for CRM
Every roofing company is unique, so we offer multiple plans for roofing contractors to choose from. Our knowledgeable sales and customer success teams can help you determine the right plan and provide you with a custom price quote.
See what roofing software features each AccuLynx plan has to offer.
| Business Management | Essential | Pro | Elite |
|---|---|---|---|
| Automations manager | Not included | Included | Included |
| Custom email templates | Included | Included | Included |
| Custom reporting | Included | Included | Included |
| Custom workflow manager | Not included | Not included | Included |
| Job milestone tracker | Included | Included | Included |
| Live activity feed | Included | Included | Included |
| Multiple company location set-up | Not included | Not included | Included |
| Personal or role-based dashboards | Not included | Included | Included |
| Template manager | Included | Included | Included |
| User permission & location settings | Included | Included | Included |
| Custom fields | Included | Included | Included |
| Sales & Production | Essential | Pro | Elite |
|---|---|---|---|
| Aerial measurement ordering | Included | Included | Included |
| AI-based automatic lead scoring | Included | Included | Included |
| Custom materials library | Not Included | Included | Included |
| Embedded web forms | Not Included | Not Included | Included |
| Estimates and contracts | Included | Included | Included |
| Invoicing | Included | Included | Included |
| Labor management and work orders | Included | Included | Included |
| Leads/CRM | Included | Included | Included |
| Mortgage check tracking | Not Included | Not Included | Included |
| Permits tracking | Not Included | Not Included | Included |
| Production calendar | Not Included | Not Included | Included |
| Production status and trade reports | Not Included | Not Included | Included |
| Prospecting reports | Not Included | Not Included | Included |
| Sales pipeline and closing percentage reports | Not Included | Not Included | Included |
| Supplement tracking | Not Included | Not Included | Included |
| Supplier direct ordering | Included | Included | Included |
| Collaboration | Essential | Pro | Elite |
|---|---|---|---|
| Job messaging and communications history | Included | Included | Included |
| Mobile field app | Not Included | Included | Included |
| Notes, tasks, reminders, and notifications | Included | Included | Included |
| Photo/video management & storage | Included | Included | Included |
| Shared appointment calendar | Included | Included | Included |
| Task manager | Included | Included | Included |
| Unlimited document storage and sharing | Included | Included | Included |
| Financial Management | Essential | Pro | Elite |
|---|---|---|---|
| Advances and paybacks tracking | Not Included | Not Included | Included |
| Commissions | Not Included | Not Included | Included |
| Job costs and A/R tracking | Not Included | Included | Included |
| Job profit forecasting | Not Included | Included | Included |
| Marketing expense tracking | Included | Included | Included |
| Profit & loss analysis | Not Included | Included | Included |
Each AccuLynx plan includes the tools you need to streamline your work and grow your roofing business, plus:
Our monthly subscription option gives you flexibility so you’re not locked in.
Access training whenever your team needs it as long as you’re a customer.
You’ll be guided through the setup process and onboarded quickly.
Call and speak to a live person whenever you have questions.
We’ll contact you with demo information and a custom price quote.