If you’re in the roofing business, you know how competitive it is. There are probably a dozen (or more) companies vying for customers in your area. To stay competitive, you need a way to capture leads, save time in the prospecting process, and document every step in the sales process. That’s what a roofing CRM is for.
In this article, we’ll explain what roofing CRM software is, how it can benefit businesses like yours, specific features to look for, and the best seven platforms on the market in 2025.
What’s A Roofing CRM?
A CRM for roofing companies is a customer relationship management tool that helps roofers track leads, communicate with prospects, drive revenue, and optimize roofing sales.
There are many CRMs on the market, but most have a lot of features that roofing contractors don’t need. The best roofing CRMs can help you close more jobs than ever before, and manage your reps in an effective way that inspires retention.
The Benefits Of Using A Roofing CRM
Here’s how a CRM helps roofing contractors and roofing businesses:
Automate Sales And Marketing
Every company wants to be more productive. Automation is one of the easiest ways to make it a reality. Once you invest in a quality CRM, your reps will be able to automatically log prospect details, pinpoint their best leads, and send personalized emails and texts.
Manage And Nurture Leads
Where are your leads in the sales pipeline? A roofing CRM will help you answer that question. When you do, your reps will know exactly which prospects to focus on. (Hint: the ones that are most likely to buy right now.) Trust us. Your close rate will explode at this point.
Encourage Team Collaboration
Internal communication is a common issue in the roofing industry. A roofing CRM will help reps talk to each other, not just their prospects. This kind of tool will also keep sales, marketing, and customer service teams on the same page. How? Everyone has access to the same data and notes.
Promote Rep Accountability
As a sales manager, you’re constantly wondering, “What are my reps doing? Are they spending their time wisely? How close are each of them to reaching quota?” A roofing CRM will help you understand what your reps do on a daily basis by showing you individual activity logs, notes, etc. Knowing you can view their actions will keep your reps accountable.
Get Activity And Performance Insights
Is your sales strategy working? You won’t know until you look at the numbers, which you can easily access inside a roofing CRM. Always know which actions your reps take and the results achieved. Then use this information to evaluate performance and update strategies. Even better, tools like SPOTIO will allow you to generate custom reports that only include the KPIs and metrics you care about. This makes the reporting process much easier.
7 Essential CRM Features Every Roofing Team Needs
Before we start comparing specific solutions, let’s break down the features that set the best roofing CRMs apart:
1. Activity Management
Choose a CRM that tracks in-person visits, phone calls made, emails and text messages sent, etc. Bonus points if the tool reports on these things via easy-to-read dashboards.
Access to this information will help you determine why underperformance occurs. Are your reps slacking? Do they need better roofing sales training? Does your sales strategy need adjustment?
2. Sales Task Automation
Don’t let your reps get bogged down with tedious data entry tasks.
Choose a CRM that automatically logs information related to prospect interactions. Some roofing apps can automate email and text message campaigns, too, which is a great way to boost productivity.
3. Customer Mapping
You work in the roofing industry, which means you probably manage a field sales team. Make sure the CRM you choose includes customer mapping features. This will make it way easier for your reps to pinpoint buy-now leads, plan efficient sales routes, identify new areas to target, and otherwise manage multiple locations and territories effectively.
4. Canvassing And Appointment Setting
Does your sales staff include canvassers and closers? If so, you definitely want to make sure your roofing CRM software has canvasser-specific features. This will allow them to capture data easily, take notes, and schedule appointments.
Apps like SPOTIO take things to the next level by allowing users to pass all of this information to closers with ease. That way, the transition doesn’t lead to lost sales.
5. Multi-Channel Communications
If your reps don’t use the phone, emails, and text messages to communicate with leads, they’re definitely behind the times.
Make sure your CRM allows for these kinds of conversations. Ideally, the tool you choose will both facilitate multi-channel communication and help you track it. That way, you can use the data the app collects to evaluate reps and coach them to greater success in the future.
6. Reporting And Analytics
You can’t manage roofing company sales without data. That’s why your CRM of choice needs to have a robust reporting and analytics dashboard. Preferably one that tracks key metrics like rep activity and average deal size.
If the CRM you invest in allows for customized reports, even better. This will give you complete control over the reporting process, likely leading to better tactics and more sales.
7. Integrations
Choose a CRM that integrates with your other essential software. Everything from email marketing to sales enablement to document management and distribution tools should count.
