Working a roofing enterprise is hard. You are juggling estimates, managing crews, and making an attempt to maintain clients joyful. On high of that, most roofing corporations battle to discover a CRM that works for his or her distinctive wants.
Roofing CRM challenges are completely 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 exchange leads quick — as a result of in roofing, pace wins.
This information breaks down the seven finest CRMs for roofing companies in 2025. We‘ll cowl comparability tables, function 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 way of 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 main instance of a platform that unifies consumer information and permits customized buyer experiences throughout gross sales, advertising and marketing, 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 looking for scalability |
All-in-one buyer platform, lead seize & lead scoring, HubSpot’s AI (Breeze) |
Free tier out there, paid plans from $15/month |
Sure |
|
AccuLynx |
Established roofing contractors |
Trade-specific instruments, materials ordering, AI-powered lead intelligence |
Customized pricing |
No |
|
ServiceTitan |
Massive roofing operations |
All-in-one platform, superior analytics, advertising and marketing 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, instantaneous estimates, materials ordering |
Customized pricing |
No |
|
ProLine |
Communication-focused contractors |
Buyer relationship administration, EagleView integration |
$397/month + $100/further seat |
Sure |
Greatest CRM Software program for Roofing Companies
The precise roofing CRM could be the distinction between a prospect signing a contract or selecting your competitors. Let’s analyze the seven finest roofing CRMs to make sure you select the one that most closely fits your enterprise.
1. HubSpot
Greatest for: Rising roofing companies that need highly effective advertising and marketing 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 and marketing, customer support, and operations. HubSpot Sensible CRM connects your gross sales, advertising and marketing, customer support, and operations so you may guarantee all groups and information are aligned.
- Lead seize & lead scoring: By no means miss a lead once more. Use Advertising and marketing Hub types and sync them with HubSpot Sensible CRM to routinely unify and set up leads from numerous sources — on-line types, referrals, and cellphone calls. Plus, you may 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 may put together for estimates, draft customized emails primarily based on CRM information, or reply buyer questions through stay chat.
HubSpot Pricing
- HubSpot’s CRM is at all times free, and it presents free plans for all six core merchandise (advertising and marketing, 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 and marketing Hub Enterprise plan.
- HubSpot pricing is dependent upon 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
- Trade-built instruments: Designed particularly for roofing workflows and processes, AccuLynx understands the distinctive challenges of roofing contractors from lead technology 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 supply insights on lead high quality and conversion likelihood, serving to you deal with probably the most promising prospects.
AccuLynx Pricing
- Customized pricing primarily based on variety of customers and options wanted
- Month-to-month subscription with no long-term contracts
- Non-compulsory enhancements out there
- Get AccuLynx custom quote
3. ServiceTitan
Greatest for: Massive roofing corporations with advanced 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 bounce between a number of purposes for various enterprise features.
- Superior analytics: ServiceTitan gives in-depth dashboards and information analytics, providing helpful insights into enterprise efficiency and serving to you make data-driven choices.
- Advertising and marketing attribution: ServiceTitan options instruments for detailed advertising and marketing attribution, serving to monitor the effectiveness of promoting 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 presents an easy-to-use design that requires minimal coaching, making it excellent for groups who need to rise up and working shortly.
- Undertaking administration: Manage jobs, duties, and staff assignments in a single place, with options to maintain your alternatives sorted and accessible from anyplace.
- Lead monitoring: Monitor prospects by way of 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 targeted on in-home gross sales and digital shows
Key Leap Options
- Digital shows: Create compelling visible proposals on tablets that show you how 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 patrons, making it simpler for owners to say sure to your roofing initiatives.
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 guide web site visits and lowering expensive errors.
- Instantaneous estimates: Create skilled proposals shortly 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 way of the cracks.
ProLine Pricing
- Free: Primary CRM performance
- Paid plans: $397/month plus $100 per further seat
- No long-term contracts
- Try ProLine free
Advantages of CRM Software program for Roofing Corporations
Improved Lead Administration
By no means lose monitor of potential clients once more. CRMs show you how 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
Hold clients knowledgeable all through the whole course of. Automated updates, appointment reminders, and mission standing stories construct belief and scale back help calls whereas enhancing the general buyer expertise.
