CRM & Sales

Win more jobs. Close faster.

From first knock to signed contract, manage your entire sales pipeline with storm tracking, automated follow-ups, and professional digital proposals.

Lead Capture & Management

Capture leads from every source - web forms, phone calls, door knocking, referrals, and storm events. Organize and prioritize your pipeline automatically.

  • Multi-source lead capture
  • Automated lead scoring
  • Pipeline management with custom stages
  • Referral tracking and attribution
Roof ERP CRM — Lead Pipeline and Sales Funnel

Storm Tracking & Canvassing

Know when and where to canvass with real-time weather alerts and storm tracking. Optimize your canvassing routes with territory mapping.

  • Real-time storm and hail tracking
  • Canvassing route optimization
  • Territory mapping and assignment
  • Weather-triggered alerts
Roof ERP Storm Tracking and Canvassing Routes

Automated Follow-ups

Never let a lead go cold. Set up automated drip campaigns and follow-up sequences that keep your pipeline moving.

  • Email and SMS drip campaigns
  • Automated follow-up sequences
  • Task reminders for sales reps
  • Engagement tracking
Roof ERP Automated Follow-up Sequences

Digital Proposals & E-Signatures

Create professional proposals with good/better/best options and capture signatures digitally. Close deals faster.

  • Template-based proposal builder
  • Good/Better/Best options
  • Digital signature capture
  • Instant notifications on signing
Roof ERP Digital Proposals and E-Signatures

JobNimbus charges $300+/mo for basic CRM. Roof ERP includes a full CRM with unlimited users for free.

Ready to get started?

Join hundreds of roofing contractors using Roof ERP to grow their business.