Evaluating CRM software for roofing contractors: where to start

Estimated reading time: 6 minutes

Investing in roofing software to help manage and grow your business is a big step that requires a lot of research, especially with so many options on the market. Before committing to a software, there are many things to consider, such as who will primarily use the software and the goals of your company. Here are the top questions you should ask when evaluating CRM software for roofing contractors.

Roofing software question #1: Why do you need roofing software?

When evaluating CRM software for roofing contractors, it is essential to start with the why. Whether you want to fix gaps in your process, or you know that your day-to-day operations could be handled more efficiently,residential roofing companies of all sizes benefit from roofing software because it simplifies their processes and improves the way they work. Manually tracking and managing many different jobs, or using multiple programs can lead to errors, lost information, and long-term problems for you and your staff. Further, manual processes such as spreadsheets make it difficult to gain real-time insights into your business performance and often cause important information to fall through the cracks.

With a roofing CRM like AccuLynx, you can remove the need for different software and instead manage your entire business with one system. AccuLynx enables roofing contractors to track performance, manage customer details, order materials, get accurate aerial measurements, manage billing details, and more—all from one place. By gaining greater visibility into your projects, you can quickly identify and get ahead of problems within a project before they become more pressing issues.

Roofing software question #2: What areas of your business need improvement?

Where are the bottlenecks? What aspects could be optimized? By pinpointing these areas for improvement, you can leverage the power of CRM software for roofing contractors to transform your business.

For example, your business may struggle with lead management. Imagine knowing where your highest-converting leads originate. Roofing software provides in-depth lead tracking, revealing which marketing channels deliver the most qualified prospects. Or, maybe your company uses a whiteboard to manage jobs, and you frequently run into scheduling conflicts.

CRM software for roofing contractors can provide ways to optimize these important processes and eliminate problems before they arise.

CRM software for roofing contractors.

Roofing software question #3: Does this software provide your business with the right features?

Each CRM system is different, with various features and tools that may or may not fit your individual business needs.

For example, if you have multiple business branches, software could help improve your functionality when it comes to keeping each location organized under one umbrella.

Or, maybe your business does more than just residential roofing, such as gutters or holiday light installation during the winter months. Having the ability to organize your company by trade might be an essential feature to you. With the production and labor tools within AccuLynx, you can easily schedule your different trades with filters so you can track what jobs are happening and when. Whatever features you decide are important to you would ideally be part of the roofing CRM you choose.

Roofing software question #4: Who in your company will use the software?

Identifying who in your company will primarily use the software is just as important as why you need software and will help you decide what is best for your company.

Suppose your sales team will be the primary users of the software. In that case, you might want to consider a system that integrates with aerial measurement and material distribution companies, which would help streamline your estimation and material ordering processes. Or maybe your office admin needs better access to different parts of the business, such as supplements, mortgage loan statuses, or financing and payment information. Investing in software that can house all data in one location will assist in streamlining operational roles and provide room for company growth.

It is also imperative to be aware of the usability of your software choice and to ask your rep questions about the onboarding process. The purpose of incorporating software is to help run your business more smoothly, and it should be simple to learn so that even those at the company without software experience can use it effectively. AccuLynx is intuitive for the roofing industry and provides free onboarding and live, ongoing help with every software license so that you can get your team familiarized quickly.

Roofing software question #5: Will this software help you meet your business goals?

When evaluating roofing software systems, this is probably the most important question to ask yourself. Whether your goal is to expand your business, bring in more revenue or just to keep your company more organized, you want a program that will help you achieve these things in a more efficient manner than what you are already doing.

To make sure that you are getting the most out of your investment, make a list of all your business goals for the next year. This will help you make sure that all your goals are top of mind while you are shopping around for software. Whenever you have a demo of a specific software, be sure to bring up these goals and ask how the software will help achieve them. Your business success is the primary reason to use roofing software, and any software you select should help you become more successful.

See how CRM software for roofing contractors can help you reach your goals

Acculynx is the #1CRM software for roofing contractors and is a comprehensive program that can help you grow your roofing company. AccuLynx has a robust number of tools and features to help you streamline, organize, and better manage every aspect of your business. Whether you want to expand your company or increase your revenue, AccuLynx has the tools to help you reach your goals.

Get a custom demo and see how AccuLynx can help your residential roofing business reach your goals.

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