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Roofing CRMs are built around the unique workflows of the industry — insurance claims tracking, storm season lead surges, material ordering, and crew scheduling. Generic CRMs like Salesforce require extensive customization to handle these workflows.
Yes. Every measurement report you order automatically creates or updates a customer record in the CRM. You can attach reports directly to job files and auto-populate invoice line items from the material BOM.
The CRM supports unlimited team members on all paid plans. Each user gets a role-based permission level — owner, manager, or field rep.
Yes. The pipeline view is fully customizable. Most users create separate pipeline stages for retail estimates and insurance claims to track adjuster status, supplement pending, and carrier payment separately.
Yes. The full CRM is included free with every Roof Manager account, even during the free trial period. There is no separate fee for CRM access.
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