Roofr's CRM provides you with a single source of truth to manage your business. With everything in one place, unlock insights that can help you understand your business so that you can proactively address issues before they become unmanageable and lean into the strategies that drive results.
View what stage each job is at, which jobs are the most valuable, and which jobs need your attention.
Make informed decisions, and understand where your process can improve with real-time data.
Improve team collaboration and promote accountability with tasks, live internal chats, activity logs, notes, and docs.
Connect with all Roofr products on one platform so you can easily order measurement reports, create proposals, and provide estimates.
Automate repetitive tasks like an email follow up or material ordering to streamline your processes.
Create and share invoices for each job, and easily view payment status to find outstanding balances.
Our top-rated Roofr Proposals are known for their customizations, ease of use, and close rate. Win more jobs in less time with minimal effort. It’s a win-win.
Select one of your pre-built proposal templates, and map your measurement report to your pricing with a click.
Make your proposals work for you and your customers. Customize your profit margin, offer upgrades, annotate photos, upload brochures & more.
Review your final product & send it off to your customer to collect their e-signature. All from within Roofr!