Investing in a customer relationship management system can be transformative for roofing businesses that have traditionally managed customer interactions through disparate spreadsheets, phone calls, emails, and paper documents.
For example, CRM software can solve common challenges such as:
Workflow inefficiencies: Time wasted on repetitive data entry and tracking down customer information (e.g. work orders, estimates, invoices) in multiple apps and spreadsheets that don’t communicate with each other.
Poor communication & customer experiences: Failing to correspond with customers promptly, or lacking the ability to communicate with customers through their preferred channels (text, email, phone, etc.).
Lost revenue opportunities: Difficulty tracking unsold estimates, and failing to follow up and convert open opportunities in your sales pipeline.
With that said, if you’re in the market for a CRM solution, it’s important to understand that within the broad category of CRM software, there are generalized solutions such as Salesforce and HubSpot that serve tons of different industries and business types. And then there are specialized CRMs that are tailored for the roofing industry.
Most roofing contractors benefit more from the latter, which offers roofing-specific features and integrations — so that’s what we’ll focus on in this post.
First, we’ll explain how our roofing contractor CRM, ServiceTitan, helps roofing businesses optimize customer relationship management. Then, we’ll share seven other roofing CRM software tools to consider.
Top CRM & Business Management Software for Roofing Companies
Schedule a call with us to learn more about how our software, and accompanying mobile app, can help you streamline and grow your roofing business.
1. ServiceTitan
Roofing companies are using some of ServiceTitan’s foundational features to solve important challenges in their business, such as gaining better visibility into their financial and operational data, providing impressive customer experiences, and improving their marketing efforts.
Roofing business owners will continue to benefit more from our platform as we roll out new features to provide a true all-in-one solution for roofing companies.
Presently, roofing businesses benefit most from using ServiceTitan in the following ways:
Centralize Customer & Job Data (and Access It Anywhere)
ServiceTitan offers a customer relationship management (CRM) system to record, store, and access all of your job and customer data, beginning the moment a potential roofing customer calls in.
Our call booking functionality provides CSRs and office staff with the name and contact information of the incoming caller and prompts them to fill out a series of form fields that ensure they collect all of the necessary information to kick off a potential roofing job.
From the booking page, they can view the availability of their sales team, assign a team member to the job, and schedule a visit if the business or homeowner agrees to have someone come out.
At that point, a customer page is automatically created in which their contact information and job details can be stored as the job progresses. This data can be shared and accessed from the office via our desktop application, as well as remotely from a job site or elsewhere through our user-friendly field mobile app (compatible with iOS and Android devices).
Users also have the option to create a roofing project page in which financials can be tracked, appointments can be made, material orders can be placed, and other aspects of project management can be carried out.
Offer Modern and Impressive Customer Experiences
ServiceTitan offers a variety of features that help roofing businesses communicate professionalism and trustworthiness with their customers.
For example, our dispatching functionality includes text message notifications and Uber-style GPS tracking that keeps customers up-to-date about when sales reps, field supervisors, or crews are scheduled to arrive.
During the sales process, salespeople can offer prospects financing that can get approved quickly, improving customer experiences while helping to close more sales.
Upon completion of a job, companies can also offer convenient payment options — including cash, check, or credit card — right from their mobile device (iPhone, iPad, etc.).
Gain More Visibility with Access to Real-Time Business Data
One of the big challenges for roofing contractors is getting timely and accurate financial data to track their cash flow and the overall health and performance of their business.
This is one area where ServiceTitan roofing software can deliver immense value. With ServiceTitan reporting, roofing contractors get a complete real-time view of their most important business KPIs, including:
Sales numbers
Revenue trends
Booking and conversion rates
And much more
They also can customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers being reported in their financial data and roll up multiple locations into single reports, making ServiceTitan a particularly powerful platform for enterprise roofing businesses.
Understand the True ROI of Marketing Efforts to Optimize Your Campaigns
One of the most important aspects of effectively marketing a roofing business is measuring the ROI of your various channels and campaigns to know which campaigns are performing well.
ServiceTitan makes this data easily accessible to roofing companies, eliminating the struggle to understand ROI. Specifically, ServiceTitan offers campaign-tracking telephone numbers and real-time ROI reporting for all of your marketing campaigns.
For each of your campaigns, you can track the number of calls they brought in, the jobs your reps booked from these calls, and the actual sales results of those jobs. You can also calculate the ROI on your roofing advertising campaigns as ServiceTitan identifies how much revenue you make from each ad and breaks it down into cost per lead.
By measuring the marketing ROI of each campaign, ServiceTitan helps roofing companies:
Know how much revenue each roofing marketing campaign generates.
