The #1 Roofing CRM | Roofr

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.

Run your business from the job site

Roofr CRM works on your phone so you can check job info, update next steps, and manage leads between appointments.

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.

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.

These features are ready to use. They're fully launched and available for all users today. Start using them right away to improve your workflow.

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

Job management
Stay organized and up to date on all the jobs in your pipeline. Job boards make it easy to know what’s on track and what needs attention.

Automated workflow
Automate your processes to save time, reduce errors, and keep your team on track. Work more efficiently with the peace of mind nothing will be missed.

Team collaboration
Stay on the same page with the whole team working seamlessly one place. Assign tasks, write notes, and track job activity for instant updates.

Performance tracking
Get visibility into your lead quality, sales close rate, revenue, team performance, (and more) with real-time data from your job pipeline.

Lead capture

Turn generic contact forms into instant roof quotes that capture leads. Collect and manage your lead details directly in Roofr, to win the job faster.

Digital aerial measurements

Order reports from anywhere by typing in the address and hitting send. Detailed reports are sent right to your inbox, so you can measure more roofs in less time.

Instant proposals

Convert your Roofr Reports into proposals with a click. Measurements and materials are automatically converted into a digital proposal with your branding and prices.

Standardized material orders

Never start from scratch again. Quickly create material orders from auto-populated customer details and quick select supplier information.

Integrated proposals

Offer a seamless customer experience by converting signed proposals into invoices. Directly import line items and pricing for consistency and transparency.

Schedule and manage work

Events are connected to job records, for full visibility into tasks, deadlines, and milestones.

Send PDFs for signature

Upload, add signature fields, and send — all inside Roofr. Keep important paperwork linked to each job.

FAQs

Does Roofr work on my phone?

Yes! Roofr is now optimized to work on your phone, from the job site, on a roof, or anywhere you need to access your dashboard.

Does Roofr CRM have tools to generate leads?

With Roofr’s Instant Estimator, you can not only generate leads - you generate QUALIFIED leads.