Increased Efficiency & Improved Customer Service with Roofr CRM

Salus Exteriors, a newly established roofing, siding, and gutter service company in Houston, Texas, faced the classic challenge of balancing growth with business efficiency. As a new player in the market, they needed to streamline their sales and customer relationship processes without getting bogged down by overly complex systems.

Founder Juan Rodriguez, who is tech-savvy and relies on various software tools, was in search of a CRM that was straightforward yet comprehensive. The goal was to find a solution that could simplify proposal creation and provide insightful sales analytics while being user-friendly for a small team.

After evaluating several CRM options, Salus Exteriors chose Roofr CRM for its simplicity and effectiveness. Rodriguez appreciated the ease with which he could create and customize proposals, a critical aspect of their sales process.

The implementation was straightforward, with Rodriguez himself setting up the system and creating templates tailored to their needs. The simplicity of Roofr CRM meant that the team could quickly adapt and start using it without a steep learning curve.

With Roofr, Salus Exteriors saw significant improvements in their sales processes and overall business efficiency.

The streamlined workflow enabled the team to manage their sales pipeline more effectively, ensuring timely follow-ups and organized customer interactions. This resulted in increased win rates and a reduction in the time needed to close deals.

As well as this, the detailed sales data provided by Roofr CRM allowed Salus Exteriors to refine their sales strategies and improve their team's performance.