Operating a roofing enterprise is hard. You are juggling estimates, managing crews, and making an attempt to maintain prospects completely satisfied. On prime of that, most roofing corporations wrestle to discover a CRM that works for his or her distinctive wants.
Roofing CRM challenges are totally different from these in different industries. You want instruments that deal with climate delays, insurance coverage claims, and seasonal fluctuations. You want programs that work from the roof to the workplace. And, you want software program that helps you change leads quick — as a result of in roofing, velocity wins.
This information breaks down the seven greatest CRMs for roofing companies in 2025. We‘ll cowl comparability tables, characteristic breakdowns, pricing particulars, and a step-by-step choice course of. Plus, we’ll share how actual roofing corporations are utilizing these programs to develop their income.
Desk of Contents
What’s a CRM for roofing?
A CRM for roofing is buyer relationship administration (CRM) software program constructed to deal with the distinctive challenges of roofing companies. It tracks leads from preliminary contact by mission completion, manages estimates and proposals, and retains your staff related whether or not they’re within the workplace or on a roof.
Not like generic CRMs, roofing-specific programs perceive your {industry}’s wants, like dealing with insurance coverage claims, managing seasonal workflows, and integrating with measurement instruments.
HubSpot is a chief instance of a platform that unifies shopper information and permits personalised buyer experiences throughout gross sales, advertising, and repair groups. HubSpot has helped corporations like Roof Maxx increase exclusive dealer growth by over 200%.
Greatest CRMs for Roofing Companies at a Look
|
CRM |
Greatest For |
Key Options |
Pricing |
Free Trial? |
|
HubSpot |
Rising roofing companies in search of scalability |
All-in-one buyer platform, lead seize & lead scoring, HubSpot’s AI (Breeze) |
Free tier accessible, paid plans from $15/month |
Sure |
|
AccuLynx |
Established roofing contractors |
Business-specific instruments, materials ordering, AI-powered lead intelligence |
Customized pricing |
No |
|
ServiceTitan |
Massive roofing operations |
All-in-one platform, superior analytics, advertising attribution |
Customized pricing (enterprise) |
No |
|
JobNimbus |
Small to mid-size contractors |
Easy interface, mission administration, lead monitoring |
$25/month per person |
Sure |
|
Leap |
In-home gross sales focus |
Digital shows, e-signatures, finance integration |
$297/month (Workforce plan) |
No |
|
RoofSnap |
Measurement & estimation |
Aerial measurements, immediate estimates, materials ordering |
Customized pricing |
No |
|
ProLine |
Communication-focused contractors |
Buyer relationship administration, EagleView integration |
$397/month + $100/extra seat |
Sure |
Greatest CRM Software program for Roofing Companies
The proper roofing CRM may be the distinction between a prospect signing a contract or selecting your competitors. Let’s analyze the seven greatest roofing CRMs to make sure you select the one that most closely fits your corporation.
1. HubSpot
Greatest for: Rising roofing companies that need highly effective advertising and gross sales instruments with room to scale.
Key HubSpot Options
- All-in-one buyer platform: Each roofing enterprise is aware of it‘s not nearly gross sales. There’s additionally advertising, customer support, and operations. HubSpot Good CRM connects your gross sales, advertising, customer support, and operations so you’ll be able to guarantee all groups and information are aligned.
- Lead seize & lead scoring: By no means miss a lead once more. Use Advertising Hub types and sync them with HubSpot Good CRM to mechanically unify and arrange leads from numerous sources — on-line types, referrals, and telephone calls. Plus, you’ll be able to create customized lead scoring so your gross sales staff is aware of which prospects to prioritize.
- HubSpot’s AI (Breeze): Breeze is the suite of AI instruments woven into the HubSpot buyer platform. Have Breeze floor related details about a prospect so you’ll be able to put together for estimates, draft personalised emails based mostly on CRM information, or reply buyer questions through reside chat.
HubSpot Pricing
- HubSpot’s CRM is at all times free, and it affords free plans for all six core merchandise (advertising, gross sales, service, content material, operations, and commerce).
- Every core product has a free, Starter, Skilled, and Enterprise plan. Paid plans begin at $15/seat/month and go as much as $3,600/month for the Advertising Hub Enterprise plan.
- HubSpot pricing relies on your particular wants and add-ons. Use this HubSpot pricing calculator to see your customized worth.
2. AccuLynx
Greatest for: Established roofing contractors who want complete industry-specific performance.
Key AccuLynx Options
- Business-built instruments: Designed particularly for roofing workflows and processes, AccuLynx understands the distinctive challenges of roofing contractors from lead era to mission completion.
- Materials ordering integration: Direct connections to suppliers like ABC Provide, QXO, and SRS convey provider catalogs and direct order placement into AccuLynx, streamlining your procurement course of.
- AI-powered lead intelligence: AccuLynx makes use of synthetic intelligence to offer insights on lead high quality and conversion likelihood, serving to you deal with probably the most promising prospects.
