Roofing CRM Software: Top 10 for Your Roofing Business

A roofing CRM (Customer Relationship Management) software is a specialized tool designed to help roofing contractors organize their sales pipeline, manage customer interactions, streamline project workflows, and centralize important data like contracts, photos, and invoices.

 Unlike generic CRMs, roofing CRMs include industry-specific features such as measurement tools, estimating templates, and integrations with accounting systems.

Key Takeaways

• DepositFix + QuickBooks pairing speeds payments and reduces manual accounting.
• A purpose-built CRM centralizes leads, activity logs, and appointment routing.
• Look for canvassing, mapping, and multi-channel communication features.
• Integrations with measurement and supplier tools cut errors and save time.
• The right platform improves pipeline tracking, rep accountability, and cash flow.

What Is a Roofing CRM Software

A Roofing CRM software is a customer relationship management system designed specifically for roofing companies to manage leads, sales, projects, and customer interactions. Unlike generic CRMs, a roofing CRM includes industry-specific tools that help contractors streamline their workflow from the first customer inquiry to project completion and beyond.

It typically covers the entire business process: capturing leads, scheduling inspections, generating and sending estimates, tracking jobs, managing crews in the field, integrating with accounting tools, and storing project documents like contracts, photos, and warranties.

Roofing CRM software helps roofing contractors:

• Capture and organize leads from calls, websites, or referrals.
• Track the status of jobs (inspection, estimate sent, contract signed, work in progress, completed).
• Generate professional quotes and invoices quickly.
• Manage field crews, schedules, and assignments in real time.
• Improve customer communication with reminders, updates, and follow-ups.
• Centralize documents and photos related to each roofing project.

A roofing CRM is a digital command center that helps roofers increase efficiency, shorten the sales cycle, provide better customer service, and maximize profits.

Why Roofing CRM Software Matters

For U.S. contractors, capturing leads and documenting work digitally now defines competitive edge. A modern customer relationship management system creates a single source of truth for contacts, photos, contracts, notes, and job histories.

That clarity speeds sales, protects margins, and keeps teams aligned.

• Single source of truth: Centralized customer relationship data prevents lost opportunities and hard-to-find documents.
• Automation that helps reps: Auto-logging calls and texts, triggering follow-ups, and running nurture campaigns let reps focus on high-value sales activities.
• Faster conversions: Mobile canvassing, instant proposals, and appointment booking shorten the sales cycle and record every step for compliance.
• Team collaboration: Shared calendars, job files, and activity feeds keep office, field, and finance aligned on next actions.
• Accountability and insights: Dashboards and custom reports show pipeline health, conversion rates, average deal size, and rep performance for better coaching.
• Integrations and risk reduction: Connectors to measurement tools and QuickBooks cut double entry, link estimates to invoices, and lower dispute risk.

Buyers expect digital, mobile-first experiences. Companies that modernize relationship management and tracking will win more jobs, improve customer satisfaction, and protect margins.

The Best Roofing CRM Software Picks

This shortlist puts ten leading tools so you can match capabilities to team size and goals.

1. DepositFix & QuickBooks Integration

DepositFix is a payment integration tool that connects forms and CRMs with payment processors, while QuickBooks is a leading accounting software. Together, they provide roofing businesses with a seamless way to collect payments, sync financial data, and manage customer records without manual entry. This integration eliminates errors, saves time, and ensures accurate financial reporting.

Key Features

1. Automated payment collection directly through online forms.
2. Real-time syncing of payment data with QuickBooks.
3. Centralized customer and transaction records for easier tracking.
4. Invoicing and recurring billing support for roofing projects.
5. Secure, PCI-compliant payment processing.

Best For: Roofing contractors who need a streamlined payment and accounting workflow. This integration is best for companies already using QuickBooks for accounting and looking to reduce administrative overhead while improving cash flow management.

SPOTIO is a field sales and territory management CRM tailored for outside sales teams, including roofing contractors. It focuses on streamlining lead tracking, managing reps in the field, and ensuring every prospect is followed up on. Its mobile-first design makes it ideal for roofing sales reps who spend most of their time on-site or canvassing neighborhoods.

Key Features

1. Territory mapping to assign and track sales areas.
2. Mobile app for lead capture, notes, and updates in real time.
3. Lead and customer management with pipeline visibility.
4. Activity tracking and reporting for sales performance.
5. Integrations with popular CRMs and business tools.

Best For: Roofing companies with active field sales teams that need to organize canvassing, track reps’ productivity, and improve lead-to-close conversion rates.

AccuLynx is an all-in-one roofing CRM and project management software built specifically for roofing contractors. It helps streamline the entire workflow—from lead capture and estimating to job scheduling, production, and invoicing—while keeping everything centralized in one platform. Designed for roofers, AccuLynx reduces administrative work and improves communication across teams.

Key Features

1. End-to-end job management with project timelines and task tracking.
2. Estimating tools with templates and digital proposals.
3. Photo and document storage linked to each job.
4. Integration with aerial measurement tools like EagleView.
5. Invoicing and payment tracking with QuickBooks integration.

Best For: Roofing contractors who want a comprehensive, industry-specific CRM that covers sales, project management, and financial workflows in one system.

