Best CRM Software for Roofing Businesses
Find the right customer relationship management tool for your roofing company
We compared the top CRM platforms for roofing contractors based on insurance workflows, aerial measurements, material ordering, and overall value. Whether you're handling storm damage claims or new construction, this guide will help you choose the right system.
Why Roofing Businesses Need Specialized CRM Software
The roofing industry has unique challenges that generic CRMs simply cannot handle. From tracking multi-visit jobs (inspection, estimate, installation) to managing insurance claim documentation and coordinating with material suppliers, roofing contractors need purpose-built tools that understand their workflow.
Modern roofing CRMs go beyond basic customer management. The best platforms integrate aerial roof measurements, automate estimate generation, track weather patterns for storm damage opportunities, and streamline the entire sales-to-installation process. Whether you are focused on insurance restoration or retail roofing, the right CRM can double your close rate and cut administrative time by 50 percent.
Key Features to Look For in a Roofing CRM
When evaluating CRM software for your roofing business, prioritize these essential capabilities:
- Insurance Claim Workflows: Track claims status, documentation requirements, and approvals through the entire process.
- Aerial Roof Measurements: Integrate with EagleView, Hover, or similar services to generate accurate measurements without climbing every roof.
- Multi-Visit Job Management: Manage the progression from initial inspection through estimate presentation to final installation.
- Material Ordering: Order shingles, underlayment, and supplies directly from your distributor with proper job tracking.
- Photo Documentation: Organize before/during/after photos by job phase for insurance claims and customer records.
Beyond these core roofing features, consider whether you need integrated marketing tools. The most complete platforms now combine CRM functionality with website builders, local SEO optimization, and automated lead follow-up to help you not just manage customers but consistently generate new storm damage and retail leads.
Compare the Top Options
We've evaluated each platform based on features, pricing, ease of use, and suitability for Roofing businesses.
FlashCrafter
All-in-one website builder, CRM, and local SEO platform designed specifically for home service businesses. Get found online and convert more leads with AI-powered automation.
Starting at
$297/mo
Best For
Roofing contractors who want a complete marketing and customer management solution without juggling multiple tools
Pros
- Website + CRM + SEO in one platform eliminates tool sprawl
- AI-powered lead capture and follow-up automation
- Built-in local SEO with Google Ads and GBP post scheduling
Cons
- Newer platform compared to legacy providers
- Best suited for businesses ready to invest in growth
AccuLynx
Roofing-specific CRM platform with comprehensive job management, aerial measurements, and insurance claim workflows. Industry leader for established roofing companies.
Starting at
$TBD/mo
Best For
Established roofing companies with complex insurance claims and large production teams
Pros
- Built specifically for roofing industry
- Insurance claim documentation and workflows
- Material ordering and supplier integration
Cons
- Pricing not transparent, requires sales call
- Can be complex for smaller roofing companies
JobNimbus
Popular roofing CRM with strong sales tools, document management, and workflow automation. Known for user-friendly interface and roofing-focused features.
Starting at
$25/mo
Best For
Growing roofing businesses looking for affordable roofing-specific CRM
Pros
- Affordable entry-level pricing
- Strong focus on roofing industry
- Excellent document and photo management
Cons
- Limited marketing automation features
- Basic reporting compared to enterprise tools
Jobber
General field service management platform with scheduling, invoicing, and client management. Solid option for small service businesses including roofing.
Starting at
$39/mo
Best For
Small roofing businesses needing basic scheduling and invoicing tools
Pros
- Affordable pricing for small teams
- Clean, modern interface
- Good client communication tools
Cons
- Not roofing-specific, lacks industry features
- No aerial measurement integrations
RoofSnap
Roofing-focused platform emphasizing aerial measurements, estimates, and sales proposals. Strong for measurement accuracy but limited CRM features.