Professional tip: HubSpot eliminates guide follow-ups with automated email sequences and SMS campaigns that preserve clients knowledgeable about mission milestones, climate delays, and completion timelines with none effort out of your staff.
Streamlined Operations
Eradicate the chaos of spreadsheets and paper paperwork. CRMs centralize customer information, mission particulars, and staff communication in a single place, making your enterprise extra environment friendly and arranged.
Professional tip: HubSpot unifies all of your roofing enterprise information — from preliminary estimates to last invoices — in a single platform, eliminating the necessity to bounce between a number of instruments and making certain your complete staff works from the identical correct info.
Higher Gross sales Efficiency
Monitor which advertising and marketing channels herald the most effective leads. Monitor your sales pipeline and determine bottlenecks that decelerate closing offers, serving to you deal with high-value actions.
Professional tip: HubSpot reveals which advertising and marketing campaigns generate probably the most income with built-in attribution reporting, displaying you precisely which Google Advertisements, Fb campaigns, or referral sources ship your highest-value roofing jobs.
Cell Accessibility
Entry buyer info and replace job standing from any roof. Cell apps preserve 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 owners instantly from the roof, even with restricted cell service.
7 Vital Options for a Roofing CRM
1. Cell 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 e-mail and textual content sequences to nurture leads with out guide 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 show you how to monitor offers from preliminary contact by way of 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 enterprise efficiency.
6. Undertaking Administration
Monitor jobs from preliminary contact by way of completion. HubSpot’s project management features show you how to keep organized and ship initiatives on time.
7. Buyer Communication Instruments
Constructed-in e-mail, textual content, and calling options. HubSpot’s communication tools show you how to keep constant contact with clients all through the whole course of.
The way to Select a CRM for Roofing (Step-by-Step)
Step 1: Map your workflows.
Doc the way you presently deal with leads, estimates, and initiatives. 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 an inventory of non-negotiable options. Deal with instruments that remedy your largest ache factors first, reminiscent of lead administration, mission monitoring, or buyer communication.
Step 3: Examine ease of use and staff match.
Select software program your staff will really use persistently. Search for platforms with intuitive navigation and complete coaching sources.
Step 4: Test 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.
Choose a CRM that may develop with your enterprise. HubSpot presents a free tier to start out, then scales to enterprise-level performance.
Often Requested Questions
What’s the finest CRM for roofing corporations?
The very best CRM is dependent upon your enterprise dimension and wishes.
HubSpot presents probably the most complete answer with its free tier and scalable options, making it splendid for rising roofing companies.
What options ought to I search for in a roofing CRM?
Deal with cell 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 gives all these options plus superior advertising and marketing automation.
Is HubSpot good for roofing corporations?
Sure, HubSpot is great for roofing companies. It presents a free CRM tier, highly effective advertising and marketing automation, and scales together with your progress. Actual roofing corporations like Roof Maxx have used HubSpot to increase their operations and streamline deal administration, with confirmed ends in 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 larger.
Do I would like a roofing-specific CRM?
Not essentially. Whereas industry-specific CRMs provide tailor-made options, versatile platforms like HubSpot could be personalized for roofing workflows whereas offering superior advertising and marketing 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 Corporations
HubSpot stands out because the optimum CRM answer for roofing corporations, combining highly effective buyer administration capabilities with built-in advertising and marketing instruments that drive progress. Not like rivals that focus solely on contact administration, HubSpot gives a complete platform that helps each facet of roofing enterprise operations.
Key Benefits of HubSpot for Roofing Corporations
- HubSpot’s free tier out there: Begin managing contacts and offers with out upfront prices, with the flexibility to improve as your enterprise grows.
- HubSpot’s advertising and marketing automation: Nurture leads with automated e-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 increase together with your wants.
Actual-world success tales display HubSpot’s effectiveness in roofing and building. 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, inner gross sales groups, and enterprise operations.
Able to see how HubSpot can work to your roofing enterprise? Get started with HubSpot today and be part of hundreds of roofing corporations already rising with the platform.
