Best Roofing CRM Software to Convert and Manage More Leads

Written By

Corey Mann

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The best roofing crm in the industry.

Best Roofing CRM Software to Convert and Manage More Leads

Contractors are looking for the best roofing CRM software with more features that provide greater value to their business. In fact, the right software can help you manage leads, automate your processes, and centralize all your data, among other things.

As your business grows, it’s important to streamline your tasks and become more efficient. That’s why 65% of businesses adopt CRM technology within the first five years after launching, according to Findstack.

With the right software, your roofing business can grow without facing the many setbacks that often lead companies to lose work along the way. Let’s look at the benefits of an industry-specific CRM and how contractors are turning to automation.

Discover how to choose the right roofing CRM software

The Ultimate Benefits of the Best Roofing CRM Software

Customer relationship management (CRM) technology projects to reach a value of more than $125 billion by 2028, according to the same Findstack report above. As you can see, it’s clear that CRM software is revolutionizing the way we work and interact with customers.

Therefore, the home improvement industry has taken notice. And roofers are at the forefront of this transition to automation. For some, change can be very difficult and often overlooked. But make no mistake about it, this is a great step forward for the industry.

The best roofing CRM software will provide specific functionality to cover the many needs of contractors. That means you can’t implement any old CRM into your business and expect results. You have to find the right software that has features built specifically for your roofers.

Thankfully, the industry is a step ahead and many companies have hit the market with contractor-focused software. For example, the right CRM tool for contractors will include benefits such as:

  • Customer relationship and lead management
  • Workflow management and remote business control
  • Office, field, and operations tracking
  • Estimates, quotes, and scheduling tools
  • Online sales and marketing functionality
  • Instant proposals and contracts

Software should never create more steps into your process. Overall, it should streamline your entire workflow and ensure the flow of information throughout your business is seamless. That means there’s no flaws in communication with your employees or customer interactions. From the lead to job completion, every step of the process should be tracked, monitored, and managed to ensure there are no errors that cost you time and money.

And yet, none of this matters if you aren’t handling leads properly in the first place. So, let’s look at why the best CRM software can help you convert more leads into sales.

Converting and Managing Leads

Most contractors would tell you that handling leads properly is the key to success. And in general, that’s exactly right! Your ability to connect with homeowners in a timely manner can determine if you sell a job or not. And many leads fall through the cracks if you don’t have the right processes in place.

Leads can come from many sources. Maybe you started running local advertisements. Possibly optimized your website? Or went to a trade show? Once leads start to come in, you need to understand who they are and where you got their attention. And with the best roofing CRM software, all of this information can be collected and dispersed into your lead generation funnel.

Now you have the framework in place that gives you the best chance to convert each lead that comes in. And from this point forward, all communications and follow-ups with this lead are tracked and centralized into the software.  That way, you aren’t wasting homeowners’ time as they search for your services.  

All-in-all, you’re providing a better customer experience than ever before. And this helps you build trust with homeowners and brand loyalty. Therefore, your customers are more likely to come back for further services in the future that drives more sales! With better customer retention and increased sales, you can begin to scale your business.

Is Leap the Right Platform for You?

At Leap, we understand that you can’t take a “one size fits all” approach to software. That’s why we are proud to provide the complete platform for the professional contractor. The Leap platform can help you manage everything in your day-to-day operations, from leads and customers to every project and your entire workflow.

We understand the needs of roofers and have developed the right features to meet those needs and make your life easier. Furthermore, our partners provide additional value with industry-leading tools that complement our platform.

We also understand how critical the sales process is when you meet with a homeowner at the kitchen table. That’s why you can implement our SalesPro software as an add-on or standalone tool to give your sales team a competitive edge! With SalesPro, you have pricing control, measurement and imaging integrations, in-app financing, remote signatures, and payment capture!

Altogether, this tech stack is built to change the way roofers interact with customers for the better. To learn more about the Leap platform, fill out the form below and schedule a quick, 15-minute demo. Your company deserves the best roofing CRM software to help you better tackle the challenges of a growing business. 

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