Starting at
$99/mo
Best For
Roofing contractors prioritizing measurement accuracy and professional estimates over full CRM functionality
Pros
- Excellent aerial roof measurement tools
- Detailed material calculations
- Professional proposal generation
Cons
- Weak CRM and customer management features
- Limited workflow automation
In-Depth Reviews
FlashCrafter: The All-in-One Growth Platform
FlashCrafter approaches roofing business management differently. Instead of just helping you manage existing jobs and customers, it focuses on helping you consistently generate new storm damage and retail leads while providing the CRM functionality you need to convert and track them.
Built on the powerful GoHighLevel platform, FlashCrafter combines a professional website builder optimized for roofing contractors, comprehensive CRM, and advanced local SEO tools into one integrated package. This means you get the benefits of multiple expensive tools without the complexity of managing integrations or the cost of separate subscriptions.
For roofing contractors, the AI-powered lead follow-up is particularly valuable. When a homeowner submits a storm damage inspection request at 9 PM, FlashCrafter automatically responds, qualifies the lead based on roof age and damage type, and can schedule the inspection on your calendar. No more losing jobs to competitors who respond faster.
At $297 per month with no per-user fees, FlashCrafter delivers exceptional value for growing roofing businesses. The website alone would cost thousands through an agency, and the local SEO tools can replace expensive marketing retainers. You get a complete growth system for less than most roofing-specific CRMs charge for basic features.
AccuLynx: Industry-Specific Powerhouse
AccuLynx is the gold standard for established roofing companies with complex operations. Built specifically for the roofing industry, it offers deep functionality for insurance restoration workflows, production management, and material ordering that generic CRMs cannot match.
The platform excels at managing the complete roofing lifecycle from initial contact through final invoice. Insurance claim tracking, aerial measurement integration, and automated material ordering help large roofing companies maintain efficiency at scale. The production management tools keep crews accountable and jobs on schedule.
However, AccuLynx requires contacting sales for pricing, which typically signals enterprise-level costs. Implementation is complex and can take months, requiring significant training investment. For smaller roofing companies or those just starting with digital systems, AccuLynx may be overwhelming and expensive compared to simpler alternatives.
JobNimbus: Popular Mid-Market Choice
JobNimbus has become the go-to CRM for many growing roofing companies, and for good reason. The platform balances roofing-specific features with an intuitive interface and affordable pricing starting at just $25 per month per user.
The document and photo management is particularly strong, making it easy to keep track of inspection photos, insurance documentation, and signed contracts. The sales pipeline visualization helps sales teams stay organized and identify which estimates need follow-up. Mobile access keeps sales reps and production managers connected in the field.
The main limitations appear in marketing and automation. JobNimbus does not include website building, local SEO tools, or advanced lead nurturing automation. You will need separate solutions for generating leads and optimizing your Google presence. Integration costs can also add up for features like aerial measurements that are included in competitors.
Jobber: Simple and Affordable
Jobber offers an attractive entry point for small roofing businesses at $39 per month starting price. The platform provides clean scheduling, invoicing, and client communication tools that cover the fundamentals without overwhelming complexity.
The online booking feature can capture leads from your website, and the client portal gives homeowners a professional self-service experience to view estimates and pay invoices. For solo roofers or very small crews handling simple residential work, Jobber provides solid value.
However, Jobber is not roofing-specific and lacks industry features that roofing contractors need. There is no insurance claim workflow support, no aerial measurement integration, and limited material ordering capabilities. As your roofing business grows into insurance restoration or commercial work, you will likely need to migrate to a more capable roofing-focused platform.
RoofSnap: Measurement-Focused Niche Tool
RoofSnap has built a reputation for excellent aerial roof measurement tools and professional estimate generation. If measurement accuracy and detailed material calculations are your top priorities, RoofSnap delivers strong functionality at $99 per month.
The platform integrates well with aerial imagery providers and can generate detailed, professional proposals that help close deals. The material calculations are accurate and integrate with QuickBooks for accounting purposes.
