7 best CRMs for roofing businesses in 2025

Running a roofing business is tough. You’re juggling estimates, managing crews, and trying to keep customers happy. On top of that, most roofing companies struggle to find a CRM that works for their unique needs.

Roofing CRM challenges are different from those in other industries. You need tools that handle weather delays, insurance claims, and seasonal fluctuations. You need systems that work from the roof to the office. And, you need software that helps you convert leads fast — because in roofing, speed wins.

This guide breaks down the seven best CRMs for roofing businesses in 2025. We‘ll cover comparison tables, feature breakdowns, pricing details, and a step-by-step selection process. Plus, we’ll share how real roofing companies are using these systems to grow their revenue.

Table of Contents

What is a CRM for roofing?

A CRM for roofing is customer relationship management (CRM) software built to handle the unique challenges of roofing businesses. It tracks leads from initial contact through project completion, manages estimates and proposals, and keeps your team connected whether they’re in the office or on a roof.

Unlike generic CRMs, roofing-specific systems understand your industry’s needs, like handling insurance claims, managing seasonal workflows, and integrating with measurement tools.

HubSpot is a prime example of a platform that unifies client data and enables personalized customer experiences across sales, marketing, and service teams. HubSpot has helped companies like Roof Maxx increase exclusive dealer growth by over 200%.

Best CRMs for Roofing Businesses at a Glance

Best CRM Software for Roofing Businesses

The right roofing CRM can be the difference between a prospect signing a contract or choosing your competition. Let’s analyze the seven best roofing CRMs to ensure you choose the one that best fits your business.

1. HubSpot

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Best for: Growing roofing businesses that want powerful marketing and sales tools with room to scale.

Key HubSpot Features

• All-in-one customer platform: Every roofing business knows it‘s not just about sales. There’s also marketing, customer service, and operations. HubSpot Smart CRM connects your sales, marketing, customer service, and operations so you can ensure all teams and data are aligned.
• Lead capture & lead scoring: Never miss a lead again. Use Marketing Hub forms and sync them with HubSpot Smart CRM to automatically unify and organize leads from various sources — online forms, referrals, and phone calls. Plus, you can create custom lead scoring so your sales team knows which prospects to prioritize.
• HubSpot’s AI (Breeze): Breeze is the suite of AI tools woven into the HubSpot customer platform. Have Breeze surface relevant information about a prospect so you can prepare for estimates, draft personalized emails based on CRM data, or answer customer questions via live chat.

HubSpot Pricing

• HubSpot’s CRM is always free, and it offers free plans for all six core products (marketing, sales, service, content, operations, and commerce).
• Each core product has a free, Starter, Professional, and Enterprise plan. Paid plans start at $15/seat/month and go up to $3,600/month for the Marketing Hub Enterprise plan.
• HubSpot pricing depends on your specific needs and add-ons. Use this HubSpot pricing calculator to see your custom price.

2. AccuLynx

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Best for: Established roofing contractors who need comprehensive industry-specific functionality.

Key AccuLynx Features

• Industry-built tools: Designed specifically for roofing workflows and processes, AccuLynx understands the unique challenges of roofing contractors from lead generation to project completion.
• Material ordering integration: Direct connections to suppliers like ABC Supply, QXO, and SRS bring supplier catalogs and direct order placement into AccuLynx, streamlining your procurement process.
• AI-powered lead intelligence: AccuLynx uses artificial intelligence to provide insights on lead quality and conversion probability, helping you focus on the most promising prospects.

AccuLynx Pricing

• Custom pricing based on number of users and features needed
• Monthly subscription with no long-term contracts
• Optional enhancements available
• Get AccuLynx custom quote

3. ServiceTitan

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Best for: Large roofing companies with complex operations and multiple service lines.

Key ServiceTitan Features

• All-in-one platform: ServiceTitan unifies CRM, scheduling, dispatching, and accounting in one system, eliminating the need to jump between multiple applications for different business functions.
• Advanced analytics: ServiceTitan provides in-depth dashboards and data analytics, offering valuable insights into business performance and helping you make data-driven decisions.
• Marketing attribution: ServiceTitan features tools for detailed marketing attribution, helping track the effectiveness of marketing efforts and understand which campaigns generate the most revenue.

