Operating a roofing industry is hard. You might be juggling estimates, managing crews, and looking to stay consumers satisfied. On best of that, maximum roofing corporations combat to discover a CRM that works for his or her distinctive wishes.
Roofing CRM demanding situations are other from the ones in different industries. You want equipment that maintain climate delays, insurance coverage claims, and seasonal fluctuations. You want methods that paintings from the roof to the administrative center. And, you wish to have tool that is helping you change leads speedy — as a result of in roofing, pace wins.
This information breaks down the seven highest CRMs for roofing companies in 2025. We‘ll duvet comparability tables, function breakdowns, pricing main points, and a step by step variety procedure. Plus, we’ll percentage how genuine roofing corporations are the usage of those methods to develop their income.
Desk of Contents
- What’s a CRM for roofing?
- CRM Comparability Desk
- Easiest CRM Instrument for Roofing Companies
- Advantages of CRM Instrument for Roofing Firms
- 7 Necessary Options for a Roofing CRM
- Learn how to Make a choice a CRM for Roofing (Step-by-Step)
- Incessantly Requested Questions
- Meet HubSpot, the Most sensible CRM Selection for Roofing Firms
What’s a CRM for roofing?
A CRM for roofing is buyer courting control (CRM) tool constructed to maintain the original demanding situations of roofing companies. It tracks leads from preliminary touch via undertaking of completion, manages estimates and recommendations, and helps to keep your staff attached whether or not they are within the administrative center or on a roof.
In contrast to generic CRMs, roofing-specific methods perceive your {industry}’s wishes, like dealing with insurance coverage claims, managing seasonal workflows, and integrating with dimension equipment.
HubSpot is a major instance of a platform that unifies shopper information and permits customized buyer studies throughout gross sales, advertising and marketing, and repair groups. HubSpot has helped corporations like Roof Maxx build up unique broker enlargement via over 200%.
Easiest CRMs for Roofing Companies at a Look
|
CRM |
Easiest For |
Key Options |
Pricing |
Loose Trial? |
|
HubSpot |
Rising roofing companies searching for scalability |
All-in-one buyer platform, lead seize & lead scoring, HubSpot’s AI (Breeze) |
Loose tier to be had, paid plans from $15/month |
Sure |
|
AccuLynx |
Established roofing contractors |
Trade-specific equipment, subject material ordering, AI-powered lead intelligence |
Customized pricing |
No |
|
ServiceTitan |
Massive roofing operations |
All-in-one platform, complicated analytics, advertising and marketing attribution |
Customized pricing (venture) |
No |
|
JobNimbus |
Small to mid-size contractors |
Easy interface, undertaking control, lead monitoring |
$25/month according to consumer |
Sure |
|
Jump |
In-home gross sales focal point |
Virtual shows, e-signatures, finance integration |
$297/month (Group plan) |
No |
|
RoofSnap |
Size & estimation |
Aerial measurements, fast estimates, subject material ordering |
Customized pricing |
No |
|
ProLine |
Verbal exchange-focused contractors |
Buyer courting control, EagleView integration |
$397/month + $100/further seat |
Sure |
Easiest CRM Instrument for Roofing Companies
The best roofing CRM may also be the adaptation between a prospect signing a freelance or opting for your festival. Let’s analyze the seven highest roofing CRMs to be sure to make a selection the person who highest suits your small business.
1. HubSpot
Easiest for: Rising roofing companies that need robust advertising and marketing and gross sales equipment with room to scale.
Key HubSpot Options
- All-in-one buyer platform: Each and every roofing industry is aware of it‘s now not with regards to 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’ll ensure that all groups and information are aligned.
- Lead seize & lead scoring: By no means leave out a lead once more. Use Advertising Hub paperwork and sync them with HubSpot Sensible CRM to routinely unify and arrange leads from quite a lot of assets — on-line paperwork, referrals, and get in touch with calls. Plus, you’ll create customized lead scoring so your gross sales staff is aware of which possibilities to prioritize.
