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Roofing CRM
Roofing leads are expensive to buy and easy to waste. Most roofers who feel short of work are sitting on proposals that never got an answer, and on missed calls from people who hired whoever picked up first.
A roofing CRM fixes the second half of the job: catching the lead and staying in touch until there is a decision. This page covers cold estimates, storm season, reviews, commercial work, how it fits with your estimating tools, and what it costs. For the wider comparison, see CRM for contractors.
Chasing the Estimates That Went Cold
Most roofers have a folder of proposals that never got a yes or a no. The homeowner still has the same roof and the same problem, and the reason you have not heard back is usually a spouse, a budget conversation or an insurance claim that has not settled.
None of that is a rejection, but it looks identical to one from your side of the phone. So the follow-up has to keep running after your interest has moved on to the next job.
Set the sequence once in Phanz and it attaches to every proposal: a text two days out, an email at one week, a check-in at two weeks, a last one at a month. Anyone who replies leaves the sequence and lands in your conversations inbox. Roofers who switch this on usually recover work in the first fortnight, out of proposals they had already written off.
Storm Season and Speed to Lead
A storm produces a week of work in a day. Your phone rings while you are on a roof, forms come in overnight, and out of town crews are knocking the same streets you are.
Speed decides most of those jobs. A homeowner with water coming through a ceiling calls three roofers and hires whichever one responds, and they are rarely waiting more than a few minutes to decide.
Missed call text back answers for you. The caller gets a text within seconds saying you are on a roof and asking what is happening, and the conversation carries on by text while you finish the job you are standing on. Web forms get the same instant reply. When the surge hits, that is the difference between handling fifty enquiries and losing thirty.
Asking for Reviews After the Job
Roofing is a five figure purchase that homeowners research before they call anyone, so recent reviews decide who makes their shortlist. They also move you up in local search, which means reviews bring in work twice.
The problem is timing. The best moment to ask is the day the job finishes, while the homeowner is relieved and happy, and that is exactly the day you are packing up and driving to the next one.
Automate it. Mark the job complete in Phanz and the request goes out by text with a direct link. Roofers who do this go from a handful of reviews a year to several a month without anybody remembering to ask.
Residential and Commercial Roofing
Residential
Short cycle, emotional decision, high volume in storm weeks. The wins come from answering first, offering a free inspection instead of a quote, and asking for a review at the end of every job.
Neighbourhood work compounds. Roofs on one street were built at the same time and fail at the same time, so tag every address you quote by street and work the list after the next storm.
Commercial
Longer cycle, several people involved, bigger numbers. A commercial proposal can sit with a facilities manager for a full quarter while budget is approved.
Run a slower sequence for those, spread over months rather than weeks, and keep notes on who is deciding. Maintenance and repair work from buildings you already re-roofed is the most reliable revenue in commercial, and it only happens if someone follows up.
How Phanz Works With Your Estimating and Measurement Tools
Phanz does not measure roofs, price shingles or order material. If you use EagleView, Roofr or SumoQuote for that, keep them.
Phanz covers the front and back of that step. The lead arrives through your website, your phone number or a form, lands in the CRM, and gets an instant reply. You do the measurement and the proposal in whatever tool you already like. Then the follow-up, the review request and the deposit link run back through Phanz.
Roofers running AccuLynx or JobNimbus for production often sit Phanz in front of it for exactly this reason. One tool wins the job, the other manages it.
Roofing CRM Pricing
The DIY plan is $98/mo with no setup fee and no contract. That is the website and landing pages, CRM, calendars, missed call text back, email and SMS follow-up, review requests and payments, all on one platform.
Done-For-You is $547/mo, or $4,997 a year at about $416/mo. We build the roofing site, write the proposal follow-up, set up your number and hand it over running, live in about 3 business days.
The roofing platforms price per user and several want a year up front, so compare on what four seats cost in month twelve rather than the headline number. At an $8,000 average job, either Phanz plan is paid for by one recovered lead a year. See the pricing page for the full breakdown, or read how to get roofing leads today for the tactics that go with it.
Roofing CRM: Common Questions
What does a roofing CRM cost?
The roofing platforms mostly charge per user, and a three or four seat office usually lands somewhere between $150 and $500 a month once onboarding and add-ons are counted. Several ask for an annual commitment. Phanz is $98 a month for the DIY plan with no setup fee and no contract, or $547 a month if you want it built and run for you.
What is the best roofing CRM?
If you need production management, material ordering and supplier integrations, AccuLynx and JobNimbus are built for that and Phanz is not. If your problem is estimates going cold and storm calls going to voicemail, you need follow-up rather than production software, and that is what Phanz does.
Is there a free roofing CRM?
There is no serious free CRM built for roofing. The free tiers from HubSpot and Zoho will store your contacts, but they will not text a homeowner, answer a missed call or chase an unsigned proposal, so you do all of that by hand during storm season when you have the least time.
Do I still need estimating software?
If you use EagleView, Roofr or SumoQuote for measurements and proposals, keep them. Phanz does not measure roofs or price materials. It handles the lead before the measurement and the follow-up after the proposal goes out.
Does this work for commercial roofing?
Yes, and the follow-up matters more there because the sales cycle is longer. A commercial bid can sit with a property manager or a board for three months, so the value is in a sequence that keeps checking in politely for a quarter without you thinking about it.
How fast does missed call text back reply?
Within seconds of the call ending. The homeowner gets a text asking what they need while they are still holding the phone, which is usually before they dial the next roofer on their list.
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Stop Losing Roofing Jobs You Already Quoted
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