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Browse every solution in this group through our Sales Engagement & Outreach Platforms overview.

Sales Engagement Platforms for Roofing Companies
Albert Richer

Roofing sales teams face unique operational challenges that require specialized engagement platforms beyond generic CRM solutions. Storm-chasing workflows demand precise geographic targeting capabilities, while residential door-to-door canvassing requires offline contract execution and real-time territory management. Knockbase addresses storm-damage prospecting through its HailTrace integration, overlaying real-time hail size and wind speed data directly onto canvassing maps, though users report occasional app stability issues that can interrupt field operations. If you prioritize comprehensive lifecycle management with transparent pricing, RoofLink's flat-rate $120/user/month model includes unlimited aerial measurements, eliminating the per-report costs that can quickly escalate with high-volume prospecting. For commercial roofing operations requiring precise property intelligence, EagleView's 1-inch GSD imagery delivers 98.77% measurement accuracy, enabling identification of infrastructure details invisible in satellite imagery, though rural coverage can exhibit quality inconsistencies. Enterprise roofing companies already invested in Salesforce benefit from native Sales Engagement functionality that eliminates sync latency issues, but implementation costs and required add-ons like Sales Dialer significantly increase total ownership expenses. Roofing sales teams face unique operational challenges that require specialized engagement platforms beyond generic CRM solutions. Storm-chasing workflows demand precise geographic targeting capabilities, while residential door-to-door canvassing requires offline contract execution and real-time territory management.

Similar Categories
1
Expert Score
9.7 / 10
637
113
AFFORDABLE PRICING

Nutshell CRM for Roofers

Nutshell CRM for Roofers
View Website
Nutshell is a highly user-friendly CRM tailored towards the needs of roofing companies. It provides an affordable and streamlined solution to manage client relationships, track sales, and scale businesses in the roofing industry.
Nutshell is a highly user-friendly CRM tailored towards the needs of roofing companies. It provides an affordable and streamlined solution to manage client relationships, track sales, and scale businesses in the roofing industry.
AFFORDABLE PRICING

Best for teams that are

  • Small to mid-sized roofers seeking an affordable, easy-to-use general CRM
  • Teams prioritizing sales automation and email marketing over production tools
  • Businesses wanting unlimited data storage and contacts without tier limits

Skip if

  • Contractors needing built-in aerial measurements or material ordering
  • Large enterprises requiring complex field service management features
  • Companies looking for industry-specific project management workflows

Expert Take

Nutshell CRM is a perfect fit for roofing companies owing to its industry-specific features. Its user-friendly interface makes it easy for roofers to manage customer data, follow up on leads, and track sales progress. The software is affordable and provides strong customer support. More importantly, it's scalable, making it a versatile tool for both growing and established roofing businesses.

Pros

  • Roofing-focused features
  • User-friendly interface
  • Affordable pricing
  • Strong customer support
  • Scalability

Cons

  • May lack advanced features
  • No free plan available
2
Expert Score
8.2 / 10
559
97
USER-FRIENDLY DESIGN

Better Boss Roofing CRM

Better Boss Roofing CRM
View Website
Better Boss provides a robust CRM tailored specifically for roofing contractors. It automates the sales pipeline, helping contractors to boost their efficiency, increase close rates, and win more contracts. The platform's industry-specific features streamline communication, project management, and contract closure — key areas of focus in the roofing industry.
Better Boss provides a robust CRM tailored specifically for roofing contractors. It automates the sales pipeline, helping contractors to boost their efficiency, increase close rates, and win more contracts. The platform's industry-specific features streamline communication, project management, and contract closure — key areas of focus in the roofing industry.
USER-FRIENDLY DESIGN

Best for teams that are

  • Contractors using JobTread who want a professional, done-for-you implementation
  • Growing companies willing to invest in a pre-built operating system for scale
  • Owners wanting to automate admin tasks without building workflows from scratch

Skip if

  • Businesses looking for standalone software (requires JobTread subscription)
  • DIY-focused contractors unwilling to pay for implementation services
  • Small operations needing a simple, low-cost mobile app only

Expert Take

Better Boss truly understands the unique needs of roofing contractors and has designed a CRM to meet those needs. With its powerful automation, it simplifies the sales process, enabling contractors to manage their projects more efficiently and close more deals. It’s not just a generic CRM – it’s a tool built specifically for the roofing industry, making it a valuable asset for any roofing contractor.

