If you’re still relying on spreadsheets and sticky notes, it’s time to level up your roofing business with the right CRM software.
A CRM system can help you streamline operations, manage leads, and keep your crew on schedule without losing track of client details in a sea of paperwork.
But with so many options out there, how do you choose the best roofing CRM software? Luckily, we’ve done the heavy lifting for you.
In this guide, you’ll learn how to choose the best roofing CRM and discover 5 of the best options on the market to find the perfect fit for your business.
What you need to know to choose the best roofing CRM:
What is a roofing CRM?
A roofing CRM (customer relationship management) system is software designed to help roofing companies manage their business operations more efficiently. A CRM primarily helps with client management to help you deliver excellent customer service.
A CRM can improve customer management by:
- Centralizing customer interactions
- Managing leads
- Tracking client details like quotes, job history, visits and invoices
- Automating communications
With a CRM, you can also add relevant notes and attachments, such as images, to share with your team and keep everything stored in one place.
By using a roofing CRM, you can streamline workflows, improve communication with customers and crews, and ultimately grow your business while keeping everything organized.
Benefits of a roofing CRM
A roofing CRM helps businesses work smarter, not harder.
By using a roofing CRM, you can boost productivity, improve customer satisfaction, and ultimately increase revenue—all while keeping every detail in check.
Here are a few of the top benefits of using a roofer CRM.
Access information from anywhere
The top CRM solutions allow you to access all customer information no matter where you are—from the office to your customer’s roof.
As soon as your sales team, or field techs receive a call from a customer, they can quickly pull up their information to provide personalized customer service—from the office or out in the field.
Better yet, the best roofing CRMs also streamline communication between office staff and field crews. Your field techs can provide you with real-time updates on the job, giving you peace of mind.
READ MORE: How to run the office of a roofing company
Improve customer communication
A roofing CRM strengthens the communication between you and your customers.
The right CRM solutions streamline communication by allowing your customers to request jobs directly on your website. They can also approve estimates and pay their bills without back-and-forth phone calls.
Automated follow-ups are another game-changer, keeping your business top of mind and ensuring that none of your customers are ever forgotten.
Automate repetitive tasks
A CRM eliminates the chaos of paperwork or missed follow-ups thanks to the power of automation.
The right roofing CRM will automate tasks such as:
- Capturing leads
- Following up with customers
- Invoicing
- Collecting payment
This leaves you with more time to work on jobs and grow your business.
Roofing CRM features to look for
Every CRM solution has different features, but there are specific features that roofing contractors should make sure they have.
Here are the best CRM features to have in your roofing toolbox.
1. Lead management
Your CRM should separate your roofing leads and customers to ensure that each group is getting the attention they need.
You should also be able to segment leads based on details such as job type, location, or urgency.
Jobber simplifies lead management by letting you tag contacts as leads so you can prioritize and manage them separately from active clients.
2. Job management
Roofing contractors need a CRM with strong job and project management features, such as:
- Quick access to job history
- Job forms and checklists
- Employee time tracking
With Jobber, you get all of these features and more. For example, you can send “on-my-way” texts with just one click to avoid no-shows and ensure that your customers are prepared for your arrival.
Plus, scheduling and assigning work to your crew has never been easier. When a new job comes in, simply assign it to an available team member and they’ll receive a notification of any changes.
3. Automated communication
Following up after every lead or customer interaction can be tedious. It’s also a task that’s easy to forget when you’re busy.
Automating your communication ensures that no potential client slips through the cracks. You can send follow-up messages after sending an estimate, or automatically send payment reminders for unpaid invoices.
Pro tip: Use Jobber to schedule follow-up emails to gather customer feedback, ask for a review, or to simply say thank you after every job.
4. Quoting
The faster you get quotes to prospective customers, the more likely you are to win the job. The right CRM simplifies the process to get quotes to customers faster.
Jobber lets you build a professional-looking quote in minutes. Optional line items let you recommend different roofing materials. Your customers can select the materials that meet their needs, and watch their quote total automatically update before they approve.
Plus, Jobber automatically sends a quote follow-up to customers you haven’t heard back from, to help keep work moving forward.
