Mastering CRM: Unlocking growth for your roofing business

By Centerpoint Connect.

The right CRM can revolutionize how roofing contractors manage projects, connect with clients and scale their businesses.

In today’s competitive roofing industry, success hinges on more than just skilled craftsmanship — it’s about how effectively you manage your operations and relationships. That’s where Centerpoint Connect comes in, offering expert guidance to help roofing contractors navigate the complexities of choosing the right CRM (Customer Relationship Management) system. A roofing-specific CRM can streamline workflows, enhance customer connections and drive growth, but finding the perfect fit for your unique business can feel daunting. This guide will help you cut through the noise and make an informed decision that sets your roofing business up for success.

Why choose a roofing-specific CRM?

Generic CRM solutions are widely available, but they often lack the roofing specific features as well as a foundation that a roofing business needs to thrive. The standard structure of a CRM is organizations to track companies you do business with and contacts to track who you’re quoting work to. The challenge most contractors have with this is it doesn't work well when you visit the same property more than one time. Roofing contractors ideally want to track properties in their CRM and within a property have all of the points of contact, all of the quotes, warranties, service history, projects, action items, etc. A CRM is thought to serve as the main hub or in simple terms, your book of business and then it should extend into the various workflows to support your business.

Key questions to consider when looking at a CRM

When evaluating different roofing CRMs, consider the following essential questions:

• Data – The data you collect is yours and can you access it when you need it?

• Hierarchy – Does the data structure support my business model? Depending on if you’re commercial or residential, that can immediately disqualify the majority of the solutions out there.

• Workflows – Are there supporting workflows available that support my business – or do I have to conform to the software? From obtaining a new lead to  

• Coverage – How much of the business do we expect the roofing CRM to cover? This can range from simple contact management all the way up to a full suite of tools.

• Accessibility – Can you take the software out into the field and be able to utilize it in real-time. Is it roofer friendly?

Roofing is unique!

While there are commonalities across the industry, roofing is a fairly niche trade which makes it difficult to use general CRM or trade software. Roofing contractors want to be able to get on and off roofs, gather their findings, generate a client facing deliverable and sell the job. Roofing specific CRM’s help this process and while some better than others. Let’s separate the needs of commercial roofing contractors from residential and expand.

Original article and photo source: Centerpoint Connect