ServiceTitan Pricing

4. JobNimbus

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Best for: Small to mid-size roofing contractors who want simplicity and affordability

Key JobNimbus Features

• Simple interface: JobNimbus offers an easy-to-use design that requires minimal training, making it perfect for teams who want to get up and running quickly.
• Project management: Organize jobs, tasks, and team assignments in one place, with features to keep your opportunities sorted and accessible from anywhere.
• Lead tracking: Monitor prospects through your sales pipeline with features to communicate and sell to prospects at each stage of the funnel.

JobNimbus Pricing

• Growing and Established plans are available at custom pricing.
• 14-day free trial for both plans.

5. Leap

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Best for: Roofing companies focused on in-home sales and digital presentations

Key Leap Features

• Digital presentations: Create compelling visual proposals on tablets that help you stand out with custom sales proposals that you can present or share on the fly.
• E-signature integration: Close deals faster with electronic contract signing, reducing the time between proposal and signed contract.
• Finance integration: Connect with financing options for customers, making it easier for homeowners to say yes to your roofing projects.

Leap Pricing

6. RoofSnap

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Best for: Contractors who prioritize accurate measurements and fast estimates

Key RoofSnap Features

• Aerial measurements: Generate precise roof measurements from satellite imagery, eliminating the need for manual site visits and reducing costly errors.
• Instant estimates: Create professional proposals quickly using advanced measurement tools and customizable pricing templates.

RoofSnap Pricing

7. ProLine

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Best for: Roofing contractors who prioritize customer relationship management and communication.

Key ProLine Features

• Communication focus: Built specifically for managing customer relationships in the roofing industry, with features designed by roofers for roofers.
• EagleView integration: Order aerial measurements directly within the platform, combining CRM functionality with industry-specific measurement tools.
• Customer journey tracking: Monitor interactions from lead to customer, ensuring no opportunities fall through the cracks.

ProLine Pricing

• Free: Basic CRM functionality
• Paid plans: $397/month plus $100 per additional seat
• No long-term contracts
• Try ProLine free

Benefits of CRM Software for Roofing Companies

Improved Lead Management

Never lose track of potential customers again. CRMs help you organize leads, track where they came from, and follow up at the right time. Speed matters.

Pro tip: HubSpot automates lead capture from multiple sources like your website, social media, and referrals, then uses AI-powered lead scoring to prioritize your hottest prospects so your team knows exactly who to call first.

Enhanced Customer Communication

Keep customers informed throughout the entire process. Automated updates, appointment reminders, and project status reports build trust and reduce support calls while improving the overall customer experience.

Pro tip: HubSpot eliminates manual follow-ups with automated email sequences and SMS campaigns that keep customers informed about project milestones, weather delays, and completion timelines without any effort from your team.

Streamlined Operations

Eliminate the chaos of spreadsheets and paper documents. CRMs centralize customer information, project details, and team communication in one place, making your business more efficient and organized.

Pro tip: HubSpot unifies all your roofing business data — from initial estimates to final invoices — in one platform, eliminating the need to jump between multiple tools and ensuring your entire team works from the same accurate information.

Better Sales Performance

Track which marketing channels bring in the best leads. Monitor your sales pipeline and identify bottlenecks that slow down closing deals, helping you focus on high-value activities.

Pro tip: HubSpot reveals which marketing campaigns generate the most revenue with built-in attribution reporting, showing you exactly which Google Ads, Facebook campaigns, or referral sources deliver your highest-value roofing jobs.

Mobile Accessibility

Access customer information and update job status from any roof. Mobile apps keep your field teams connected and productive, ensuring seamless communication between office and field operations.

Pro tip: HubSpot connects your field crews to the office with a full-featured mobile app that lets them update job progress, access customer history, and communicate with homeowners directly from the roof, even with limited cell service.

7 Important Features for a Roofing CRM

1. Mobile Functionality

Your team needs access to customer data while on job sites. HubSpot’s mobile app ensures your sales team stays productive no matter where they are.

