Generate More Roofing Leads With Tools For Canvassing, Digital Marketing, & Referrals!

The lifeblood of a roofing business is your ability to produce new prospects and turn those leads into sales.  No matter how you market, Sunbase has you covered with the right functionality to make the job easier and more efficient.  Funnel all your leads into one customer relationship management program that lets you stay organized and keeps opportunities visible so you don't miss sales as a result of missing systems and processes.  Keeping everything is one system, prevents losing records and potential new roof contracts.

Communicate With Roofing Leads Via Email, SMS, Or Phone & Easily Trigger Drip Campaigns Based Off Outcomes.

When prospects come into the Roofing CRM, it's important to immediately reach out to them and begin efforts to progress the sales to an appointment, quote, and eventually a contract.  Setup automation that is triggered when leads register from your website or are entered.  With workflows, we can have the system send out communications on your behalf quickly, allowing your sales reps to focus on higher dollar producing activities like appointments, issuing proposals, and closing more deals.

Lead Routing & Assignments With More Robust Distribution Systems That Use Round Robins, Territories, and Weighted Models.

If you're generating a steady flow of new potential roofing customers, getting leads to your sales reps in a timely manner can begin to become a challenge.  Using our roofing CRM's lead assignment functionality, you can create a round robin and choose participants, assigning weighted amounts for who should get the most leads, and even disburse them based off assigned territories.  Our goal is to improve the speed of how fast your reps are able to reach out to contacts, which directly improves conversion rates of leads to appointments.

Sales Management Leveraging Pipeline Segmentation For Better Performance Tracking & Automated Data Collection!

How data-driven is your sales process?  What isn't inspect, will never be respected!  If you're not tracking your numbers and able to figure out what is working and more importantly not working, your wasting time and money.  Using sales stages, we're able to track and use performance metrics to optimize sales processes more efficiently to increase conversions by knowing the numbers.  Automate data collection and utilize roofing pipeline dashboards to keep records accurate and actionable data with real-time reporting. 

Better Reporting Results In Knowing Your Team's Performance So You Can Adjust & Train Your Roofing Company To Grow Faster!

A major challenge for most businesses who aren't using a industry specific CRM design for roofers is they are forced to attempt to collect and track performance data manually.  Inevitably, this approach  always fails because someone will get busy, sick, or something else and they won't be able to consistently manage the reporting aspects.  Contrarily, a byproduct of using software, is automated data capture and the ease of access to it in real-time, so you can determine how things are going. We understand roofing companies and know which key performance indicators/metrics are necessary so you can grow faster, with less effort, and make more money!