A CRM For Roofers That Keeps Working While You're On A Roof

Roofing CRM software comes in different shapes. Here is how a follow-up system stacks up against job management software and the spreadsheet many owners start with.

Two plans fit most roofers. The $97 monthly plan gives you the CRM, a website, text and email follow-up and a pipeline, with lighter support after onboarding. The $197 Full Business System adds hands-on setup with our team, plus reviews, invoices, contracts, payments, Google profile setup and an AI assistant that answers texts and calls. Both run month to month. Compare them on our pricing page.

Your number sends the caller a short text on its own, so the conversation keeps going until you're off the roof. You can reply from the app, and the call shows up in the same inbox as your texts and email. A lead usually goes to whoever gets back to them first. Our missed call text back guide has a roofer script you can copy.

Yes, on the $197 plan. You can send a proposal, collect an e-signature and take a card payment from the app. Once the homeowner signs, the job moves along your pipeline, so you can see what's sold and which bids still need a nudge.

No. We don't make aerial measurement reports, order materials or write claim estimates, so keep the tools you trust for that work. Lead Fuel handles the part before it: catching the call, following up on the estimate, booking the inspection and asking for the review once the job is done.

Yes. Put a booking link on your website or in a text, and homeowners pick an open slot. They get a confirmation and a reminder, and a follow-up goes out if they miss the visit. Each booking lands on your calendar and in your pipeline.

Start with our 10-day follow-up scripts, which you get on your onboarding call. Change the words to fit roofing, choose when each text and email goes out, and switch it on. From then on, every estimate you send starts the same run of check-ins, and you can see who has replied.

The system does the asking for you. After each job, your customer gets a text and an email with a link to your Google profile. Ask every customer, never only the happy ones. Review management comes with the $197 plan, and Review Fuel adds done-for-you requests for $50 a month. To see where you stand first, our free marketing report grades your Google ranking, your reviews, how accurate your listings are, your site speed and your SEO.

No. You can keep your current site and add our forms and booking links to it. If your site is old or missing, the $97 plan includes one, and we build sites for roofing and contractor companies with your Google reviews on the page.

Calls, texts and emails are billed by usage on top of your plan, at the rates on our communications billing page. You pay only for what you send and receive. Carrier registration fees for business texting, if your number needs them, are billed separately.