Win more jobs
Leads keep their source, quote and next action — so follow-ups happen before the customer hires someone else.
Free CRM for roofing businesses
Close more roofs without lost notes
Storm leads, insurance questions, quotes and crew schedules — one customer record from first call to final invoice. Follow up on time and keep the history straight.
Make the customer record useful
- Track storm and referral leads with clear sources.
- Keep inspection notes and photo logs attached to the job.
- Know which quotes need a follow-up before the weather does the selling.
Get paid faster
Invoice from completed work, accept payment, and e-sign contracts without printing or driving around.
Keep the margin
See every job and dollar in one board, and spot a scope change before it quietly eats your profit.
Start with the core CRM
Keep unlimited contact records and CRM users, lead stages, tags, CSV import/export and basic job organization on the free plan. Specialized dispatch, payments, automated messaging and accounting depend on paid modules and connected services. Check current availability.
Questions roofing businesses ask
Can I keep inspection photos with the job?
Yes. Photos attach to the job record, so an adjuster visit, estimator and office team see the same evidence.
How do I handle insurance-related leads?
Tag them with their source and stage. The customer record keeps the policy details and next action, so nothing falls through between claim and contract.