- HubSpot’s AI (Breeze): Breeze is the suite of AI equipment woven into the HubSpot buyer platform. Have Breeze floor related details about a prospect so you’ll get ready for estimates, draft customized emails in keeping with CRM information, or solution buyer questions by means of reside chat.
HubSpot Pricing
- HubSpot’s CRM is all the time unfastened, and it gives unfastened plans for all six core merchandise (advertising and marketing, gross sales, carrier, content material, operations, and trade).
- Every core product has a unfastened, Starter, Skilled, and Undertaking plan. Paid plans get started at $15/seat/month and move as much as $3,600/month for the Advertising Hub Undertaking plan.
- HubSpot pricing relies on your particular wishes and add-ons. Use this HubSpot pricing calculator to look your customized worth.
2. AccuLynx
Easiest for: Established roofing contractors who want complete industry-specific capability.
Key AccuLynx Options
- Trade-built equipment: Designed in particular for roofing workflows and processes, AccuLynx understands the original demanding situations of roofing contractors from lead technology to undertaking of completion.
- Subject material ordering integration: Direct connections to providers like ABC Provide, QXO, and SRS convey provider catalogs and direct order placement into AccuLynx, streamlining your procurement procedure.
- AI-powered lead intelligence: AccuLynx makes use of synthetic intelligence to supply insights on lead high quality and conversion likelihood, serving to you focal point at the maximum promising possibilities.
AccuLynx Pricing
- Customized pricing in keeping with selection of customers and contours wanted
- Per month subscription with out a long-term contracts
- Non-compulsory improvements to be had
- Get AccuLynx customized quote
3. ServiceTitan
Easiest for: Massive roofing corporations with complicated operations and a couple of carrier strains.
Key ServiceTitan Options
- All-in-one platform: ServiceTitan unifies CRM, scheduling, dispatching, and accounting in a single gadget, getting rid of the want to bounce between a couple of packages for various industry purposes.
- Complicated analytics: ServiceTitan supplies in-depth dashboards and information analytics, providing precious insights into industry efficiency and serving to you are making data-driven selections.
- Advertising attribution: ServiceTitan options equipment for detailed advertising and marketing attribution, serving to monitor the effectiveness of selling efforts and perceive which campaigns generate essentially the most income.
ServiceTitan Pricing
- Customized venture pricing
- Request ServiceTitan demo
4. JobNimbus
Easiest for: Small to mid-size roofing contractors who need simplicity and affordability
Key JobNimbus Options
- Easy interface: JobNimbus gives an easy-to-use design that calls for minimum coaching, making it absolute best for groups who wish to rise up and working briefly.
- Venture control: Prepare jobs, duties, and staff assignments in a single position, with options to stay your alternatives looked after and available from any place.
- Lead monitoring: Observe possibilities via your gross sales pipeline with options to keep up a correspondence and promote to possibilities at every degree of the funnel.
JobNimbus Pricing
- Rising and Established plans are to be had at customized pricing.
- 14-day unfastened trial for each plans.
5. Jump
Easiest for: Roofing corporations enthusiastic about in-home gross sales and virtual shows
Key Jump Options
- Virtual shows: Create compelling visible proposals on drugs that permit you to stand out with customized gross sales proposals that you’ll provide or percentage at the fly.
- E-signature integration: Shut offers quicker with digital contract signing, decreasing the time between proposal and signed contract.
- Finance integration: Hook up with financing choices for purchasers, making it more uncomplicated for house owners to mention sure for your roofing tasks.
Jump Pricing
- Group: $297/month for unmarried consumer
- SalesPro: Upper pricing for complicated options
- Further consumer charges follow
- Get Jump pricing knowledge
6. RoofSnap
Easiest for: Contractors who prioritize correct measurements and speedy estimates
Key RoofSnap Options
- Aerial measurements: Generate exact roof measurements from satellite tv for pc imagery, getting rid of the will for guide web site visits and decreasing pricey mistakes.
- Immediate estimates: Create skilled proposals briefly the usage of complicated dimension equipment and customizable pricing templates.
