Roofing CRM that catches the insurance-supplement lead.
Built for roofers: storm-event triage, claim photo upload, supplement workflow, and automated 5-star review requests after every closed job.
The same problems show up across roofing companies.
$20K replacement quotes lost in a salesperson's text thread
Insurance-claim photos scattered across 4 phones
Review requests sent manually (which means never)
No way to triage 60 storm-event leads in 24 hours
Every roofing crm engagement ships with:
Storm-event triage
Tag and prioritize leads by storm date, ZIP, damage type, insurance carrier. Surge mode handles 100+ leads/day without dropping any.
Insurance-claim workflow
Photo upload from crew + customer, supplement document tracking, Xactimate export, public-adjuster handoff.
Automated review engine
Job completion triggers SMS + email review request. 4-5 star routes to GBP, 1-3 star routes to private feedback first.
Sales pipeline
Quote → measure → sign → schedule → invoice. Each stage has SLAs and auto-nudges so $20K+ quotes don't sit.
Crew dispatch
Job assignments to phones, photo capture, customer-facing job status, GPS-verified arrival.
Bundled with website
Not a standalone CRM — comes free with every RapidLocal roofing website. Same monthly bill, no Zapier required.
From $99/mo. Everything bundled.
Website, CRM, sales automation, scheduling, and analytics — one flat price, no per-seat fees. Roofing pages, SEO, and lead routing are included on every plan.
CRM for roofing — FAQ
Is the CRM extra?
No — bundled with every roofing website we build. Same monthly bill.
How does it compare to JobNimbus / AccuLynx / Roofr?
Those are great if you already pay for them. Ours is bundled with the site so most clients drop the standalone CRM at renewal. We also integrate with the big three if you want to keep them.
Does it handle insurance supplements?
Yes — supplement document tracking, Xactimate export, photo evidence storage tied to each claim.
Multi-user / crew accounts?
Yes — unlimited users, role-based permissions, sales vs production vs office.
QuickBooks integration?
Yes — invoices, payments, and customer sync to QBO.
Mobile app for crews?
Yes — mobile-first web app (no install required) for photo upload, job status, GPS check-in.
Data export if we leave?
Yes — full CSV + photo archive export anytime, no questions.
Setup time?
Ships with the website — 14-21 day total launch including CRM, content migration, and team training.
Ready to own roofing crm in your metro?
One trade per city. 30-min call to scope.