7 Best Roofing CRM Platforms In 2025
In the list below, we’ll take a close look at user ratings and key features so you can more confidently select the right solution for your business.
1. SPOTIO
SPOTIO is the leading all-in-one platform for field sales teams, proven to boost rep productivity by an average of 46%. With numerous integrations, SPOTIO connects seamlessly to roofing-specific software and major CRM platforms—including AccuLynx, HubSpot, and JobNimbus—so your team can sync leads, automate workflows, and eliminate double data entry.
Best for:High-growth field sales teams needing a comprehensive solution
G2 rating: 4.5/5 stars
Key Features:
- Target high-quality prospects with SPOTIO Sales Intelligence. Filter leads with 200+ data points to identify homeowners needing roofing services now.
- Map prospects and customers, cut territories, and color-code pins to visualize performance on desktop or mobile.
- Plan efficient routes to reduce windshield time and maximize field productivity.
- Capture data automatically while canvassing, set appointments in the field, and hand off leads to closers in real time.
- Build multi-channel communication sequences with automated email, text, and call reminders.
- Monitor rep activity—see travel histories, calls, emails, texts, and individual sales performance.
- Create custom reports focused on your most important KPIs, with options to save and automate recurring reports.
SPOTIO’s direct integration with AccuLynx allows automatic lead transfer, real-time job milestone syncing, and centralized tracking—giving roofing companies end-to-end visibility and control over their sales pipeline
Discover how HomePro overcame rapid growth challenges and transformed their sales process with SPOTIO.
2. AccuLynx
AccuLynx is purpose-built for roofing contractors, streamlining every stage of the job lifecycle from lead capture to final invoice. Its robust, cloud-based platform centralizes sales, production, and financial management—empowering teams to work smarter, close deals faster, and deliver a seamless customer experience.
Best for: Roofing contractors seeking an all-in-one tool to centralize sales, production, and financial operations.
G2 rating: 4.4/5 stars
Key Features
- Manage leads, communicate with prospects, store documents, and send contracts with e-signature, all within the AccuLynx CRM.
- Track job details, upload and annotate photos, and manage material orders directly from the job file.
- Collaborate with team members through in-app messaging and a live activity feed, ensuring everyone stays informed in real time.
- Automate notifications via email and text to keep teams, adjusters, and customers updated at every project milestone.
- Build estimates in seconds using aerial measurements and pre-built templates, then convert them to proposals with a single click.
- Streamline invoicing, payment processing, and commission tracking with integrated tools like AccuPay and QuickBooks sync.
- Offer customers on-the-spot financing with AccuFi, providing instant access to multiple loan options and tracking application status within the platform..
- Schedule crews, deliveries, and inspections using shared calendars and customizable workflow checklists for total production visibility.
- Empower customers with a self-service portal for document sharing, payments, and project updates—minimizing repetitive admin tasks.
AccuLynx’s deep integrations with industry leaders—such as ABC Supply, EagleView, and QuickBooks—eliminate double entry and keep your entire operation connected. Thousands of contractors trust AccuLynx to simplify complex workflows and maximize revenue on every roofing job.
SPOTIO + AccuLynx Integration
SPOTIO offers a direct, no-code integration with AccuLynx, purpose-built to streamline lead management for roofing contractors. Once connected, leads, documents, and photos captured in the field with SPOTIO are automatically synced to AccuLynx—eliminating double data entry and ensuring every opportunity is tracked from first touch to close. Key features include:
- Effortless Lead Sync: Instantly transfer leads and associated files from SPOTIO to AccuLynx, so your sales pipeline stays up to date without manual imports.
- Custom Triggers: Control exactly when and how leads are pushed from SPOTIO to AccuLynx using configurable triggers based on lead stage or activity, ensuring only qualified opportunities flow into your CRM.
- Lead Source Tracking: Automatically tag SPOTIO as the lead source in AccuLynx for clear attribution and ROI reporting.
- Real-Time Job Milestones: As jobs progress in AccuLynx, milestone updates can be reflected back in SPOTIO, keeping field reps aligned and informed.
- Field Mapping: Map customer details, sales rep assignments, appointment dates, insurance info, and custom fields between platforms for seamless data transfer.
- Assignment Automation: Assign incoming SPOTIO leads to the right team members within AccuLynx, minimizing errors and speeding up response times.
This integration empowers roofing teams to work faster, avoid missed opportunities, and maintain a single source of truth—maximizing productivity from canvassing to contract
3. HubSpot
HubSpot is one of the most popular general-purpose marketing and sales platforms in the world. HubSpot offers a free, albeit limited, CRM that might be a good fit for small roofing businesses. Additional features are available by upgrading to HubSpot Sales Hub.
