofing company to thrive.

Manage your roofing business more efficiently with a roofing CRM

If you own a roofing company, you know how difficult it can be to manage all the moving parts. A roofing CRM can help simplify your operations in the following ways, setting your business up for success.

Track your sales pipeline

A roofing CRM gives you visibility into your entire sales pipeline so you know exactly where your leads and deals stand. See what stage each prospect is in, from first contact to closing the sale, to take action on any deals at risk of stalling. With a CRM, you’ll never lose another hot lead or miss an important follow-up.

Improve project management

Once you’ve landed a new roofing project, a CRM helps you handle all the details. Track material orders, crew schedules, permits, inspections, and more in one place. Get reminders for important deadlines and tasks so nothing slips through the cracks. A roofing CRM provides the organization and efficiency you need to keep every roofing project on time and within budget.

Build better customer relationships

A CRM is the key to providing amazing customer service that keeps clients coming back and giving referrals. Store all your customer information, communication history, and project details in one easy-to-access spot. Your sales and service teams will have the full context they need to address any questions or concerns quickly and professionally. 

Go mobile

A cloud-based CRM gives you access to customer data and business tools on the go via a mobile app, so you can stay on top of leads, deals, and projects no matter where you are. A mobile CRM ensures you never miss an important update and empowers your staff to be productive even when they’re away from the office. 

How a roofing CRM improves your sales pipeline and closes more deals

A roofing-specific CRM helps you organize all your customer information in one place, so your entire sales team has a complete view of your sales process in real time. It’s crucial to managing your sales pipeline and winning new business.

Organize your sales pipeline

A roofing CRM lets you see all your potential customers in one place – from lead to close. You’ll have visibility into every prospect, know who’s ready to buy, and ensure no lead slips through the cracks. A CRM checklist feature helps your sales reps follow up consistently and move deals through the pipeline.

Improve communication

A CRM gives your whole sales team a single source of truth about every customer and prospect. Notes, tasks, and a timeline of interactions are all in one place, so anyone on your team has the full context to support that customer. This improved communication means better customer service and higher close rates.

Streamline your sales process

The best roofing CRMs are designed specifically for roofing contractors and companies, with built-in fields for materials, measurements, and job details. This makes it easy to see all the details for a specific roofing project in one glance. A mobile app lets your sales reps access this information when meeting with customers or at job sites.

Gain valuable insights

A roofing CRM provides reports and dashboards to give you insight into your sales performance and help you make better business decisions. Track metrics like your sales pipeline value, win/loss rate, or the ROI of your marketing campaigns. You’ll know what’s working, and be able to replicate your successes.

Key features to look for in the best roofing CRM software 

A good roofing CRM will help you organize your sales pipeline, track your roofing projects, and provide top-notch customer service. When evaluating CRM software for your roofing company, look for the following features:

Sales Pipeline Management

A good CRM for roofing contractors should provide visibility into your sales pipeline and help you manage opportunities through your sales process. Look for a CRM that lets you see all your open opportunities and their status at a glance, so you can make sure that no lead slips through the cracks.

Easy to use interface

Your CRM should have an intuitive interface that your entire sales team can pick up quickly. Choose a system with dashboards, notifications, and workflows tailored to the roofing industry. The easier it is to enter and access customer information, the more your team will actually use the software.

Project management tools

Once you’ve landed a job, you need to manage the roofing project efficiently. An ideal roofing CRM will include built-in project management features like task lists, milestones, and job timelines to keep your roofing projects on track. It should also allow you to create material orders, send invoices, and schedule follow-ups right from the software. 

Real-time reporting

Reports and dashboards should provide visibility into key performance indicators like sales metrics, job profitability, and customer satisfaction scores. Look for a CRM that offers real time data in customizable reports and charts. With data-driven insights into your roofing company’s performance, you can make better strategic decisions to grow your business.

Mobile access

You and your team are often out in the field. You need a CRM with a mobile app so you can access customer details, task lists, and material orders, and update job statuses no matter where you are. Mobile access keeps your whole roofing team connected and engaged, even when they’re not in the office.


Seamless integrations mean faster workflows and less manual data entry for your team. Look for a CRM that integrates with tools like your accounting software, email marketing platform, business phone system, and field service management solution. With an all-in-one roofing CRM, you can manage your entire customer relationship from first contact through job completion without switching between multiple software tools.

Top integrations to maximize the power of your roofing CRM

As a roofing contractor, you rely on various software tools to run your business efficiently. Integrating these tools so they can share data and work together seamlessly means that you can save time switching platforms, and your tools can work harder for you. The right roofing CRM software should connect with the other applications you use daily, such as:

Project management tools

Look for a CRM that integrates with popular project management options like Trello, Asana or Smartsheet. This integration will automatically sync info like customer details, job specs, and task updates between the systems. Your sales team and project managers will always be on the same page.

Accounting tools

Connecting your CRM to accounting software like QuickBooks or Xero means customer invoices, payments, and other financial data will flow directly between the systems. Your roofing company’s books will stay up-to-date without double-entering information.

Materials supply

Find a CRM that integrates with the vendor platforms you use to order supplies and materials. This way, you can automatically sync material orders with customer jobs in your CRM. The solution will alert you if any orders are delayed or out of stock.

Mobile apps

A mobile app companion to your CRM means your team can access customer information and manage their sales pipeline on the go. Look for a CRM with both iOS and Android apps that provide full functionality.

Using a CRM platform with multiple native integrations tailored for roofing contractors helps break down communication barriers between your software tools. This provides a single source of truth for all customer information and a seamless workflow for your roofing business. When evaluating roofing CRM options, integrations should be high on your CRM checklist. Choose a flexible solution that connects the tools you already rely on to manage your roofing company.

Your roofing contractor business is crying out for a roofing CRM

For any roofing business looking to scale, a CRM is one of the most valuable software tools you can invest in. A CRM built for roofing contractors can transform your business by streamlining processes, providing data-driven insights, and keeping your whole team connected from anywhere. Choose a CRM designed for roofing contractors, and you’ll have a system tailored to your unique needs that helps you win more business and build better customer relationships.