Roofing CRM Software

Ultimate CRM solution for roofing contractors

From streamlined lead management to dynamic project tracking, detailed roofing proposals, and efficient appointment scheduling,

Sunbase Roofing CRM equips your team with the tools to close deals faster and deliver exceptional results.

  • Comprehensive Lead Management
  • Dynamic Roofing Design and Proposals
  • Efficient Appointment Scheduling
  • Integrated Communication Tools
  • Advanced Project Tracking
  • Automation to Save Time
  • Mobile-Friendly Interface
  • Real-Time Analytics
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Sunbase Roofing CRM Software

Best Roofing CRM Features for Roofers

Efficiently Manage Qualified Roofing Leads

Sunbase provides specialized lead management tools tailored for the roofing industry. From canvassing to marketing, our platform equips you with the means to capture, track, and convert leads effectively. Identify and target potential customers in your market, ensuring a steady flow of qualified leads through your pipeline.

Streamline Roofing Projects from Start to Finish

Manage your roofing projects with ease using Sunbase's project management features. Organize tasks, track progress, and collaborate with team members and contractors. Keep all project-related information, such as timelines, budgets, and materials, in one central location for easy access and efficient project completion.

Engage and Convert Leads with Targeted Communication

Communicate with your roofing leads through various channels, including email, SMS, and phone calls. Sunbase's communication tools enable you to send personalized messages, schedule follow-ups, and track interactions. Engage leads at every stage of the sales process, increasing the likelihood of conversion.

Efficiently Distribute Leads Among Your Sales Team

Sunbase's lead routing feature allows you to assign leads to sales reps based on predefined criteria such as round robins, territories, and weighted models. Ensure leads are promptly assigned to the right salesperson, maximizing conversion rates and sales team efficiency.

Gain Valuable Insights into Your Roofing Business

Sunbase provides comprehensive reporting and analytics features to help you track key performance metrics and trends in your roofing business. Analyze data related to lead generation, sales, project management, and more to make data-driven decisions and improve business performance.

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Optimize Your Roofing Sales Pipeline

Track and manage your roofing sales pipeline with Sunbase's sales pipeline management tools. Monitor leads as they progress through different stages of the sales process, identify bottlenecks, and prioritize high-value opportunities. Gain insights into your pipeline performance and make informed decisions to drive sales growth.

Automate Your Roofing Lead Follow-up Process

Sunbase's automation tools allow you to set up automated workflows for lead follow-ups. Schedule follow-up emails, SMS messages, and phone calls based on predefined triggers, ensuring no leads slip through the cracks. Free up your sales team's time to focus on high-value activities, such as closing deals.

Optimize Your Sales Team's Efficiency with Territory Management

Sunbase's territory management feature enables you to divide your target market into territories and assign leads accordingly. Ensure that each salesperson is focusing on leads within their designated territory, maximizing efficiency and increasing the chances of conversion.

Seamlessly Integrate Sunbase with Your Existing Systems

Sunbase offers integration with a wide range of third-party systems commonly used in the roofing industry. Integrate with CRM systems, accounting software, project management tools, and more to create a seamless workflow across your organization. Eliminate data silos and improve overall efficiency and collaboration.

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Why Sunbase Roofing CRM Software

Sunbase Roofing CRM Software revolutionizes business management for roofing contractors, enhancing efficiency and driving growth. By centralizing lead, customer, and project management, Sunbase saves time and improves overall operations. With targeted canvassing, digital marketing, and referral tools, contractors can generate more leads and ensure a steady flow of qualified prospects. Sunbase's user-friendly interface and powerful features make it the ideal CRM solution for roofing contractors aiming to elevate their business to the next level. Choose Sunbase for streamlined operations, improved lead generation, and increased growth.

Sunbase Roofing CRM

Simple & Powerful CRM Features For Roofers

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Integrated Web Forms

Easily capture leads by embedding forms on your website that seamlessly push data into your CRM, ensuring no lead is lost.

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Remote Assessment

Evaluate prospects' roofing needs remotely by collecting relevant data from your office, streamlining the initial assessment process.

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Lead Assign

Assign leads to your sales team based on territories, availability, or other criteria, ensuring a prompt response and efficient lead management.

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Real-time Notifications

Receive instant notifications for new leads, allowing you to follow up quickly and increase your chances of converting leads into customers.

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Document Management

Enable contacts to upload documents such as photos and contracts directly into their record, keeping all information organized and accessible.

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Automated Follow-ups

Set up automated follow-up emails or SMS messages based on predefined triggers, keeping leads engaged and moving through the sales funnel.

