Customer Relationship Management (CRM) software provides crucial tools for businesses to manage every aspect of customer-facing operations more effectively. Choosing the right CRM software has numerous benefits for roofing businesses, including better lead management, enhanced customer communications, increased productivity, and improved sales performance. Choosing the wrong CRM, on the other hand, can lead to frustration and drive up overhead costs, so it’s important to consider your options carefully. In this post, our experts compare the best CRMs for roofing companies on the market today, including a meta-analysis of hundreds of real customer reviews over the last three years to find out how real users feel about the software.
Best CRM for Roofing Companies Comparison
Choosing the right CRM depends on knowing what it’s best for, its standout features, how well it integrates with external tools, and how current and former users rate it. By collecting and aggregating research data for these critical factors, we were able to rank the best CRM for roofing companies using the following formula:
- Features and Capabilities (20%): The overall richness of CRM features and how well they align with roofing companies’ requirements.
- User Experience (25%): How easy it is to navigate the user interface (UI) and use the solution’s features.
- Integration Abilities (15%): How easy it is to integrate the software with third-party apps and how well they work together.
- Onboarding and Support (10%): How streamlined the onboarding process is, and how well the provider supports the software.
- Average Review Score (30%): A summary of 1-5 ratings of the software’s customer reviews, averaged across multiple third-party rating sites.
| Best CRM for Roofing Companies Comparison | |||||
| CRM Software | Best for | Standout Features | External Integrations | Average Customer Rating | |
|---|---|---|---|---|---|
| 1 | Zuper | All-in-one service management and CRM capabilities | – Intuitive mobile app
– AI assistant for office and field teams – Location intelligence – Smart dispatching – 60+ app integrations |
60+ | 4.6 |
| 2 | JobNimbus | Marketing tools | – Marketing platform
– Custom sales process tracking – One-click material ordering – Automated review requests – AI lead responder |
20+ | 4.4 |
| 3 | Acculynx | Lead intelligence | – AI-powered lead intelligence
– Live material pricing – Custom sales proposals – Supplier direct ordering – Project cost tracking |
25+ | 4.3 |
| 4 | Roofr | Add-on capabilities | – Interactive job pipeline
– Analytics dashboard – Add-on functionality – Measurements and estimates |
Via Zapier | 4.6 |
| 5 | ServiceTitan | Large enterprises | – Service agreements
– Phone integration – Pricebooks – Online booking – Financing |
25+ | 3.4 |
1. Zuper: Best All-in-One CRM and Roofing Management Software
Zuper is an AI-powered roofing management software platform that offers all-in-one service management and CRM capabilities, such as scheduling, communications, dispatching, and work order management. These features are also available in an intuitive mobile app, giving teams access to customer information, communications, and more from anywhere. Zuper includes advanced functionality to improve the customer experience, including location intelligence to get technicians to the job site faster and provide customers with up-to-date ETAs. Zuper’s CRM offers easy integrations with more than 60 third-party applications, allowing you to seamlessly connect all your business solutions. Plus, Zuper has exciting new AI capabilities, including after-hours AI responders to automatically handle incoming requests, AI call summaries to provide the action items from each phone call, and AI job summaries that provide a structured recap for every visit.
| Summary of Online Reviews |
| Zuper’s customers love how “intuitive and easy to use” the CRM software is on both desktop and mobile. They describe a “phenomenal support and onboarding experience” that allowed them to start using the software right away. They also say Zuper has “plenty of features,” and that the development team releases updates and improvements regularly. |
2. JobNimbus: Best Add-on Marketing Tools
JobNimbus is a service management platform for roofers that focuses heavily on the sales side of customer relationship management. It allows businesses to create and track custom sales workflows for better lead management. It also includes helpful work order management features like the ability to create and send material orders from estimates with a single click. JobNimbus has an additional software platform offering that’s just for marketing, including services like custom website creation, search engine optimization (SEO), and paid Google and Facebook ad campaigns. It also includes an AI autoresponder to handle incoming customer requests.
| Summary of Online Reviews |
| JobNimbus customers appreciate the “customization of sales workflows” that lets them use their existing processes. They report that the software is “easy to navigate and teach to new hires” and makes it relatively easy to create contacts, jobs, and tasks. They also say “you have to pay for other services” to really get the most out of the program. |
3. Acculynx: Best CRM for Lead Intelligence
Acculynx is a roofing software platform that specializes in CRM functionality. It includes lead management tools like a built-in AI that ranks lead records based on how likely they are to buy. Other features include live material pricing to speed up estimates, and supplier direct ordering with real-time status tracking to accelerate ordering. Acculynx also offers some accounting functionality, such as online payment processing and comprehensive project cost tracking and budgeting tools.
| Summary of Online Reviews |
| Acculynx’s customers like the lead management features, such as “lead source tracking” and “lead source reports.” They describe the software as “intuitive and easy to follow,” though some people report a “lack of training materials,” like tutorial videos. Customers also say that the “integrations don’t always work well.” |
4. Roofr: Best Add-on Capabilities
Roofr is a suite of roofing management tools that businesses can pick and choose from, allowing them to pay for only the features they need and nothing else. It’s most widely used for its measurement tool, but it also has a CRM solution. The CRM includes an interactive job pipeline with drag-and-drop functionality, as well as an analytics dashboard to help businesses better understand their sales processes and performance. For an additional cost, businesses can integrate additional tools for measurements, estimates, material ordering, invoicing, payments, and scheduling. However, assembling a complete roofing management platform from all of these tools can get expensive.
| Summary of Online Reviews |
| Roofr’s customers mainly praise the software’s measurement and estimating tools, calling them “intuitive,” “fast,” and “accurate.” They say the software is “easy to set up and use,” but that the templates “don’t allow enough customization.” |
5. ServiceTitan: Best CRM for Large Service Enterprises
ServiceTitan is a service management platform that’s tailored to the needs of very large service companies. It offers a wide range of features that enterprises can choose from to build a customized solution for managing every aspect of a roofing business. Some of its interesting CRM features include service agreement management, phone integration with call booking, up-to-date pricebooks to streamline estimates, an online booking portal, and flexible financing options. However, as a solution designed for enterprises, its complexity and price tag can be overwhelming for smaller businesses.
| Summary of Online Reviews |
| ServiceTitan’s customers praise the platform’s “versatility and ability to manage so many things at once.” They like the ability to “link multiple devices” and keep everyone connected, and they say it “provides a lot of data.” They report that the platform is “complicated to integrate and set up,” that it can be “tedious to navigate,” and that there are “limitations in connecting outside platforms.” |
