10 Best CRMs For Roofers & Roofing

The table below shows a quick price comparison of all the Roofers and Roofing CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Zoho CRM	$20	15 day
Thryv	$199	14 day
Nimble CRM	$29.90	14 day
Nutshell	$19	14 day
Less Annoying CRM	$15	30 day
Spotio	Not stated	No trial available
AccuLynx	Not stated	14 day
JobNimbus	Not stated	14 day
Jobber	$69	14 day
ServiceTitan	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Zoho

They offer software that caters for roofing companies to support them in maintaining customer engagement.
It centralizes your contacts and leads capture to allow you to manage them more effectively with a 360-degree view.
You can utilize advanced workflows to help you manage your operations more efficiently.
It allows you to engage customers across every channel to deliver better customer experiences.
The CRM supports omnichannel communications including email, SMS, phone, social media, live chat, self-service portals and web conferencing.
They provide AI assistance for rewriting emails, detecting anomalies, chat functions and more.
It is available on a mobile app so that you can access it whilst in the field and keep your teams informed.
They provide reporting facilities that able you to access performance management, forecasting and insight.
It can be integrated with over 1,000 apps and software to expand its capabilities and sharing of data.
Offers a 15-day free trial of the software so you can explore what it can do.

Website: https://www.zoho.com/flow/customers/roofingsolutions.html

2. Thryv

Offers a CRM that is suitable for roofing contractors
The CRM centralizes contacts, history, inbox, scheduling, payments and more to assist you in managing your business more effectively.
It can bring together all your customer communications including email, text, Facebook and Instagram messages, web chat and more.
The CRM can help you to link with over 60 online listings including Google Business and keep your listings up to date.
It enables you to respond to customer communications in a single view and personalize your responses.
They provide appointment scheduling software to allow you to book appointments online and automated reminders.
The CRM allows you to manage all stages of the job from your initial estimate to the final payment.
You can manage your jobs whilst on-site through the CRM using easy processes on the mobile app.
It can be integrated with a broad range of apps that can add a variety of functionality.
A 14-day free trial is available and a demo to allow you to sample the software to see what it can offer.

Website: https://www.thryv.com/blog/crm-software-for-roofing/

3. Nimble

They offer CRM software for roofing companies that can help you generate leads and manage operations.
It is a cloud-based system that can be accessed by all your teams wherever they are to help them manage jobs.
You can synchronize all your team’s Google and Microsoft 365 contacts and emails so all your interactions are in one place.
The CRM is customizable so you can create fields that meet your needs and help you to get the most out of it.
You can communicate with your clients through the CRM and track their engagement with your communications.
The CRM helps you to segment your contacts any way you want so that you can create targeted messages.
It allows you to manage your scheduling by integrating your calendars and sending notifications.
The CRM offers workflows that can be customized and can deliver efficiencies through automation.
You can create comprehensive reports with trackable data that enables you to learn about your business and customers.
Access a free 14-day trial of the CRM so that you can find out more about it.

Website: https://www.nimble.com/crm-software/roofing-companies/

4. Nutshell

Offers a CRM designed for roofers that can assist with boosting revenue and improving your service.
You can customize the CRM to meet your requirements and it is scalable with your business growth.
It can streamline your processes and procedures to make them more efficient and reduce admin tasks.
The CRM can synchronize with your email, calendar and contacts to bring all your contacts and interactions together in one place.
You can manage all your leads through a pipeline as well as generate them through ads, SMS, sales and more.
They can aid you with your communications as they provide email marketing tools that can help you nurture leads and build strong relationships with customers.
It can organize, manage and store your documents including proposals and contracts.
They offer reporting facilities that enable you to monitor and analyze your activity and forecast.
You can integrate the CRM with thousands of apps and software to enable you to do more with the CRM.
They offer a 14-day free trial of the CRM software so you can sample what it can do.

Website: https://www.nutshell.com/industries/roofers

5. Less Annoying CRM

They offer a CRM that is customizable for roofers to help them to become more organized.
It is designed to help you track your leads and clients in one place and get the most from them.
You can streamline your workflows in the CRM to make efficiencies and save time.
They provide pipelines so that you can oversee your leads and the entire process visually to see what is happening and their status.
You can organize your contacts and segment them into lists to aid targeting.
The CRM can integrate your calendar so that your appointments and tasks are all in one place.
You can utilize the CRM to manage your tasks with daily task lists and reminders.
They offer a range of reports that allow you to track your progress and gain insight into your customers and business.
It can be integrated with all the tools that you already use to expand its functionalities.
Access a free 30-day trial or a demo of the CRM to learn more about it.

