Today there are 92 different roofing CRMs. We spent 65 hours comparing the top 50 to find the seven best you can use to efficiently manage your roofing business.
What is the Best Roofing CRM?
- RoofSnap — best of the best
- HubSpot — best for marketing
- JobNimbus — best for project management
- SPOTIO — best for sales
- iRoofing — best for roof measurements
- Buildertrend — best for construction planning
- Builder Prime — best for large roofing businesses
1. RoofSnap
Our Verdict — Best Of The Best
Price: Starts at $12/measurement order
RoofSnap is a straightforward software CRM created by former roofers. We think it’s the best because of its almost flawless roof measurement service.
The Best Part:
- It gets you the right measurements. RoofSnap allows you to measure roofs in their software, or you can order a roof measurement service from their in-house team.
The Worst Part:
- Slow customer support. Users report delays from RoofSnap’s support team when facing issues with the software.
Get it if you want a straightforward roofing CRM for handling your roof measurements, work processes, and project documentation.
I recommend you start with the free 7-day trial, then sign up for a Monthly subscription at $99/mo.
(7-day free trial)
Best For
RoofSnap is best for roofing businesses that want a CRM solution built around helping you work faster.
Top Features
- Pricing estimate builder. Create professional estimates in minutes using your own product sets and prices.
- In-field customer eSignatures. Collect signatures from your customer using RoofSnap’s mobile app and store all documents in the CRM’s cloud.
- DIY roof measurement tool. Upload your own drone footage or use RoofSnap’s imagery to instantly sketch out and measure your roofs.
- Keep it professional. Use RoofSnap to personalize pre-made reports, material orders, and contracts with your company’s branding.
- Roof measurement rush orders. Order a roof measurement service for your new project and receive your report in less than 60 minutes.
Pricing
RoofSnap offers five pricing plans:
- Pay-As-You-Go: Pay from $12 to $50 per measurement order, for roofing companies looking for a fast roof measurement service.
- Monthly: $99/month per user for roofing business owners looking for full RoofSnap CRM features to manage projects, generate roof measurements, and create branded documents for work, for up to five DIY images per month for each user.
- Annual Starter: $1,776/year for roofing businesses that want RoofSnap’s complete CRM features, for two users and up to 240 DIY images per year for each user.
- Annual Pro: $3,480/year for roofing businesses that want RoofSnap’s complete CRM features, for five users and up to 240 DIY images per year for each user.
- Annual Enterprise: $5,880/year for roofing businesses that want RoofSnap’s complete CRM features, for 10 users and up to 240 DIY images per year for each user.
Annual plans provide up to a 50% discount.
Try RoofSnap today with a free 7-day trial.
2. HubSpot
Our Verdict — Best For Marketing
Price: Starts at $50/month
HubSpot is a comprehensive CRM solution with tons of communication and selling tools for roofing companies. We think it’s the best for marketing because of its powerful marketing tools.
The Best Part:
- It brings all your tools under one roof. HubSpot combines your marketing, sales, customer communications, and project management software, all in one place.
The Worst Part:
- No roof measurement tools. HubSpot doesn’t offer a digital solution for sketching out and measuring your customers’ roofs.
Get it if you want a product with comprehensive features to cover all of your business operations and marketing.
I recommend you get started with the free 14-day trial, then sign up for a Professional plan at $1,781/mo.
(14-day free trial)
Best For
HubSpot is best for roofing businesses that want an all-in-one business management and marketing CRM.
Top Features
- Endless connectivity. Consolidate your favorite software tools for eSignatures, accounting, calendars, etc, into a single CRM with HubSpot’s 1,000+ native integrations.
- Email and paid advertising automation. Create and automate targeted marketing campaigns to nurture leads and get gigs in your area.
- Customizable sales pipeline. Create a deals pipeline that reflects your unique roofing business process and track your deals every step of the way.
- Keep track of your customers. Monitor all your contacts in one place and easily organize them by custom filters such as home type, location, and roof material.
- Document management. Store and organize all your roofing business documents — e.g., contracts and proposals — in your HubSpot cloud space.
Pricing
HubSpot CRM offers four pricing plans:
- Free Tools: Free forever, for roofers who want to test out HubSpot and work with a few basic CRM tools, for unlimited users.
- Starter CRM Suite: $50/month for roofing businesses that want a basic CRM with necessary marketing and project management tools, for two users and up to 1,000 contacts.
- Professional CRM Suite: $1,781/month for roofing businesses that want a complete, automation-capable CRM solution, for five users and up to 2,000 contacts.
