Ever feel like you’re juggling too many roofing projects?
Leads slipping through your fingers? Wish you had a real magic wand to organize it all?
Well, maybe not a wand, but a good CRM is close!
Imagine more closed deals, happier customers, and way less paperwork.
This article explores the best CRM for roofers, helping you finally take control of your business and watch it soar.
We’ll explore top options, key features, and how they can specifically help your roofing business.
Ready to ditch the chaos and embrace streamlined success? Let’s get started!
What is the Best CRM for Roofers?
Choosing the right CRM can feel overwhelming. There are so many options!
Don’t worry; we’ve researched for you.
Below, you’ll find our top picks for roofing CRMs.
Each offers unique features to help you to manage leads, projects, and customers like a pro.
Ready to find your perfect match?
1. Gohighlevel
GoHighLevel is an imposing platform.
It’s like a Swiss Army knife for your roofing business.
It offers CRM, marketing automation, lead generation, and website building all in one place.
The platform is designed for agencies and companies and is packed with powerful tools.
This means managing everything from the first contact to the final nail within one system. for roofers
Our Take
GoHighLevel is a solid choice for agencies and businesses that need a comprehensive marketing solution. The automation features are top-notch, and the white-labeling options are a big plus. However, the pricing may be a barrier for some, and the sheer number of features can feel overwhelming at first.
Key Benefits
- Automation powerhouse: GoHighLevel lets you automate pretty much anything, from email sequences to appointment scheduling. This frees up your time to focus on what matters most.
- White-label friendly: Want to offer these tools to your clients under your own brand? GoHighLevel makes it easy with white-labeling options.
- Built-in courses and training: They have a ton of resources to help you learn the platform and get the most out of it.
Pricing
- Starter: $97/seat per month.
- Unlimited: $297/seat per month.
Pros
Cons
2. Keap
Keap is like a helpful sidekick for your hotel.
It’s a CRM and marketing tool in one. It helps you keep track of guests and talk to them better.
It can even automate tasks, so you have more time for other things.
Our Take
Keap is a fantastic option for small businesses to streamline their sales and marketing efforts. It’s user-friendly and packed with valuable features. However, it may not be best for larger companies with more complex needs.
Key Benefits
- Built-in email marketing: Send targeted emails to your audience.
- Easy-to-use automation: Automate tasks like sending follow-up messages and assigning leads.
- Sales pipeline management: Track your deals and identify opportunities.
- Ecommerce integrations: Connect Keap with your online store to manage orders and customers.
Pricing
Keap offers a free trial and a simple pricing structure to get you started.
- Starting at $249/month for 2 users and 1500 contacts.
Pros
Cons
3. Pipedrive
Pipedrive is a CRM that helps you sell more.
It’s like a visual map of your sales process. You can see where each potential guest is in their journey.
This helps you stay organized and close more deals.
Our Take
Pipedrive is a solid choice for sales-focused businesses. It’s user friendly, visually appealing, & packed with helpful features. The only reason it doesn’t get a perfect 10 is that the lower-priced plans have some limitations.
Key Benefits
- Laser focus on sales: Pipedrive is built to help you close more deals.
- Visual pipeline management: See exactly where each deal stands.
- Powerful automation: Automate tasks like sending emails and scheduling appointments.
- 24/7 support: Get help whenever you need it.
Pricing
Pipedrive offers a 14-day trial to test it before committing. Their paid plans start at $14.90 per user per month (billed annually). Here’s a quick look at what each plan offers:
- Essential: $14/seat per month.
- Advanced: $24/seat per month.
- Professional: $49/seat per month.
- Power: $59/seat per month.
- Enterprise: $79/seat per month.
Pros
Cons
4. ActiveCampaign
ActiveCampaign is the ultimate email marketing machine for your hotel.
It’s not just for sending emails, though. It helps you automate all kinds of tasks.
This means you can send the right message to the right guest at the right time. Pretty cool, right?
Our Take
ActiveCampaign is an excellent choice for businesses that want to leverage the true power of email marketing and automation. However, it may not be the best fit for beginners due to its complexity.
Key Benefits
- Advanced automation: Create complex workflows to nurture leads and automate tasks.
- Email marketing powerhouse: Send beautiful and effective email campaigns.
- Built-in CRM: Manage contacts and track interactions.
- Segmentation and personalization: Target specific groups of contacts with personalized messages.
Pricing
ActiveCampaign offers a 14-day free trial. Paid plans start at $29 monthly for up to 500 contacts and limited features. Here’s a look at their pricing tiers:
- Starter: $15/month for 1 user.
- Plus: $49/month for 1 user.
- Pro: $79/month for 3 user.
- Enterprise: $145/month for 5 user.
Pros
Cons
5. Instantly
Instantly helps you find new guests for your hotel. It’s like a detective for email addresses.
