7 Best Roofing CRM Software (2025): Boost Your Business

 A roofing CRM software enables you to manage customer interactions and streamline work operations, ultimately increasing revenue. It works as a centralized platform that lets you track leads from multiple sources, automate invoicing and payment tracking, track marketing ROI, and more. 

With various options available, choosing the software impacts your business efficiency, customer satisfaction, and profitability. A wrong choice can lead to wasted time, lost leads, and operational headaches. 

This guide will walk you through a list of the 7 best roofing CRM software, factors to consider before getting a CRM, and a brief overview of each option. 

Best Roofing CRM Software: A Quick Rundown

Before heading to the details, here's a quick rundown of the 7 best Roofing CRM software in 2025: 

All these CRM software server a purpose and you have try out every one to find the right one. Check out different reviews and use the free trials to check out the different features. 

What Is a Roofing CRM Software?

A CRM (Customer Relationship Management) for roofing helps roofing contractors manage their business operations efficiently. Meaning, it offers personalized solutions to roofers, such as:

• Automatic quotations
• Measurements
• Insurance workflows 
• Material ordering

Benefits of Roofing CRM Software

Getting the right CRM can be a game-changer. Here are the benefits of investing in a dedicated CRM for roofing rather than relying on a generic spreadsheet:

1. Better Lead Management and Higher Conversions

A reliable CRM lets you track leads from all sources, such as:

• Calls
• Websites
• Ads

They automate follow-ups to prevent missed opportunities and prioritize leads.

2. Faster Estimates and Proposals 

A dedicated roofing CRM can generate professional quotes in minutes, i.e., you get to ditch manual calculations. You can enable integration with aerial measurement tools, like EagleView. And, customize pricing templates for different roofing services. 

3. Efficient Scheduling and Dispatching

Most CRMs come with drag-and-drop job scheduling and crew assignments. They also offer real-time updates for field teams via mobile apps and ensure you never double-book. 

4. Improved Invoicing and Payments 

Most roofing CRMs offer an automatic invoicing feature. They remind you of the required payments whenever any of them is pending. Meanwhile, you can manage payments directly from the CRM. 

5. Improved Customer Communication 

Never worry about forgetting your customer history. A dedicated CRM will ensure saving all customer histories. You can give them a quick skim and communicate better with the customers without confusing their projects. 

7 Best Roofing CRM Software

We tried out different roofing CRM software to find the right ones. While none of these are universial solutions, one of these could be the perfect fit for your business needs. Let's look at the 7 best Roofing CRMs.

1. AccuLynx

Rating: 9.5/10

Best For: Mid-large roofing companies.

AccuLynx is the best roofing CRM and project management software. It's designed to help contractors with:

• Streamlining estimates
• Scheduling projects
• Claim insurances
• Manage material orders

It is the roofing industry's first cloud-based software app that helps contractors manage and grow their business. Acculynx is a staple software in the roofing industry and works great for most contractors

Features

• Roofing estimates and proposals. 
• Customizable cost templates. 
• Xactimate integration for insurance estimates. 
• Drag and drop calendar for dispatching crews.
• Mobile app for field updates.
• Automated invoicing.
• Accepts digital payments.
• Lead and customer management tools.
• Reporting and analytics tools.

2. JobNimbus

Rating: 9/10

Best For: Small to mid-sized roofing companies looking for an easy-to-use CRM at a lower cost.

JobNimbus is a cloud-based roofing CRM and project management software for contractors to manage leads, estimates, schedules, and customer communication. It's best known for its features, such as:

• User-friendly interface
• Automation features
• Affordability

Features

• Efficient lead tracking and scoring. 
• Customizable roofing estimate templates.
• Digital signatures.
• Drag-and-drop calendar.
• Dedicated mobile app.
• Accepts digital payments.
• Reporting and analytics tools.
• Quick integrations.

3. RoofSnap

Rating: 8.5/10

Best For: Contractors who need fast and accurate measurements, but not a full CRM.

RoofSnap is a roofing-specific software that offers aerial measurements, professional estimates, and digital roof sketches. It doesn't operate as a full CRM. Instead, it aims to speed up the quoting process with precise roof reports. 

Features

• Satellite and drone imagery.
• Auto-generates roof dimensions.
• 2D and 3D roof diagrams. 
• Digital roof sketching. 
• Dedicated mobile apps.
• Integrates with other roofing CRMs.
• Basic job tracking.

4. Roofr

Rating: 7.5/10

Best For: Contractors looking for fast digital estimates, but not a full CRM.

Roofr is a cloud-based roofing estimate and measurement tool that helps contractors create accurate quotes in minutes. It creates quotations via satellite imagery, ensuring precise estimates for every project. It's best for roofers who want to measure roofs remotely and instantly.

