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

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Solar CRM

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

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Centralized Lead Management

Capture, organize, and prioritize leads from multiple sources web forms, referrals, phone calls - all in one place.

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Accurate Roofing Estimates

Generate precise estimates quickly with customizable templates, cost calculators, and automated measurements.

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Digital Roofing Proposals

Create professional, branded proposals with clear breakdowns. Send, track, and get e-signatures without the paperwork.

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Automated Follow-Up System

Never miss a follow-up with automated reminders, email sequences, and SMS updates, ensuring no leads missed.

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Project Management & Scheduling

Keep every project on track from initial inspection to final invoice. Manage tasks, timelines, and teams with ease.

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Document & Attachment Management

Store photos, contracts, permits, and inspection reports directly within each project for quick access.

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Financial Management & Invoicing

Generate invoices, track payments effortlessly. Integrate with accounting tools for real-time financial insights.

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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.

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Sunbase Roofing CRM Software

The All-In-One Tool Every Roofing Contractor Needs to Succeed

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Improve Team Productivity

Keep your field and office teams connected with real-time updates and mobile access.

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Gain Complete Visibility

Track every roofing project stage, manage resources, inventory, and reduce costly delays.

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Improve Team Productivity

Keep your field and office teams connected with real-time updates and mobile access.

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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

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Quick Lead Capture

Instantly capture leads from web forms, phone calls, and canvassing, all synced to your CRM.

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One-Click Follow-Ups

Automate follow-ups with personalized emails and SMS reminders.

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Job Photo Uploads

Attach before and after photos directly to job records for clear documentation

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Digital Contracts & E-Signs

Send, track, and get contracts signed without the paperwork hassle.

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Automated Task Reminders

Receive instant alerts for new leads entered on your website.

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Real-Time Job Board

Keep your team and clients in the loop with instant project updates.

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Smart Route Optimization

Maximize canvassing efficiency with optimized routes for sales reps.

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Simple Invoice Management

Generate and send invoices with a few clicks, keeping cash flow steady.

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Documents Management

Securely store permits, contracts, and inspection reports in one place.

Roofing CRM Questions Answered!

  • What is Roofing CRM Software and how can it benefit my roofing business?

    Roofing CRM Software is a comprehensive platform designed specifically for roofing contractors to manage leads, customers, and projects more effectively. By centralizing all essential functions, it helps streamline operations, improve efficiency, and drive growth. Roofing CRM Software ensures better organization, faster response times, and improved customer relationships, ultimately leading to increased sales and business expansion.

  • How does Roofing CRM Software improve lead management and generation?

    Roofing CRM Software enhances lead management and generation by capturing leads through integrated web forms on your website, automatically assigning them to sales reps based on predefined criteria such as territories or availability, and providing real-time notifications for instant follow-up. With features like automated follow-ups through email and SMS, the software keeps leads engaged throughout the sales process, ensuring no opportunity is missed.

  • Can Roofing CRM Software help with project management for roofing contractors?

    Absolutely. Roofing CRM Software offers robust project management tools tailored for the roofing industry. It allows you to organize tasks, track progress, and collaborate with team members and subcontractors. You can manage documents, schedule appointments, and integrate with calendars to ensure all projects are completed on time and within budget. The job board feature further helps in managing roofing projects, assigning tasks, and tracking progress efficiently.

  • How can Roofing CRM Software enhance communication with roofing clients?

    Roofing CRM Software enhances communication by enabling personalized interactions with your leads and customers through email, SMS, and phone calls. The system supports automated messaging, ensuring timely and consistent follow-ups. This improves customer satisfaction and conversion rates by maintaining continuous engagement and clear communication throughout the sales and project cycles.

  • What reporting and analytics features are available in Roofing CRM Software?

    Roofing CRM Software provides comprehensive reporting and analytics features that allow you to track key performance metrics and trends specific to the roofing industry. Customizable reports help you make informed decisions, optimize your sales processes, and identify areas for improvement. Real-time data collection and analysis enable you to monitor your business performance accurately and adjust strategies as needed.


  • Does Roofing CRM Software integrate with other roofing industry tools?

    Yes, Roofing CRM Software integrates seamlessly with other essential tools used in the roofing industry, including design software, financing platforms, project management tools, and more. This integration ensures a smooth workflow and improved collaboration across your organization, allowing you to manage all aspects of your roofing business from a single platform.

  • What automation features are included in Roofing CRM Software?

    Roofing CRM Software includes a range of automation features tailored for roofing contractors, such as automated lead follow-ups, task scheduling, and communication triggers based on predefined criteria. These features save time, reduce manual effort, and ensure no lead or task falls through the cracks, allowing your team to focus on high-value activities like closing deals and managing projects.

  • How does Roofing CRM Software manage job assignments and territory distribution?

    Roofing CRM Software offers robust job board and territory management features. Leads can be automatically assigned to sales reps based on territories, availability, or other criteria. The job board feature allows you to manage roofing projects, assign tasks, and track progress, ensuring all jobs are completed efficiently and within designated areas. This improves response times and conversion rates by ensuring leads are promptly and accurately assigned.



  • Is Roofing CRM Software mobile-friendly for roofing contractors?

    Yes, Roofing CRM Software is mobile-friendly, allowing you to access the system from anywhere. This ensures that you can manage leads, projects, and communications on the go, providing flexibility and convenience for busy roofing contractors. The mobile functionality ensures that you stay connected and productive, whether you’re in the office or on a job site.

  • Why should I choose Sunbase Roofing CRM over other CRM systems for my roofing business?

    Sunbase Roofing CRM is specifically designed for the roofing industry, offering features and integrations that address the unique challenges faced by roofing contractors. Its comprehensive suite of tools, ease of use, and ability to centralize operations make it an ideal choice for roofing businesses looking to streamline their processes and grow their business. The software’s industry-specific functionality ensures that you have all the tools needed to manage your leads, projects, and customer relationships effectively.




  • How do I get started with Roofing CRM Software for my roofing business?

    Getting started with Roofing CRM Software is easy. Book a demo through our website to see how the software can benefit your roofing business. Our team will guide you through the setup process and help you customize the system to meet your specific needs. 

Ready to transform your Roofing business?

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