Find the Best Roofing Companies CRM

The roofing business may not sound like a busy industry to most people. However, anyone in that line of business knows how competitive it can get, with several companies often targeting customers in the same area.

To stay competitive, any roofing company worth their salt needs a way to capture leads quickly and build trust with their clients. This is where CRMs (Customer Relationship Management) systems come in—they not only facilitate lead capture and management but a host of other things as well.

Hence, in this guide, we’re going to explore what a CRM for a roofing company entails including their various features, perks and more.

A CRM for roofing companies is a specialized software designed to help roofers manage leads, sales, and project workflows more efficiently. It typically offers features like lead capture and tracking through multiple channels (calls, emails, texts), pipeline visualization, automated follow-ups, and more.

Roofing-specific CRMs often also include field‑sales tools such as territory mapping, canvassing support and appointment scheduling, making them ideal for sales reps actively canvassing or meeting customers. As a result, these systems are used by many roofing businesses to help them stay competitive.

Core Functionalities Of A CRM For Roofing Companies

The best roofing CRMs offer tools that go beyond traditional customer management, helping managers streamline workflows, boost productivity, and close more deals. Below are some key features to look for when evaluating a CRM for your roofing business.

Sales Task Automation

CRMs can automatically log in data entries, emails and text message campaigns related to prospects. This results in freeing up sales reps from mundane, repetitive tasks and enables them to sell more so no lead goes cold.

Activity Management

With CRMs, businesses can track all rep actions—site visits, calls, emails, text messages—through clear dashboards, so managers can quickly identify performance issues and coach accordingly.

Customer Mapping

Since roofing companies often manage a field sales team, they’ll need a system that can help them optimize sales routing across multiple locations. CRMs can help here as they include customer mapping features, which allow them to pinpoint buy-now leads, plan optimized sales routes and identify new areas to target.

Canvassing And Appointment Setting

CRMs that account for canvassers and closers come with features specific to canvassers, such as data capture, appointment scheduling, and note taking. An advantage of CRMs with these features is that nothing is lost in transition; meaning that canvassers can easily pass all the information to closers, helping them make the sale.

Multi-Channel Communications

Different channels for communications with leads, such as phone, email and texts are a staple of many CRMs. They also allow businesses to track data through these communication channels.

Reporting And Analytics

CRMs often come with strong reporting features and an analytics dashboard that tracks key metrics like rep activity and average deal size. In addition, custom reports can give complete control over the reporting process, leading to better sales.

Integrations

Integrating with other third-party software allows CRMs to transcend beyond their normal functionality. It allows them to enhance essential processes such as email, document management and marketing.

CRMs provide a lot of benefits for roofing companies. Some of these are:

Increased Productivity

Automation enables companies to be more productive, allowing reps to automatically log details and send personalized emails and texts.

Improved Management Of leads

Roofing CRMs help companies focus on the right prospects, enabling them to close more deals than ever.

Improved Team Collaboration

CRMs provide everyone with the same data, thus helping teams across sales, marketing and customer service be on the same page.

Promotes Accountability

With CRMs, managers can gain visibility into the sales pipeline and see what their reps are doing through activity logs, notes, etc.

Provides Performance Insights

The reports and numbers provided by CRMs can help managers figure out if their sales strategy is up to the mark or not.

If you’re in the roofing business and want a CRM for your company, there are certain steps that you’ll have to follow to make a thorough, informed decision.

Step 1: Consider Your Project Needs

The roofing industry has a lot of subcategories with different projects that have different requirements. Before settling on a CRM, you have to look at your project and all the challenges it presents. An example of this is a storm restoration project vs. a commercial roofing project. While both technically take place in the roofing industry, they have different time constraints and scope, meaning that both will require different tools.

Step 2: Set A Reasonable Budget

Set a clear, but reasonable budget for your CRM. This is important because finalizing a budget means that you can whittle down your options much more easily. The budget also has to match the scope of the project—if it’s a large project, then that requires a much larger budget. Otherwise, it’s best to keep things as lean as possible.

Step 3: Make A List Of All Possible CRMs

Now that you’ve defined your needs and limits, you can move on to actual research. With the help of search engines and various listicles, you can make a list of all possible CRMs that can fit your job requirements and budget.

Step 4: Evaluate Your Options Based On Additional Criteria

Once you’ve made the list based on budget and project needs, then it’s time to evaluate your options further based on minute, but important details. These criteria are typically features such as smooth integrations, ease of use, etc. With this, you can hone in on the CRMs that are a good fit for you and your project.

As of 2025, the roofing industry has seen some changes, primarily due to regulatory freezes and tax reforms. The proposals to lower corporate taxes from 21% to 18% means that not only can there be a chance for higher retained earnings, but that these tax incentives can provide an opportunity for roofing companies to invest in new equipment and technology such as CRMs.

What Do Real Users Have To Say About Roofing CRMs?

Many users on forums such as Reddit say that they use different roofing CRMs since many of them come with their own assortment of various bells and whistles. While many favor CRMs specifically geared towards roofing such as AccuLynx, a few people hold the opinion that generic CRMs manage core features such as lead handling much better. Ultimately, the consensus is to try different CRMs and see what fits you the best.

To put it simply, CRMs are a great way for roofing companies to take care of leads and also manage roofing specific challenges such as canvassing. That being said, you have to make sure that the CRM you pick matches the project. It’s not wise to pick a CRM that offers a ton of useful, but also unnecessary features. However, do it right and you’ll end up with an invaluable tool that saves you both time and effort.

Still not sure whether CRMs are worth it or not? Head over to the rest of our website and check out different kinds of CRMs for roofing companies.