Build a custom CRM for roofing with AI
Track leads, manage job sites, and generate quotes in a custom CRM for roofing built with AI to fit your contracting business workflow.
Build exactly what your roofing team needs
Customize your CRM for roofing setup with the exact job stages and field views your team needs. Add features as workflows evolve—no code needed.
Lead and pipeline tracking
On-site job documentation
Field crew job assignment
AI quote generation tool
Client portal for updates
Analytics and revenue dashboard
Bring all your roofing data together in real time
Connect lead spreadsheets, project trackers, and client logs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every role. Built-in security.
Let roofing techs, project managers, and clients log in to a fully branded portal. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your roofing operations with Softr Workflows for crew dispatching, status updates, and automated client quote notifications that trigger instantly.
Automations
Automate your roofing operations with Softr Workflows for crew dispatching, status updates, and automated client quote notifications that trigger instantly.
User groups
Assign roles for field techs, sales reps, or clients—each gets access to only the roofing project data and tasks they need to see.
Advanced permissions
Control who can view budget details or assign roofing crews—down to the field level. Ensure sales data stays with sales and tech data stays with techs.
Security
Keep customer addresses and roofing contracts safe. Softr is fully compliant with SOC2 and GDPR regulations to protect your construction business.
Conditional forms
Capture roof inspection details, material orders, or client approvals using flexible form blocks tailored to each specific job type.
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
Build your CRM for roofing in minutes with AI—no dev time or complex setup needed for your construction team.
Consolidate your stack
Add features like on-site documentation, job scheduling, or AI quoting as your roofing workflows evolve.
Flexible as you grow
Start with a CRM, then add field tech apps, crew dashboards, or client portals—all in one place.
Generate a fully custom CRM for roofing with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Generate your CRM for roofing with AI — for free
Go from idea to a live CRM for roofing in under an hour. Build and customize your system without code.