RoofSnap Pricing
- Customized pricing in keeping with industry wishes.
- Pay-per-report choices to be had.
- Per month subscription plans.
- Touch RoofSnap for pricing.
7. ProLine
Easiest for: Roofing contractors who prioritize buyer courting control and verbal exchange.
Key ProLine Options
- Verbal exchange focal point: Constructed in particular for managing buyer relationships within the roofing {industry}, with options designed via roofers for roofers.
- EagleView integration: Order aerial measurements immediately inside the platform, combining CRM capability with industry-specific dimension equipment.
- Buyer adventure monitoring: Observe interactions from result in buyer, making sure no alternatives fall in the course of the cracks.
ProLine Pricing
- Loose: Elementary CRM capability
- Paid plans: $397/month plus $100 according to further seat
- No long-term contracts
- Take a look at ProLine unfastened
Advantages of CRM Instrument for Roofing Firms
Stepped forward Lead Control
By no means lose monitor of doable consumers once more. CRMs permit you to arrange leads, monitor the place they got here from, and keep on with up on the proper time. Velocity issues.
Professional tip: HubSpot automates lead seize from a couple of assets like your website online, social media, and referrals, then makes use of AI-powered lead scoring to prioritize your freshest possibilities so your staff is aware of precisely who to name first.
Enhanced Buyer Verbal exchange
Stay consumers knowledgeable all the way through all of the procedure. Computerized updates, appointment reminders, and undertaking standing studies construct believe and scale back strengthen calls whilst making improvements to the total buyer enjoy.
Professional tip: HubSpot removes guide follow-ups with automatic electronic mail sequences and SMS campaigns that stay consumers knowledgeable about undertaking milestones, climate delays, and of completion timelines with none effort out of your staff.
Streamlined Operations
Get rid of the chaos of spreadsheets and paper paperwork. CRMs centralize buyer knowledge, undertaking main points, and staff verbal exchange in a single position, making your small business extra environment friendly and arranged.
Professional tip: HubSpot unifies your entire roofing industry information — from preliminary estimates to ultimate invoices — in a single platform, getting rid of the want to bounce between a couple of equipment and making sure all of your staff works from the similar correct knowledge.
Higher Gross sales Efficiency
Monitor which advertising and marketing channels herald the most productive leads. Observe your gross sales pipeline and establish bottlenecks that decelerate remaining offers, serving to you focal point on high-value actions.
Professional tip: HubSpot finds which advertising and marketing campaigns generate essentially the most income with integrated attribution reporting, appearing you precisely which Google Commercials, Fb campaigns, or referral assets ship your highest-value roofing jobs.
Cellular Accessibility
Get entry to buyer knowledge and replace task standing from any roof. Cellular apps stay your box groups attached and productive, making sure seamless verbal exchange between administrative center and box operations.
Professional tip: HubSpot connects your box crews to the administrative center with a full-featured cell app that permits them to replace task development, get admission to buyer historical past, and keep up a correspondence with house owners immediately from the roof, even with restricted mobile carrier.
7 Necessary Options for a Roofing CRM
1. Cellular Capability
Your staff wishes get admission to to buyer information whilst on task websites. HubSpot’s cell app guarantees your gross sales staff remains productive regardless of the place they’re.
2. Integration Functions
Hook up with dimension equipment, accounting tool, and provider catalogs. HubSpot has an intensive App Market with integrations for roofing-specific equipment.
3. Computerized Practice-Up
Arrange electronic mail and textual content sequences to nurture leads with out guide paintings. HubSpot’s advertising and marketing automation is helping you keep attached with possibilities all the way through prolonged gross sales cycles.
4. Pipeline Control
Visualize the place possibilities are to your gross sales procedure. HubSpot’s customizable deal phases permit you to monitor offers from preliminary touch via of completion.
5. Reporting and Analytics
Monitor key metrics like conversion charges and income according to lead. HubSpot’s complete dashboards supply real-time insights into your small business efficiency.
