How to choose the Best Roofing CRM

Are you looking for a simple and easy-to-use roofing CRM for remodelers, contractors, and roofers? If you are a contractor, you need more than just a basic CRM. It would help if you had a dynamic tool that would allow you to manage tasks seamlessly.

Here are five simple steps to help you choose the best roofing CRM for your business.

Step 1: Where should you look for a CRM?

Before you search the web, you should check what CRM your competitors use. You may even call their customer support number to inquire about it.

You can also ask industry peers for recommendations. Once you have this information, investigate each CRM on your list and compare its features, strengths, and weaknesses.

Step 2: Identify your business needs

Each contractor has a different set of needs. You will need tools that will help you better manage your projects. On average, a contractor must use at least five different CRM features.

You’ll need tools for:

  • Project management
  • Bidding, sales, and collections
  • Customer communication
  • Site management and processing tools
  • Marketing and customer retention tools

Identify your needs and make a list. And then, you look at the offerings of different CRM platforms to find which one matches your needs.

Choose the Best Roofing CRM

Step 3: Match the features with your needs

Here is a rather comprehensive list of elements in a CRM for roofers. Match your needs with the available features offered by each CRM:

  • Photo capture
  • Safety inspection tool
  • Areal measurements
  • Workflow management
  • Quotes and estimates tool
  • Lead management tool
  • Mobile App
  • Web Form Capture
  • Appointment Calendar
  • Job Calendar
  • Performance dashboards
  • Real-time reporting
  • Bid management
  • Pricing Tool
  • Costing feature
  • Billing and invoicing
  • Change orders
  • Building requirements database/tool
  • Task management
  • Work hour tracking (for your onsite crew)
  • Insurance tracking
  • Sub-contractor database
  • Sales pipeline management
  • Project management tool
  • Contract management
  • Client tracking

Step 4: Number of features

Do you need to have all of these features? The simple answer is yes. Here’s the reason why we make this recommendation.

Your CRM should be a tool for managing everything from the customer’s side of the deal to operations. Some of the tools, like bid management and sales pipeline, will help market your business.

The project management and reporting features allow you to report directly to your current clients so you can update them in real time. The same project management features are also useful to you to monitor the progress of your work.

The cost feature and related features will only be accessible to your onsite crew. They will help them manage their tasks better, allow you to monitor their work’s progress, and promptly provide whatever materials or workforce may be needed.

Step 5: Consider Scalability

Consider the scalability of your CRM. You won’t need all of those features if you’re currently operating a small enterprise. However, you should be able to incorporate tools for managing multiple crews and projects in the future.

Step 6: Other Considerations

Check out the trial demos if there are any. Make sure to give the CRM a test run. You should also consider the pricing plans. However, remember that you should be looking for a platform that is competitively priced and has all the features that you need.

Compare at least three CRMs for roofers. Use the tips provided above to help you sift through the options. You can start by checking out our recommended roofing CRM platform.

Sarah Williams
Sarah Williams is a blogger and writer who expresses her ideas and thoughts through her writings. She loves to get engaged with the readers who are seeking informative content on various niches over the internet. She is a featured blogger at various high authority blogs and magazines in which she shared her research and experience with the vast online community.


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