If leads are slipping through or deals are stalling, the issue isn’t usually a lack of effort; it’s the system. The best roofing CRM software helps you respond faster, send estimates sooner, and keep jobs moving without chaos.
I took my time with this list because too many tools look good on paper but fail in real roofing workflows. Using practical, real-world criteria, I narrowed it down to the best CRM for roofing companies that help roofers stay organized, close more jobs, and grow with confidence.
My Research Methodology for Selecting the Best Roofing CRM Softwares
I’ve spent years working closely with roofing companies, so I know where systems break down in the real world: missed follow-ups, messy handoffs, and tools that look good in demos but fail in daily use. With that in mind, I evaluated the best CRM for roofing companies using the criteria below:
- Roofing-Specific Fit: I prioritized roofing-specific platforms over generic CRMs, trying to adapt. Roofing workflows are unique, and the software needs to reflect that.
- End-to-End Workflow Coverage: I looked for tools that realistically handle the whole journey, from lead and estimate to production and payment, without forcing teams into workarounds.
- Ease of Adoption: If a system takes months to figure out, it slows growth. I favored platforms that teams can actually use, not just admire.
- Real-World Results & Reviews: I weighed honest user feedback heavily, focusing on consistency, support quality, and how the software performs under pressure.
- Pricing vs. Value: Finally, I compared cost against impact, because ROI matters more than feature lists.
Best CRM for Roofing Companies: Breakdown and Comparison Table
1. Roofr - Best for Instant Estimating
Roofr Key Information
- Starting Price: $19 per measurement (Pay-As-You-Go) or $99/month (Pro)
- CRM Functions Offered: Lead capture (Instant Estimator), roof measurements, proposals, material calculations & ordering, invoicing, payments, calendar, job tracking
- G2 Rating: 4.9/5 (37 reviews)
What Does Roofr Do?
Roofr is a roofing-specific CRM and workflow platform built to take a job from lead to payment without bouncing between tools. It combines instant lead capture, fast roof measurements, professional proposals, material calculations, invoicing, and payments into one system. For contractors who want speed, especially for remote selling, Roofr helps you send estimates quickly, look professional, and keep jobs organized in a simple, job-board-style dashboard.
Why I Picked Roofr as Best Roofing CRM Software?
Roofr isn’t a generic CRM trying to adapt to roofing. It’s built for roofing. Measurements, proposals, materials, and payments are tightly connected, which means fewer handoffs, fewer tools, and faster closes, especially if you rely on remote estimates and polished proposals to win jobs.
Ease of Use & Documentation
Roofr is designed for quick adoption. The job board, proposal builder, and automations feel intuitive, and their implementation team helps set up materials, templates, and workflows so you’re not stuck figuring them out on your own.
Summary of Real User Reviews
Users consistently praise Roofr for accurate, fast measurement reports, clean proposal templates, and an all-in-one workflow that keeps jobs organized. Support gets high marks for responsiveness. Downsides are mostly trade-offs on the growing platform. Some beta features can be glitchy, automations and SMS are limited on lower plans, and a few integrations (like SRS pricing) can be inconsistent.
Pricing
Roofr offers both usage-based and subscription pricing, which is rare and useful, depending on how you run your business.
Best for: Small to mid-size roofing companies that want a roofing-only system to manage leads, estimates, proposals, materials, and payments in one place, without duct-taping multiple apps together.
2. ServiceTitan - Best for Field Operations
ServiceTitan Key Information
- Starting Price: Request pricing (no public plans)
- CRM Functions Offered: CRM, call tracking, scheduling, dispatch, mobile app, estimates, proposals, financing, marketing attribution, job costing, reporting, payroll, accounting integrations, supplier & measurement integrations (e.g., EagleView)
- G2 Rating: 4.5/5 (339 reviews)
What Does ServiceTitan Do?
ServiceTitan is an enterprise-level field service platform that acts as the operating system for large roofing and home service businesses. It combines CRM, dispatch, scheduling, field technician workflows, estimates, invoicing, payroll, job costing, and marketing analytics in one system. This isn’t just about managing leads; it’s about controlling operations, tracking profitability, and scaling without losing visibility across teams, trucks, and jobs.
