Features To Look For In A Roofing CRM

A robust CRM benefits your team and your customers. It empowers you to communicate more clearly and work more efficiently, all while cutting costs and saving resources.

Every CRM offers a unique set of tools, and you should look for the one that’s the best fit for your business structure and needs. For most roofing contractors, these are the most critical features to look for in CRM software:

   
• Customer Profiles: To best serve your customers, you must understand them. Your roofing CRM should include profiles that go beyond email addresses and phone numbers to describe your existing or ideal customers.
   
• Lead Tracking: Prevent leads from leaving your sales pipeline with a tracking system that follows them through every stage. This helps your sales reps nurture relationships, track net sales per lead issued (NSLI), and ultimately increase roofing sales.
   
• Automated Segmented Email & SMS: An effective CRM solution can automatically send messages to leads and customers to keep them engaged with your business, improve satisfaction, and close more deals. Automated emails and text messages save time and increase personalization, so you don’t waste effort on unnecessary phone calls.
   
• Job/Task Scheduling: Coordinating your sales and production teams with a job and task scheduling system prevents bottlenecks and helps avoid delays. Look for roofing CRM software with simple, straightforward scheduling tools and detailed calendar information.
   
• Project Management: A good CRM solution will allow you to streamline and oversee every aspect of your roofing projects, from customer estimates to work orders. Look for comprehensive roofer-specific project management features, such as tools for capturing accurate roof measurements.
   
• Materials & Inventory Tracking: With the right CRM software, you’ll always know what materials you have on hand, avoiding the nasty surprise of needing to order new supplies. Scheduled materials assignment reporting prevents unnecessary disruptions that frustrate your customers and your team.
   
• Estimating, Billing & Invoicing: Your roofing CRM should make it easy to create estimates, send invoices, and collect payments from customers. Find an option that allows for multiple payment types to accommodate as many preferences as possible.
   
• Digital Signatures: There’s no need to worry about printing, mailing, and receiving documents when your CRM can collect digital signatures. This added convenience for your customers also streamlines and speeds up your processes.
   
• Data & Analytics Reporting: Say goodbye to manual data entry and exhausting analysis with CRM software that does the heavy lifting for you. Rely on detailed reporting dashboards to dig deep into your KPIs to enhance your operational performance and the efficiency of your workflows.
   
• Mobile App/Cloud-Based Software: Your CRM shouldn’t be tethered to a single device. Look for cloud-based software with iOS and Android apps for mobile devices, so you can manage your operations even when you’re at a job site.
   
• Integrations: Your CRM is just one of the management tools that keep your business running. Create a seamless tech stack by selecting software that integrates with your other applications and automatically moves information, such as aerial measurements, into your estimates and roofing project plans.

Builder Prime offers all these features, including out-of-the-box integrations with popular contracting apps like QuickBooks, Outlook, HomeAdvisor/Angie, and more. Plus, we offer additional functionalities that other providers don’t, giving business owners a comprehensive solution to all their management problems.

That’s why Builder Prime isn’t just the best CRM software for roofing contractors – it’s the all-in-one solution you need to grow your roofing business. Request your demo today!

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