- Enterprise CRM suite: $60,000/year for roofing businesses that want a robust CRM with unlimited features to manage your projects and grow your roofing company fast, for 10 users and up to 10,000 marketing contacts.
Annual plans provide a 10% discount.
Try HubSpot CRM today with a free 14-day trial.
3. JobNimbus
Our Verdict — Best For Project Management
Price: Custom
JobNimbus is a state-of-the-art CRM for the roofing business. We think it’s the best for project management because of its team collaboration features.
The Best Part:
- Streamlined team collaboration. Mention your team members in notes, assign work, and receive updates from team members to keep everyone on the same page.
The Worst Part:
- Steep learning curve. JobNimbus may take some time to get used to, especially for users who are new to CRM software.
Get it if you want a complete project management focused CRM with all the tools you need to seamlessly manage your team and projects.
I recommend you start with the free 14-day trial, then book a call to get a quote for the paid plans.
(14-day free trial)
Best For
JobNimbus is best for roofing business owners who want a dedicated CRM for project management, team collaboration, and customer communications.
Top Features
- Stellar iOS app. JobNimbus provides the best mobile CRM experience for roofing businesses, with features such as built-in payment processing, team calendars, and kanban project management views.
- Kanban board for detailed project management. Visualize your projects, leads, and tasks on a Kanban board to keep tabs on your deadlines.
- Seamless integrations. Connect JobNimbus to your favorite tools, such as Google Drive, QuickBooks, and Zapier, for seamless workflow and data syncing.
- Work smarter, not harder. Streamline your processes and automate repetitive tasks, such as task assignments and note-taking.
- Collect unpaid invoices. Send out payment links from your CRM and never miss out on an unpaid invoice again.
Pricing
JobNimbus offers three custom pricing plans:
- Early: Custom pricing, for small roofing businesses that want a basic CRM to manage customer contacts, payments, and projects in one place.
- Growing: Custom pricing, for small roofing businesses that want a complete CRM solution to automate their workflows, collaborate on projects, integrate software tools like QuickBooks, and offer financing to customers.
- Established: Custom pricing, for well-established roofing businesses that want all Growing plan CRM tools plus unlimited automation and customization features.
Try JobNimbus today with a free 14-day trial.
Our Top Three Picks
Here’s a quick summary of our top three picks:
Here’s a quick comparison of our top seven picks:
Tool | Entry Offer | Pricing |
|---|---|---|
RoofSnap | 7-day free trial | Starts at $12/measurement order |
HubSpot | 14-day free trial | Starts at $50/mo |
JobNimbus | 14-day free trial | Custom |
SPOTIO | Free demo | Custom |
iRoofing | Free demo | Starts at $149/mo |
Buildertrend | Free demo | Starts at $399/mo |
Builder Prime | 14-day free trial | Starts at $99/mo |
Here are the top 50 roofing CRMs we considered in this review:
- RoofSnap
- HubSpot
- JobNimbus
- SPOTIO
- iRoofing
- Buildertrend
- Builder Prime
- RooferPro
- Method:Field Services
- Contractor Foreman
- Job Progress
- AccuLynx
- Roof Chief
- Tradify
- Scoro
- Field Pulse
- Payzerware
- Trello
- VipeCloud
- Zoho CRM
- Jobber
- Synchroteam
- STACK
- Marketing 360
- mHelpDesk
- Houzz Pro
- ConstructionOnline
- The EDGE
- iAuditor
- SalesRabbit
- Service Fusion
- Commusoft
- GoCanvas
- LawnPro
- FOUNDATION
- Fergus
- Dataforma
- Roofr
- Fieldwire
- AroFlo
- Successware
- Vonigo
- Plancraft
- YourTradebase
- WorkWave Service
- MarketSharp
- SmartUse Suite
- Payzerware
- Archdesk
- EagleView
What to look for when buying CRM for roofing?
- A customer relationship management software that has tools that are specific to the roofing industry
- Tools to streamline the sales process from lead gen to project completion
- Mobile app to empower field sales teams and grow your customer base
- Integration with aerial measurements tools
- Real time updates and synchronization across devices
- Built-in email marketing tools for both client communication and internal communication
- Ability to generate custom reports, for more informed decisions
- Integration with your existing external tools
- A comprehensive project estimation tool
- User-friendly interface that minimizes training time for sales reps
- Ability to produce accurate estimates
- Acting as a single source of truth for all customer and project information
- Integration with billing tools and other company processes
The Bottom Line
To recap, here are the best roofing CRMs to try this year:
