Roofing CRM Software Built for Contractors
Manage leads, track projects, automate follow-ups, and close more deals with an all-in-one Roofing CRM software

Trust Sunbase to Transform Your Roofing Sales Process
72%
Improved Lead Conversion
Turn more leads into paying customers with automation
61%
Faster Project Completion
Keep every project on track and reduce delays.
48%
Reduction in Admin Time
Automate repetitive tasks and focus on selling.
41%
Increase in Close Rates
Automate follow-ups to close more deals.
Essential Tools to Simplify Your Roofing Business Workflow
Centralized Lead Management
Capture, organize, and prioritize leads from multiple sources web forms, referrals, phone calls - all in one place.
Accurate Roofing Estimates
Generate precise estimates quickly with customizable templates, cost calculators, and automated measurements.
Digital Roofing Proposals
Create professional, branded proposals with clear breakdowns. Send, track, and get e-signatures without the paperwork.
Automated Follow-Up System
Never miss a follow-up with automated reminders, email sequences, and SMS updates, ensuring no leads missed.
Project Management & Scheduling
Keep every project on track from initial inspection to final invoice. Manage tasks, timelines, and teams with ease.
Document & Attachment Management
Store photos, contracts, permits, and inspection reports directly within each project for quick access.
Financial Management & Invoicing
Generate invoices, track payments effortlessly. Integrate with accounting tools for real-time financial insights.
Roofing Customer Database
Maintain a complete history of every customer, including communications, project history, and service preferences.
Why Choose Sunbase Roofing CRM?
All-in-One Roofing Management
Manage leads, projects, and teams from a single dashboard.
Faster Sales Cycles
Automated follow-ups and digital proposals for quicker closes.
Scalable Growth
Flexible workflows for businesses of all sizes.

The All-In-One Tool Every Roofing Contractor Needs to Succeed
Improve Team Productivity
Keep your field and office teams connected with real-time updates and mobile access.
Gain Complete Visibility
Track every roofing project stage, manage resources, inventory, and reduce costly delays.
Improve Team Productivity
Keep your field and office teams connected with real-time updates and mobile access.
Increase Profit Margins
Minimize errors, reduce overhead, and optimize your sales process for better profits.
Without Sunbase Roofing CRM
- Leads scattered across spreadsheets, notebooks
- Missed follow-ups and lost sales opportunities
- Paper-based contracts slowing down the sales
- Manual task management, increasing admin time
- Office-dependent updates, causing delays
With Sunbase Roofing CRM
- Centralized lead management for fast follow-ups
- Automated reminders and follow-up sequences
- Digital proposals with e-signatures
- Customizable workflows and automation
- Mobile access to project data from anywhere
Simple & Powerful Features for Roofing Success
Quick Lead Capture
Instantly capture leads from web forms, phone calls, and canvassing, all synced to your CRM.
One-Click Follow-Ups
Automate follow-ups with personalized emails and SMS reminders.
Job Photo Uploads
Attach before and after photos directly to job records for clear documentation
Digital Contracts & E-Signs
Send, track, and get contracts signed without the paperwork hassle.
Automated Task Reminders
Receive instant alerts for new leads entered on your website.
Real-Time Job Board
Keep your team and clients in the loop with instant project updates.
Smart Route Optimization
Maximize canvassing efficiency with optimized routes for sales reps.
Simple Invoice Management
Generate and send invoices with a few clicks, keeping cash flow steady.
Documents Management
Securely store permits, contracts, and inspection reports in one place.