8 Best Roofing CRM Software in 2025

Investing in a customer relationship management system can be transformative for roofing businesses that have traditionally managed lead and customer interactions through disparate spreadsheets, phone calls, emails, and paper documents. 

For example, CRM software can solve common challenges such as:

• Disorganized sales process → Lost revenue: Too many roofing businesses still track leads in spreadsheets—or worse, in their heads. That means missed follow-ups, disorganized sales pipelines, and deals slipping through the cracks.

• Workflow inefficiencies → Wasted time: 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.

• Subpar communication → Poor customer experiences: Failing to correspond with customers promptly, or lacking the ability to communicate with customers through their preferred channels (text, email, phone, etc.). 

The right CRM solution can solve all of these problems and more. However, 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

1. ServiceTitan

2. JobNimbus

3. AccuLynx

4. Roofr

5. iRoofing

6. Jobber

7. Rooflink

8. Leap

1. ServiceTitan

Roofing companies are using ServiceTitan to solve some of the most important challenges in their business: 

• Improving efficiency by centralizing business operations—sales, estimating, customer relationship management, construction project management, accounting, and more—in a single platform

• Gaining visibility into their financial and operational data

• Impressing clients with modern customer experience features

• Maximizing ROI from their marketing efforts with built-in analytics and automation

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:

Sales Pipeline Management

Staying on top of sales opportunities can be a major challenge—especially when relying on spreadsheets, whiteboards, or disconnected CRM tools. ServiceTitan’s CRM functionality brings order to the chaos by letting you manage every sales opportunity in the same system you use to run your jobs.

Key capabilities include:

• Opportunity tracking: From site surveys to proposal follow-ups, track and manage your pipeline in one place, fully integrated with the rest of your operations.

• Sales meeting–ready reports: Out-of-the-box reports let sales managers see performance by rep, review pipeline health, and track closed vs. lost deals.

• Task assignment by sales stage: Assign next steps automatically as opportunities move from New to Proposal Sent to Won—keeping your sales team organized and accountable.

If your roofing business is looking to streamline your sales process, reduce manual data entry, and gain full pipeline visibility, ServiceTitan’s CRM gives you the tools to close more deals with less friction.

Centralize Customer Data & Job Management

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 to store their contact information and job details 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.

Streamline Roof Measurement, Estimating, and Material Orders

Spec-Based Estimates

ServiceTitan spec-based estimates offer a streamlined approach to generating material lists and estimates. This feature leverages pre-built templates and forms to automatically calculate material costs and quantities, resulting in accurate and efficient estimates for your customers.

Here's a breakdown of how Spec-Based Estimates work and their advantages:

• Forms and Templates: The process begins with creating a form tailored to your specific service, like reroofing. This form, accessible on both desktop and ServiceTitan Mobile, is used to gather crucial job details and measurements. This information is then fed into a Spec-Based Template, which links form fields with Pricebook items and applies predefined calculations. The template also allows you to offer different service tiers (Good, Better, Best) based on a single form submission.

• Automated Calculations: The magic lies in the Excel file integrated with the template. This file houses the rules and calculations that determine material quantities and costs based on the form inputs. For instance, if a customer needs 20 squares of roofing, the template automatically calculates the required shingles, underlayment, and other materials, ensuring precise estimates.

• Efficiency and Accuracy: Instead of manually calculating materials and costs, the system does it for you, freeing up your team to focus on customer interactions and other essential tasks. This automation not only speeds up the process but also eliminates the risk of human error, leading to accurate and consistent pricing.

• Mobile Accessibility: The convenience of creating and presenting Spec-Based Estimates extends to ServiceTitan Mobile. This allows field staff to gather measurements on-site, complete the form, and generate estimates instantly, providing a seamless experience for both your team and your customers. 

Roofing Supplier Integrations

We offer integrations with roofing suppliers such as SRS Distribution, which auto-updates your pricebook with the most current pricing, product images, and descriptions. 

Integrate with Popular Roofing Measurement Apps

ServiceTitan now integrates with popular roofing apps like EagleView and GAF QuickMeasure. These integrations further assist roofers in managing the entire job workflow, from the initial call to final estimates and material orders, offering a seamless experience between the business’s CRM and estimating/measurement apps.  

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 provide financing that’s approved quickly, enhancing the customer experience and helping 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.). 

Facilitate Crew Scheduling and Project Management

When it comes time to execute on new roof construction or roof replacement projects, ServiceTitan helps keep you on track with intuitive scheduling and project management tools.

Crew Scheduling provides a centralized view of workforce availability and assignments. You can:

• Create and manage crews with designated leads for clear accountability.

• Plan ahead using a one-week calendar view that shows real-time crew availability.

• Avoid conflicts by assigning crews to multi-day jobs and instantly seeing updates when schedules change.

Project Management ties everything together. From a single dashboard, you can:

• Track real-time project financials

• Book or attach jobs

• Track and manage estimates, invoices, and applications for payment

• Add purchase orders, requisitions, and tasks

Together, these features help roofing businesses stay organized, improve communication between teams, and keep complex projects on track.

Gain 360 Visibility with Real-Time Reports and Customizable Dashboards

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 can also customize dashboards and generate detailed reports, drilling into the sources behind their financial data and consolidating multiple locations into single reports—making ServiceTitan especially powerful 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. 

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.