READ MORE: How to price and bid a roofing job
5. Mobile app
Roofers are always on the go, so the best roofer CRM should fit in your back pocket.
Make sure that the roofing software you choose comes with a mobile app so that you can access business information from anywhere.
Jobber’s mobile app lets you stay connected to your business from anywhere. You can even create quotes and generate invoices from the app, so that you can have a done deal before leaving the job site.
Getting customers to sign a work order on the spot is an elegant solution that shows our professionalism.
The best roofing CRM software solutions
We chose these CRM software platforms based on the day-to-day needs of roofing contractors, including customer management, scheduling, and accessibility.
We looked at roofing software reviews on websites such as Capterra and G2 to see what roofing experts had to say about the top solutions on the market. From there, we watched app tutorials when available to ensure that they were intuitive and easy to use.
The result is this list of roofing CRMs to better manage your business.
1. Jobber: Best overall roofing CRM
Use Jobber’s roofing contractor software to keep track of your customers from anywhere. Manage and organize your client details, job history, and communication all from one place.
Empower your customers by offering a customer portal where they can view scheduled jobs, approve quotes, and make payments.
Jobber also cuts down on the time you spend on your day-to-day tasks. For example, with one click, convert your roofing quotes into professional invoices as soon as the job is done.
Better yet, you can easily keep in touch with your customers with on-my-way texts and follow-up messages to ensure that no one slips through the cracks.
We would send out quotes to customers and they would go back to life as normal, three days later, they would respond to the quote because Jobber sent them a reminder. With this new sense of urgency, we saw our new business skyrocket.
You can also use Jobber to:
- Customize client profiles to save details like roof dimensions, pitches, and required ladder sizes
- Let customers book your roofing services through a booking page on your website
- Easily schedule roofing jobs with a drag-and-drop calendar
- Automatically track your team’s progress with GPS waypoints and employee time tracking
- Capture critical details on-site with job forms and custom checklists
- Create email campaigns to improve your marketing strategy
Check out Jobber’s website for pricing.
2. ServiceTitan
ServiceTitan is a cloud-based software for managing large commercial roofing teams in multiple locations.
ServiceTitan’s CRM capabilities allow you to record, store, and access all of your job and customer data from the moment a potential lead calls in.
ServiceTitan features include:
- Call recording for sales reps
- Two-way SMS between you and your customers
- A customer page where job details and job progress is stored
See ServiceTitan’s website to request pricing.
3. Pipedrive
Pipedrive is a great CRM tool for roofing contractors for sales and lead management.
Use this CRM platform’s customizable pipelines to visualize and manage roofing projects in stages. Plus, you can use Pipedrive to automate tasks such as setting up meetings and following up on customer calls.
Pipedrive can also help you:
- Set up automated task assignments to nurture leads
- Track leads with a drag-and-drop pipeline
- Generate real-time reports to track job progress
Check out Pipedrive’s website for pricing.
4. HubSpot CRM
HubSpot CRM is a versatile CRM that helps your roofing company with sales and marketing.
HubSport allows you to keep detailed records of your contacts for easy customer management. This allows your sales reps to pull up relevant information quickly to deliver quality customer service.
Other HubSpot features include:
- Customizable reports
- Sales pipeline tracking
- Appointment and job scheduling tools
HubSpot offers solutions for large companies as well as small businesses. Check out their website for pricing.
5. Zoho CRM
Zoho CRM is the best option if you’re looking for a free tool to better manage your customer interactions.
Zoho CRM provides a simple home screen where you can see your activities for the day, including any upcoming customer calls. From there, you can schedule new calls and tasks with one tap.
Other Zoho CRM features for roofers include:
- Gain detailed communication history for every customer
- Capture leads from forms on your roofing business website
- Strengthen your sales process with custom sales pipelines
The free version of Zoho CRM allows up to three users, but they have other plans that allow for additional users. Check out their website for pricing.
Whether you’re just starting your roofing business or are a seasoned pro, choosing the right CRM can launch you in the right direction. With these top picks, you’re one step closer to finding the perfect tool to grow your roofing business.