CRM for roofing contractors
The roofing CRM that catches every lead after the storm
When hail or wind hits your area, the phones light up for a week. Clientager answers every one, books inspections and keeps each estimate moving until it closes.
CRM included in every plan, from $39/month. AI manager included.
New lead
Inspection booked
Estimate sent
Insurance or decision pending
Quick answer
Why does a roofing company need a CRM?
Roofing sales cycles are long and lead volume spikes after storms. A roofing CRM keeps every lead, inspection, estimate and insurance detail in one place and follows up until the homeowner decides. Clientager adds an AI manager that answers calls and messages 24/7, books inspections, logs damage details and nudges stalled estimates. It is included in every plan, from $39/month.
Built for roofing contractors and roofing companies
Your Roofing CRM comes set up with the stages and fields roofing contractors and roofing companies actually use. Change anything, add your own.
Pipeline stages
- New lead
- Inspection booked
- Estimate sent
- Insurance or decision pending
- Won
What each record holds
- Property address
- Roof type and approximate age
- Damage reported (leak, hail, wind, missing shingles)
- Storm date and lead source
- Insurance carrier and claim number
- Adjuster meeting date
- Estimate value
- Assigned estimator
Storm lead capture
Every call, chat and message becomes a contact with the damage reported, storm date and lead source. Tag leads by storm so you can work a whole event as one list.
Inspection scheduling
Book roof inspections on the calendar and assign them to estimators. The week view shows inspections, jobs and tasks together.
Long-cycle estimate pipeline
Roofing decisions take weeks. Each estimate sits in a stage with its value, so nothing slips while the homeowner waits on insurance or gets other quotes.
Insurance claim fields
Store carrier, claim number and adjuster meeting dates as custom fields. Smart lists show every job waiting on an adjuster.
Estimates and invoices
Build estimates from your catalog of materials, tear-off, labor and repairs. Send PDFs and collect deposits or final payments by pay-by-link through Stripe, Razorpay or PayPal.
Customer timeline
Inspection notes, call transcripts, messages, estimates and payments for each property in one history.
Reports
See leads by source, pipeline value, estimate win rate, revenue collected and how many leads came in after hours.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers the storm surge
After a hailstorm your AI manager answers every call and message at once, 24/7, so leads do not end up with the door-knockers.
Captures damage details
It asks about leaks, missing shingles, the age of the roof and whether insurance is involved, and fills those fields on the record.
Books inspections
It offers open inspection slots, books them on your calendar and sends a confirmation and a reminder.
Routes active leaks fast
Water coming through a ceiling is urgent. It opens an urgent service request and hands it to a human with a callback task.
Scores and prioritizes
Each contact gets a short summary, a hot, warm or cold score and a suggested next action, so estimators call the best leads first.
How a roofing runs on Clientager
- 01
The storm passes
Calls and web chats flood in overnight. Your AI manager answers each one and logs the damage and address.
- 02
Inspections get booked
Leads are tagged by storm and inspections are booked across your estimators' calendars.
- 03
The estimate goes out
After the inspection, the estimator sends an estimate from the catalog and logs the insurance claim details.
- 04
Follow-up until a decision
Automations check in after the adjuster meeting and nudge quiet estimates. The deal moves to Won with a deposit link.
- 05
Install and review
The job is scheduled, completed and invoiced. A review request goes out while the new roof is fresh.
Automations ready to switch on
- When An inspection is booked→ Send a confirmation SMS and a reminder the day before.
- When An estimate sits in Estimate sent for 5 days→ Send a follow-up email and create a call task for the estimator.
- When The stage changes to Insurance or decision pending→ Create a task to check in after the adjuster meeting date.
- When A job is marked completed→ Send the final invoice link and a review request two days later.
