CRM for Roofers
The Field Guide

Resources for roofers
who want to grow.

Tactical articles on lead follow-up, storm chasing, estimate close rates, automation, and the unglamorous systems that separate seven-figure roofing companies from one-truck operations.

Featured

10 articles
Buyer's Guide7 min read

How to Choose the Best Roofing CRM Software

Picking the right CRM for your roofing company comes down to five questions most contractors skip. Here's the framework that actually works.

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Sales6 min read

7 Storm-Lead Follow-Up Mistakes Costing Roofers Thousands

Storm leads are different. The homeowner is stressed, the insurance clock is ticking, and three other roofers are texting them right now. Here's where most roofers bleed jobs.

By No Name
Sales7 min read

Why Roofing Estimates Don't Close (And How a CRM Fixes It)

Industry average estimate close rate is 25 to 35 percent. Top roofing companies hit 50 to 60. The gap isn't price — it's follow-through.

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Lead Gen8 min read

Door-Knocking vs. Digital: Modern Roofer Lead-Gen

Every roofing company has the door-knocking debate. The fastest-growing operations stopped picking sides — and started feeding both pipelines into one CRM.

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Automation7 min read

Automating Insurance Claim Follow-Ups for Roofers

Insurance work is a follow-up business. Most roofers lose insurance jobs not in the inspection — but in the silent stretch between the claim and the install.

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ROI6 min read

The Real ROI of a Roofing CRM in Year One

Sales pages promise 10x ROI. Reality is messier. Here's what year-one actually looks like for a roofing company that implements a CRM well.

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Automation5 min read

5 Automations Every Roofing Contractor Should Set Up Today

You don't need 50 automations. You need five that run flawlessly. Build these first, in this order, and ignore everything else until they're earning.

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Reputation6 min read

How to Get 100+ Google Reviews for Your Roofing Company

Google reviews drive 60 percent of map-pack visibility. Most roofers stuck under 20 reviews are making the same five mistakes — and all of them are fixable.

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Sales7 min read

Roofing Sales Pipeline Stages That Actually Convert

Most roofing pipelines have too many stages and not enough triggers. A pipeline isn't a graveyard for old leads — it's a forcing function for the next action.

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Comparison8 min read

CRM for Roofers vs. AccuLynx vs. JobNimbus

This is the question every roofing company asks at some point. The honest answer: they're not the same category — and most growing roofers eventually run two of them.

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