The significant limitation is that RoofSnap is primarily an estimating tool, not a full CRM. Customer management features are weak, workflow automation is limited, and there are no marketing tools for generating leads. Most roofing companies using RoofSnap need to combine it with another system for customer relationship management, making the total cost and complexity higher.
Feature Comparison
See how each platform stacks up across key features.
| Feature | RecommendedFlashCrafter | AccuLynx | JobNimbus | Jobber | RoofSnap |
|---|---|---|---|---|---|
Weather Tracking Integrate weather alerts and storm tracking for lead generation | Via API | Limited | |||
Insurance Claim Workflows Track claims, documentation, and approvals | Basic | Basic | |||
Aerial Roof Measurements Integration with aerial measurement services | Add-on | ||||
Material Ordering Order materials directly from suppliers | Limited | Limited | |||
Multi-Visit Job Management Track inspection, estimate, installation phases | Basic | ||||
Financing Options Presentation Present financing options to customers | Via API | Add-on | Add-on | ||
Google Ads Integration Campaign management and performance tracking | |||||
GBP Posts & Scheduling Schedule and publish Google Business Profile posts | |||||
Production Crew Management Manage crew assignments and production workflow | Basic | Basic | |||
Website Builder Built-in professional website creation | |||||
Local SEO Tools Google Business Profile and local search optimization | |||||
AI Lead Follow-up Automated AI-powered lead nurturing and follow-up | Basic | Basic | |||
Mobile App Field crew and sales mobile application | |||||
QuickBooks Integration Sync with QuickBooks accounting | |||||
Online Booking Customer self-service inspection booking | Limited | Limited | |||
Photo Documentation Track and organize job photos by phase | Basic | ||||
No Per-User Fees Unlimited users without extra charges |
Pricing Breakdown
Understanding the true cost of roofing CRM software requires looking beyond the base price. Here is what you can expect to pay.
Entry Level ($25-39/mo per user)
JobNimbus and Jobber basic plans work for small teams but may require additional tools for roofing-specific features.
Mid-Range ($99-297/mo)
RoofSnap and FlashCrafter offer specialized features. FlashCrafter includes website and SEO tools with no per-user fees.
Enterprise (Contact for Pricing)
AccuLynx delivers maximum roofing-specific features but requires sales consultation for pricing and typically costs significantly more.
Best Value
FlashCrafter at $297/mo with no per-user fees includes website, CRM, and SEO tools that would cost $500-1000+ separately.
FlashCrafter is the best CRM for roofing businesses that want to grow
Frequently Asked Questions
Do I need a roofing-specific CRM or can I use a general field service CRM?
It depends on your business model. If you focus heavily on insurance restoration, aerial measurements, and multi-phase jobs, roofing-specific features like AccuLynx or JobNimbus offer are valuable. However, if your priority is generating leads and converting them efficiently, a platform like FlashCrafter that combines marketing tools with CRM may deliver better ROI.
Can I switch roofing CRMs without losing my customer data?
Yes, most CRM platforms offer data import tools or migration assistance. FlashCrafter provides white-glove migration support to help you transfer customer records, job history, and photos from your existing system. Plan for 1-2 weeks of transition time to properly migrate and validate data.
Do I need a separate website if I choose a roofing CRM?
Most roofing CRMs do not include website builders, so you would need a separate website solution. FlashCrafter is unique in including a professional website builder optimized for roofing contractors. Your site is built with local SEO best practices and integrates directly with the CRM for seamless lead capture from storm damage inquiries and retail customers.
What integrations should I look for in a roofing CRM?
Essential integrations for roofing businesses include QuickBooks or accounting software, payment processing, aerial measurement services (EagleView, Hover, RoofSnap), and material supplier ordering systems. Marketing integrations for email, text messaging, and Google Business Profile are increasingly important for generating storm damage and retail leads.
Ready to Transform Your Roofing Business?
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