Roofing CRM Software | Better Sales Pro

Roofing CRM & job management

Win more roofs. Run cleaner jobs. Get paid faster.

Better Sales Pro helps roofing contractors—from storm chasers to retail re-roof teams—capture leads, sell with confidence, and deliver production without losing details between the ladder and the office.

  • Storm & retail leadsIntake, territory & follow-up in one pipeline.
  • Inspections to contractPhotos, scopes & e-sign ready proposals.
  • Production you can seeCrews, materials, milestones & homeowner comms.
Roofing contractor using Better Sales Pro for estimates, job photos, and customer messaging on laptop and phone

Built for how roofing companies actually work

Residential shingle, metal, flat, and restoration—keep every touchpoint on the property record from inspection to final invoice.

Storm & hail Door knocks, adjuster dates & supplement tracking.
Retail re-roofs Financing handoffs, color selection & deposits.
Multi-family Phased scopes, GC coordination & billing.
Repairs & service Small jobs, leak calls & warranty tickets.
Metal & specialty Custom line items, lead times & crew notes.
Material & subs Orders, deliveries & subcontractor files.
Insurance docs ACV, RCV & homeowner packets in one place.
Sales coaching Close rates, pull-through & rep leaderboards.

Roofing software features your team will use every day

Estimates, scheduling, unified inbox, automations, and payments—connected so nothing falls through the shingles.

Photo-rich inspections

Document slope, decking notes, and damage with timestamped photos tied to each address.

See inspection report features

Estimates & options

Good-better-best packages, shingle tiers, and tear-off line items your reps can send before they leave the driveway.

Production calendar

See sold, staged, and completed—coordinate tear-off, dry-in, and inspection without group texts.

SMS & email in one inbox

Homeowners get updates from one thread—adjuster delays, weather days, and completion photos.

Invoices & payments

Collect deductibles, upgrades, and retail balances with card-on-file and automated reminders.

Referral & review asks

Trigger review requests and neighbor campaigns when the job wraps—while the five-star moment is fresh.

Territory & lead routing

Assign ZIPs and reps so storm leads and web forms land with the right closer automatically.

Pipeline reporting

Know what is inspected, sold, and scheduled—so you can staff crews and order materials with confidence.

Why roofing teams choose Better Sales Pro

FasterFollow-up before the next storm
AlignedSales & production on one system
PaidDeposits & balances in fewer clicks
ProfessionalHomeowners see organized updates

Frequently asked questions: roofing CRM

Quick answers for owners, sales managers, and production coordinators evaluating roofing business software.

What is roofing CRM software?

Roofing CRM software helps contractors manage leads, inspections, estimates, job files, crew schedules, material orders, photos, customer messaging, and invoicing in one system—so storm season and retail re-roofs stay organized from first knock to final payment.

Can Better Sales Pro handle storm restoration and insurance workflows?

Yes. You can track adjuster appointments, supplements, production milestones, and homeowner communications alongside standard retail roofing jobs—keeping documents and tasks tied to each property.

Does the platform work for roofing sales reps in the field?

Better Sales Pro is built for mobile-first teams. Reps can capture photos, send estimates, follow up by SMS and email, and update job stages from the driveway or the office.

How does roofing software help with production and crews?

Centralized scheduling, job checklists, and status boards help coordinators see what is sold, what is staged, and what is complete—reducing callbacks and keeping subs and crews aligned.

Ready to scale your roofing company?

Join home services teams using Better Sales Pro for leads, jobs, and payments—roofers included.

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