From Spreadsheets to Speed: Why Roofing Businesses Are Adopting CRMs in 2025

Still using a spreadsheet to run your roofing business? Here's the proof you need that they're keeping your business from thriving.

Running a roofing business with spreadsheets and sticky notes might have worked once. But in 2025? It’s slowing companies down, costing jobs, and eating into profits.

Roofing businesses are realizing that faster, smarter, and more profitable operations require better tools. And CRMs (Customer Relationship Management systems) are at the center of this shift.

If you're just starting your business or looking for ways to grow smarter, here's why moving from spreadsheets to a CRM could be one of the best decisions you make this year.

All stats and insights are pulled from the 2025 Roofing by the Numbers report. Download the full report to dive deeper!

The hidden costs of manual tools

On the surface, spreadsheets feel cheap and familiar. But dig a little deeper, and the cracks start to show:

  • Leads falling through the cracks
  • Estimates delayed or forgotten
  • Missed follow-ups with potential customers
  • Lost time manually updating job statuses

In roofing, speed and organization can make or break a deal. Manual systems slow everything down.

Roofers relying on manual tracking take an average of 10 days to close a job, compared to 8.3 days for tech-savvy businesses. That's a 16.4% speed advantage—enough to win a lot more jobs over a year.

What the data says about CRM adoption

According to the Roofing by the Numbers report, 47% of roofing businesses now use a CRM to manage their sales journey, customer data, and internal processes.

And those who use a CRM?

  • Close deals 2.9 days faster on average: That’s nearly three extra days to line up more jobs, keep crews busy with steady work, and drive more revenue into the business. Faster closing also means you can move on to the next customer without delay, building momentum week after week.
  • Save 5–10+ hours of manual work every week: Imagine gaining back a full workday—or more—each week. That’s time you can spend pitching more jobs, working on your business strategy, spending evenings with your family, or even sneaking in a hobby you’ve been putting off.
  • Report significantly higher profitability compared to non-users: More closed jobs and faster turnaround times naturally mean better cash flow. But higher profitability also means putting more away for savings, investing in equipment upgrades, and building the legacy roofing business you’ve always envisioned.

It’s not just about saving time. It’s about:

  • Responding to homeowners faster
  • Sending out accurate proposals without delay
  • Following up at the right time to land more repeat business

In short, it's about building a roofing business that's built to win.

Other powerful stats from the Roofing by the Numbers report:

  • 82% of respondents believe that technology has a moderate to significant impact on their company's profitability.
  • Roofers using lead capture tools like Roofr's Instant Estimator are 52.2% more likely to report a significant boost in profits.
  • Roofers who email customers after a job are 25.5% more likely to land repeat work—a huge opportunity for growing customer loyalty without extra ad spend.
  • Top-earning roofing businesses are most likely to use a CRM, proposal software, AND project management tools together, creating an end-to-end digital workflow that drives growth.

What roofing companies love most about CRMs

Roofers who use CRMs aren't just managing contacts. They're transforming their business operations. The most-used and most-valued CRM features are:

  • Job tracking and project management
  • Proposal and estimate generation
  • Invoicing and billing

These tools aren’t fancy add-ons—they’re now critical to running a modern roofing business. Roofr users specifically report saving over 10 hours per week by using integrated job tracking, proposals, and invoicing tools.

Imagine getting back a full day's worth of work every single week—to sell more, service better, and scale faster.

And it's not just about saving time. A CRM gives you real-time visibility into your projects, so you know exactly where every job stands and what your team needs to do next.

Why now is the perfect time to switch

If you're newer to the industry, there's good news: you don't have legacy systems to unlearn. You can build your business the smart way right from the start.

And you're not alone. 82% of roofing business owners agree that technology has a moderate to significant impact on profitability.

Starting with a simple, roofing-focused CRM like Roofr means:

  • Easy setup with little to no tech experience required
  • Unlimited free training and support
  • Features designed specifically for roofing workflows (not just generic sales tools)

You don’t have to figure it out alone. Roofr’s onboarding and customer support teams are built to make it easy.

Practical next steps for roofers ready to modernize

Not sure where to begin? Here’s a quick, practical path to get started:

  1. Audit your current process. Where are you losing the most time right now? Is it quoting? Following up? Job tracking?
  2. Research CRM options built for roofers. Don't just pick any CRM. Look for ones with roofing-specific tools like proposals, measurements, and project management.
  3. Visit G2 or Capterra. These review sites let you compare real user feedback on different CRM solutions. (Pro tip: Look up Roofr and see what users are saying!)
  4. Start with one tool. You don't have to digitize your entire operation overnight. Starting with CRM or proposals can have a major impact quickly.
  5. Invest in training. Choose a platform (like Roofr) that offers free onboarding, video tutorials, and easy customer support to make adoption smooth.

The bottom line: Speed, profit, and peace of mind

If you're still relying on spreadsheets, it's not a matter of if you'll outgrow them—it's when.

CRMs aren't just "nice-to-haves." They're how modern roofing businesses:

  • Close jobs faster
  • Keep teams organized
  • Get paid sooner
  • Grow more profitably

Download the full Roofing by the Numbers report to see all the data, trends, and strategies that leading roofers are using to dominate 2025.

About the author

Jennifer is the Sr. Content Marketing Manager at Roofr, with a specialization in content strategy, SEO, social media, branding, and thought leadership. Through engaging storytelling and strategic marketing, Jennifer helps companies connect with their customers and build lasting relationships.