If you’re in the roofing business, you know customer relations are crucial to success. But it can be hard to keep track of all your contacts and appointments without an efficient customer relationship management (CRM) system.
I’ve spent my career helping countless companies find the best roofing software for their business needs. The difference between the right and wrong CRM software can be thousands of dollars and more than a year of setbacks.
Today, the Small Business Bonfire team and I are looking at the best roofing CRM software of 2023 based on several factors:
- Key feature reviews
- Side-by-side software comparison
- Industry professional analysis
- Pricing flexibility
What is a CRM for Roofers?
CRM software is designed to help roofers and other businesses manage customer relationships effectively. It helps streamline contact management, task tracking, sales automation, and marketing campaigns.
With a CRM system, roofers can easily access customer data such as past orders, preferences, and notes. This makes it easier for roofing companies to build and maintain customer relationships.
The best CRM for roofers should include features such as customer segmentation, lead scoring, automated appointment reminders, surveys, and analytics.
At the end of the day, a good roofing CRM should make your business more efficient and organized so you can focus on what matters most, providing the best customer service possible.
Why Do Roofing Companies Need a CRM?
Better Customer Service
When you have a reliable CRM system, it’s easier to stay on top of customer interactions and ensure you’re providing the best service possible. A good roofing CRM can help keep your customers informed by sending automatic message reminders, like appointment confirmations or follow-up emails.
Sales Funnel Management
A CRM system can also help you manage your sales funnel more efficiently. You can keep track of leads, segment customers according to their interests, and prioritize specific tasks over others. This makes it easier to identify opportunities for nurturing relationships or upselling services.
Higher Customer Retention
A good roofing CRM can help you increase customer retention by providing insights into customer behavior. You’ll be able to track customer interactions and identify areas for improvement or target specific customers with tailored campaigns.
This will help you build stronger relationships with your existing customers and ensure they keep returning.
Increased Team Collaboration
CRM systems also make it easier for teams to collaborate and communicate. A single source of truth makes it easier for everyone to access customer information without searching through multiple documents or spreadsheets. This saves time, increases efficiency, and promotes a culture of teamwork and collaboration.
Better Internal Communication
Finally, a good roofing CRM can help improve internal communication by providing everyone with real-time information on customer accounts. This makes it easier to keep everyone up to date on customer interactions and any changes to the sales process.
How to Choose a roofing CRM Software
Find a CRM on Our List
The first step to choosing a roofing CRM software is to find one on our list of top-rated options. We researched and compiled a comprehensive list of the best CRMs for roofing based on key features, user reviews, pricing flexibility, and industry analysis.
Review the Features
Once you’ve found a few options, it’s time to review the features. Look for tools to help you manage customer relationships more effectively, such as automated appointment reminders, surveys, lead scoring, and analytics.
Finding the right fit for your roofing software needs is critical for having a long-term tool for your day-to-day business needs!
Talk With Your Sales Team
Before making a final decision, you must talk with your sales team. Ask them which features are most important for your roofing business and how they would use the software. This will help you identify the best CRM for your needs and budget.
Choose a CRM to help you save time, improve customer service, and increase sales.
Try & Buy
Once you’ve narrowed your options, it’s time to try and buy. Look for a company that offers a free trial or demo so you can test out the features before making a purchase. This will help ensure that your chosen CRM is right for your roofing business.
Finding the perfect CRM software for your roofing business doesn’t have to be complicated. With the right research and trial and error, you can find the perfect fit for your needs.
Best Roofing CRM Software
Choosing the right roofing software is essential for managing customer relationships, boosting sales, and running a successful business. Our list of the best roofing CRM software has been carefully researched and tested to help you find the perfect fit for your needs.
We know that CRM software is constantly evolving, so it needs to be monitored consistently to know whether it’s still the best fit for your roofing company. We got you covered, as our list is constantly updating, and this is the best of 2023!
These are our top picks of CRM for roofers:
- Service Titan
- JobNimbus
- Monday.com
- Acculynx
- Pipedrive
Why We Chose It
ServiceTitan offers powerful customer relationship management tools specifically designed for roofing companies. It helps you keep track of customer interactions, manage leads, and automate appointment reminders.
Plus, its reporting capabilities help you gain valuable insights into your business.
Pricing
ServiceTitan has a demo to help determine which plan would best fit your roofing software needs. However, users must contact ServiceTitan to receive a customized quote.
Pros
- Great layout for scheduling and dispatching boards
- Techs can create quotes from estimate templates
- Strong field management solution
Cons
- Mobile app is limited for techs in the field
- No pricing transparency for potential customers
- No free trials
Why We Chose It
JobNimbus is an excellent roofing software option because it was made for roofing professionals with features that can help you manage customer relationships and grow your business.
