Build your own CRM for roofing, no code required
Manage leads, track projects, and optimize workflows with a customizable CRM tailored to your roofing business needs.
Customize your CRM around your processes
Create a CRM tailored for roofing teams. Add only the views and features you need now, and update your setup as your workflows evolve—no code required.
Lead intake and tracking
Project and job management
Estimate and proposal generation
Scheduling and calendar view
Customer communication log
Invoice and payment tracking
Unify your roofing data in real time
Connect spreadsheets, CRMs, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize client, project, and workflow information.
Custom access for every roofing team. Built-in security, no dev time.
Give sales reps, project managers, and crews the right tools and access for every roofing job. Set up secure logins, user groups, and permissions—no IT needed.
Advanced permissions
Create user groups for each team—sales, field crews, office staff—so each role sees only what they need.
User groups
Create user groups for each team—sales, field crews, office staff—so each role sees only what they need.
Automations
Connect with tools like Make or Zapier to automate status updates, reminders, and follow-ups for roofing projects.
Works on any device
Track leads, jobs, and schedules from the office or on-site. Apps are mobile-ready for all devices.
Easy, secure logins
Enable secure logins for your roofing team using email, Google, or SSO. Quick access without IT hassle.
Security
Keep project and customer data protected. Softr’s CRM is SOC2 and GDPR compliant for your peace of mind.
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Put AI to work for roofers
Sales teams can ask AI about leads, jobs, or estimates and get instant answers, all built into your CRM portal from Softr.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your roofing CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like project tracking, site photos, or custom workflows as your roofing business grows.
Flexible as you grow
Start with your CRM, then add job portals, estimate forms, or dashboards—all in one place.
Build a fully custom CRM for roofing in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for roofing in minutes