You will be able to produce more roof sales for your roofing company and keep them organized under a single software that will help you with the full sales management process by simplifying customer relationship management.

You can automate text messages, email, and even task creations to make sure that prospects are appropriately communicated and driven through your sales process.

With the help of advanced referral generation, you can quickly get more roofing sales and more opportunities to get more customers for your roofing business.

Thanks to the high satisfaction rate, most of the experts in the business prefer CRM software by SunbaseData. After all, we offer all the essential features that a roofing expert might need to manage their everyday operations, which include generating sales, managing the buying process, bid assignment, management, and project initiation, among several other things.

Even if our customers don't have access to a computer or a laptop, they can still be updated with the help of the mobile app that we offer to simplify things and offer more portability. You can manage, get updates, or simply check around on your mobile phone, anywhere! 

Moreover, as we offer tons of customizability, our customers can optimize the roofing software according to their preferences and their business. You can get several customization options, integrations with third-party, or contact our support team to make the software the most suitable for the business.

SubaseData sales handling software and roofing suite is changing according to the changes coming in the roofing industry in the 21st century. As the roofing software makes their task much more manageable and convenient, they get more spare time to do something more productive. After all, the workers at the job site would not have to do some of the regular tasks as the software would handle them. So, they can be more productive in other projects and even be more efficient!

Moreover, customer relationship management is a hell of a job. Most of the companies fail to keep their customers because they lack professional solar proposal software. Unlike those companies, SunbaseData ensures that all your tasks are well taken care of and are automated, making it manage lead generation, billing, conversion, and documentation.

With Solar data management solution, you can work quickly on your projects, set pricing, offer bids and estimates, target margins, and materials. Also, the billing calculator that comes with the software helps you manage and calculate the budgets!

Here are some of the popular customer relationship management software features!

With the help of our CRM and database management solution, you can collect leads and turn them into the loyal customers of your roofing company. You can simply install the application on your mobile or desktop and manage, receive, and respond to your clients!

You get access to all tools that help you look after your roofing business efficiently. You can capture leads, manage your prospect KPIs, promote your marketing messages, and manage project estimates - all at just a single fee.

Managing marketing tools and multiple sales at the same time can be pretty costly. With just a single CRM software, now you can do all the work without having to pay for everything individually, including emails, calls, SMS, appointments, etc. This is a one time opportunity that helps roofing companies reach heights like never before.

With the help of visual pipeline roofing boards, you can look at the progress of your sales team in real-time. You can observe KPIs in real-time as well and look for other places for improvement.

With Solar Data CRM mobile app, you can easily upload photos and videos with forms and reports. It works really fast and makes everything much more efficient. Not only is the mobile app free, but it is also well optimized.

You can easily get an eagle-eye view of all the work order that is assigned to the workers at the job site and get reports and other construction material lists so you can record or download them using the CRM tool. 

With this CRM, you can also make it easier for your potential clients to get roof financing for the projects. Simply create thorough financing plans with expected payments, APR, and financing fees.

Whether you want to maintain customer records or sign roof contracts, our roofing tool will do all the work for you and save the hassle of document management.

With Solar Data Management Tool, you can easily manage all the projects from initiation to installation. You can assign tasks to contractors, automate project status updates, and enjoy simplified project management.

Our door canvassing software enables you to record data efficiently in the database with GPS location mapping as well. It automatically captures the addresses too!

Our referral program feature offers our clients with deals, discounts, and even cash back when a client refers to others about the services we offer. To help you out, we have also made referring easier and more convenient than ever!

You can also make segment sales prospects and customer database according to their vocation requirements. Within a few clicks, you can send SMS, call, or email your respective segments with the help of a single software.