Why I Picked ServiceTitan Best Roofing CRM Software?
If you’re running a large roofing operation—or pushing toward one—ServiceTitan gives you control that lighter CRMs simply can’t. From job costing to marketing attribution, it shows you where money is made or lost. That level of insight matters when margins, crews, and volume all scale at once.
Ease of Use & Documentation
The interface is polished, and the mobile app is strong, but this is a feature-heavy system. Expect a real onboarding period. Configuration takes time, and teams usually need structured training before everything clicks.
Summary of Real User Reviews
Users consistently praise ServiceTitan for visibility: dashboards, call tracking, job history, and strong mobile workflows for field techs. Many say it brings order to complex operations. Criticism focuses on the learning curve, extra steps in daily workflows, and cumbersome areas such as inventory or accounting. Integrations, especially with QuickBooks, can be tedious, and support experiences can vary after onboarding.
Pricing
Pricing is not publicly listed and is provided per request, typically based on company size, trade mix, and feature needs.
What users commonly report:
- Implementation time: ~3 months
- Average ROI timeline: ~15 months
- Perceived cost: Premium / higher-end FSM platform
- Discounts: Around 9% on average
Plans generally scale from Starter to Essentials to The Works, with each tier adding deeper reporting, payroll configuration, and enterprise-level controls for high-volume operations.
Best for: Large or fast-growing roofing companies that need advanced reporting, job costing, marketing analytics, and centralized control across multiple crews, locations, or trades—and are ready to invest time and money into a powerful system.
3. JobNimbus - Best for Workflow Management
JobNimbus Key Information
- Starting Price: Request pricing (14-day free trial available)
- CRM Functions Offered: Lead & contact management, sales pipeline, job boards, project management, billing & payments, homeowner financing, reporting, integrations (QuickBooks, EagleView, CompanyCam, SumoQuote, Sunlight Financial)
- G2 Rating: 4.7/5 (68 reviews)
What Does JobNimbus Do?
JobNimbus sits in the middle ground between lightweight CRMs and heavy enterprise platforms. It brings leads, jobs, tasks, photos, contracts, billing, and payments into one place, then lets you shape workflows around how your roofing company actually operates. With strong integrations and visual boards, it’s designed to replace scattered tools while still giving teams room to grow and customize.
Why I Picked JobNimbus as Best Roofing CRM Software?
JobNimbus shines when a roofing company is scaling but not ready for an ERP-level commitment. You get a proper all-in-one system with deep roofing integrations and customization options, without the cost, rigidity, or lengthy implementation cycles that come with enterprise software.
Ease of Use & Documentation
It’s customizable without being overwhelming. Most teams can start quickly using default workflows, then layer in complexity over time. Web and mobile apps are mature, and documentation plus partner resources help shorten the learning curve.
Summary of Real User Reviews
Users like how JobNimbus centralizes customer data, tasks, photos, and contracts, especially with visual job boards and solid integrations. Many praise ongoing feature updates. Common complaints include limitations in automation, QuickBooks sync reliability, mobile app bugs, frequent UI changes, and inconsistent support response times, especially for complex issues.
Pricing
Pricing is not publicly listed and is provided upon request, usually based on company size, features, and required integrations. What users typically report:
- Plans: Growing > Established
- Implementation time: ~2 months
- Average ROI timeline: ~16 months
- Relative cost: ~33% less than the average construction project management tool
- Discounts: Around 7% on average
Higher tiers unlock deeper reporting, unlimited automations, advanced custom fields, expanded integrations, and API access.
Best for: Small to mid-size roofing contractors and growing teams that want a customizable, roofing-friendly CRM with strong integrations, without committing to a whole enterprise field service platform.
4. AccuLynx - Best for Production Tracking
AccuLynx Key Information
- Starting Price: Request pricing (custom quotes)
- CRM Functions Offered: Roofing-specific CRM, lead & customer management, estimating, aerial measurements, job & production scheduling, document management, reporting
- G2 Rating: 4.3/5 (34 reviews)
What Does AccuLynx Do?