AccuLynx Pricing
- Customized pricing based mostly on variety of customers and options wanted
- Month-to-month subscription with no long-term contracts
- Optionally available enhancements accessible
- Get AccuLynx custom quote
3. ServiceTitan
Greatest for: Massive roofing corporations with complicated operations and a number of service traces.
Key ServiceTitan Options
- All-in-one platform: ServiceTitan unifies CRM, scheduling, dispatching, and accounting in a single system, eliminating the necessity to soar between a number of purposes for various enterprise capabilities.
- Superior analytics: ServiceTitan supplies in-depth dashboards and information analytics, providing beneficial insights into enterprise efficiency and serving to you make data-driven choices.
- Advertising attribution: ServiceTitan options instruments for detailed advertising attribution, serving to monitor the effectiveness of selling efforts and perceive which campaigns generate probably the most income.
ServiceTitan Pricing
4. JobNimbus
Greatest for: Small to mid-size roofing contractors who need simplicity and affordability
Key JobNimbus Options
- Easy interface: JobNimbus affords an easy-to-use design that requires minimal coaching, making it excellent for groups who need to stand up and working rapidly.
- Undertaking administration: Arrange jobs, duties, and staff assignments in a single place, with options to maintain your alternatives sorted and accessible from wherever.
- Lead monitoring: Monitor prospects by your gross sales pipeline with options to speak and promote to prospects at every stage of the funnel.
JobNimbus Pricing
- Rising and Established plans can be found at customized pricing.
- 14-day free trial for each plans.
5. Leap
Greatest for: Roofing corporations centered on in-home gross sales and digital shows
Key Leap Options
- Digital shows: Create compelling visible proposals on tablets that provide help to stand out with customized gross sales proposals that you may current or share on the fly.
- E-signature integration: Shut offers quicker with digital contract signing, lowering the time between proposal and signed contract.
- Finance integration: Join with financing choices for purchasers, making it simpler for householders to say sure to your roofing tasks.
Leap Pricing
6. RoofSnap
Greatest for: Contractors who prioritize correct measurements and quick estimates
Key RoofSnap Options
- Aerial measurements: Generate exact roof measurements from satellite tv for pc imagery, eliminating the necessity for handbook web site visits and lowering pricey errors.
- Immediate estimates: Create skilled proposals rapidly utilizing superior measurement instruments and customizable pricing templates.
RoofSnap Pricing
7. ProLine
Greatest for: Roofing contractors who prioritize buyer relationship administration and communication.
Key ProLine Options
- Communication focus: Constructed particularly for managing buyer relationships within the roofing {industry}, with options designed by roofers for roofers.
- EagleView integration: Order aerial measurements instantly throughout the platform, combining CRM performance with industry-specific measurement instruments.
- Buyer journey monitoring: Monitor interactions from result in buyer, making certain no alternatives fall by the cracks.
ProLine Pricing
- Free: Primary CRM performance
- Paid plans: $397/month plus $100 per extra seat
- No long-term contracts
- Try ProLine free
Advantages of CRM Software program for Roofing Firms
Improved Lead Administration
By no means lose monitor of potential prospects once more. CRMs provide help to organize leads, monitor the place they got here from, and observe up on the proper time. Pace issues.
Professional tip: HubSpot automates lead seize from a number of sources like your web site, social media, and referrals, then makes use of AI-powered lead scoring to prioritize your hottest prospects so your staff is aware of precisely who to name first.
Enhanced Buyer Communication
Maintain prospects knowledgeable all through all the course of. Automated updates, appointment reminders, and mission standing studies construct belief and cut back assist calls whereas bettering the general buyer expertise.
Professional tip: HubSpot eliminates handbook follow-ups with automated email sequences and SMS campaigns that maintain prospects knowledgeable about mission milestones, climate delays, and completion timelines with none effort out of your staff.
Streamlined Operations
Get rid of the chaos of spreadsheets and paper paperwork. CRMs centralize customer information, mission particulars, and staff communication in a single place, making your corporation extra environment friendly and arranged.
Professional tip: HubSpot unifies all of your roofing enterprise information — from preliminary estimates to closing invoices — in a single platform, eliminating the necessity to soar between a number of instruments and making certain your complete staff works from the identical correct data.
Higher Gross sales Efficiency
Monitor which advertising channels herald the very best leads. Monitor your sales pipeline and establish bottlenecks that decelerate closing offers, serving to you deal with high-value actions.
Professional tip: HubSpot reveals which advertising campaigns generate probably the most income with built-in attribution reporting, exhibiting you precisely which Google Adverts, Fb campaigns, or referral sources ship your highest-value roofing jobs.
Cellular Accessibility
Entry buyer data and replace job standing from any roof. Cellular apps maintain your area groups related and productive, making certain seamless communication between workplace and area operations.
