8 must-have features for your roofing CRM software

By Dani Sheehan. 

Improve your everyday operations and stay competitive in the market when you have the right software at your disposal. 

Your roofing CRM is software that provides business management and job optimization support to improve your customer relationships, sales goals, company communication, production and more. If you are looking to invest in roofing CRM software for your business, it can be overwhelming to sort through the many options, features and costs available to transform your workflow. In this comprehensive guide, Leap has put together everything you need to know to get the most from your investment.  

According to their experts, here are some of the best roofing CRM features to consider: 

1. Roofing estimate and contract creation: Create accurate estimates with built-in safeguards to prevent errors. Easily convert your estimates into contracts to speed up the sales process and enhance your professionalism. 
2. Project management: Track and manage every stage of the project, from scheduling crews to weekly progress monitoring to ensure efficiency and prevent unexpected costs or delays. 
3. Invoice creation and payment collection: Streamline your invoice and payment collection processes, enabling faster transactions and providing flexibility for homeowners to easily make payments. 
4. Roofing software integrations: Integrate with other resources like measurement tools, suppliers, manufacturers, sales tools and financing solutions to improve your company’s efficiency and productivity. 
5. Lead management: Automate lead intake processes to ensure no opportunity is missed and improve your sales performance and profitability. 
6. Roofing material ordering: Connect directly with preferred suppliers to order materials within the CRM, reducing delays and errors in material procurement. 
7. Subcontractor management: Facilitate collaboration and communication with subcontractors, ensuring projects stay on track and protecting sensitive project data and customer information. 
8. Customer portal: Provide homeowners with a customizable portal to access project details, enhancing transparency, trust and overall customer satisfaction.  

Make sure that your roofing CRM software provides the tools necessary to streamline your operations, enhance your customers’ experience and help you drive your business growth.  

Read Leap’s ultimate guide to transform your workflow and gain a competitive edge.