It helps you connect with people who might be interested in staying at your hotel.
Then, you can send them personalized messages to get them to book a room.
Our Take
Instantly is a valuable tool for businesses that want to ramp up their outreach efforts. However, it’s important to note that it’s primarily an outreach platform, not a complete CRM solution.
Key Benefits
- Multi-channel outreach: Connect with prospects through email, LinkedIn, Twitter, and more.
- Personalized messaging: Tailor your messages to each recipient.
- Automated follow-ups: Stay top-of-mind without lifting a finger.
- Detailed analytics: Track your progress and identify what’s working.
Pricing
- Growth: $30/month for 1000 Contacts.
- Hypergrowth: $77.6/month for 25,000 contacts.
- Light Speed: $286.3/month for 500000 emails.
- Custom: Contact them for pricing.
Pros
Cons
6. HubSpot
HubSpot is like the Swiss Army knife of hotel CRMs.
It does a little bit of everything. You can use it to keep track of guests, send emails, and even manage your social media.
It’s a popular choice because it has a free version.
So you can try it out before you commit to a paid plan.
Our Take
HubSpot is a powerful platform with many features, but you must consider your budget and needs before committing. It’s a good choice for businesses that want a comprehensive solution & are willing to invest in it.
Key Benefits
- Free CRM: Start with a free plan with basic CRM features.
- All-in-one platform: Access a marketing, sales, and service tools suite.
- Extensive community and resources: Benefit from a wealth of knowledge and support.
- Inbound marketing focus: Attract and engage leads with valuable content.
Pricing
- Free Tools: us$0 Free for up to 2 users.
- Marketing Hub Starter: $15/month/seat
- Starter Custom Platform: $15/month/seat
- Marketing Hub Professional: $800/month/seat
Pros
Cons
7. Freshsales CRM
Freshsales is a CRM that’s easy to use and understand.
It’s perfect if you’re new to CRM or want something simple.
It helps you keep track of all your guests in one place.
You can see their contact info, past stays, and any special requests.
This helps you give them a really personalized experience.
Our Take
Freshsales CRM is a solid choice for businesses prioritizing ease of use and affordability. It’s a great way to use CRM without a steep learning curve.
Key Benefits
- User-friendly interface: Easy to navigate and learn.
- Built-in phone and email: Connect with customers directly from the platform.
- AI-powered insights: Get helpful suggestions and predictions.
- Affordable pricing: Offers a free plan and competitive paid plans.
Pricing
Freshsales CRM has a free forever plan for up to three users. Paid plans start at $15/ user per month. Here’s a look at their pricing tiers:
- Free: Basic CRM features for small teams.
- Growth: $9/user per month
- Pro: $39/user per month
- Enterprise: $59/user per month
Pros
Cons
8. Monday CRM
While Monday.com is known for its project management capabilities, It also offers a robust CRM.
It’s highly visual and customizable, making it a good fit for businesses that want a flexible CRM.
For roofers, this means managing leads, tracking projects, and customizing the platform to fit their personal needs.
Our Take
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM. However, it may not be best for those with complex sales needs or large teams.
Key Benefits
- Visually appealing interface: Easy to navigate and understand.
- Flexible and customizable: Adapt the platform to your specific needs.
- Collaboration features: Work seamlessly with your team.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Free: $0/ 2 seats per month
- Basic: $9/ seat per month
- Standard: $12/seat per month
- Pro: $19/ seat per month
- Enterprise: Custom pricing.
Pros
Cons
9. Insightly
Insightly is a CRM that’s all about relationships.
It helps you keep track of everyone you work with, from guests to vendors.
It also has project management tools built in.
So you can use it to plan events or manage renovations.
It’s a good option if you want one system to manage everything.
Our Take
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Key Benefits
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Plus: $29/user per month
- Professional: $49/user per month
- Enterprise: $99/user per month
Pros
Cons
10. Capsule
Capsule CRM is a simple & easy-to-use CRM designed for small businesses.
It offers essential contact management, sales tracking, and task management features.
For roofers, this means keeping track of their leads, managing their sales pipeline, and staying organized.
Our Take
Capsule CRM is a solid choice for small businesses needing a simple and affordable way to manage contacts and track sales. It’s easy to learn and use, but may not be the best fit for businesses with complex sales processes or advanced automation needs.
Key Benefits
Capsule CRM is known for being easy to use and affordable. It offers a 30-day free trial.
- Contact Management: Organize all your customer details.
- Sales Pipeline: Track deals and opportunities.
- Tasks and Calendar: Stay organized with reminders and deadlines.
- Collaboration: Share contacts and deals with your team.
- Integrations: Connect with other business tools like Google Workspace.
Pricing
- Starter: $18/month for 30,000 Contacts
- Growth: $36/month for 60,000 Contacts.
- Advanced: $54/month for 120,000 Contacts.