Best for: Roofing companies on a budget
G2 rating: 4.4/5 stars
Key Features
- Add contacts manually or sync HubSpot to employee inboxes and form submissions to import contacts automatically.
- View your entire pipeline at a glance and use that information to forecast results and plan cash flow.
- Track various communications for each of your reps. See who they’re calling and emailing and whether those actions are generating positive results or not.
- Access sales analytics inside HubSpot, too. Build custom reports for different people—reps, company leaders, etc.—while enjoying strong data security.
4. iRoofing
Next up, iRoofing. This roofing software really excels as a project estimation tool, allowing users to run aerial measurements and sync measurements with material orders.
Best for: Mobile-first roof measurement and digital estimatings
G2 rating: 4.8/5 stars (based on just 3 reviews as of date of publication)
Key features:
- Build a customer database to track your current prospects, schedule appointments with them in the field, and oversee your roofing jobs.
- Visualize roofs via the in-app roof simulator. It works with multiple manufacturers, and you can order materials within the app.
- Measure roofs in minutes. Then easily turn these measurements into accurate project estimates based on the materials you need.
- Streamline your process by ordering materials from your supplier inside the iRoofing app. Doing so reduces errors and increases accuracy.
5. JobNimbus
More than 4,000 roofing companies use JobNimbus roofing software to organize leads, optimize sales, and streamline billing. It’s also one of the best roofing apps for integrated financing.
Best for: Workflow automation and project profitability tools.
G2 rating: 4.7/5 stars
Key features:
- Organize your leads so your reps always know who to talk to and when.
- Optimize sales by sending the right messages to leads at the right times.
- Manage projects from one location. Use the “Boards” feature, i.e., digital whiteboards, to see where sales, production, and cash flow stand.
- Streamline billing processes with automated payment collection features, the ability to track past-due invoices, and a handy QuickBooks integration.
6. Pipedrive
Pipedrive is best known for its pipeline visualization features, which make it easy to see sales processes at a glance. Users can also update deals with drag-and-drop functionality, which is handy.
Best for: Sales pipeline visualization
G2 rating: 4.3/5 stars
Key features:
- Visualize your sales process so that you always know what’s going on inside your department. Easily updated deals with the drag-and-drop interface.
- Use automation to streamline repetitive tasks, qualify new leads, schedule email sequences to send at predetermined intervals, and more.
- Allow the Pipedrive sales assistant to access your team’s past performance and send you real-time sales tips. Doing so could help you boost results.
- Generate customized sales reports to uncover fresh insights and highlight specific objectives. Track deals forecast future results, and more.
7. RoofSnap
RoofSnap is a specialized roofing CRM designed to streamline measurement, estimation, and project management for small to mid-sized roofing companies. Its intuitive platform leverages high-definition aerial, drone, and blueprint imagery to deliver precise roof measurements—eliminating the need for manual site visits and reducing costly errors.
Best for: Fast, accurate roof measurement and estimation
G2 rating: 5.0/5 stars (based on just two reviews at time of publication)
Key features:
- Instantly generate detailed, professional estimates and proposals using advanced measurement tools and customizable pricing templates.
- Order materials directly from the platform, integrating supplier data for seamless procurement and project planning.
- Collaborate with your team by sharing projects, tagged photos, and inspection notes, ensuring everyone stays aligned from initial measurement to contract signing.
- Use dynamic contracts with e-signature capability to close deals faster and improve client experience.
- Access RoofSnap from anywhere with mobile and web apps, allowing field teams to measure, estimate, and manage jobs on-site or remotely.
- Leverage the Sketch Ordering Service (SketchOS) for professional, on-demand roof measurement reports when you need extra support.
- Maintain consistent branding with customizable documents and proposals featuring your company’s logo.
Grow Your Roofing Business With SPOTIO
SPOTIO is more than just a roofing app: it’s your partner in driving sales growth. Built specifically for field sales teams, SPOTIO equips you to connect with more qualified leads, win more roofing projects, and streamline every stage of your sales process.
With territory mapping, real-time lead tracking, and seamless integrations—including AccuLynx—SPOTIO empowers your team to close more jobs with less wasted effort and scale your sales operation efficiently.
Ready to accelerate your growth? Request a SPOTIO demo and see how the right roofing CRM solution transforms your business.
