INTRODUCING
Roofr CRM.
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.
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BETA
MATERIALS IN A CLICK
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.
ROOFR PAYMENTS
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.
Analytics Dashboard
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.
Roofr Calendar
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
We’re obsessed with creating the software that roofers actually need.
Here’s what’s coming soon with Roofr CRM.
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.
Does Roofr CRM have tools to generate leads?
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’s doesn’t replace a full marketing strategy, but makes it more efficient. Way more efficient.
Can I create custom stages in my board view?
Yes! You can customize your job stages in the job board to match your existing workflows.
Can I customize the job board view of my pipeline?
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.
I want to use Roofr CRM but you’re missing a feature I love. What do I do?
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!
I do siding and gutters as well - can I manage all my trades in the CRM?
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.
I already have a Roofr account - how do I sign up for CRM?
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.