Pros

  • Roofing-specific CRM
  • Sales automation
  • Efficiency boosting features
  • Success rate increase
  • Intuitive interface

Cons

  • Requires training for best use
  • No free version
  • May be over-comprehensive for small businesses
3
Expert Score
9.5 / 10
620
137

JobNimbus Roofing CRM

JobNimbus Roofing CRM
View Website
JobNimbus is a comprehensive roofing CRM software that offers a robust suite of tools tailored specifically to meet the unique demands of the roofing industry. It streamlines the bidding process, facilitates easy payment collection, and offers growth strategies, making it an essential tool for roofing professionals.
JobNimbus is a comprehensive roofing CRM software that offers a robust suite of tools tailored specifically to meet the unique demands of the roofing industry. It streamlines the bidding process, facilitates easy payment collection, and offers growth strategies, making it an essential tool for roofing professionals.

Best for teams that are

  • Mid-sized residential roofers wanting customizable, board-based project tracking
  • Companies needing deep integrations with suppliers like Beacon and ABC Supply
  • Teams that want to automate communication and task workflows

Skip if

  • Commercial contractors needing complex Gantt chart scheduling tools
  • Very small teams who may find the extensive customization options overwhelming
  • Businesses looking for a dedicated outbound power dialer

Expert Take

JobNimbus stands out for its focused approach in catering to the specific needs of the roofing industry. It not only simplifies the bidding process, but also provides solutions for accelerated growth, making it an invaluable tool for industry professionals. Its high rating and glowing reviews reflect the software's effectiveness and the value it brings to its users.

Pros

  • Industry-specific features
  • Efficient payment collection
  • Growth strategies
  • Streamlined bidding process
  • Excellent customer reviews

Cons

  • Limited customization
  • May require time to learn
4
Expert Score
9.8 / 10
638
147
AUTOMATED FOLLOW-UPS

Readymode Outbound Engagement

Readymode Outbound Engagement
View Website
Readymode is a comprehensive SaaS solution designed to optimize outbound customer engagement for roofing companies. It provides industry-specific features like robust calling solutions and smart engagement tools, catering to the unique needs of roofing professionals for efficient outreach and customer management.
Readymode is a comprehensive SaaS solution designed to optimize outbound customer engagement for roofing companies. It provides industry-specific features like robust calling solutions and smart engagement tools, catering to the unique needs of roofing professionals for efficient outreach and customer management.
AUTOMATED FOLLOW-UPS

Best for teams that are

  • High-volume sales teams and call centers focusing on outbound lead generation
  • Storm restoration companies needing predictive dialers to call massive lists
  • Agencies managing telemarketing campaigns for roofing leads

Skip if

  • Small local roofers relying primarily on referrals and inbound calls
  • Teams needing field production or project management features
  • Businesses without a dedicated inside sales team or call center

Expert Take

Our analysis shows Readymode stands out for high-volume sales teams due to its ability to support 20+ concurrent lines per agent, a figure significantly higher than many competitors. Research indicates the 'Autopilot' feature provides a distinct advantage by automating phone number reputation management, directly addressing the industry-wide issue of spam labeling. Based on documented features, the combination of a non-ATDS architecture and built-in state calling restrictions offers a robust compliance safety net for aggressive outbound campaigns.

