Choosing the best roofing CRM for your company can be a challenge.
We know this all too well at Roofer’s Guild, as we consult with roofing contractors daily.
I recall chatting with Mike, a roofer from Nebraska whose company has been around for decades. The company started in his grandfather’s name, then went to his father, and now belongs to him.
As we were shooting the breeze, Mike said frankly, “My grandfather’s CRM was a ledger book and a pen.”
He paused and then continued, “My father’s CRM was a Microsoft Excel application for MS-Dos.”
I quipped back, “Times sure have changed.”
Our conversation was about the technological advancements in CRM or customer relationship management software, which, in 2025, have grown so sophisticated that they can be too complex.

At Roofer’s Guild, our duty is to shape the industry’s knowledge of various CRM options.
Below, we break down eight compelling roofing CRM options for 2025.
What is a Roofing CRM?
CRM stands for Customer Relationship Management. Usually, CRM refers to actual Customer Relationship software that helps streamline your interactions with customers and prospects (leads).
The bottom line is that if you are a roofing contractor, scaling your business will be tough if you aren’t using roofing CRM software.
The Best Roofing CRM Options
The great thing about CRMs for roofers is they have come a long way.
In 2025, roofing CRM can help you provide more accurate estimates quicker and easier.
You have to be discerning, though. Not all CRMs will be an excellent fit for your company.
Let’s sort through some of the best options available.
1) RoofSnap
RoofSnap is one of the coolest CRM software suites for managing a large number of customers and projects simultaneously.
RoofSnap will allow you to generate aerial roof measurements almost immediately.
Also, RoofSnap makes it very easy to manage supply orders and see where your inventory is.
The estimate builder feature allows roofers to use material inputs to produce custom estimates.
The documents generated from this software are visually impressive and detailed, satisfying even the most neurotic of us roofing professionals.
2) JobNimbus
JobNimbus is a great CRM software suite for roofers because it was developed using insights from actual roofing industry experts.
We also love this software because it is straightforward to use.
If you have never worked with CRM software before, JobNimbus is a great place to start because it is intuitive and user-friendly.
While the more advanced features will undoubtedly require some learning, you can master the essentials in just a few hours of using the software.
3) PlanSwift
PlanSwift will be a great choice if you want to streamline the project bidding process and submit more bids overall.
PlanSwift allows you to change bids and project cost calculations on the fly. It’s also a great tool for being more precise with your project cost calculations.
There are various features on PlanSwift, but you can tell that the developers were very focused on making project cost calculations as accurate as possible.
4) Pipedrive
Pipedrive has undoubtedly made a name for itself as a multi-industry CRM.
Its most famous feature is the pipeline visualization, which allows drag-and-drop deal updating.
The features continue to impress with sales process optimization, email sequence builders, and data-driven sales assistance.
Pipedrive’s custom reports are visually impressive and provide valuable insights for sales reps and roofing business owners.
5) Spotio
SPOTIO bills its software as sales engagement-oriented, emphasizing “field sales teams.”
One intriguing statistic from this software is its 46% increase in “rep productivity” for users.
SPOTIO users can utilize the sales intelligence feature to generate new prospects that require roofing services.
The app even includes territory mapping so your sales reps don’t work over one another in the field.
Perhaps most impressively, this software’s custom reporting features allow for an organized record of KPIs and opportunities.
6) iRoofing
iRoofing is known primarily for its project estimation tool, which includes digital estimates and measurements.
Rest assured, this software also includes a detailed customer database and allows reps and managers to sort appointments and track project progress.
One of the most impressive features of iRoofing is its roof simulator, which allows roofers to simulate various roofing outcomes based on the estimated impact of various manufacturers and materials.
If that is not impressive enough, the app allows users to order materials directly through the app.
7) HubSpot
HubSpot is not roofing-specific but is one of the most well-known CRMs for all industries.
For smaller roofing companies and one-person contractors, HubSpot serves as an excellent introduction to the power of customer relationship management.
The straightforward dashboard allows roofing contractors to track prospects and sales and forecast potential results in the context of cash flow.
The most impressive part of HubSpot is its ability to log lead channels like social media, email, and call tracking.
The analytics reports provide roofers with data-driven insights that allow them to adjust quickly.
8) Acculynx
Acculynx is a famous roofing company CRM that offers estimates, lead management, pipelines, and aerial measurement.
The software allows roofers to API leads into the CRM through web forms and other lead-gen sources. In addition, Acculynx removes duplicates so that the same customer can’t enter your library twice.
Another handy feature is photo tagging, allowing every team member to access pictures from the job site on the same file.
Establishing a central platform where contractors can manage and analyze jobs is helpful for the company process.
Do All Roofers Need a CRM?
All roofers can benefit from a CRM, and in 2025, it is unwise to operate a business without one.
CRM software automates many processes that you either have to take on yourself or delegate to one of your team members.
So, right off the bat, it can free you and your team up for more important things that only you or they can handle.
However, the advantages of CRM software don’t stop there.
Let’s review some of the significant benefits that CRM software provides:
Improved Customer Service
Even basic CRM software suites will allow you to manage your business and customer contacts in one place.
They will also give each customer their own profile that details past interactions, services they have paid for, and even services they have displayed interest in.
This lets you better anticipate their needs during a call and offer them better customer service.
Sales Funnel
Good CRM software will also allow you to construct your own sales funnel tailored to scale your roofing company sales pitch.
A sales funnel is a step-by-step guideline that encourages customer conversion.
When you have a good sales funnel, you and your entire sales team will have a blueprint that optimizes lead conversion.
Customer Retention
High customer turnover rates don’t only damage your bottom line; they harm your company’s reputation as well.
With a solid CRM software suite, you can keep more customers in the fold with features like automated ticketing, sentiment analysis, automated customer support, and customer profiling.
Easy Information Access
Anyone you permit can access your CRM software, including all the customer information in the database.
This will decrease the need for your team members to spend time retrieving the data they need and make their work more efficient.
Customer Segmentation
CRM software can also improve your marketing efforts. For example, let’s say you want to contact leads who have previously expressed interest in your services but have yet to complete a sale.
With CRM software, you can categorize these types of leads and view their contact information in one place.
Internal Communication
Finally, CRM software will help you communicate efficiently and effectively with your team.
In addition to messaging, memos, and alerts that can be sent to everyone on your team through CRM software, you can also have team members listen in on calls to develop a consistent brand voice.
Communication features can also be used for training and improving the quality of customer interactions.
Final Thoughts on Roofing CRMs
All of the above roofing CRM software suites have something to offer. However, you have to be realistic about your company’s current resources.
Remember that choosing the right CRM will pay long-term dividends and avoid disastrous logistical outcomes.
Changing your CRM is a laborious process, so you should do your research beforehand.