April 30, 2022

Roofing CRM: Which is Best for Your Business?

We're breaking down which roofing CRM is best for your business and why! Read on to get our recommendations. Learn more today!

Time to read:
6 Minutes
Written by
Nicholas Capobianco

What CRM is Best For a Roofing Business?

If you’ve been running your roofing business for at least a year, it’s time to consider a CRM platform. Statistics indicate that 91% of companies with more than 11 employees use Customer Relations Management tools to run their operations. 

CRMs are essential in helping businesses keep track of their customers’ needs and synchronize their business. You can use CRM to create and manage your customers and their information (name, email, number, invoice, etc), set reminders, and ensure you communicate with them efficiently. CRMs allow all of your customers’ information to be stored in one simple place.

If you're a roofer looking for a CRM program to help you run roofing services, look no further. Our team of experts has sifted through the dozens of available CRMs and selected the best, easy-to-use, and simple systems for you to get your business up and running. Read on.


HubSpot is a cloud-based CRM for small businesses. It offers live contact syncing, social media planning, email marketing, meeting schedulers, and analytics (among many other features). HubSpot also has lead generation features to help you build your customer base.

A majority of online users prefer HubSpot because of its user interface. You can collect potential clients' names and other contact information. It’s extremely user-friendly, and offers amazing support to help you grow your business and understand its many features.

Bonus! If you’re a startup, or subscribed to an incubator you can receive up to 90% off your first year with HubSpot. Check out their list of approved incubators here.

Pros of HubSpot CRM

  • It can help you get more leads
  • It increases your customer conversion rate
  • It causes increased traffic to your site
  • It has metrics that enable you to track your CRM efforts
  • It allows you to optimize campaigns with just a few clicks
  • Great for businesses of all sizes and budgets

Cons of HubSpot CRM

  • It's hard to learn how to use
  • It can be expensive
  • It may not work with specific platforms

HubSpot is amazing for businesses of all sizes because of their plan options. They include a free plan that offers contact management, email marketing, etc if you’re just getting started and looking to try out their platform. They also offer plans dedicated based on your needs (sales, marketing, etc) that you can purchase individually or bundle together for additional savings. Their most affordable paid plan starts at only $45 a month.


Salesforce CRM is a platform customized to suit most business uses. You can use Salesforce to get more information concerning prospects, leads, and customers from a contact center. You can also collect customer data such as names, email addresses, and phone numbers.

Salesforce is also suitable for multi-channel marketing. It provides superior intelligence of customer requirements from every customer touchpoint across channels like social media, mobile, or email.

Additionally, Salesforce has a mobile application with which you can manage your contacts' lead form submissions in real-time.

Pros of Salesforce CRM

  • Ability to track data entry
  • Easy to create a custom view or reports
  • Great flexibility on customization as per business needs

Cons of Salesforce CRM

  • It can be costly if you only need basic features
  • Not compatible with a web browser or operating systems other than Salesforce domain

Salesforces is the best CRM for custom features, and offers the ability to go extremely in-depth in reporting, but it isn’t known for being user-friendly and can be extremely expensive. However, its powerful customer support means that you can always get any issues sorted faster. If you’re a larger business (50+ individuals) looking for excellent reporting and efficiency, Salesforce is for you.


Zoho CRM is very powerful when it comes to managing your roofing business. You can use Zoho Creator to create your sales and marketing automation framework, including attachments, and workflows.

Pros of Zoho CRM

  • It's a fast report system for recording entries
  • You can send automatic marketing emails
  • It can save you time by following leads to deliver sales proposals and emails

Cons of Zoho CRM

  • Big tracking database
  • No support for attachments, sales pipeline, and workflows—can be worked around with extensions


Jobber CRM is software designed to help sales or marketing staff manage leads, campaigns, prospects, and deals.

Pros of Jobber CRM

  • It's easy to use and constantly improving
  • It's free for new startups with five users. Additional users are free for life if you buy a license with greater hosting capacity
  • It-Democratically owned by millions of small business owners, so you always get your data from our company back up and running quickly.
  • A flexible communication interface makes it easy to send beautiful email marketing campaigns

Cons of Jobber CRM

  • A small range of integrations
  • Need to use mobile apps for later stage notifications and action alerts
  • Oversold features, UI can be confusing, and the pricing is higher when compared with competitors

Jobber CRM intelligently collects data. You can import your contacts into Jobber and keep them organized automatically via automated triggers as they qualify as a prospect or lead or need an action or status change.


Monday is a customer relationship management system designed especially for small-to-medium organizations. It gives more than 50 report types with numerous customizable fields and the ability to time your email campaigns efficiently through pre-built templates.

Pros of Monday CRM

  • The extensions make Monday CRM go with any niche that could make a great business enterprise
  • Easy integration with other platforms like accounting programs and social media gives you bonus points for these integrations
  • Interactive reports and fully customizable metrics right in the dashboard ensure you'll always have everything at your fingertips

Cons of Monday CRM

  • Not a budget system
  • Only compatible with the desktop client browsers
  • Slow integration to other platforms

Choose the Best CRM for Your Roofing Business

Roofers are intelligent businessmen, and when it comes to roofing, you need the best CRM system that your budget can buy. It will allow you to keep track of your many leads and customers. You’ll also be able to synchronize your roofing business in one space, unlocking its potential. 

We hope this guide has helped you uncover what you're looking for. Whether it’s your first CRM product or your tenth. No matter your expertise level, we think you'll find something that fits your needs.

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