JobNimbus is a roofing CRM and project management platform designed to help contractors organize leads, jobs, and tasks in a single system. It offers flexibility with customizable workflows, making it easy for roofing businesses to adapt the software to their processes. With its mobile app and integrations, JobNimbus keeps office staff and field crews aligned.

Key Features

1. Lead and contact management with customizable sales pipelines.
2. Project scheduling and task tracking for crews.
3. Document and photo storage accessible from the field.
4. Estimating and invoicing tools with QuickBooks integration.
5. Mobile app for real-time updates on jobs and communication.

Best For: Roofing contractors who need a flexible, easy-to-use CRM with strong project management features and mobile accessibility to keep teams connected.

ServiceTitan is a field service management platform that extends into roofing operations with powerful CRM, scheduling, and job management features. While not roofing-exclusive, it’s widely used by contractors who want advanced tools for managing customer relationships, dispatching crews, and streamlining financial operations at scale.

Key Features

1. CRM functionality to track leads, customers, and follow-ups.
2. Advanced scheduling and dispatching for crews.
3. Mobile app for technicians to access job details and update progress.
4. Invoicing, payments, and QuickBooks integration.
5. Reporting and analytics for sales, operations, and customer service.

Best For: Roofing companies that want an enterprise-level platform with robust CRM and field service management capabilities to handle high job volumes and complex operations.

Roofr is a roofing-specific CRM and estimating platform built to simplify the sales process for contractors. It stands out with instant roof measurement reports and easy-to-build proposals that help roofers close deals faster. With its streamlined interface, Roofr helps contractors manage leads, estimates, and projects all in one place.

Key Features

1. Instant aerial measurement reports for accurate estimates.
2. Proposal and estimate builder with e-signature support.
3. Lead and customer management with pipeline tracking.
4. Job tracking and document storage for each project.
5. Integrations with QuickBooks and other business tools.

Best For: Roofing contractors who want a lightweight, roofing-focused CRM that simplifies estimating and proposals while keeping projects and customer data organized.

iRoofing is a mobile-first roofing software designed to help contractors with sales presentations, measurements, and project management directly from a tablet or smartphone. It focuses on enhancing the customer experience and provides professional proposals and visualizations, while also giving roofers tools to estimate and manage jobs efficiently.

Key Features

1. Roof measurement tools using satellite imagery or drone photos.
2. Digital pitch books and visualizer for client presentations.
3. Estimate and proposal builder with e-signature support.
4. CRM functionality for managing leads and customers.
5. Document and photo storage linked to each project.

Best For: Roofing contractors who want a mobile-first solution to impress customers with on-the-spot presentations, accurate measurements, and professional proposals.

RoofSnap is a roofing software that specializes in roof measurement and estimating, with built-in CRM features to manage leads and projects. It enables contractors to quickly create accurate measurements, generate proposals, and keep customer data organized. Its focus on speed and accuracy makes it a popular choice for roofers who want to streamline their sales process.

Key Features

1. Roof measurement tools using aerial imagery and mobile drawing.
2. Estimating and proposal builder with customizable templates.
3. CRM capabilities for managing leads, contacts, and jobs.
4. Mobile app for on-site measurements, photos, and updates.
5. Integrations with QuickBooks for seamless accounting.

Best For: Roofing contractors who need a fast and accurate estimating tool with integrated CRM features to manage leads and jobs from one platform.

Jobber is a field service management software that supports roofing contractors with CRM, scheduling, invoicing, and payment processing. While not roofing-exclusive, it’s widely used by small to mid-sized roofing companies for its ease of use and ability to keep operations organized in one platform. Jobber helps roofing teams stay on top of customer interactions, job progress, and finances.

Key Features

1. CRM tools to manage leads, quotes, and customer history.
2. Job scheduling and dispatching for crews.
3. Professional quotes and invoicing with online approvals.
4. Payment processing with QuickBooks integration.
5. Mobile app for on-site updates, time tracking, and communication.

Best For: Roofing contractors who want an easy-to-use, all-in-one service management tool that simplifies scheduling, customer management, and billing.

Pipedrive is a sales-focused CRM that can be adapted for roofing contractors to manage leads, track deals, and automate follow-ups. While not built exclusively for roofing, its customizable pipelines and integrations make it a useful tool for contractors who want to keep their sales process organized and ensure no opportunity slips through the cracks.

Key Features

1. Visual sales pipelines to track leads from initial contact to close.
2. Email integration and automated follow-ups.
3. Customizable fields and workflows for roofing-specific needs.
4. Reporting and analytics for sales performance.
5. Integrations with QuickBooks, Zapier, and other business apps.

Best For: Roofing contractors who want a flexible, sales-driven CRM to strengthen lead management and deal tracking without the complexity of a full project management suite.

Key Features to Look for when Choosing a Roofing CRM

When evaluating a roofing CRM, you should focus on features that align with how roofing businesses actually operate. The right platform will not only store customer data but also improve your sales process, field management, and back-office efficiency. Below are the core features that make the biggest impact.

