Roofing Lead CRM
Track homeowners, commercial prospects, notes, activities, addresses, pipeline stage, and communication history.
Roofing CRM + Field Operations
Roofing CRM built to close more estimates.
Roofing companies lose revenue when estimates sit without follow-up, sales notes live in different places, and sold jobs have to be re-entered into another system. ProfX keeps the entire process connected from lead → estimate → follow-up → sold job → crew → payment.
Built for residential and commercial roofing teams that want stronger follow-up and cleaner operations.
Open Roofing Quotes$286K
Close Rate39%
Needs Follow-Up7
Jobs Scheduled23
$21,400 reroof estimate needs attentionViewed twice • no reply for 4 days
Day 5 SMS follow-up queuedCadence continues automatically
Approved roof ready for productionAssign crew and schedule without re-entering data
Roofing Sales & Operations
Turn more roofing opportunities into booked work.
ProfX gives roofing companies one system for sales follow-up, customer communication, scheduling, crews, field documentation, and revenue visibility.
Estimate Follow-Up Cadences
Automatically follow up by text so open reroof, repair, and replacement estimates do not disappear when sales reps get busy.
Quote & Deal Analytics
See open quote value, close rate, lost reasons, stale opportunities, and which estimates need attention.
Two-Way Customer Texting
Keep appointment questions, estimate conversations, and customer replies tied to the right record.
Roofing Scheduling & Crews
Move sold jobs into the calendar, assign crews and employees, and coordinate production without another system.
Job Photos & Field Notes
Keep before, progress, and after photos, field notes, job details, and completion history connected to the job.
Customer Reminders
Automate reminders around appointments and scheduled work so the office spends less time manually chasing confirmations.
Invoices & Payments
Keep balances, payment links, invoice status, and customer history connected to the completed roofing job.
Revenue Visibility
Follow the entire path from lead source and open estimate through won job and collected revenue.
Roofing Workflow
One connected path from inspection to payment.
ProfX keeps the sales and production handoff inside the same customer record.
LeadCapture homeowner
InspectionTrack opportunity
EstimateSend & follow up
WonApprove work
ProductionSchedule crew
PaymentInvoice & collect
Why Roofing Teams Use ProfX
Stop letting good estimates quietly go cold.
A roofing CRM is most valuable when it keeps the sales team focused on revenue and makes the handoff to production simple.
- Know which estimates have not been followed up
- See total open quote value across the sales team
- Track why roofing deals are being lost
- Move approved jobs directly into scheduling
- Keep job photos and notes tied to the customer
- Manage customer texting without personal phones
SalesLeads, estimates, pipeline, cadences, close-rate visibility
ProductionScheduling, crew assignment, jobs, status and completion
FieldPhotos, notes, directions, customer details and job history
RevenueInvoices, balances, payment links and collected revenue
Roofing CRM FAQ
Common questions from roofing contractors.
What is roofing CRM software?
Roofing CRM software helps roofing companies manage leads, customers, estimates, follow-up, sales pipelines, communication, jobs, crews, invoices, and revenue in one system.
How can a roofing CRM improve close rate?
It can keep open estimates visible, automate consistent follow-up, surface stale opportunities, and show sales teams exactly which deals still need action.
Can ProfX handle roofing production too?
Yes. ProfX connects sold work to scheduling, crew and employee assignment, field notes, job photos, completion workflows, invoicing, and payments.
Does ProfX support customer texting?
Yes. Two-way SMS and automated follow-up keep estimate and job communication connected to the customer record.
Close More Roofing Work
See your roofing sales and production workflow in one platform.
ProfX connects the CRM, estimate follow-up, deal analytics, scheduling, crews, customer texting, field documentation, invoicing, and payments.
Book a 25-Minute Demo