CRM

The roofing CRM to go from prospect to project

Speed up estimates, improve customer retention, and so much more with Houzz Pro’s roofing CRM software—the essential business tool you didn't know you needed.

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Trusted by 3 Million+ Contractors and Design Pros

CRM

The roofing CRM to be ready for anything

Our roofing CRM software helps you attract and communicate with clients all under one roof, in the office or on the go. Follow-up, schedule meetings, share files, and more with ease.

One-of-a-kind customer experiences in less time

Leave spreadsheets and sticky notes behind. Our roofing sales software streamlines lead management to help you and your prospects stay organized.

MANAGE LEADS

The roofing CRM that nurtures new leads into loyal clients

Successful pros know that closing new business requires great communication and prompt estimates and proposals. With our roofing CRM you can:

• Fire off messages quickly
• View or send estimates and proposals
• Track approvals at every stage
• Know right when a client signs an estimate or proposal

EMAIL NOTIFICATIONS & QUICK REPLIES

Give prospects personalized attention

Wear one less hat and try Houzz Pro’s roofing CRM software to save time.

• "Quick replies" save you time creating messages from scratch
• Email nudges help clients approve estimates or proposals
• Gentle reminders prevent subs from becoming a roadblock

VIDEO CONSULTATIONS

The roofing CRM software for getting virtual facetime

These days, current and prospective clients expect to be able to meet with you virtually. Our roofing CRM lets you do just that.

• Integrate seamlessly with your calendar
• Schedule video meetings or phone calls
• Track leads through your pipeline
• Streamline lead management to shave hours off your week

CLOUD-BASED FILE SHARING

File sharing is caring

Give you back of house processes a boost. Our roofing sales software is cloud-based with unlimited file uploads.

• Limit unnecessary back and forth
• Set the stage for productive collaboration
• Never waste time working off of outdated documents
• Prevent sending clients the wrong information

GMAIL EXTENSION

Built-in Gmail extension to save (a lot) of time

Now you receive a new inquiry via Gmail, you can create a new lead directly from the sidebar and manage that lead with Houzz Pro. Plus...

• Add and edit details or internal notes
• Create and save email templates
• Progress leads through to the next stage
• Never leave your Gmail

"We use Houzz Pro as a cloud service both internally as a team and with clients. That includes managing leads, notes and files like plans, job scope, estimates, correspondence, and photos. Everything is now in one place; we don't have to jump back and forth between different systems or scroll through emails to find a file.

More automation. Less duplication.

Farewell, manual errors. See ya, double-entry. Our roofing sales software syncs with a lot of the tools you already use so you can skip the extra work and simplify your workflow.

CONVENIENT SUPPORT CHANNELS

Built-in expert support

The Houzz Pro client services team is committed to your success. We understand your business and will help you to get the most out of our roofing CRM. Feel free to chat with us! We offer a lot of ways to connect:

01

Chat with Our Online Team

Get real time support.

02

Shoot us an Email*

Send us a message at your convenience!

03

Call Our Support Team*

Give us a ring anytime between 6 a.m. - 5 p.m. PST Monday through Friday at (888) 460-6011

04

Specialists on Staff*

Need a walkthrough? Our dedicated customer service reps specialize in getting you set up for success.

05

Stevie Award Winner

Award-winning customer service, at your service.

Roofers get ahead with these top four tools from Houzz Pro

*Only available on select plans.

Frequently Asked Questions About Roofing CRM Software

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Schedule your free demo of our CRM for roofing

Have questions? Give us a call at (888) 372-2851