- Ultimate: $72/mo For 240,000 Contacts, Custom Training.
Pros
Cons
11. Clickfunnels
ClickFunnels is focused on building sales funnels.
It helps you create landing pages, automate email follow-ups, and guide customers through sales.
While not a full-fledged CRM, it’s a valuable tool for startups prioritizing sales and marketing automation.
Our Take
ClickFunnels is a user-friendly platform for building sales funnels. It’s a good option for beginners. However, it can be expensive and lacks advanced customization.
Key Benefits
ClickFunnels focuses on building high-converting sales funnels. It offers a 14-day free trial.
- Drag-and-Drop Builder: Easily create landing pages and funnels.
- Templates: Choose from pre-designed templates.
- A/B Testing: Test different versions of your funnels.
- Email Marketing: Integrate with email marketing platforms.
- Membership Sites: Create membership sites.
Pricing
- Startup: $81/month for 3 Brand workspaces, 3 Team Members, Unlimited Funnels, and Unlimited Courses.
- Pro: $248/month for 10 Brand workspaces, 10 Team Members, unlimited Funnels, and Unlimited Courses.
Pros
Cons
What to Look for When Buying the Best CRM for Roofers?
- Roofing-Specific Features: Does the CRM offer features tailored to roofing businesses, like project management, estimating tools, or integration with roofing software?
- Scalability: Can the CRM grow with your business? Consider future needs.
- Integrations: Does it integrate with other tools you use, like accounting software or email marketing platforms?
- Mobile Access: Can you access the CRM from your phone or tablet? It’s crucial for roofers on the go.
- Training & Support: Does the vendor offer adequate training and support?
- Customization: Can you customize the CRM to fit your specific workflows?
- Reporting: Does it offer robust reporting features to track key metrics?
How Can the Best CRM for Roofers Benefit You?
A good CRM is like a central command center for your roofing business.
It organizes everything – leads, projects, customer info – in one place.
Think less paperwork, more closed deals.
You can track every interaction, personalize your follow-ups, and keep projects on schedule.
This means happier customers and a smoother operation.
Imagine knowing exactly where every lead stands, from initial contact to signed contract.
It helps you stay organized, prioritize tasks, & ensure nothing falls through the cracks.
It also provides valuable insights into your business performance, helping you identify what’s working and what’s not.
Ultimately, a CRM helps you grow your roofing business by making you more efficient and customer-focused.
Buyers Guide
We wanted to find the best CRM for roofers, just like you. So we did some digging!
Here’s how we found the best options for you:
- Checked out the CRMs: We looked closely at each CRM. We checked their features, prices, and what people said about them online. We looked for things that would help roofers, like tools for managing projects and estimates.
- We listened to other roofers: We read reviews from other roofers to learn what they liked and didn’t like. This helped us determine which CRMs were the most helpful.
- We talked to the pros: We spoke to people who know much about roofing. They helped us understand what a CRM for a roofing business should include.
- Searched for keywords: We looked at roofers’ words and phrases when searching for a CRM.
Wrapping Up
That’s a wrap! We’ve explored some of the best CRM options for roofers.
Remember, the best CRM for roofing is the one that fits your business needs.
Think about what’s important to you. Do you need something simple and affordable?
Or do you need a CRM with powerful automation and lots of features?
We’ve given you the information to help you make a wise choice.
It’s time to take your roofing business to the next level!
Choose the right CRM and watch your sales soar. Need more help with roofing sales?
Check out our other articles on roofer CRM, the best roofing and roofing software.
We also have an updated April guide on managing a field sales team and optimizing sales using roofing apps.
Frequently Asked Questions
What is the best all-in-one roofing CRM?
For an all-in-one roofing solution, GoHighLevel is a strong contender. It combines CRM, marketing automation, lead generation, and website building in one platform. This makes it a powerful tool for managing your entire roofing business.
Which quality roofing CRM is best for my business?
The best for your business depends on your specific needs and budget. Consider factors like the size of your own team, the features your CRM needs, and your budget. If you’re unsure, many CRMs offer free trials, so you can test them before committing.
What are some popular CRM platforms for roofing companies?
Some popular CRM platforms include HubSpot, Salesforce, Zoho, and Pipedrive. These platforms offer a big range of features and are suitable for roofing companies of all sizes. However, they may not be tailored specifically for the roofing industry.
Is there a free CRM available for roofers?
Yes, HubSpot offers a free CRM to users. While it has limitations, it’s a good option for small roofing businesses with basic needs. Consider another software program designed specifically for roofers if you require more specific features.
How can I use custom reports that only include the needed data in my roofing CRM?
Many CRMs offer customizable reporting features. These allow you to track the metrics most important to your roofing sales and gain valuable insights into your performance. Look for a CRM that offers flexible reporting options, allowing you to generate custom reports that only include the needed data.
