Roofr CRM.
One software. All the tools you need to grow your roofing business.
Finally, everything in one place
Roofr's CRM was built to work seamlessly with our Instant Estimator, Reports, Proposals, Material Ordering, Invoicing and Payments. The one platform that does it all.
Interactive Job Pipeline
Drag and drop jobs as they move through the pipeline. Job cards put the most important info — like job price, location, and tasks — first.
Analytics Dashboard
Gain a better understanding of your sales processes and business performance with real-time data at your fingertips.
Material Ordering
Make ordering materials a seamless part of your workflow. Create, send and track your material orders right from your signed proposal.
Measure & Estimate
Carry on using Roofr Measurements, winning jobs with Roofr Proposals, and bringing in leads with Instant Estimator. They all connect with the CRM.
Automated Tasks
Automations let you set and forget the little things. Automate tasks like changing job statuses, updating proposals or assigning tasks.
Invoicing & Payments
Create and share invoices for each job, and easily view payment status to find outstanding balances.
Streamline your operation from start to finish
Designed to work the way roofers do, the interactive dashboard captures leads and turns them into detailed customer records with real-time activity logs to keep you organized and up to date.
So you can replace:
Jumping between platforms, managing a whiteboard, and relying on your inbox.
Making your life easier with material ordering
Take the guesswork out of material ordering with our built-in tool that pulls quantities and important job details directly from your Roofr Reports and job card.
Be confident you'll get the right amount of materials, on time, with waste factored in, and never stress about material ordering again.
Easy-to-use invoicing & payments
Never miss another payment. Easily create and send professional invoices to customers. Instantly track the status of your invoices through your dashboard.
Best of all, we integrate with a payment processor to provide you with competitive pricing while giving your customers the flexibility to pay in person, or on their own device, with their preferred payment method.
Insights that unlock your growth potential
Roofr’s CRM enables you to better understand the value of each roofing job, from tracking job costs and project timelines to identifying areas for improvement using real-time data.
You’ll be making better decisions, identifying where your earning potential lies, and optimizing your operations for greater efficiency and profitability.
A calendar that connects your work
Roofr’s Calendar view simplifies appointment scheduling and automates homeowner communications while keeping your work and teams connected in one place — from start to finish.
Building the CRM that works the way roofers do.
This feature is ready to use.
It’s fully launched and available for all users today.
Start using it right away to improve your workflow.
This feature is in testing.
You can try it now, but we’re still gathering feedback.
Expect some changes and improvements as we refine it.
This feature is not available yet.
Our team is actively building it and it’s on the way.
Stay tuned — it’ll launch soon!
What they're saying
“Roofr has helped my business earn over $1M in revenue in less than a year.”
Tools proven to win more jobs
FAQs
You have questions, we have answers. Browse our most frequently asked questions when it comes to payments and invoicing.
With Roofr’s Instant Estimator, you can not only generate leads - you generate QUALIFIED leads. The instant estimator replaces gathering contact information from a form, and actually provides an instant quote based on the lead’s address. It doesn’t replace a full marketing strategy, but makes it more efficient. Way more efficient.
Yes! You can customize your job stages in the job board to match your existing workflows.
Yes, you can customize your pipeline dashboard based on job stages. Each stage is shown as column in your kanban view, and you can add or remove them at any time. If you want to play god, you can also change your pipeline view with filters. You can view the active pipeline by team member, job value, date range - you name it.
Chances are we’re already working on it! The best thing to do is book a call with one of our team. They know the product inside and out, and can help find a solution. Like my mom always says, you never know until you ask!
You bet! There’s a couple of ways you can do this, but the easiest way is to talk to one of our experts to help get you set up. We’ve got a bada$$ implementation team dedicated to helping you get the most out of your account.
You don’t! The CRM features are already accessible in your account (mind blown). In your existing Roofr dashboard you’ve got access to all the CRM features - no additional set up, no additional fees. Want to learn how to start optimizing your Roofr dashboard today? Talk to an expert today.
Join thousands of roofers who successfully streamline their sales process with Roofr
