in CRM seat licenses at a typical 5-seat shop
Annual replacement at parity if you bought the equivalent tools and services separately. Custom-building this one feature alone would land in our Strategic build band ($200k–$500k). Source ladder + per-line citations on methodology .
Concretely, what you get
- Customer record with full job + property history.
- Lead pipeline with stage automation and reactivation triggers.
- Property record with roof history, dimensions, materials, warranty status.
- Quote → Job → Invoice flow with the same record carrying through.
- Inspection scheduler with the photo checklist baked in.
- Insurance claim tracker linked to the Insurance Toolkit.
- Warranty record with callback log + recall surface.
- Activity timeline: every email, every call note, every photo, every status change.
- Roles + RBAC: owner, manager, staff, crew, read-only — explicit per surface; field-tech mobile view for crews on a roof.
- AI co-pilot on every lead — next-step recommender, activity summary, outbound draft (no Salesforce-Einstein-style seat license to buy).
- Twenty role views shipped: leads, pipeline, jobs, customers, inspections, storm queue, crew, suppliers, ads, profit, reports, insights, rewards, store, credit, billing, assets, control, progress, flow explorer.
- Reads from existing CRMs (ServiceTitan, JobNimbus, AccuLynx) via API; becomes the CRM when you have none.
The shelf-of-tools this one offering removes
Categories, not brand names — pricing benchmarks observed from public pricing pages, agency proposals, and freelance rates current to the year. Every range is backed by a line-by-line worksheet you can audit once your trial is live.
| What you'd otherwise buy | Type | Typical price |
|---|---|---|
| A name-brand roofing CRM | SaaS | $398/user/mo + $7k+ implementation |
| A mid-tier roofing CRM | SaaS | $200–$300/user/mo |
| An entry-tier roofing CRM | SaaS | $169–$249/user/mo |
| Salesforce + a roofing-vertical config | SaaS | $150–$500/user/mo + $25k+ config |
| An AI sales-assist add-on (Einstein / Gong / Outreach AI) | SaaS | $50–$150/user/mo on top of the CRM seat |
What you'd pay elsewhere vs. what this costs you here
Vendor ranges observed from public pricing pages and agency proposals, current to the year. Full source worksheet shared with you once your trial is live.
What it adds to your business in dollars
A 5-seat roofer pays $10,000–$30,000/year in CRM seats alone, before mobile + integrations. The category-leaders are CRMs that bolted operations on; ours was built around the job from day one. The data structure makes downstream features (Pricing Confidence, Roof Intelligence, Authority Hub claims) actually possible.
Three or four moves. Then you walk away.
You: Import your existing customer + job archive.
System: The Migration Intake agent maps fields automatically; you confirm.
You: Give your office staff logins.
System: They see the customer record, the property history, the quote in flight, all on one timeline.
You: Trust the timeline.
System: Nothing falls between leads + jobs + invoices because they’re all on the same record.
The outcomes this feature feeds into
Before you ask
Do I have to abandon my existing CRM?
No. The CRM module reads from ServiceTitan, JobNimbus, AccuLynx, and others via API and writes completion data back. Use ours as the augmentation layer until you’re ready to switch — most clients are on a single login within 3–6 months because the friction of switching tabs gets too obvious.
How is this different from the "Roofing Business Suite"?
The Business Suite is the whole portal — every module that runs your company. The CRM is one module inside it, the customer + job + property record that every other module reads. Calling it out separately makes the comparison against name-brand CRMs explicit.
Can I import my customer history?
Yes — CSV, ServiceTitan export, JobNimbus export, AccuLynx export all supported. The Migration Intake agent normalizes fields; you confirm the mapping before import. Most clients have 1–5 years of past customers we map cleanly into the schema.
What about phone calls + voicemails?
V1 logs call notes manually + supports a CallTrackingMetrics / CallRail integration for inbound attribution. Recorded voicemail transcription lands in V2.
Do you sync with QuickBooks for invoicing?
Yes — the Books & Finances module syncs invoices, payments, and job costs to QuickBooks Online (or Xero). Most roofers keep their books in QuickBooks and use our CRM as the operational layer on top.
Walk through the timeline that holds every customer, quote, job, and warranty.
Then move your whole book onto it.
No credit card. No strings. We stand the whole platform up on a subdomain alongside your existing site so you can compare the numbers directly — leads, bookings, ticket size. The Standard guarantee covers cancellation between day 90 and day 180 at full refund.