Stop losing leads in spreadsheets. Manage your entire pipeline from first call to final invoice — quotes, crews, canvassing, invoicing and payments in one place, included free with every Roof Manager account.
🔒 No credit card required · 2 free reports included
The Roof Manager CRM isn't a generic contact list with a roofing logo on it. Every screen is built around how a roofing job actually moves — and it's included free with every account.
Every lead lands on one board and moves through six clear stages: New → Contacted → Appointment → Quoted → Won or Lost. In ten seconds you know exactly where every dollar of potential revenue is sitting — and which jobs need a push today.
Open any customer and everything is right there: every measurement report, every invoice, every note, in one timeline. When a homeowner calls back eight months later about "that quote for the shed," you'll sound like you remember them — because your CRM does.
The moment a job is marked Won, turn it into scheduled work: assign the team, set the dates, and track job status without leaving the customer's record. Everyone sees the same schedule, so "I thought Mike's crew had that one" stops being a sentence anyone says.
Storm season sales shouldn't depend on whoever remembered which streets got hit. The built-in canvassing manager gives your D2D team territory mapping, knock pins, and turf assignment — so every door knocked becomes data, and every hot lead lands straight in the pipeline.
The job isn't done when the last shingle goes down — it's done when the money lands. Build branded proposals and invoices with line items, tax and discounts, collect e-signatures online, and send Square payment links so homeowners can pay the moment they're happy.
Your CRM shouldn't be an island. Roof Manager connects the tools you already run your company on — and because measurements, CRM, invoicing and proposals share one platform, the data flows without you copying and pasting between tabs.
From the first ring of the phone to money in the bank — here's what the CRM does at every step so nothing depends on memory.
Phone call, web form, or a knocked door — the lead lands in your pipeline as New with name, address and source attached.
Order a satellite measurement report from the same screen. It attaches itself to the customer, and your branded proposal goes out — often the same day.
The homeowner e-signs online. You assign a crew, pick the dates, and the job syncs to Google Calendar for the whole team.
One click turns the proposal into an invoice. A Square payment link goes to the homeowner, and the job moves to Won.
The pipeline is fully customizable, so it bends to the way you sell — not the other way around.
Run a clean quote-to-close pipeline for homeowner-funded jobs, with follow-up reminders doing the chasing for you.
Customize stages for insurance (storm) work and handle the surge — hundreds of leads, none of them lost.
Territories, knock pins and rep analytics keep canvassing accountable, and hot doors flow straight into the pipeline.
Longer cycles and more decision-makers — custom stages and full contact history keep every bid and follow-up in one place.
Roofers use Roof Manager to run their pipeline — and pull satellite measurements — across 40+ countries.
Roofing CRMs are built around the unique workflows of the industry — insurance claims tracking, storm season lead surges, material ordering, and crew scheduling. A generic CRM tracks contacts and deals; a roofing CRM understands that a deal involves a measurement report, a crew, a weather window and a final invoice.
Yes. The full CRM is included free with every Roof Manager account — pipeline, customer database, invoicing, proposals, canvassing tools and scheduling. There are no subscription or per-seat fees for the CRM itself; you only pay for measurement reports.
Yes. Every measurement report you order automatically creates or updates a customer record in the CRM, so the report, the quote and the customer history all live in one place — no copying between apps.
The CRM supports unlimited team members on all paid plans, with roles and permissions so you control what each person can see and do.
Yes. The pipeline view is fully customizable, so you can run separate stages for retail jobs and insurance (storm) work — or any flow that matches how your company sells.
Out of the box, jobs move through six stages: New → Contacted → Appointment → Quoted → Won → Lost. You can customize the stages to fit your own process.
Yes. You can build branded proposals and invoices with line items, tax and discounts, collect e-signatures online, and convert an accepted proposal into an invoice in one click. Every document saves to the customer's record automatically.
You can send Square payment links directly from Roof Manager, letting homeowners pay online with multiple payment methods — so the job closes out without chasing cheques.
Yes. The built-in door-to-door sales manager includes territory mapping, knock pins, turf assignment and canvassing analytics — and appointments set at the door flow straight into your pipeline as leads.
Yes. Scheduled jobs sync to Google Calendar, so your crews and office team see the same schedule in the calendar they already use.
Yes. Automated follow-up reminders keep quoted jobs from going quiet, and you can run email campaigns and follow-up sequences from your own email address for larger pushes like storm season or spring booking.
Yes. Roof Manager offers Zapier and Make integration, outbound webhooks, and a developer API — alongside built-in connections like Google Calendar for scheduling and Square for payments.
Create a free account — no credit card required — and you'll get 2 free measurement reports on us. The CRM is unlocked from day one, so you can load your pipeline and see it working before you spend a dollar.
Start free with 2 measurement reports on us. The full CRM — pipeline, customers, invoicing, proposals, canvassing and scheduling — is unlocked from day one. No credit card required.