- When No contact for 30 days on an open estimate→ Tag it cold and send a check-in message.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Storm calls overflow voicemail and leads go to competitors
- Inspection notes and photos scattered across phones
- Insurance claim numbers in a separate spreadsheet
- Estimates sent and never followed up
- No view of which storms or sources produced revenue
Clientager Roofing CRM
- Every storm lead answered and logged 24/7
- Inspections on one calendar with assigned estimators
- Claim and adjuster details on the customer record
- Stalled estimates nudged automatically
- Reports show leads and revenue by source
A roofing CRM that handles storm season
Roofing leads arrive in waves. A hailstorm or high winds can produce weeks of work in a single night, and the companies that answer first get the inspections. A roofing CRM should be ready for that surge. Clientager's AI manager answers every call, text, WhatsApp and web chat at the same time, asks about the damage and the roof, and logs a contact with the storm date and lead source. You start the morning with a list, not a voicemail box.
Tag every lead from the same event and you can work the storm as one smart list. Book inspections in batches by area, assign them to estimators and see the full week on one calendar. Active leaks get flagged urgent and handed to a person with a callback task, while routine inspection requests are booked straight into open slots with a confirmation text.
Tracking insurance claims and long decisions
Many roofing jobs depend on an insurance claim, and that adds weeks between the inspection and a signed contract. Generic CRMs have nowhere to put a claim number or an adjuster meeting. In Clientager you add those as custom fields, and a pipeline stage holds jobs that are waiting on insurance or a decision. A smart list shows every job pending an adjuster, so your team knows exactly who to call this week.
Automations keep long deals warm. When a job enters the insurance stage, a task is created to check in after the adjuster date. Estimates that sit without an answer get a follow-up email and a call task. Every note and message lands on the customer timeline, so any estimator can pick up the conversation without asking the homeowner to repeat their story.
Estimates, deposits and reviews
Build roofing estimates from your own catalog: tear-off, underlayment, shingles or metal, flashing, gutters and labor. Add tax or a discount, send a PDF and track the value in the pipeline. When the homeowner agrees, send a deposit request with a secure pay-by-link through Stripe, Razorpay or PayPal, using your own account. The invoice is marked paid when the customer pays, and your revenue report updates on its own.
Reviews carry a lot of weight for roofers, because homeowners worry about choosing the wrong contractor. When a job is marked complete, an automation sends the final invoice and a review request a couple of days later. Reports then show which lead sources and storms turned into paid work, so you know where to spend next season's marketing budget and which areas to canvass first.
Questions about the CRM
What is the difference between a roofing CRM and an AI manager?
The roofing CRM stores your leads, inspections, estimates, claims and invoices. The AI manager answers calls and messages 24/7, captures the damage details, books inspections and writes everything into the CRM. In Clientager they work together, so a storm surge turns into an organized list of booked inspections instead of a backlog of missed calls.
Can I import leads and customers from a spreadsheet?
Yes. Import from any spreadsheet or CRM export via CSV. Map columns to fields like address, roof type, storm date or claim number. Duplicate detection flags homeowners who are already in the system, and you can merge duplicates in a couple of clicks. You can export your data as CSV at any time.
Can estimators and crews log in without seeing revenue?
Yes. Give estimators and crew leads the staff role. They see assigned inspections and jobs, customer details, notes and tasks, but not payments, billing or revenue. Owners and managers see everything. Starter includes 2 team logins, Growth 5 and Scale unlimited, and an activity log tracks who changed what.
Can I track insurance claims in the CRM?
Yes. Add custom fields for carrier, claim number and adjuster meeting date, and use a pipeline stage for jobs waiting on insurance. Smart lists and automations help you check in at the right time. Clientager does not connect to insurance carriers, but it keeps every claim detail on the customer record.
How does it help after a big storm?
The AI manager answers every incoming call and message at once, logs the damage and address, and books inspections into open slots. Tag the leads by storm, then work them as a smart list. Urgent leaks are flagged for a human. Reports show how many leads each storm produced and how many turned into jobs.
What does a roofing CRM cost with Clientager?
The CRM is included in every Clientager plan, and plans start at $39/month. You also get the AI manager that answers your calls and messages. You can see it in a live demo, and you can get a refund before your agent goes live if it is not a fit.
CRMs for similar businesses
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