4 Ways Roofing CRMs Benefit Contractors

Estimated reading time: 4 minutes

Running a successful roofing business is hard work requires a lot of attention to detail. Luckily, there are roofing CRM software options to help roofers stay on top of everything going on. Contractor software makes it easy to keep track of everything going on in your business. It helps you manage customer information and company data, so you can focus on the more important things.

Considering adding a roofing CRM to help manage your sales, customer data, material orders and more, can streamline a roofing business’s day-to-day activities.

Here are the top four ways roofing CRMs can benefit contractors:

They Speed Up Your Sales Process

The sales process is considered one of the most important phases of any roofing job. Your salespeople are tasked with documenting damage, pulling measurements, and eventually providing your customer with an accurate estimate to seal the deal.

Read: 5 Ways to Sell More Jobs with Fewer Site Visits

By taking advantage of a roofing CRM, your sales process can be a much easier, faster procedure to help every team member. Instead of having to take measurements by hand, AccuLynx has tools to obtain aerial measurements, plug them into pre-built estimate templates and draw up an accurate proposal in just minutes.

They Let You Know How Jobs Are Going

With so many projects going on, it can be hard to keep up with what stage each of them are in. Thanks to roofing CRMs, you can track how each job is progressing and receive instant updates without even being on site.

Roofing software provides you with tools for mobile and desktop to help each of your vital team members know how jobs in the production phase are going. AccuLynx offers tools like production checklists and job photo sharing so you can always be in the loop with what’s going on.

roofing crm on the job

They Provide You with In-Depth Business Insights

Knowing how each aspect of your roofing business is doing on a regular basis is important to growth for the company. Many roofing CRMs provide in-depth, custom reporting so you can stay on top of your business performance.

Read: How Roofing CRM Software Helps Small Residential Contractors Compete Like Big Businesses

Custom reporting can allow you to look at each area of your business (i.e. sales, production, etc.) and decide what metrics you want to look at (i.e. how many sales each rep is pulling in every month, average timelines for production, etc.). ReportsPlus by AccuLynx provides a collection of customizable reports that can be automatically delivered to the right team members as often as you want to make sure everyone is updated on the latest in their department’s performance.

They Can Improve Communication and Collaboration

One major issue a lot of roofing businesses run into is the lack of communication between different teams.

Software for contractors can help reduce these types of communication or collaboration problems by providing team members with the right tools to stay updated and connected. With AccuLynx, your salespeople, office staff and production crews can all know what is going on in each phase of a job—no matter where they are. Whether that’s a change in billing the office staff needs to communicate to sales or material changes production needs to inform the office about, this CRM can keep everyone connected.

roofing crm helping contractors

Get Demo: See the roofing CRM software trusted by thousands

Roofing CRMs can add to a roofing business’s success. They help you organize, provide you with easy-to-use tools and keep you in the loop with everything going on. As the leading roofing software among contractors, AccuLynx can help you get started reaping these benefits as soon as possible. Schedule a custom demo to see how your roofing business’s processes can get an upgrade.

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