Track how well staff convert new leads into jobs and sales.
Focus marketing dollars on the campaigns that actually make money.
Stop wasting money on ads — and platforms — that don’t perform.
See if ServiceTitan Is the Right CRM for Your Roofing Business
For over a decade, ServiceTitan has provided innovative products to help HVAC, electrical, plumbing, and other trade businesses run more efficiently and improve their profitability. And we are now investing heavily in developing an all-in-one business management solution for the roofing industry.
Throughout this post, we’ve discussed a sampling of our CRM features that benefit roofing businesses the most. However, we also offer automation and features for time tracking, forms, checklist templates, invoicing, QuickBooks integration, and more.
If you’d like to see what our platform can offer you now, and learn more about the features coming for roofing companies soon, schedule a call and get a free demo.
2. JobNimbus
JobNimbus is a modern cloud-based CRM software that positions itself as an all-in-one solution for roofing contractors, with an emphasis on enhancing efficiency and organization. Areas that offer value include:
Organizing leads: Features to keep your opportunities sorted and accessible from anywhere.
Optimizing sales: Features to communicate and sell to prospects at each stage of the funnel.
Managing projects: Features to keep job information organized and help increase efficiency.
Streamlining billing: Payments functionality to reduce the time it takes to get paid.
3. AccuLynx
Founded in 2008, AccuLynx is a long-standing software solution that’s been built specifically for the roofing industry. It offers a wide range of features to help streamline business processes, grow profits, and provide better customer service.
Key areas in which they offer value include:
Helping you win more jobs by simplifying your sales process.
Helping you improve productivity through streamlined workflows.
Helping you save time by cutting back on administrative costs.
Providing access to data to make more informed decisions.
4. Roofr
Roofr is a roofing proposal app that positions itself as the all-in-one sales toolbox for roofers. It offers a modern user interface and core products that include:
Instant estimates that let you qualify and close fast.
$10 roof reports delivering accurate measurements in as little as three hours.
Custom, digital proposals that can help you close deals faster.
Roofr also has a new CRM product to help manage the sales process from end to end. However, at the time of this writing, this product is in open beta and still early in its development.
5. iRoofing
iRoofing is a roofing sales app with features to measure, estimate, visualize, and sell roofing to homeowners. The company prides itself on providing great customer service, driving continual innovation, and fostering trust with clients.
Similar to the other tools we’ve been covering, it offers solutions for:
Getting accurate roof measurements
Selling to homeowners with a roofing visualizer
Easily creating roofing estimates
And more
6. Jobber
Jobber is a field service management software that offers functionality for estimating, quotes, scheduling, invoicing, and more. Its platform has been built primarily for home service businesses but recently has begun offering commercial service features as well.
When it comes to customer relationship management, Jobber offers client management features to help roofing businesses:
Create detailed client profiles
Track important customer information (estimates, past service visits, billing history)
Maintain organized records of client communication
Manage leads and contacts
To see how ServiceTitan matches up against Jobber, visit our comparison page: ServiceTitan vs. Jobber.
7. Rooflink
Rooflink is a roofing CRM software that positions itself as a “one-stop-shop” for roofing companies, offering features such as:
Measuring tools
Canvassing
Weather data
Legal contracts
Templates
Automatic estimates
Material and work orders
And more
In addition, Rooflink offers numerous integrations with other roofing apps, such as Hover, SumoQuote, and GAF QuickMeasure, helping companies connect their platform to the other tools they use.
For customer relationship management, Rooflink enables you to store job and customer data, track leads and prospects, and canvas for nearby job opportunities.
8. Leap
Leap is a sales and job management software that’s built to serve the roofing, windows and doors, and kitchen and bath industries. Its CRM features help companies keep track of leads, customers, and opportunities through both desktop and mobile apps.
Leap offers several different plans and pricing tiers, including:
Leap Essential: A product for individual users.
Leap Team: A product for businesses to scale with as their teams grow.
SalesPro: An in-home sales app.
In addition to its CRM features, Leap offers features for estimates and contracts, lending, and payments, as well as several supplier integrations.
If you’d like to see what ServiceTitan can offer you now, and learn more about the features coming for roofing companies soon, schedule a call and get a free demo.
ServiceTitan Software
ServiceTitan is a comprehensive software solution built specifically to help service companies streamline their operations, boost revenue, and substantially elevate the trajectory of their business. Our comprehensive, cloud-based platform is used by thousands of electrical, HVAC, plumbing, garage door, and chimney sweep shops across the country—and has increased their revenue by an average of 25% in just their first year with us.
