Shopping for software can be confusing. Every sales representative promises that their tool is 'all-in-one'. Use this 10-point checklist to evaluate software before spending a dollar.
The 10 Must-Have Roofer CRM Features
- →1. 60-second automated missed call text back
- →2. Multi-touch estimate follow-up automation (SMS + Email)
- →3. Flat-rate pricing with unlimited team seats
- →4. 1-tap post-install Google review request engine
- →5. Visual drag-and-drop sales pipeline with stage triggers
- →6. Native mobile app for sales reps and canvassers
- →7. Call tracking and multi-channel marketing attribution
- →8. Integrated 2-way SMS text conversation inbox
- →9. Automated inspection appointment SMS reminders
- →10. Ability to export full contact data anytime without penalty
Read our full breakdown comparing AccuLynx alternatives and JobNimbus alternatives to make the right choice.