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Customizable Reporting

Generate customizable reports to track your sales performance, identify trends, and make informed business decisions.

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Job Board

Manage roofing projects, assign tasks, and track progress, ensuring all jobs are completed on time and within budget.

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Third-party Integrations

Seamlessly integrate with other software systems, ensuring a smooth workflow and improved collaboration.

Roofing CRM Questions Answered!

  • What is Roofing CRM Software and how can it benefit my roofing business?

    Roofing CRM Software is a comprehensive platform designed specifically for roofing contractors to manage leads, customers, and projects more effectively. By centralizing all essential functions, it helps streamline operations, improve efficiency, and drive growth. Roofing CRM Software ensures better organization, faster response times, and improved customer relationships, ultimately leading to increased sales and business expansion.

  • How does Roofing CRM Software improve lead management and generation?

    Roofing CRM Software enhances lead management and generation by capturing leads through integrated web forms on your website, automatically assigning them to sales reps based on predefined criteria such as territories or availability, and providing real-time notifications for instant follow-up. With features like automated follow-ups through email and SMS, the software keeps leads engaged throughout the sales process, ensuring no opportunity is missed.

  • Can Roofing CRM Software help with project management for roofing contractors?

    Absolutely. Roofing CRM Software offers robust project management tools tailored for the roofing industry. It allows you to organize tasks, track progress, and collaborate with team members and subcontractors. You can manage documents, schedule appointments, and integrate with calendars to ensure all projects are completed on time and within budget. The job board feature further helps in managing roofing projects, assigning tasks, and tracking progress efficiently.

  • How can Roofing CRM Software enhance communication with roofing clients?

    Roofing CRM Software enhances communication by enabling personalized interactions with your leads and customers through email, SMS, and phone calls. The system supports automated messaging, ensuring timely and consistent follow-ups. This improves customer satisfaction and conversion rates by maintaining continuous engagement and clear communication throughout the sales and project cycles.

  • What reporting and analytics features are available in Roofing CRM Software?

    Roofing CRM Software provides comprehensive reporting and analytics features that allow you to track key performance metrics and trends specific to the roofing industry. Customizable reports help you make informed decisions, optimize your sales processes, and identify areas for improvement. Real-time data collection and analysis enable you to monitor your business performance accurately and adjust strategies as needed.


  • Does Roofing CRM Software integrate with other roofing industry tools?

    Yes, Roofing CRM Software integrates seamlessly with other essential tools used in the roofing industry, including design software, financing platforms, project management tools, and more. This integration ensures a smooth workflow and improved collaboration across your organization, allowing you to manage all aspects of your roofing business from a single platform.

  • What automation features are included in Roofing CRM Software?

    Roofing CRM Software includes a range of automation features tailored for roofing contractors, such as automated lead follow-ups, task scheduling, and communication triggers based on predefined criteria. These features save time, reduce manual effort, and ensure no lead or task falls through the cracks, allowing your team to focus on high-value activities like closing deals and managing projects.

  • How does Roofing CRM Software manage job assignments and territory distribution?

    Roofing CRM Software offers robust job board and territory management features. Leads can be automatically assigned to sales reps based on territories, availability, or other criteria. The job board feature allows you to manage roofing projects, assign tasks, and track progress, ensuring all jobs are completed efficiently and within designated areas. This improves response times and conversion rates by ensuring leads are promptly and accurately assigned.



  • Is Roofing CRM Software mobile-friendly for roofing contractors?

    Yes, Roofing CRM Software is mobile-friendly, allowing you to access the system from anywhere. This ensures that you can manage leads, projects, and communications on the go, providing flexibility and convenience for busy roofing contractors. The mobile functionality ensures that you stay connected and productive, whether you’re in the office or on a job site.

  • Why should I choose Sunbase Roofing CRM over other CRM systems for my roofing business?

    Sunbase Roofing CRM is specifically designed for the roofing industry, offering features and integrations that address the unique challenges faced by roofing contractors. Its comprehensive suite of tools, ease of use, and ability to centralize operations make it an ideal choice for roofing businesses looking to streamline their processes and grow their business. The software’s industry-specific functionality ensures that you have all the tools needed to manage your leads, projects, and customer relationships effectively.




  • How do I get started with Roofing CRM Software for my roofing business?

    Getting started with Roofing CRM Software is easy. Book a demo through our website to see how the software can benefit your roofing business. Our team will guide you through the setup process and help you customize the system to meet your specific needs. 

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