Pros

  • 20+ concurrent calls per agent
  • Built-in CRM and lead management
  • Unlimited outbound minutes included
  • Autopilot for DID reputation management
  • Non-ATDS architecture for compliance

Cons

  • Steep learning curve for new users
  • User interface reported as dated
  • Inbound minutes cost extra ($0.02/min)
  • Starter plan lacks integrations
  • Mixed reviews on support responsiveness
5
Expert Score
9.7 / 10
507
79

Leap - Roofing Software

Leap - Roofing Software
View Website
Leap is a comprehensive, industry-specific SaaS solution for roofing businesses. It streamlines the sales process, offers robust estimating tools, and simplifies job management, making it a crucial tool for growth-oriented roofing companies.
Leap is a comprehensive, industry-specific SaaS solution for roofing businesses. It streamlines the sales process, offers robust estimating tools, and simplifies job management, making it a crucial tool for growth-oriented roofing companies.

Best for teams that are

  • Residential contractors focused heavily on in-home sales and one-call closes
  • Sales managers wanting to enforce pricing guardrails and digital contracts
  • Companies needing offline capabilities for field reps

Skip if

  • Commercial roofers with complex, long-term bidding processes
  • Companies seeking a full-suite project management tool for production
  • Businesses on a tight budget (pricing can be steep for larger teams)

Expert Take

Our analysis shows Leap distinguishes itself by effectively merging robust project management with elite sales enablement tools. Research indicates that its 'SalesPro' module is a game-changer for contractors, allowing them to present tiered pricing, secure financing, and sign contracts entirely offline. Based on documented features, the integration of real-time material ordering from major distributors like SRS and Beacon further streamlines the workflow from the kitchen table to the roof.

Pros

  • Offline mode for in-home sales
  • Integrated financing with 12+ lenders
  • Real-time material ordering integrations
  • Transparent online pricing
  • Digital contracts with e-signatures

Cons

  • Recent stability issues after updates
  • Support response times can be slow
  • Reporting features described as clunky
  • Higher cost for small teams
6
Expert Score
9.5 / 10
356
138
INTEGRATED MAPPING
WEATHER SAVVY

RoofLink Roofing Software

RoofLink Roofing Software
View Website
RoofLink is a specialized SaaS solution designed for roofing companies. It combines CRM with practical tools like measuring, canvasing, and weather data. This industry-specific software streamlines the sales and estimation process, making it a powerful tool for professionals in the roofing industry.
RoofLink is a specialized SaaS solution designed for roofing companies. It combines CRM with practical tools like measuring, canvasing, and weather data. This industry-specific software streamlines the sales and estimation process, making it a powerful tool for professionals in the roofing industry.
INTEGRATED MAPPING
WEATHER SAVVY

Best for teams that are

  • Residential roofers needing an all-in-one tool with built-in DIY aerial measurements
  • Companies wanting flat-rate pricing per user without per-measurement fees
  • Teams looking for fast estimate generation to close deals on the spot

Skip if

  • Large commercial enterprises requiring complex ERP or accounting integrations
  • General contractors needing extensive remodeling features outside of roofing
  • Businesses looking for a free or very low-cost starter CRM

Expert Take

Our analysis shows RoofLink disrupts the market by including unlimited DIY aerial measurements in its flat monthly fee, a feature that typically costs contractors thousands in third-party reports. Research indicates its recent acquisition by SalesRabbit creates a powerful 'field-to-production' ecosystem that is unmatched for door-to-door sales teams. Based on documented features, it offers one of the most transparent pricing models in the industry.

Pros

  • Unlimited aerial measurements included in price
  • Transparent flat-rate pricing ($120/user)
  • Built-in canvassing and territory management
  • Acquired by SalesRabbit for stability
  • Native material ordering with SRS Distribution

Cons

  • QuickBooks integration reported as buggy
  • Dashboard widgets can be complex
  • Smaller user base than AccuLynx
  • Mobile app interface has minor glitches
  • Less enterprise-depth than legacy CRMs
7
Expert Score
9.0 / 10
711
78
SALES PIPELINE BOOST

