included with Sunbasedata
all-in-one Roofing software
Captures & Manages Leads, Communications, Estimates/Bids, Contracts, Projects, Schedules, Billing & Customer Details..
Generate Leads & Get More Roofing Deals
Produce more roof leads and organize them all into a single software that simplifies customer relationship management through the full sales management process.
Create A Predictable Sales Process
Automate emails/text messages and tasks creation to ensure prospects are properly being communicated with and driven through your sales funnel and process.
Expand Your Database & Customer Referrals
As you turn more customers to raving fans, use our advanced referral generation tools to market to your database and get more leads and opportunities for roofing sales.
See Why 1000+ Professionals In Roofing & Other Industries Use SunbaseData For Their Customer Relationship Management Software..
About SunbaseData Solar Proposal Software
Roofing CRM software is changing the way roofers do business by simplifying day-to-day tasks.
Each year, new software applications emerge and make it faster, easier, or cheaper to perform different parts of a roofing business operations. These opportunities generally allow users to get more done, in a more efficient way, resulting in higher profit margins and growth.
One major hurdle of some roofing companies is adjusting from what’s worked for years, to more effective, but at times intimidating tech alternatives.
See How SunbaseData Helps Roofing Sales & Installation Companies Grow Faster!
Roofing CRM Features
Super-charge your sales management processes from initial lead capture from websites, providers, and in-field canvassing. As leads are pushed into the roofing CRM appointment setters and sales reps can be assigned leads and receive notifications via app, text, and/or email.
Roofing CRM For Leads, Estimates & Customer Info
Regardless if you’re in the office or out in the field bidding a job, have access to tools that make organizing prospect and customer details much easier. Keep your database managed effectively so you able to generate referrals and sales from it at will. Capture roofing specific details like pitch, squares, waste, and any others you want to use.
Specific Tools For Appointment Setters & Reps
We’ve put together a suite of tools that will help your appointment setting team determine valuable information remotely. From quick links to view available appointments per sales rep, addresses on a map, and even see the estimated value of the home. Write appointments directly to internal calendars, Outlook and Google Calendars.
Roofing Sales Boards
Configure our sales boards to match your exact sales stages. As new leads enter the CRM, they’ll appear and are easily able to be drags across the sales stages based on their progression. Additionally, users can set time limits for records and if there remain in a stage beyond that time, they’ll be flagged for review.
Take Photos & Upload Them Directly To Records
Using our mobile app, users can take photos and upload them directly to records so they can be included in forms, reports, and proposals. Save time and keep everything stored in one safe, accessible location.
Roofing Reports & Material Lists Builder
Order roofing reports directly through our EagleView integration, download reports, and store them with customer records. Download complete bill of materials list to be reviewed, approved, and sent directly to suppliers.
Upload fillable PDFs of your proposal/bid templates and we can auto-fill them instantly, complete with all information for the record. Don’t have a roofing proposal, we can help by providing you with access to available templates. Adjust bids based off target margins.
Offer Loan Program Options For Roofing Deals
Include financing options when creating estimates and proposals for roofing projects. Present available financing programs, fees, APRs, terms, and expected payments. Leveraging offering financing can help win sales that otherwise might be dead.
Auto-Fill & E-Sign
Roof Contracts & Paperwork
Eliminate the hassles of form & document management and take your business paperless. Upload your paperwork, let us map it, and then it can easily be selected, auto-filled, e-sign, and stored within that customer record.
Roofing Project Management Software
After you closed the sale, drive your project through the entire service/installation process. Deliver exceptional customer experiences by incorporating automated project status notifications updates via text, email, or through the client portal. Simplify your project operations with technology that does most of it for you.
Sales Dashboards & Leaderboards With KPI Reports
Keep your roofing sales reps focused and on pace towards meeting target production goals. Use data-driven management to identify sticking points, opportunities, and best practices so you sales team can dial in processes for obtaining the highest conversion rates.
Take your neighborhood lead generation and canvasser campaigns to a another level with productivity tools that make the tasks both faster and easier. With the app, users can pull up their GPS location on a map, and drop pins on homes to auto-capture the address and disposition the opportunity.
Upgrade your referral program and submissions by assigning each prospect and customer a unique sign up link to share that associates them with the referral. Allow contacts to submit referrals through the client portal and even track their progression to see if they become a client.
As you develop you prospect and customer database, you’ve got the tools to segment and market to different lists to produce more sales. Apply filtering to include the target group and send campaigns via SMS text or email with different offerings.
Is Not Having A Clearly Defined Sales System Impacting Roofing Sales?
Develop Specific Sales
Stop spraying and praying roof bids in hopes that prospects will say yes. Use proven processes to close more sales.
Manage & Optimize Sales Factors
Follow easy-to-understand data dashboards to see what is working and which factors need further adjustments.
Use Technolgy To Close More Roofing Deals
Empower your systems & sales reps with automation tools to deliver better results and interactions with prospects and customers.
Want To Know More About SunbaseData's Roofing CRM?
Read what other companies say about SunbaseData..
Once we got Sunbase in place, our sales team immediately experienced a jump in conversions just from the improved tracking. As we used it more, we saw patterns that showed us what gets the best results.
I’ve been in business for 25 years and always used paper, folders, and an office full of filing cabinets. It’s incredible that technology makes it where I can walk around with everything on my phone.
Finally having the right systems to keep everything managed has been a huge factor in our company’s success. I’ve personally seen my boss’s mood change from not carrying everything around with him all the time stressed out!