Roofing CRM Software — Contacts, Jobs & Sales Pipeline
Manage your entire roofing business from one dashboard. Contacts, properties, jobs, Kanban pipeline, proposals, invoices, documents, and team collaboration — built for roofers, not generic salespeople.
One Dashboard for Your Entire Business
Most roofers juggle spreadsheets, a generic CRM, a separate invoicing tool, and a stack of sticky notes. As a Harvard Business Review analysis highlights, the construction industry is ripe for technology disruption. The result of fragmented tools is missed follow-ups, lost leads, and zero visibility into pipeline health. Roof Visualizer Pro replaces all of it with a single dashboard built specifically for roofing companies.
The Command Center is where everything lives: contacts, properties, jobs, proposals, invoices, documents, calendar, and reports. Every visualization from the AI Visualizer is automatically linked to the right customer and job. Every lead from your website embed lands in the pipeline with full context.
No more switching between 5 apps to manage one roofing job.
Entity Hierarchy
The CRM is structured around how roofing businesses actually work. Every entity is connected so you always have full context:
Your company — branding, settings, billing, team management
Admins, managers, sales reps, estimators — each with role-based permissions
Full contact records with communication history, notes, and tags
Physical addresses linked to customers. A customer can have multiple properties (landlords, investors)
Roof replacement, repair, inspection — tracked on the Kanban pipeline from lead to completion
Proposals, invoices, work orders, change orders, certificates of completion — all linked to the job
Contact Management
Every customer gets a full record with everything your team needs to close the deal and deliver the job.
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Full contact records — Name, email, phone, address, tags, notes, and custom fields -
Property linking — A customer can own multiple properties. Each property has its own address, jobs, and history -
Communication history — Every call, text, email, and note is logged to the customer record -
Visualization gallery — Every render created for this customer is attached to their record -
Global search — Find any customer, property, or job in seconds with full-text search
Job Pipeline
Track every roofing job from first contact to final payment on a visual Kanban board. Drag and drop jobs between stages, see pipeline value at a glance, and never lose track of where a deal stands.
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Drag-and-drop Kanban — Move jobs between stages visually. See your entire pipeline at a glance -
Job-to-property linking — Every job is linked to a specific property, not just a customer name and a loose address -
Status tracking — New Lead, Appointment Set, Inspection, Proposal Sent, Signed, Pre-Production, In Progress, Completed, Invoiced, Paid -
Pipeline analytics — Total pipeline value, average deal size, conversion rates, and stage velocity
Key Features
Proposals & E-Sign
Build professional proposals with line items, visualizations, and dual e-signatures (contractor + homeowner). PDF generation and email delivery built-in.
Invoicing & Payments
Create invoices from proposals with one click. Stripe-powered online payment links. Partial payments and deposits supported.
Document Management
Work orders, change orders, certificates of completion — all generated from the same builder and linked to the job record.
Team Collaboration
Role-based permissions, job assignment, shared pipeline visibility. Everyone sees the same data, works from the same source of truth.
Global Search
Search across contacts, properties, jobs, and documents. Type a name, address, or phone number and find the record instantly.
Reports & Analytics
Pipeline reports, revenue tracking, P&L dashboards, and lead attribution. Know exactly where your business stands at any time.
Built-In Integrations
The CRM is not a standalone tool — it is the backbone that connects everything on the platform.
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AI Visualizer — Every render from the AI Visualizer is automatically linked to the customer and job -
Website Embed — Leads from your white-label embed land in the pipeline with visualization results attached -
Proposals & Invoicing — Generate proposals from jobs, convert proposals to invoices, track payments — all linked to the same record -
Weather & Canvassing — Storm tracking data overlays on your service area. Identify affected neighborhoods and create leads from the map -
Batch Visualizer — Batch results are linked to contacts and jobs for easy follow-up
Use Cases
Solo Contractors
Replace your spreadsheet and sticky notes with a real pipeline. Track every lead, every proposal, and every invoice from one screen. Know exactly what is open, what is pending, and what is paid.
Small Teams
Give your sales reps, estimators, and project managers a shared pipeline. Everyone sees the same contacts, jobs, and documents. No more lost handoffs between team members.
Multi-Location
Organization-level management with team seats and role-based permissions. Each location manages their own pipeline while leadership gets rollup analytics across the company.
Frequently Asked Questions
Is this a full CRM or just basic contact management?
Can I import my existing contacts?
How does the CRM connect to the visualizer?
Can multiple team members use the CRM?
Is there a mobile app?
Start Managing Your Roofing Business
7-day free trial with 30 visualizations. CRM, proposals, invoicing, and pipeline management included on every plan.