Professional tip: HubSpot connects your area crews to the workplace with a full-featured mobile app that lets them replace job progress, entry buyer historical past, and talk with householders instantly from the roof, even with restricted cell service.
7 Essential Options for a Roofing CRM
1. Cellular Performance
Your staff wants entry to buyer information whereas on job websites. HubSpot’s mobile app ensures your gross sales staff stays productive regardless of the place they’re.
2. Integration Capabilities
Join with measurement instruments, accounting software program, and provider catalogs. HubSpot has an in depth App Marketplace with integrations for roofing-specific instruments.
3. Automated Observe-Up
Arrange electronic mail and textual content sequences to nurture leads with out handbook work. HubSpot’s marketing automation helps you keep related with prospects all through prolonged gross sales cycles.
4. Pipeline Administration
Visualize the place prospects are in your gross sales course of. HubSpot’s customizable deal stages provide help to monitor offers from preliminary contact by completion.
5. Reporting and Analytics
Monitor key metrics like conversion charges and income per lead. HubSpot’s comprehensive dashboards present real-time insights into your corporation efficiency.
6. Undertaking Administration
Monitor jobs from preliminary contact by completion. HubSpot’s project management features provide help to keep organized and ship tasks on time.
7. Buyer Communication Instruments
Constructed-in electronic mail, textual content, and calling options. HubSpot’s communication tools provide help to keep constant contact with prospects all through all the course of.
The best way to Select a CRM for Roofing (Step-by-Step)
Step 1: Map your workflows.
Doc the way you at the moment deal with leads, estimates, and tasks. Determine the place you lose prospects or waste time. This turns into your necessities guidelines for evaluating CRM choices.
Step 2: Determine must-have options.
Primarily based in your workflow evaluation, create a listing of non-negotiable options. Deal with instruments that clear up your greatest ache factors first, reminiscent of lead administration, mission monitoring, or buyer communication.
Step 3: Evaluate ease of use and staff match.
Select software program your staff will truly use constantly. Search for platforms with intuitive navigation and complete coaching sources.
Step 4: Verify price at scale.
Contemplate not simply beginning prices, however pricing as your staff grows. Think about coaching time, implementation prices, and potential integration bills to get a real image of whole funding.
Step 5: Select a versatile platform — like HubSpot.
Decide a CRM that may develop with your corporation. HubSpot affords a free tier to begin, then scales to enterprise-level performance.
Continuously Requested Questions
What’s the greatest CRM for roofing corporations?
The most effective CRM relies on your corporation dimension and desires.
HubSpot affords probably the most complete resolution with its free tier and scalable options, making it excellent for rising roofing companies.
What options ought to I search for in a roofing CRM?
Deal with cellular entry, integration capabilities, automated follow-up, pipeline administration, and reporting. Your CRM ought to deal with your {industry}’s distinctive challenges like climate delays, insurance coverage claims, and seasonal workflows.
HubSpot supplies all these options plus superior advertising automation.
Is HubSpot good for roofing corporations?
Sure, HubSpot is superb for roofing companies. It affords a free CRM tier, highly effective advertising automation, and scales along with your progress. Actual roofing corporations like Roof Maxx have used HubSpot to broaden their operations and streamline deal administration, with confirmed leads to the development and repair industries.
How a lot does a CRM for roofing price?
CRM prices fluctuate extensively.
HubSpot begins free with paid plans from $15/month per person, whereas industry-specific options like use customized pricing that’s usually a lot increased.
Do I want a roofing-specific CRM?
Not essentially. Whereas industry-specific CRMs provide tailor-made options, versatile platforms like HubSpot may be custom-made for roofing workflows whereas offering superior advertising and gross sales instruments. HubSpot’s intensive integration ecosystem permits you to join with roofing-specific instruments as wanted.
Meet HubSpot, the High CRM Alternative for Roofing Firms
HubSpot stands out because the optimum CRM resolution for roofing corporations, combining highly effective buyer administration capabilities with built-in advertising instruments that drive progress. Not like opponents that focus solely on contact administration, HubSpot supplies a complete platform that helps each side of roofing enterprise operations.
Key Benefits of HubSpot for Roofing Firms
- HubSpot’s free tier accessible: Begin managing contacts and offers with out upfront prices, with the power to improve as your corporation grows.
- HubSpot’s advertising automation: Nurture leads with automated electronic mail sequences and social media administration, serving to you keep related with prospects all through prolonged gross sales cycles.
- HubSpot’s scalable platform: Develop from startup to enterprise with out altering programs, with modular options that broaden along with your wants.
Actual-world success tales exhibit HubSpot’s effectiveness in roofing and development. Roof Maxx expanded from 72 to 250 exclusive dealers in 24 months using HubSpot CRM. The platform’s flexibility allowed them to handle three distinct person teams: unique sellers, inside gross sales groups, and enterprise operations.
Able to see how HubSpot can work in your roofing enterprise? Get started with HubSpot today and be part of hundreds of roofing corporations already rising with the platform.
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