CRM & Pipeline · Roofing
Clarity on what's in your pipeline and what's moving, without a 40-page report.
The reality
A single hailstorm can put a hundred inspection requests on a roofing company’s desk inside a week, most of them mid-way through an insurance claim with an adjuster, a deductible, and a timeline attached. A spreadsheet and a stack of sticky notes cannot hold that volume without losing someone’s claim number. The pipeline tracks each roof from inspection photo to signed contract to final invoice, so a storm surge does not turn into missed follow-ups on jobs worth $8,000 to $15,000 apiece.
What we fix
A roof replacement runs $8,000-$15,000+, and storm damage work can surge to hundreds of jobs per season. Homeowners research roofers obsessively — checking reviews, comparing sites, and requesting multiple estimates. The roofer with the best online presence wins.
No online estimate request form
Homeowners want to request a quote on their schedule, not just call during business hours. If your site doesn't have an estimate request form, they submit one on your competitor's site instead.
No project photos or proof of work
Roofing is visual. Homeowners want to see completed projects in their area, their roof type, and their material preference. A site with no gallery is a site that doesn't convert.
Invisible after storms when demand spikes
When hail hits or a storm rolls through, 'roof repair near me' searches spike 500%+. Without local SEO and storm-response content ready to go, you miss the surge entirely.
No reviews or trust signals
Homeowners are handing you a $10,000+ job on their most important asset. Without prominent reviews, license numbers, insurance certificates, and manufacturer certifications, they pick whoever feels safest.
What you get
Every inquiry lands in a stage. You see what's new, what's quoted, what's booked, and what's closed. No leads forgotten.
Quotes are tracked from sent to accepted. Jobs are tracked from booked to invoiced. Nothing slips between the cracks.
Monthly summary: inquiries this month, where they came from, what closed, what's open, what we're moving next. No jargon, no fluff.
Real-time access to your numbers any time you want. Not a report you wait a month for. A window you can open right now.
FAQ
Yes. We integrate with AccuLynx, JobNimbus, Roofr, CompanyCam, and other major platforms. Estimate requests feed directly into your pipeline. Your workflow doesn't change.
We pre-build pages targeting storm damage searches for your service area. When severe weather hits, we activate them immediately so you capture the search surge before competitors. Think of it as a marketing response plan for storms.
Most roofing websites launch around Week 4 inside the 28-day Forge Method engagement. That includes discovery, custom design, development, service area content, project gallery setup, and testing.
You own your content and your domain. If you decide to move on, we provide all assets, assist with migration for up to 14 days. The commitment runs twelve months, with a performance exit if we stop delivering.
See more on the Roofing page or the full FAQ.
More for roofing
CRM & Pipeline elsewhere
This page covers crm & pipeline as we build it for roofing contractors. For how the capability works on its own, across every industry we serve, see crm & pipeline.
Free Website Report Card
Enter your URL. We’ll scan it right now. Results land in your inbox in minutes.