2. Integration Capabilities

Connect with measurement tools, accounting software, and supplier catalogs. HubSpot has an extensive App Marketplace with integrations for roofing-specific tools.

3. Automated Follow-Up

Set up email and text sequences to nurture leads without manual work. HubSpot’s marketing automation helps you stay connected with prospects throughout extended sales cycles.

4. Pipeline Management

Visualize where prospects are in your sales process. HubSpot’s customizable deal stages help you track deals from initial contact through completion.

5. Reporting and Analytics

Track key metrics like conversion rates and revenue per lead. HubSpot’s comprehensive dashboards provide real-time insights into your business performance.

6. Project Management

Monitor jobs from initial contact through completion. HubSpot’s project management features help you stay organized and deliver projects on time.

7. Customer Communication Tools

Built-in email, text, and calling features. HubSpot’s communication tools help you maintain consistent contact with customers throughout the entire process.

How to Choose a CRM for Roofing (Step-by-Step)

Step 1: Map your workflows.

Document how you currently handle leads, estimates, and projects. Identify where you lose prospects or waste time. This becomes your requirements checklist for evaluating CRM options.

Step 2: Identify must-have features.

Based on your workflow analysis, create a list of non-negotiable features. Focus on tools that solve your biggest pain points first, such as lead management, project tracking, or customer communication.

Step 3: Compare ease of use and team fit.

Choose software your team will actually use consistently. Look for platforms with intuitive navigation and comprehensive training resources.

Step 4: Check cost at scale.

Consider not just starting costs, but pricing as your team grows. Factor in training time, implementation costs, and potential integration expenses to get a true picture of total investment.

Step 5: Choose a flexible platform — like HubSpot.

Pick a CRM that can grow with your business. HubSpot offers a free tier to start, then scales to enterprise-level functionality.

Frequently Asked Questions

What is the best CRM for roofing companies?

The best CRM depends on your business size and needs.

HubSpot offers the most comprehensive solution with its free tier and scalable features, making it ideal for growing roofing businesses.

What features should I look for in a roofing CRM?

Focus on mobile access, integration capabilities, automated follow-up, pipeline management, and reporting. Your CRM should handle your industry’s unique challenges like weather delays, insurance claims, and seasonal workflows.

HubSpot provides all these features plus advanced marketing automation.

Is HubSpot good for roofing companies?

Yes, HubSpot is excellent for roofing businesses. It offers a free CRM tier, powerful marketing automation, and scales with your growth. Real roofing companies like Roof Maxx have used HubSpot to expand their operations and streamline deal management, with proven results in the construction and service industries.

How much does a CRM for roofing cost?

CRM costs vary widely.

HubSpot starts free with paid plans from $15/month per user, while industry-specific solutions like use custom pricing that is often much higher.

Do I need a roofing-specific CRM?

Not necessarily. While industry-specific CRMs offer tailored features, flexible platforms like HubSpot can be customized for roofing workflows while providing superior marketing and sales tools. HubSpot’s extensive integration ecosystem allows you to connect with roofing-specific tools as needed.

Meet HubSpot, the Top CRM Choice for Roofing Companies

HubSpot stands out as the optimal CRM solution for roofing companies, combining powerful customer management capabilities with integrated marketing tools that drive growth. Unlike competitors that focus solely on contact management, HubSpot provides a comprehensive platform that supports every aspect of roofing business operations.

Key Advantages of HubSpot for Roofing Companies

• HubSpot’s free tier available: Start managing contacts and deals without upfront costs, with the ability to upgrade as your business grows.
• HubSpot’s marketing automation: Nurture leads with automated email sequences and social media management, helping you stay connected with prospects throughout extended sales cycles.
• HubSpot’s scalable platform: Grow from startup to enterprise without changing systems, with modular features that expand with your needs.

Real-world success stories demonstrate HubSpot’s effectiveness in roofing and construction. Roof Maxx expanded from 72 to 250 exclusive dealers in 24 months using HubSpot CRM. The platform’s flexibility allowed them to manage three distinct user groups: exclusive dealers, internal sales teams, and business operations.

Ready to see how HubSpot can work for your roofing business? Get started with HubSpot today and join thousands of roofing companies already growing with the platform.