The 4 Best Roofing CRM Platforms
For roofing companies, managing customer relationships, projects, and communication is crucial. A Customer Relationship Management (CRM) software simplifies these tasks. In this post, we'll explore why roofing companies need a CRM, what a CRM is, and how to choose the right one. We’ll also reveal the top 4 roofing CRMs and the reasons they top the list.
Why Do Roofing Companies Need a CRM?
Roofing businesses thrive on strong customer relationships, efficient project management, and seamless communication. A CRM system helps support those goals by:
Centralizing Information – All customer data, project details, and communication history live in one accessible place.
Enhancing Communication – You’re able to respond faster, keep clients informed, and streamline internal updates.
Improving Project Management – Tasks, timelines, and team coordination become far more manageable.
Optimizing Sales – From tracking leads to closing deals, the right CRM gives your team structure and consistency.
Boosting Customer Satisfaction – Better communication and follow-through means happier clients and more referrals.
Understanding CRM: What Is It?
A CRM (Customer Relationship Management) system is software that helps businesses manage customer interactions and automate various workflows. It acts as your company’s central nervous system, housing contact info, sales data, job notes, documents, photos, and more, all in one place.
Selecting the Right CRM for Your Roofing Business
When choosing a CRM, look for:
Ease of Use – Your team should actually want to use it.
Customization – You need to be able to shape the system to match your process, not the other way around.
Integrations – Whether it’s QuickBooks, EagleView, or payment processors, your CRM should play well with others.
Mobile Access – You’re not always at a desk. You need a CRM that works in the field, too.
Room to Grow – The right CRM should scale as your business does.
The Top 4 Roofing CRMs
Leap (formerly JobProgress):
Leap is a solid all-in-one platform for contractors, combining sales tools, job tracking, digital contracts, financing, and more. Whether you’re a one-location company or a multi-market operator, Leap gives your team a consistent, repeatable way to manage jobs from estimate to final payment.
Learn more here: Why I Recommend Leap to Roofing Contractors
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➡️ Use my referral link to get started and receive a $50 gift card: https://leap.referral-factory.com/uY7zPVMq
JobNimbus:
JobNimbus continues to be one of the most widely adopted CRMs in roofing. It’s straightforward to use, offers solid production management tools, and allows for custom workflows. You can also send text-to-pay links, automate follow-ups, and integrate directly with measurement tools and accounting software.
Learn more here: How JobNimbus Helps Roofing Contractors Take Control of Their Business
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➡️ Use my referral link to get started with JobNimbus: https://referrals.jobnimbus.com/i7sztkt0w40s
ServiceTitan:
ServiceTitan is a premium solution originally built for HVAC and plumbing but increasingly used by high-performing roofing companies. It’s powerful on the operational side, think dispatching, job costing, call tracking, and reporting, but also offers strong CRM functionality. If you’re a larger roofing business looking for a platform that goes beyond sales and into full operational control, ServiceTitan is worth evaluating.
Learn more here: Is ServiceTitan the Best Roofing CRM Software for Growing Contractors?
-or-
➡️ Use my referral link to get a demo and learn more: https://join.servicetitan.com/mzEFPaR
AccuLynx:
Built specifically for roofing contractors, AccuLynx has deep features for estimating, scheduling, crew management, and aerial measurements. It’s more rigid than some CRMs but well-suited for companies that want an out-of-the-box platform built around roofing.
➡️ Get started here at www.acculynx.com
Final Thoughts
Investing in the right CRM can unlock real growth in your roofing business. It’s not just about better software, it’s about better systems, smoother handoffs, and fewer dropped balls.
Evaluate where your business is today, and where you want it to go. Then look at the CRM that fits, not just in terms of features, but also in terms of how your team works.
Whether it’s Leap, JobNimbus, AccuLynx, or ServiceTitan, each of these platforms brings something different to the table. The key is picking the one that aligns with how you sell, produce, and serve your customers.