6. Venture Control
Observe jobs from preliminary touch via of completion. HubSpot’s undertaking control options permit you to keep arranged and ship tasks on time.
7. Buyer Verbal exchange Equipment
Integrated electronic mail, textual content, and calling options. HubSpot’s verbal exchange equipment permit you to handle constant touch with consumers all the way through all of the procedure.
Learn how to Make a choice a CRM for Roofing (Step-by-Step)
Step 1: Map your workflows.
File how you now maintain leads, estimates, and tasks. Determine the place you lose possibilities or waste time. This turns into your necessities tick list for comparing CRM choices.
Step 2: Determine must-have options.
In line with your workflow research, create an inventory of non-negotiable options. Center of attention on equipment that clear up your largest ache issues first, akin to lead control, undertaking monitoring, or buyer verbal exchange.
Step 3: Examine ease of use and staff have compatibility.
Make a choice tool your staff will in fact use constantly. Search for platforms with intuitive navigation and complete coaching assets.
Step 4: Test value at scale.
Imagine now not simply beginning prices, however pricing as your staff grows. Consider coaching time, implementation prices, and doable integration bills to get a real image of general funding.
Step 5: Make a choice a versatile platform — like HubSpot.
Select a CRM that may develop with your small business. HubSpot gives a unfastened tier to start out, then scales to enterprise-level capability.
Incessantly Requested Questions
What’s the highest CRM for roofing corporations?
The most efficient CRM relies on your small business length and wishes.
HubSpot gives essentially the most complete resolution with its unfastened tier and scalable options, making it perfect for rising roofing companies.
What options will have to I search for in a roofing CRM?
Center of attention on cell get admission to, integration functions, automatic follow-up, pipeline control, and reporting. Your CRM will have to maintain your {industry}’s distinctive demanding situations like climate delays, insurance coverage claims, and seasonal workflows.
HubSpot supplies some of these options plus complicated advertising and marketing automation.
Is HubSpot just right for roofing corporations?
Sure, HubSpot is superb for roofing companies. It gives a unfastened CRM tier, robust advertising and marketing automation, and scales together with your enlargement. Actual roofing corporations like Roof Maxx have used HubSpot to amplify their operations and streamline deal control, with confirmed ends up in the development and repair industries.
How a lot does a CRM for roofing value?
CRM prices range extensively.
HubSpot begins unfastened with paid plans from $15/month according to consumer, whilst industry-specific answers like use customized pricing this is frequently a lot upper.
Do I desire a roofing-specific CRM?
No longer essentially. Whilst industry-specific CRMs be offering adapted options, versatile platforms like HubSpot may also be custom designed for roofing workflows whilst offering awesome advertising and marketing and gross sales equipment. HubSpot’s intensive integration ecosystem lets you hook up with roofing-specific equipment as wanted.
Meet HubSpot, the Most sensible CRM Selection for Roofing Firms
HubSpot could be the optimum CRM resolution for roofing corporations, combining robust buyer control functions with built-in advertising and marketing equipment that force enlargement. In contrast to competition that focal point only on touch control, HubSpot supplies a complete platform that helps each and every facet of roofing industry operations.
Key Benefits of HubSpot for Roofing Firms
- HubSpot’s unfastened tier to be had: Get started managing contacts and offers with out in advance prices, being able to improve as your small business grows.
- HubSpot’s advertising and marketing automation: Nurture leads with automatic electronic mail sequences and social media control, serving to you keep attached with possibilities all the way through prolonged gross sales cycles.
- HubSpot’s scalable platform: Develop from startup to venture with out converting methods, with modular options that amplify together with your wishes.
Actual-world good fortune tales exhibit HubSpot’s effectiveness in roofing and building. Roof Maxx expanded from 72 to 250 unique sellers in 24 months the usage of HubSpot CRM. The platform’s flexibility allowed them to control 3 distinct consumer teams: unique sellers, inside gross sales groups, and industry operations.
In a position to look how HubSpot can paintings on your roofing industry? Get began with HubSpot as of late and sign up for hundreds of roofing corporations already rising with the platform.