Features

• Satellite roof measurements.
• AI-powered measurements.
• 3D interactive models.
• Instant estimates. 
• E-signatures for fast approvals.
• Compatible with most devices.
• Basic CRM features.
• Track and estimate conversion rates.

5. Spotio

Rating: 8.5/10

Best for: Door-knocking, storm chasing, and an outside sales team.

Spotio is a field sales CRM designed for roofing sales reps, storm chasers, and door-knocking teams. It focuses on lead targets, territory management, and follow-ups. However, this doesn't replace dedicated roofing CRMs. 

Features

• GPS territory mapping.
• Digital contracts and proposals. 
• Syncs with major CRMs.
• Automated follow-ups.
• Lead scoring.
• Offers storm chasing tools. 
• Tracks KPIs.
• Commission tracking.
• Works offline.
• Digital signatures.

6. HubSpot

Rating: 7/10

Best For: Great for marketing and lead tracking but not a dedicated roofing CRM.

HubSpot is a popular CRM designed for sales, marketing, and customer service. It stands out for its lead-nurturing and email campaign tools. However, it's not a dedicated roofing CRM. It lacks roofing-specific features like material ordering, estimates, and insurance workflows. 

Features

• Contact and lead management.
• Email campaigns and ad tracking. 
• Visual sales funnel.
• Dedicated mobile apps.
• Track lead sources, conversions, and revenue.

7. PipeDrive

Rating: 6/10

Best For: Good for sales tracking, but not a roofing-specific CRM.

PipeDrive is a sales-focused CRM designed to help businesses manage their leads, deals, and customer interactions. It stands out for its sales tracking features. However, it isn't a roofing-specific CRM. 

Features

• Drag-and-drop interface.
• Stores customer details. 
• Auto-follow-ups for leads. 
• Track sales performance. 

How to Choose the Best CRM Roofing Software

With various CRMs flooded on the web, finding the best one can be a headache. Or, it might lead to a wrong decision. That's where considering the following factors comes in handy. 

Alignment with Your Business Needs

Ensure that the CRM addresses your core operational requirements, such as:

• Managing leads
• Handling job scheduling
• Dispatch for roofing crews 
• Generate roofing quotes 
• Project workflow management

Consider if the CRM can be customized according to your roofing projects and offers more out-of-the-box value.

3. Evaluate Key CRM Features

Focus on the essential features that directly impact your roofing business. For example, ensure that the CRM offers lead management tailored for roofing inquiries, efficient project management features designed for roofing projects, and offers accurate quoting tools for handling material costs.

Check if the CRM software offers mobile accessibility for crews in the field to access job details and progress updates.

4. Ease of Use and Team Adoption

Why get a CRM when using it isn't less than a headscratcher? Get software that offers an intuitive interface and a manageable learning curve. Ensure that it offers technical comfort to your team.

5. Integration Capabilities with Existing Tools 

Your CRM is a centralized program, and it can't operate in isolation, i.e., without other roofing tools. Ensure that it can integrate with other software you already use, such as QuickBooks, EagleView, and others. Seamless integrations streamlines workflows and prevent data silos.

6. Scalability and Long-Term Value 

Get a CRM that can grow with your roofing business. Consider its pricing structure according to your current and future team size, and future business needs. Check the CRM's reviews and their commitment to updates relevant to your business.

FAQs on Best Roofing CRM Software 

What is the best CRM for roofing?

AccuLynx is the best CRM for Roofing. However, there are various other CRM software as well that offer roofing-specific features, such as JobNimbus, RoofSnap, Roofr, and Spotio.

What Is the best CRM for a construction company?

JobNimbus is the best CRM for a construction company. It's known for its features, such as, lead and job tracking, quick roofing estimates, and mobile app for field teams. These features make JobNimbus a great tool for diverse roofing companies.

Which company has the best CRM for roofing?

AccuLynx, JobNimbus and various other companies offer top roofing CRMs. Here's a list of the best CRMs for roofing JobNimbus, RoofSnap, Roofr, Spotio, Hubspot, PipeDrive, Jobber, and RoofLink.

What is the best Platform for roofing advertising?

Most social media platforms are a good option for roofing advertising. You can run Google Ads and LSA for roofing advertising. LSA is particularly helpful for local service client conversions and a boost to your business. 

Finding the Best Roofing CRM: The Final Note

With various CRMs available, finding the best roofing-specific option can be a hassle. Before investing in one, list down your business needs and requirements. There is no universal all-in-one CRM solution for every type of business, so consider everything before investing in CRM software. 

Furthermore, the best roofing software is often the one that you can use comfortably. If you're worried about the learning curve, join our roofing classes. We teach you everything from licenses to the sales process to give you the competitive edge you need in the roofing industry.