The #1 Best CRM for Roofing
Loved by +1000's
4.8
The All in One CRM for Roofing Professionals
Turn more leads into signed contracts with a roofing CRM that connects sales to production. Track your pipeline, schedule jobs, manage crews, and close more deals without missed handoffs.
More Features
CRM Software for Roofing
to Simplify Your Operations
Connect sales, production, and payments in one roofing CRM—cut the chaos, close more jobs, and increase profits. Finally a platform that handles it all.
Keep your entire operation organized with a central hub for every active project. Monitor progress, manage details, and move jobs forward without the back-and-forth.
Document every job with photos organized automatically by property and date. Build a visual record that protects your business and showcases your work.
Get accurate roof measurements from satellite imagery in minutes. Receive detailed reports with pitch, area, and material quantities ready for estimating.
Create professional, branded proposals with photos, measurements, and pricing. Customers can review, compare options, and e-sign from any device.
Order materials directly from suppliers without leaving the platform. Track delivery status and ensure everything arrives on-site when your crew needs it.
Work Orders
Generate work orders automatically from customer signed proposals. Crews get complete job details, material lists, and instructions in one place.
Assign tasks to your team and track completion in real time. Keep everyone involved accountable and ensure nothing slips through the cracks.
Send professional invoices and collect payments instantly via card or ACH. Get paid faster with automated reminders and online payment links.
Schedule sales appointments, inspections, and assign crews to jobs. Keep everyone aligned with real-time updates if a schedule happens to change.
Core Features
The Best CRM for Roofing
Companies That Want to Scale
Stop losing leads to slow follow-ups and disorganized systems. RoofPilot's roofing CRM gives you the visibility and tools to close more deals and scale your business.
Manage Your Entire Roofing Operation From Anywhere
Access every customer, lead, and job from the field. RoofPilot puts your full CRM, scheduling, inspections, and proposals in one mobile app. Whether you're knocking doors, meeting a homeowner, or checking on a crew, everything you need is one tap away. No logging into multiple apps. No calling the office for customer info. Just pull up the app and get back to work.
Key Features:
- Offline Mode
- Full customer and lead database on mobile
- Access job history and notes before every appointment
- Log calls, site visits, and customer updates instantly
- Switch between leads, contacts, and jobs in one tap
- Works on any phone or tablet
See your entire pipeline at a glance with our drag-and-drop kanban board. Move leads through stages with one click and instantly know where every deal stands. Filter by source, value, or team member to focus on what matters most. Our roofing CRM keeps your sales process visual, organized, and easy to manage. No more guessing which leads need follow-up or where your next sale is coming from—everything is right in front of you.
Key Features:
- Customizable pipeline stages
- Drag-and-drop interface
- Value tracking per lead
- Win/loss analytics
- Conversion rate by stage
See Your Entire Sales Pipeline at a Glance
Create tasks, assign them to the right people, and set deadlines—all within the same platform where your leads and jobs live. Everyone sees what they're responsible for, and you see what's getting done without chasing people down. No more sticky notes, forgotten follow-ups, or wondering if something actually happened. Just clear ownership and visibility across your entire operation.
Key Features:
- Create and assign tasks to any team member
- Set due dates and priority levels
- Get notified when tasks are completed or overdue
- Track accountability across your entire team
- Keep tasks connected to specific leads or jobs
Task Management
Reviews
Trusted By Roofing Companies
Discover why roofing pros choose RoofPilot for streamlined ops and proven results. Users see big efficiency gains like faster closures and less waste, with tools built for real roofing challenges. Join the community transforming their businesses today.
Saving 10+ Hours a Month With AI Automation
"I was spending 15+ hours a week on estimates and proposals. Now it's 3 hours. RoofPilot gave me my weekends back while growing my business. Best roofing company software decision I've made."
Tools Providing Safer Workflows Serious Efficiency
"The measurement tool alone is worth it. We reduced material waste from 18% to 7%. That's thousands of dollars per month back in our pocket. Plus, no more dangerous roof climbs for measurements."
42% More Jobs in Six Months RoofPilot's Winning Edge
"RoofPilot helped us secure 42% more jobs within the first six months. The follow-up system paid back the software expense by a factor of ten. I'm frustrated we stuck with our previous roofing tool for so long."
Integrations
Frequently Asked Questions
A roofing CRM (Customer Relationship Management) is software that helps you organize and track every lead, customer, and job in one place. Instead of juggling spreadsheets, sticky notes, and scattered contact lists, a CRM keeps everything centralized so you can follow up faster, close more deals, and never lose track of an opportunity.
What is a roofing CRM?
A roofing CRM (Customer Relationship Management) is software that helps you organize and track every lead, customer, and job in one place. Instead of juggling spreadsheets, sticky notes, and scattered contact lists, a CRM keeps everything centralized so you can follow up faster, close more deals, and never lose track of an opportunity.
Why do I need a CRM for my roofing business?
Without a CRM, leads slip through the cracks, follow-ups get forgotten, and you lose jobs to competitors who respond faster. A CRM gives you visibility into your entire pipeline, reminds you when to follow up, and keeps your whole team on the same page. Most roofing companies that adopt a CRM see faster response times and higher close rates within the first few months.
Can I import my existing customer data into RoofPilot?
Yes. You can import contacts, leads, and customer records from spreadsheets or other systems. RoofPilot supports bulk imports so you can get up and running without manually re-entering everything. Your existing customer history doesn't have to start from scratch.
Can my entire team access the CRM?
Yes. RoofPilot is built for teams. Sales reps, office staff, and managers can all access the CRM with their own logins. Everyone sees the same customer data, job history, and pipeline status, so there's no confusion about who's handling what or where a deal stands.
How does the CRM connect to other RoofPilot features?
Everything in RoofPilot is connected. When a lead becomes a customer, their information flows into measurements, proposals, scheduling, and invoicing automatically. You don't re-enter data or switch between disconnected tools. The CRM is the hub that ties your entire operation together.
Can I track where my leads are coming from?
Yes. RoofPilot tracks lead sources so you can see which marketing channels are actually generating business. Whether leads come from your website, referrals, door-knocking, or paid ads, you'll know what's working and where to invest your marketing dollars.
Is RoofPilot easy to learn?
RoofPilot is designed for roofing professionals, not tech experts. Most teams are comfortable using the core features within a few days. The interface is straightforward, and you don't need technical skills to get started. We also provide onboarding support to help you set up your account and train your team.
Can I customize the CRM for how my company works?
Yes. You can customize pipeline stages, add custom fields, and set up workflows that match your sales process. RoofPilot adapts to how you run your business rather than forcing you into a rigid system that doesn't fit.