Salesforce Sales Engagement

Salesforce Sales Engagement
View Website
Salesforce Sales Engagement platform is designed to help roofing companies streamline their sales process through smart AI-based CRM. It enables reps to connect with prospects across channels, providing powerful tools like lead scoring, email tracking, and sales analytics to optimize conversions in the roofing industry.
Salesforce Sales Engagement platform is designed to help roofing companies streamline their sales process through smart AI-based CRM. It enables reps to connect with prospects across channels, providing powerful tools like lead scoring, email tracking, and sales analytics to optimize conversions in the roofing industry.
SALES PIPELINE BOOST

Best for teams that are

  • Large commercial roofing companies with complex sales cycles and dedicated teams
  • Organizations already using the Salesforce ecosystem for other departments
  • Enterprises needing highly customizable workflows and deep analytics

Skip if

  • Small residential roofers with limited budgets and no IT support
  • Teams needing out-of-the-box roofing features like aerial measurements
  • Companies wanting a simple, plug-and-play solution without setup time

Expert Take

Our analysis shows that Salesforce Sales Engagement's primary advantage is its native architecture, which completely eliminates the data synchronization latency and errors common with third-party tools. Research indicates that for organizations already deeply invested in the Salesforce ecosystem, the ability to leverage Einstein AI and trigger complex Flows based on engagement data in real-time offers a level of automation that external platforms struggle to match.

Pros

  • Native integration eliminates data sync errors
  • Real-time activity logging and reporting
  • Powerful Einstein AI conversation intelligence
  • Enterprise-grade security and governance
  • Unified platform for CRM and outreach

Cons

  • Strict 5,000 daily org-wide email limit
  • Steep learning curve for new users
  • Requires Salesforce Admin for setup
  • UI can feel clunky and click-heavy
  • No free trial available
8
Expert Score
9.0 / 10
546
111
EASY ESTIMATIONS
REAL-TIME REPORTING

HubSpot for Roofers

HubSpot for Roofers
View Website
HubSpot for Roofers is a tailored CRM and sales consulting solution designed to streamline customer management and boost roofing sales. By leveraging the power of HubSpot, the platform caters to the specific needs of the roofing industry, providing tools for customer relationship management, sales tracking, and growth analysis.
HubSpot for Roofers is a tailored CRM and sales consulting solution designed to streamline customer management and boost roofing sales. By leveraging the power of HubSpot, the platform caters to the specific needs of the roofing industry, providing tools for customer relationship management, sales tracking, and growth analysis.
EASY ESTIMATIONS
REAL-TIME REPORTING

Best for teams that are

  • Growth-focused roofers prioritizing inbound marketing and lead nurturing
  • Companies wanting to align sales and marketing data in one powerful platform
  • Businesses willing to invest in consulting to customize a robust CRM

Skip if

  • Small contractors needing specific production tools like material ordering
  • Teams with low budgets (HubSpot costs scale quickly with features)
  • Those intimidated by complex software setups without industry-specific defaults

Expert Take

Our analysis shows that while HubSpot lacks the native production tools of niche competitors, it offers superior marketing and sales automation that most roofing CRMs cannot match. Research indicates that when paired with a specialized implementation partner like 'Roofers Going Digital' and integrations like CompanyCam, it becomes a powerhouse for growth-focused roofing companies. It is the ideal choice for roofers prioritizing lead generation and customer experience over pure job site management.

Pros

  • Powerful marketing automation & lead nurturing
  • User-friendly, modern interface superior to niche tools
  • Seamless integration with CompanyCam & Zapier
  • Free entry-level CRM tier available
  • Scalable from small business to enterprise

Cons

  • Lacks native production & job management features
  • Requires expensive customization or consultants
  • Higher long-term cost than niche CRMs
  • Steep learning curve for initial setup
  • No built-in aerial measurement tools