It has powerful tools like lead scoring, follow-up automation, and customizable dashboards.
Its user-friendly interface makes it easy for everyone on your team to get up to speed quickly.
Pricing
JobNimbus has a free 14-day trial. To find specific pricing for your company, check out the site for more details.
Pros
- Can add unlimited contacts
- Integrate with Quickbooks
- Has phone, email, and chat support
Cons
- No pricing transparency unless contacting website
- If you lower users, you need to change subscription
- App integrations aren't the best
Why We Chose It
Monday.com is one of the best roofing software options on the market because it was specifically designed for managing customer relationships in various industries.
It’s equipped with powerful tools such as customer segmentation, lead scoring, automated workflows, and more. Plus, its intuitive interface makes it easy to understand and use.
Pricing
Monday.com is a free CRM for roofers with several different pricing plans.
These are the annual subscription plans offered to users:
- Basic Plan: This plan is $8 a month per seat and includes unlimited contacts, a customizable sales pipeline, and options for a mobile app.
- Standard Plan: This plan is $10 monthly per seat and includes activity management, quotes & invoices, and merging duplicate data.
- Pro Plan: This plan is $16 a month per seat, including lead scoring, team goals, and account management.
- Enterprise Plan: This plan includes customized pricing, the same features as the previous plan, and more advanced features.
Pros
- Cheaper than other roofing software
- 24/7 Support
- Free trial version
Cons
- No lead scoring for all plans
- No live chat support for all plans
- Powerful features only available with more expensive plans
Why We Chose It
AccuLynx is roofing software designed for contractors due to its powerful features, user-friendly interface, and affordable pricing plans. It’s equipped with various tools such as customer segmentation, task management, and sales tracking.
Plus, it integrates seamlessly with other software solutions like QuickBooks and Salesforce, making it ideal for a busy roofing company.
Pricing
AccuLynx has a demo available for companies. Pricing plans vary depending on the needs of your company. Check the site for more details on customized pricing.
Pros
- Key features like duplicate removal
- Photo tagging is a unique option
- Single system for organization
Cons
- Integration with accounting software is limited
- Mobile app has limited features
- More expensive than other crm
Why We Chose It
Pipedrive is an excellent roofing software option due to its easy-to-use interface and powerful features. It was designed with lead scoring, automation tools, customer segmentation, analytics reports, and more that can help you gain valuable insights into your business.
Also, it has pricing plans tailored for businesses of all sizes, making it an ideal solution for roofing companies.
Pricing
Pipedrive offers a free trial and plenty of pricing options for roofing contractors.
These are the annual pricing plans Pipedrive offers users:
- Essential Plan: This plan is $14.90 a month per user and includes 24/7 support, pipeline management, and easy customization.
- Advanced Plan: This plan is $24.90 monthly per user and includes full email sync, workflow builder, and click tracking.
- Professional Plan: This plan is $49.90 a month per user, including revenue projections, enhanced custom reporting, and managing design contracts.
- Enterprise Plan: This plan is $99 a month per user and includes the same feature as the previous plans plus more advanced features.
Pros
- Affordable paid plans
- API access for customization
- Unlimited sales pipelines
Cons
- No free plan
- Phone support only for most expensive plan
- Limited custom fields
Conclusion
When it comes to finding the best roofing CRM, plenty of solutions are available. We chose ServiceTitan as our top pick because it was designed explicitly for managing customer relationships in the home management industry. It has powerful tools such as customer segmentation, lead scoring, automated workflows, and more.
However, picking the right CRM for your business should be based on the pricing flexibility and features involved.
Are you a small business owner? Do you have questions about CRM for roofers? Let us know in the comments below!
Customer Relationship Management FAQ
The best CRM for a roofing company is Service Titan. It was designed specifically for managing customer relationships in the home management industry and has powerful tools such as customer segmentation, lead scoring, automated workflows, and more.
Roofing companies typically use software such as Service Titan, AccuLynx, or PipeDrive to manage their customer relationships. Each of these software solutions has its own set of features and pricing plans that are tailored for businesses of all sizes.
A CRM for roofing is software that helps manage customer relationships. Most CRMs have features such as lead scoring, automated workflows, customer segmentation, and analytics reports that can help you gain valuable insights into your business.
The best roof measuring software is AccuLynx. It was designed specifically for the roofing industry, and it has powerful features such as task management, photo tagging, customer segmentation, and more.
Plus, it integrates seamlessly with other software solutions like QuickBooks and Salesforce.
The best free roof measurement app is RoofSnap. It has features such as 3D modeling, cloud backup, and drag-and-drop measurements that make it easy to capture accurate measurements for any project.
