Best CRM For Roofing

The CRM for roofers is different from a customer relationship management program for other industries. This article will discuss the best customer relationship management program in the roofing industry, ways to stay organized using it, and what you can do with the extra time it saves you.

As a company, you want to provide great customer service. But staying on top of all your customer information can be difficult when you’re running your business. This article was written to help those in the roofing industry.

Finding the right CRM can be a difficult task. When you’re operating a roofing business, a bad CRM can cost you customers and money. Instead of using standard CRMs, many roofing teams choose to use specialized solutions that are designed to fit the unique needs of roofers….

Best CRM For Roofing

WHAT IS A ROOFING CRM?

A CRM (customer relationship management) system is a specialized software system that is used to keep track of a business’s regular daily functions.

For roofing CRMs specifically, this includes things like scheduling, work orders, project planning, lead and sales tracking, and, of course, managing your customer relationships.

It also is a great way to compile analytics and take a more comprehensive and holistic look at how your roofing business is doing.

BENEFITS TO USING A ROOFING CRM SYSTEM

There are many benefits to using a CRM system for your roofing company.

To name a few:

  • Organize and serure information
  • Convenience
  • Better teamwork and communication 
  • Speed up sales processes
  • Track analytics over time to see your company’s strengths and weaknesses

In general, CRM systems just make everything streamlined. They help with everything from daily operations to company communications to tracking the numbers over your years in business.

BEST ROOFING CRM SOFTWARE

JOBBER

Best Roofing CRM Software - Jobber

When you own a roofing company, accuracy of location is important. With that in mind, Jobber focuses its software on offering a GPS that can track crew locations.

The GPS feature in combination with the ability that it gives employees to clock in and out and track their time allows you to keep up with your team, review their hours, and know how much your company is getting done.

It also features a scheduling and routing option so that you can schedule your roofers at multiple locations throughout the day in a way that is more efficient and intuitive.

As for pricing, their “core” plan starts at an affordable $35 per month for one user. 

Their “connect” plan is only $105 per month and includes all CRM operations for up to seven users. 

Their most inclusive plan is the “grow” plan which offers access to the CRM software for up to 30 people, with the option to add additional users for $19 per month.

Jobber offers 40% off its rates when you buy an annual subscription. 

MARKETSHARP

Best Roofing CRM Software - MarketSharp

A great option for smaller to mid-size businesses is MarketSharp.

With over 30 years in the home improvement industry, they truly understand what their customers need out of a CRM. This experience allows for their dedication to serving home improvement businesses specifically

This CRM company offers three different packages, each with its own special features and price point.

The $99 per month standard package includes a standard CRM, targeted marketing, and basic payments. 

At the $199 per month pro package, you get an advanced point-of-sale and production system in addition to the marketing and CRM features. 

For the $299 per month ultimate package, you get access to an advanced CRM, fully automated marketing, and advanced point-of-sale and production.

ACCULYNX

Best Roofing CRM Software - AccuLynx

AccuLynx rightfully boasts the title of the “first and only all-in-one roofing contractor software,” and it remains the go-to specialized CRM for roofers.

Since it is so focused on providing a CRM system exclusively for roofing contractors and companies, it has perfected a way to streamline all of your roofing operations.

The interface of this CRM is easy to use and designed to be simple, eliminating the frustrating learning curve that comes with a lot of other software out there.

Though information on the cost of AccuLynx’s different monthly plans isn’t readily available on their website, pricing does start at the low price of $69 per month and is fully customizable.

IMPROVEIT 360

Best Roofing CRM Software - improveit 360

If your roofing company has very specific needs to keep everything up and running, check out improveit 360.

They offer the unique feature of a dedicated resource that offers not only support but strategy.

This company also proudly offers the most cutting-edge technology available. This includes integrations with other software to keep everything in one place, enterprise scalability, and plenty of customization options. They also constantly update their software to improve functionality.

Pricing is per feature and starts at $150 a month, making it a bit pricier than other options. But if customization is important to your roofing company, this is a great choice.

JOBNIMBUS

Best Roofing CRM Software - JobNimbus

JobNimbus is a Utah-based CRM software company founded in 2013 with the help of leading industry trainers to give contractors a better tool for project management.

One of the great things about JobNimbus is that they’ve combined project management and CRM into one application. With JobNimbus, roofing companies can take a customer from initial lead all the way through production to final billing.

Another great feature of JobNimbus is that it’s fully customizable. With advanced tools and features, you’ll be able to find all sorts of ways to use JobNimbus.

This roofing CRM is loaded. It includes functionality that allows companies and contractors to manage contacts, track leads and proposals, estimate jobs, upload and share documents, schedule tasks, and even invoice.

But possibly the most impressive thing about JobNimbus is they stand by it with a guarantee. If you don’t see your productivity, profitability, and free time increase within the first 30 days of activating your account, you can cancel with no questions asked.

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