AccuLynx is a roofing-only CRM designed to act as a single operating system for your business. Leads, estimates, photos, documents, schedules, and production all live in one place. The platform relies heavily on native features rather than a long list of add-ons, making it appealing to companies that want fewer tools, fewer integrations, and a more standardized approach to running jobs from start to finish.
Why I Picked AccuLynx as Best Roofing CRM Software?
AccuLynx works best when a roofing company is fully committed to a single system. Instead of stitching together CRMs, estimators, and job tools, it centralizes core roofing workflows. It gives owners better visibility across sales, production, and reporting, once the team is trained and aligned. That’s exactly why it’s among the best CRM for roofing companies.
Ease of Use & Documentation
There’s a learning curve. AccuLynx packs in a lot of functionality, which means onboarding takes time. That said, training resources and documentation are solid, and teams that invest in setup tend to benefit from consistent, standardized workflows.
Summary of Real User Reviews
Users like AccuLynx’s roofing-first design, estimating templates, pipeline visibility, and the ability to keep communication, photos, and documents tied to each job. Support is often described as helpful. Criticism centers on updates that introduce bugs or UI disruptions, discontinue features, provide limited real-world examples in training, and have inconsistent integrations, especially QuickBooks- and Zapier-related workflows.
Pricing
AccuLynx does not publish pricing publicly. Costs are customized based on company size, team structure, and feature needs, with demos available to help match businesses to the right plan.
Typical plan structure:
- Core Plan: All-in-one roofing CRM essentials (leads, estimating, scheduling, documents, reporting)
- Advanced Plan: Everything in Core, plus expanded automation, deeper reporting, enhanced integrations, and advanced workflows for growing teams
Best for: Established small-to-large roofing companies that want a deep, roofing-only platform and are willing to invest time in training to standardize operations on a single system.
5. CompanyCam - Best for Photo Documentation
CompanyCam Key Information
- Starting Price: $79/month (Pro, billed annually, includes 3 users)
- CRM Functions Offered: Photo & video documentation, checklists, reports, signatures, limited payments, real-time job tracking, 60+ integrations with roofing CRMs
- G2 Rating: 4.6/5 (29 reviews)
What Does CompanyCam Do?
CompanyCam focuses on documenting jobs clearly and consistently. Crews capture photos and videos in the field, everything is automatically organized and geo-tagged, and the office sees real-time progress. It layers visual clarity, accountability, and communication on top of whatever CRM you already use.
Why I Picked CompanyCam as Best Roofing CRM Add-On?
Most roofing problems aren’t about missing data; they’re about missing context. CompanyCam fixes that. Everyone sees the same photos, the same progress, the same reality. That reduces callbacks, speeds approvals, improves customer trust, and keeps crews and office staff aligned without endless back-and-forth.
Ease of Use & Documentation
This is one of CompanyCam’s biggest strengths. It’s mobile-first, intuitive, and focused. Many teams report learning the basics in under 30 minutes and becoming productive the same day.
Summary of Real User Reviews
Users consistently praise CompanyCam for unlimited photo storage, automatic organization, annotations, AI-assisted capture, and seamless collaboration between the field and the office. It’s widely used for audits, training, and client-ready reports. Downsides are relatively small: occasional app slowdowns, reliance on a good internet connection, navigation quirks, limited ERP-level integrations, and pricing that can feel high for very small teams.
Pricing
CompanyCam has clear, public pricing, billed annually, with additional users priced separately.
Additional users are $ 29 per user/month across all plans.
Best for: Roofing companies of any size that already use a CRM but want better field documentation, clearer communication, and a shared visual record of every job, without replacing their existing system.
6. Roof Chief - Best for Estimating Workflows
Roof Chief Key Information
- Starting Price: $249/month (Solo plan)
- CRM Functions Offered: Lead intake forms, custom sales stages, task management, estimating (EagleView + custom measurements), proposals, automated material ordering, scheduling, production tracking, customer portal, invoicing & payments, financing, QuickBooks Online integration, reporting
- G2 Rating: 5.0/5 (3 reviews)
What Does Roof Chief Do?