Website: https://www.lessannoyingcrm.com/templates/roofer

6. Spotio

They claim to offer the leading CRM and sales engagement platform for field sales teams which is suitable for roofers.
It helps you to filter your leads and find the best opportunities to pursue.
The CRM can assist you in planning your jobs and aiding you in creating the most efficient routes.
It is available on a mobile app so that you can access it in the field to allow you to capture and update details whilst on the go.
They provide multichannel communication facilities that enable you to automate communications including email and text reminders.
It can help you to track what your reps are doing and which jobs they have worked on.
You can set up workflows that can streamline your processes and make efficiencies.
The CRM provides a range of templates including emails, texts and calls to aid you in your marketing and communications.
It enables you to create custom reports and can be automatically generated which include monitoring KPIs.
You can request a demo to see how the CRM works before you sign up.

Website: https://spotio.com/blog/best-roofing-crm-software/

7. AccuLynx

They claim to offer the number one roofing contractor software that can help roofing contractors work smarter and grow their businesses.
It is an all-in-one business management system that includes powerful tools that can help streamline your business.
The CRM helps to connect your teams through a single system and unify your projects.
It can manage your sales pipeline and help you ensure that nothing gets missed from the initial lead through to the finalized contract.
The CRM can optimize every step of the process and help you make efficiencies.
It stores all of your contact details and organizes them including your contact history and customer interactions.
They provide communication facilities that enable you to send automated emails and text messages as well as log all communication history.
You can utilize the CRM to store photos and documents, create estimates, contracts and get e-sign.
It provides you with intelligence about your contacts that assist you in identifying opportunities and making decisions.
Offers a 14-day free trial and a demo of the software so that you can learn more about it.

Website: https://acculynx.com/

8. JobNimbus

They claim to offer the best-in-class CRM for contractors including roofers and it can help you to save time and money.
It is designed to assist you in organizing your leads and optimizing your sales.
You can manage your sales in funnels to give greater visibility and control so you handle everything effectively.
The CRM allows you to manage projects as well so your team can work better together and you can have a bird’s eye view.
It allows you to automate processes and streamline workflows so you can save time and money.
The CRM supports you in managing calls, texts and emails so you can oversee all interactions in one place.
It is a customizable CRM but can also be used out-of-the-box and can be integrated with the tools you already use.
It can aid with streamlining billing with built-in financing options so you can get paid faster.
The mobile app is available so that you can access the same information in the field as you can in the office.
A 14-day free trial is offered so you can experience what the CRM can do.

Website: https://www.jobnimbus.com/

9. Jobber

They offer a CRM for roofing companies that help you to manage your clients as well as billing.
It centralizes all your contacts so you can create client profiles including their client history, job details, estimates, invoices and more in one place.
You can customize the fields so that you can record the data that you need.
It can manage your communications including storing your interactions by email and text, sending automated notifications and booking confirmations.
The CRM allows you to manage leads and convert them with the ability to tag and prioritize leads.
All of your team members can access the CRM wherever they are so that they can deliver a personalized service.
The software can also incorporate scheduling, calendar, invoicing and card processing.
They offer a range of free templates and resources to aid you in operating more effectively.
It can be integrated with your favorite apps and software to help you save time.
They offer a free 14-day trial of the CRM so that you can learn more about it.

Website: https://getjobber.com/industries/roofing-crm-software/

10. ServiceTitan

Offers an all-in-one roofing software that can help drive efficiency and revenue as well as increase satisfaction.
Their software is cloud-based and provides an all-in-one business management and marketing solution.
It offers real-time data from your job sites using the mobile app so that you can provide on-site estimates, payments and more.
They can help you to streamline your workflow and processes so you can increase your revenue and profits.
It offers task management solutions, automation and sales tools that can help you maximize your operations and seize more opportunities.
You can track and record calls, schedule jobs and track staff time through the software.
The software includes roof estimating software to help you build estimates and present them.
It can also offer an automated invoice management system to make it simpler for field staff to collect payments.
Access reports and analytics that can provide you with insights and opportunities from your business.
You can request a demo of the software to see what the software can do.

Website: https://www.servicetitan.com/industries/roofing-software