That lead called you back, said they were ready to sign—and then you couldn’t find the estimate you sent them. Sound familiar?
If you’re still running your roofing business on spreadsheets, texts, and sticky notes, you’re leaving money on the table. That’s where roofing CRM software comes in.
In this guide, you’ll learn what a roofing CRM actually does, signs you need one, and what features matter most.
What Is a Roofing CRM?
A roofing CRM is software built to help contractors manage leads, customers, and jobs in one place. Instead of juggling spreadsheets, texts, and notes, everything from first contact to final payment stays organized and visible.
Unlike generic CRMs (HubSpot, Salesforce, etc.), a roofing CRM understands your workflow—job stages like “Permit Pulled” and “Material Ordered” that generic tools don’t have.
Signs You Need a Roofing CRM
If any of these sound familiar, it’s time:
- You’re growing but drowning – More jobs means more chaos. Scheduling, estimates, and payments are slipping through the cracks.
- Leads are going cold – Someone fills out your form on Monday. By Friday, they hired your competitor because nobody followed up.
- Information is everywhere – Customer details in texts, photos in emails, notes in a notebook. Good luck finding that warranty info from last year.
- Office and field aren’t in sync – Your crew shows up and doesn’t know the scope changed. Or worse, shows up to the wrong address.
- You can’t work from the field – Job info is back at the office in a filing cabinet. Your crews are flying blind.
What to Look For in Roofing CRM Software
Lead Tracking & Follow-Ups
Every lead should be tracked from first call to closed deal (or lost). A good CRM shows you:
- Which leads are hot, which are cold
- Who needs a follow-up today
- Why you lost the ones that got away
Stop losing 3 leads a month to forgotten follow-ups.
Job Pipelines & Stages
You should see every active job’s status at a glance:
- Inspection scheduled
- Estimate sent
- Contract signed
- Material ordered
- Crew assigned
- Job complete
No more asking “where are we on the Johnson job?” You’ll know.
Mobile Access for Field Crews
Roofing happens on roofs, not desks. Your CRM should work on any phone or tablet so crews can:
- See job details on-site
- Add photos and notes
- Update job status in real time
If your guys have to drive back to the office to get info, you’re wasting hours every week.
Team Visibility & Accountability
Everyone should see the same information:
- Office knows what crews are doing
- Crews know what’s expected
- Nothing falls through the cracks
When one person updates a job, everyone sees it instantly.
Everything in One Place
Estimates, contracts, photos, notes, customer history—all in one spot. No more digging through emails or asking “who has that file?”
This isn’t just about organization. It’s about looking professional when a customer calls and you can pull up their entire history in 5 seconds.
Ready to Get Organized?
ExteriorOpsHQ was built for exterior contractors—roofing, siding, gutters, windows. It’s the CRM that your crews will actually use.
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