The Best CRM Solutions for Roofing Companies to Consider

The editors at Solutions Review have compiled a list collecting some of the best CRM tools and platforms for roofing companies to consider. 

With the right CRM software, roofing contractors can improve how they interact with customers, develop long-lasting client relationships, optimize on-site processes, reach new prospects, maximize employee productivity, and ensure workers on-site and off have the resources they need to do their jobs as effectively as possible. However, selecting a CRM software solution can be complicated and time-consuming, especially if your roofing business has unique industry-specific needs.

To help, the Solutions Review editors have compiled the following list of top-rated CRM solutions for roofing companies to consider. Our editors selected these based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria.

The Best CRM for Roofing Companies to Consider

AccuLynx

Description: AccuLynx is a cloud-based software platform designed to help contractors in the roofing industry manage their business, grow revenue, streamline company processes, and provide memorable customer service that retains clientele. The AccuLynx platform even includes a collection of CRM and sales features tailored to the needs of roofing contractors. These include tools for lead management, estimates, contracts, e-signatures, contact records management, AI-powered lead intelligence, document management, file sharing, email communication, and text messaging.

Centerpoint Connect

Description: Centerpoint Connect is a web-based application designed specifically for roofing and construction companies. Its fully customizable system includes sales, service, customer, and production management capabilities to help contractors improve processes from the office to the field. The company’s built-in CRM for roofing businesses is designed to help users make decisions faster, diagnose issues, improve efficiency, and more. Its CRM features cover task management, customizable sales stages, photo storage, document management, email triggers, data collection, marketing automation, and integrations with other technology platforms.

Houzz Pro

Description: Houzz Pro is an “all-in-one” marketing and management solution built for home builders, remodelers, interior designers, painters, contractors, and other professionals in the home remodeling marketplaces. Its solution suite includes a roofer-specific software platform designed to help contractors grow their business, support their teams, and provide memorable services to their clients. The customizable solution offers lead management, email marketing, time tracking, expense tracking, billing, invoicing, mobile messaging, custom website development, customer relationship management, branded estimates, local advertising, and analytics capabilities.

HubSpot

Description: HubSpot is one of the most well-known and popular CRM software platforms, as most of the companies in the marketing world have partnerships or integrations with the company’s CRM solution suite. Alongside that CRM suite, HubSpot offers a marketing, sales, customer service, operations, and content management system (CMS) solution. HubSpot also offers a free version of its CRM platform outfitted with scalable features for sales teams, marketers, business owners, operations, and customer service, so remote teams of all sizes can focus on creating meaningful customer relationships, closing sales, and growing their brand.

iRoofing

Description: iRoofing, a subsidiary of Porch Group, is a sales and measurement software solution designed to help roofing companies simplify, streamline, and grow their business. With its roofing CRM, iRoofing provides users with a portable customer data and relationship management solution capable of scheduling appointments, tracking job progress, identifying the materials used on the job, and more. Specific capabilities include GPS mapping, task management, photo editing, project photo management, calendar appointments, a roof visualizer, materials ordering, contract management, and digital pitch books.

Jobber

Description: Jobber is an operations management software provider for home service businesses worldwide. Features include scheduling, invoicing, client management, payment processing, drag-and-drop calendars, business financing, customer service, marketing, and more. For example, with Jobber’s roofing software, businesses can reduce administrative workloads and streamline workflows with tools for creating quotes, sending invoices, scheduling jobs, communicating with customers, managing bookings, tracking client information, creating custom client profiles, and turning sales leads into customers.

JobNimbus

Description: JobNimbus is an end-to-end CRM and project management software solution designed to help professional roofing and construction contractors streamline communications, manage their teams, monitor company information, and interact with customers. Its roofing-specific CRM capabilities provide users with sales, lead tracking, estimating, appointment scheduling, payment processing, contract management, e-signature, material ordering, work orders, project management, text messaging, and automation templates. The platform also syncs with QuickBooks seamlessly, allowing users to track past-due accounts, automate payment collection, and more.

Leap

Description: Leap is a CRM, project management, and point-of-sale solution provider that helps home improvement contractors and remodelers track project progress, manage customer interactions, automate sales processes, and more. With its “all-in-one” CRM solution—formerly known as JobProgress—Leap provides roofing businesses with a mobile CRM platform designed to handle sales, customer service, and production management. Features include workflow management, job estimates, client communication, customer experience management, workflow automation, and integrations with other roofing software platforms.