Roofing CRM Software That Tracks Every Lead
Manage leads from first call to final payment. Track inspections, estimates, and jobs in a pipeline that shows exactly where every opportunity stands.
Everything You Need for Roofing CRM
Lead Tracking
Capture every lead: phone calls, website forms, referrals. No opportunity falls through the cracks.
Sales Pipeline
Visual pipeline: leads, inspections scheduled, estimates sent, contracts signed, jobs in progress.
Property Records
Track property details: roof type, age, previous work, photos. Complete history for every address.
Job History
Full record of every inspection, estimate, and job. Reference past work for warranty claims or future projects.
Follow-Up Reminders
Automated reminders to follow up on pending estimates. Don't let leads go cold.
Sales Reporting
Track close rates, average ticket, and revenue by lead source. Know what's working.
Frequently Asked Questions
How does a CRM help roofing companies manage leads?
A roofing CRM captures every lead from every source—phone calls, website forms, Angi, HomeAdvisor, referrals—in one place. Each lead enters your pipeline where you track their progress: inspection scheduled, estimate sent, follow-up needed, contract signed. You can see at a glance how many leads are in each stage, which need follow-up, and which are ready to close. This systematic approach prevents leads from falling through cracks and maximizes your close rate.
What is a sales pipeline for roofing contractors?
A sales pipeline visualizes your sales process as stages: New Lead → Inspection Scheduled → Inspection Complete → Estimate Sent → Follow-Up → Contract Signed → Job Scheduled → In Progress → Complete. Each opportunity moves through the pipeline. You can see total value in each stage, identify bottlenecks (lots of estimates sent but few signing), and forecast revenue. Business Genie makes managing this pipeline visual and intuitive.
How does roofing CRM help with estimate follow-up?
Many roofing jobs are lost not because of price but because of poor follow-up. Business Genie tracks every estimate sent and reminds you when follow-up is due. You can set automatic follow-up sequences: text 2 days after estimate, call 5 days after, email 10 days after. You see which estimates are pending, for how long, and which need attention. Many roofing companies increase close rates 20-30% simply by following up more consistently.
Can roofing companies track jobs by lead source?
Yes. Business Genie tracks where each lead originated: website, Angi, HomeAdvisor, Google Ads, referral, storm chasing, door knocking. You can see close rates, average ticket, and total revenue by source. This shows which marketing channels are actually profitable. Many roofing companies discover they're spending money on lead sources with poor close rates while under-investing in sources that actually convert.
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