Roof Chief positions itself as a complete operating system for roofing companies, not just a CRM. From the first online lead form to estimating, material ordering, scheduling, financing, and final payment, everything runs on a single platform. It’s designed to give smaller teams access to “enterprise-style” capabilities, such as fast, EagleView-powered estimates and automated workflows, without the complexity or unpredictable pricing that usually come with enterprise software.
Why I Picked Roof Chief as Best Roofing CRM Software?
Roof Chief stands out for its clarity. Clear features. Clear pricing. Clear focus on roofing. You’re not bolting tools together or guessing what upgrades will cost later. For owners who want a single system that handles estimating, production, and payments, and want to know their monthly cost upfront, this ticks a lot of boxes.
Ease of Use & Documentation
The platform is built specifically for roofers, as evidenced by the workflows. Free onboarding and implementation help teams get live quickly, and most users report that the system feels intuitive rather than overwhelming.
Summary of Real User Reviews
Reviews consistently describe Roof Chief as reliable, easy to use, and genuinely supportive. Estimating speed and workflow clarity are frequent highlights. Support is a major differentiator—users mention fast responses, real collaboration, and a willingness to listen to feature requests. Downsides are rarely noted in available reviews, suggesting high satisfaction among current users.
Pricing
Roof Chief publishes transparent, flat monthly pricing, which is unusual in this category.
Best for: Small to mid-sized roofing companies seeking a dedicated roofing CRM with robust estimating and production tools, transparent pricing, and hands-on support.
7. ProLine - Best for Sales Follow-Up
ProLine Key Information
- Starting Price: $497/month (“Good” plan)
- CRM Functions Offered: Calling & texting from a dedicated business number, email & SMS sequences, sales & production calendars, quotes, invoicing & payments, documents & photos, AI-powered workflows, reporting
- G2 Rating: Not publicly available
What Does ProLine Do?
ProLine is a roofing CRM built around one core idea: deals are won or lost in follow-up. The platform centers on calls, texts, emails, and automated sequences, so leads don’t go cold, and sales reps don’t forget the next step. On top of that, it layers in quoting, scheduling, payments, and AI-powered tools that handle repetitive communication, letting teams focus on selling instead of chasing.
Why I Picked ProLine as Best Roofing CRM Software?
If your biggest problem isn’t measurements or job boards, but missed calls, slow responses, and inconsistent follow-up, ProLine hits where it matters. Its automation and AI tools are designed to recover lost leads and move prospects faster, often making the monthly cost easier to justify through closed deals alone.
Ease of Use & Documentation
The interface is clean and intentionally simple. Automations and AI tools are built to remove manual work, not create more. The PRO credits system is well explained, and setup is handled mainly for you.
Summary of Real User Reviews
While formal review scores aren’t yet widely published, user feedback and marketing materials emphasize faster response times, higher lead contact rates, and reduced manual follow-up.
Pricing
ProLine offers transparent, tiered pricing, with all plans including a done-for-you setup.
Best for: Residential and retail-focused roofing companies with minor to mid-sized teams, where communication, speed, and consistent follow-up are the primary growth bottlenecks, and where automation can directly turn missed leads into booked jobs.
How to Choose the Best Roofing CRM Software?
After talking to a lot of roofers and reading plenty of honest, unfiltered discussions online, one thing comes up again and again: bigger isn’t always better, especially at the start. If you’re a one-person shop or a very small team, a complex CRM can slow you down more than it helps. Starting simple is often the most brilliant move.
If you’re choosing between the best CRM for roofing companies on this list, focus on fit over features. Match the software to your company size, sales volume, and job flow. Pay attention to onboarding effort, how well it handles estimating and follow-up, and whether it can grow with you later. The right CRM should support your process, not force you to change it.
Bottom Line
The best roofing CRM software is the one that matches your company’s size and workflow, not the one with the longest feature list. The best CRM for roofing companies helps you move faster, stay organized, and scale without adding friction.
If you need help scaling your roofing business, feel free to reach out. We’re always here to support you.
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