Lead and Customer Management

A strong CRM should capture leads from multiple sources—calls, website forms, or referrals—and keep all customer information organized in one place. Look for tools that let you track every interaction, set reminders for follow-ups, and manage your sales pipeline so opportunities don’t get lost.

Estimating and Proposal Tools

A good CRM should include built-in estimating tools or integrations with aerial measurement providers. Proposal builders with customizable templates and e-signature support help you close deals faster while presenting a professional image.

Project and Job Management

Roofing projects involve multiple moving parts—materials, crews, schedules, and inspections. The CRM should allow you to assign tasks, monitor job progress, and coordinate crews efficiently. Real-time job tracking ensures projects stay on schedule and within budget.

Mobile Accessibility

Your team should be able to upload photos, update job statuses, collect signatures, and communicate with the office while on-site. This keeps everyone connected and reduces delays.

Document and Photo Storage

From contracts and permits to before-and-after photos, roofing projects generate a lot of documentation. A CRM with secure cloud storage ensures all files are centralized, easy to access, and linked to the right project. This eliminates paper clutter and miscommunication.

Payment and Accounting Integration

Seamless integration with accounting tools like QuickBooks helps you manage invoices, payments, and financial reporting. Features such as online payments and recurring billing also improve cash flow and reduce administrative work.

Reporting and Analytics

To make better business decisions, you need visibility into your performance. Look for reporting features that track sales conversion rates, job profitability, and team productivity. Analytics help you identify bottlenecks and improve efficiency over time.

Implementation Tips for Roofing Businesses in the United States

Begin with a controlled pilot. Select one territory or crew and run a 30–60 day test. Define success metrics upfront — estimate turnaround time, close rate, and days sales outstanding (DSO).

Pilot, onboarding, and rep adoption strategies

Map your current process before setup. Document lead sources, qualification steps, estimate creation, proposal delivery, and the handoff to production so the system mirrors real work.

Focus onboarding on high-impact workflows first: canvassing to appointment, measurements to estimates, estimates to proposals, and proposals to invoices. That helps reps see value fast.

• Cross-functional rollout team: owner/GM, sales lead, production coordinator, and accountant to align management and accounting.
• Mobile basics training: teach reps to capture notes/photos, send texts, update stages, and book appointments from the field using apps like ServiceTitan, JobNimbus, or RoofSnap.
• Standardize data: set source, stage, and loss-reason naming to improve reporting quality.
• Integrate accounting early: connect QuickBooks, test invoice and payment sync, and verify tax and item mappings to avoid rework.
• Coaching cadence: run weekly pipeline reviews, ride-alongs, and quick feedback loops to reinforce adoption.

Set SLAs for response times, estimate delivery, and proposal follow-up. Use tracking to enforce accountability and transparency across the team.

After the pilot, iterate: refine automations, templates, and territories, then expand company-wide with clear timelines and success criteria. This stepwise approach reduces risk and saves time for contractors and roofing companies while improving sales and field management outcomes.

Streamline Payments and Cash Flow for Your Roofing Business with DepositFix & QuickBooks Integration

To streamline payments and cash flow in your roofing business, consider DepositFix with its QuickBooks integration. This powerful combination offers a seamless solution for managing invoices, payments, and financial data, ensuring efficiency and accuracy across your operations.

Key Features of DepositFix for Roofing Companies:

• Automated Invoicing: Generate invoices automatically from CRM records, reducing manual entry and minimizing errors.
• Flexible Payment Options: Accept ACH, credit cards, and other payment methods, offering convenience to your customers.
• Real-Time Sync with QuickBooks: Ensure financial data is consistently updated across platforms, providing accurate financial insights.
• Client Self-Service Portal: Allow customers to view and pay invoices online, improving cash flow and customer satisfaction.
• Progress Billing: Manage complex billing scenarios, such as partial payments and insurance claims, with ease.

Benefits for Roofing Contractors:

• Faster Payments: Accelerate the invoicing process and reduce days sales outstanding (DSO), improving cash flow.
• Reduced Administrative Work: Automate billing tasks, freeing up your team to focus on core business activities.
• Enhanced Accuracy: Minimize errors associated with manual data entry and ensure consistency across systems.
• Improved Customer Experience: Provide a convenient and professional payment process, enhancing client satisfaction.
• Comprehensive Financial Oversight: Gain real-time insights into your financial status, aiding in better decision-making.

With DepositFix and QuickBooks, roofing businesses can achieve a more efficient and streamlined financial workflow. To see how this integration can benefit your company, book a free demo today and experience the difference firsthand.

Conclusion

Prioritize systems that turn measurements, proposals, and payments into one clean process so teams spend less time on admin and more time on selling and servicing roofs.

Our ten picks—from field-sales tools like SPOTIO to all-in-one platforms such as AccuLynx and JobNimbus, plus analytics suites and proposal/measurement vendors—cover those needs. The DepositFix & QuickBooks Integration Stack leads the list for faster collections and cleaner accounting.

Choose a short pilot, validate KPIs like close rate, estimate turnaround, and DSO, and scale when data shows clear operational and financial fit. Solid customer relationship management, tracked communications, and reliable integrations will improve conversions, margins, and customer loyalty.

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