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Nutshell CRM for Roofers
Yes No Yes - 14 days Yes Yes Yes Not specified Slack, Google Workspace, Microsoft 365 Not specified $19/user/month
2 Better Boss Roofing CRM
No No No Yes No Yes Not specified JobTread, QuickBooks, CompanyCam, Roofr, EagleView, SumoQuote, Zapier, GoHighLevel, ABC Supply, Beacon, SRS Not specified $10,000 (Implementation)
3 JobNimbus Roofing CRM
Yes No Yes - 14 days Yes Not specified Yes Not specified QuickBooks, Google Workspace, Microsoft 365 Not specified $25/month
4 Readymode Outbound Engagement
No No Yes Yes Yes Yes Not specified Salesforce, HubSpot, Podio, Zoho, Pipedrive, Slack, Google Calendar Not specified $199 per user/month
5 Leap - Roofing Software
Yes No Yes Yes Yes Not specified Not specified QuickBooks, SRS, Angi, CompanyCam, EagleView, ABC Supply, Beacon Building Supplies Not specified $99/month plus $5-6 per user
6 RoofLink Roofing Software
Yes No Yes Yes Yes Yes Not specified QuickBooks, SalesRabbit, Hover, EagleView, CompanyCam, SRS Distribution, Stripe, GAF QuickMeasure Yes $120 per user/month
7 Salesforce Sales Engagement
Yes No Yes - 30 days Yes Yes Yes SOC 2 Slack, Salesforce, Google Workspace, Microsoft 365, HubSpot Yes Enterprise pricing available
8 HubSpot for Roofers
Yes No Yes - 14 days Yes Yes Yes Not specified Slack, Google Workspace, Microsoft 365 Yes Custom pricing
1

Nutshell CRM for Roofers

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Google Workspace, Microsoft 365
Supports SSO
Not specified
Starting Price
$19/user/month
2

Better Boss Roofing CRM

Has Mobile App
No
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
JobTread, QuickBooks, CompanyCam, Roofr, EagleView, SumoQuote, Zapier, GoHighLevel, ABC Supply, Beacon, SRS
Supports SSO
Not specified
Starting Price
$10,000 (Implementation)
3

JobNimbus Roofing CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Not specified
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, Google Workspace, Microsoft 365
Supports SSO
Not specified
Starting Price
$25/month
4

Readymode Outbound Engagement

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Podio, Zoho, Pipedrive, Slack, Google Calendar
Supports SSO
Not specified
Starting Price
$199 per user/month
5

Leap - Roofing Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Not specified
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, SRS, Angi, CompanyCam, EagleView, ABC Supply, Beacon Building Supplies
Supports SSO
Not specified
Starting Price
$99/month plus $5-6 per user
6

RoofLink Roofing Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
QuickBooks, SalesRabbit, Hover, EagleView, CompanyCam, SRS Distribution, Stripe, GAF QuickMeasure
Supports SSO
Yes
Starting Price
$120 per user/month
7

Salesforce Sales Engagement

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Slack, Salesforce, Google Workspace, Microsoft 365, HubSpot
Supports SSO
Yes
Starting Price
Enterprise pricing available
8

HubSpot for Roofers

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Google Workspace, Microsoft 365
Supports SSO
Yes
Starting Price
Custom pricing

Similar Categories

How We Rank Products

Our Evaluation Process

The 'How We Choose' section for sales engagement platforms tailored for roofing companies emphasizes a comprehensive evaluation process based on several key factors. The analysis includes specifications, features, customer reviews, ratings, and overall value to provide an objective comparison. Specific considerations for this category include the platforms' ability to facilitate lead generation, integration with existing roofing business tools, and ease of use for teams in the field.

Rankings were determined by analyzing data from various sources, including customer feedback and expert reviews. The research methodology focuses on comparing product specifications and features, evaluating the price-to-value ratio, and synthesizing overall user ratings to identify the most effective sales engagement solutions for roofing professionals.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of user feedback and industry standards.
  • Rankings based on thorough analysis of specifications, customer ratings, and expert insights.
  • Selection criteria focus on key features specific to sales engagement platforms for roofing companies.

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Score Breakdown

0.0 / 10

What This Award Means