Mainstream subscription roofing CRMs were built to fit most roofing companies reasonably well. We build a CRM that fits yours exactly — your sales stages, your estimating format, your production schedule, without paying for modules built for someone else's crew size.
Generic roofing platforms cover the basics, but the workarounds pile up fast once your crew size or process doesn't match their template.
Lead, Inspection, Estimate, Signed, Production, Complete — or whatever stages your team runs, instead of a fixed pipeline you have to bend your process to fit.
Roof type, material, square footage, and insurance vs. retail job all visible on the card, not buried in a custom field nobody fills in.
Once a deal is signed, it drops into a production schedule automatically, so sales and the field crew are looking at the same job status.
Insurance jobs carry claim and adjuster fields; retail jobs don't get cluttered with fields they don't need.
Add reps and production managers without a subscription bill that climbs faster than your close rate.
Close rate by rep, average job size by roof type, and lead source ROI — built around the numbers you already track by hand.
We build the modules your business needs to run sales and production together — not a bloated suite built for a national franchise.
Lead through Inspection, Estimate, Signed, Production, and Complete, with stage-specific tasks and follow-up reminders.
Roof type, material, square footage, and job type (insurance or retail) visible at a glance on every deal.
Line-item estimates and branded proposals generated directly from the deal record.
Signed jobs flow into a crew production calendar with material ordering reminders.
Claim number, adjuster contact, and approved scope tracked on insurance jobs without cluttering retail deals.
Close rate, average deal size, and lead source ROI by rep, updated automatically as deals move.
Yes. Deals are tagged by job type, so insurance jobs carry claim and adjuster fields while retail jobs stay simple — both move through the same pipeline without cluttering each other's view.
When a deal moves to Signed, it automatically appears on the production schedule with the material and roof type details already attached, so the crew isn't waiting on someone to re-enter job specs.
Mainstream subscription roofing CRMs charge per user monthly and cover the basics well, but customizing pipeline stages or fields beyond their defaults is limited. A custom build costs more upfront but has no recurring per-rep fee and matches your process exactly instead of approximately.
For contractors whose sales stages, estimating format, or production workflow don't fit those platforms' assumptions, a custom build removes the workarounds — you get exactly the pipeline and reporting your team uses, without paying for features built for a different kind of roofing company.
Tell us how your sales and production teams work today — we'll scope a system that fits your pipeline, not a template.