Best Roofing CRM Software: 12 Picks for 2026

What the best roofing CRM software has to carry

Two different products get shopped under one search, so name which one you want. Want a number in the driveway? That is an estimating app. Our ranking of the best estimating app for roofing contractors covers that head. This page is the other one. Roofing CRM software holds a lead from the first door knock or storm call through the signed contract, the supplement, the crew, and the final payment.

Roofers held about 135,490 jobs nationally and earned an average $58,140 a year in May 2025, per the Bureau of Labor Statistics. That is a trade selling on storms and insurance claims. The best roofing CRM software gets judged here on four things.

Every lead carries its source

A roofing shop buys leads four or five ways at once. Door knocks, storm maps, referrals, paid search, and marketplace leads cost different money and close at different rates. If the source field is optional, you will never learn which channel paid for itself.

The insurance file is its own record

An insurance reroof is not a job with a note attached. It carries a claim number, an adjuster, a scope sheet, a supplement, and an actual cash value payment. Then a depreciation release lands weeks after the crew leaves. A tool that stores that as a comment thread loses you money on the supplement.

Production is a material order and a crew, not a calendar block

Scheduling a reroof means a delivery to the driveway, a dump trailer, a crew, and a weather window. The best roofing CRM software ties the material order and the crew to the job record, so a rain day moves everything at once.

Roofing sales software lives on follow up

Speed to lead decides the storm season. A homeowner with hail damage calls three roofers and signs with whoever answered. Automated texts and a task that fires when a stage changes beat any reporting screen.

The pipeline can wait. The number cannot. Price a roof from a photo in about 6 seconds, then edit the lines before you send. Free to try.

A worked storm reroof quote

Here is the shape of a 28 square asphalt reroof after a hail storm, on a 6/12 hip roof with one existing layer. The walkthrough is about what the CRM holds at each step, not a national price. Shingle pricing moves by supplier, by zip code, and by storm. Pull your bundle price from your own account the day you quote.

1. Log the lead with its source and the storm date

   Create the record before you drive over. Source, storm date, and the neighbor who referred you go in as fields, not as a note. That source field is the only honest answer to which channel paid for itself.

2. Order the measurement before anyone climbs

   A report gives squares, pitch, ridges, hips, valleys, and flashing lengths without a ladder. Roofr sells them at $19 on its free Starter tier and $13 on any paid tier. RoofSnap starts at $13 pay as you go. Both rates read on the vendors’ own pricing pages on 2026-09-11.

3. Separate tear off and disposal from the new roof

   One layer or two changes the labor hours and the dump weight. Put tear off, haul away, and the dump fee on their own lines. A homeowner comparing three bids sees why yours differs, and you keep your margin when the second layer turns up.

4. Price the crew against the published wage floor

   Roofers earned an hourly mean of $27.95 and an hourly median of $26.65 in May 2025, per the Bureau of Labor Statistics, across 135,490 jobs. That is the wage, not your bill rate. Build up from that floor, add overhead, insurance, vehicles, and margin, and keep labor on its own line.

5. Write the supplement the day the adjuster scope lands

   Drip edge, ice and water shield, ventilation, and steep or high charges get missed on a first scope. Log each against the claim while the photos are fresh. This one step separates roofing CRM software from general field service software.

6. Move the signed job to production with the material order attached

   Signature, deposit, delivery date, crew, and dump trailer belong on one record. When the weather moves, one drag on the board moves the whole job.

Quote the roof while you are still on the property. Turn a photo into an itemized estimate with material quantities. Free to try.

The 12 best roofing CRM software, ranked

Ranked on how much of that sequence the tool carries, and what it costs to run a roofing shop on. The best roofing CRM software keeps the lead source, the claim, the crew, and the margin visible on one record. Vendor pricing comes from each company’s own pricing page, read live on 2026-09-11, unless a source note says otherwise.

1. SimplyWise Cost Estimator

   Best when the quote has to leave with you and the pipeline can stay light. Photograph the storm damage or the whole elevation, and the app turns that photo into an itemized estimate in about 6 seconds, with material quantities. Every line carries unit, quantity, and price, so tear off, disposal, materials, and labor stay separate and editable. A client list, voice input, and blueprint upload come with it. The homeowner signs a branded quote to approve it before you leave.

   Pricing. $29.99/mo or $239.99/yr, which is about $20/mo on annual, with a 7-day free trial. One subscription opens the rest of the SimplyWise suite, including receipt scanning, mileage tracking, and the Receptionist app for the calls you miss on a roof.

2. JobNimbus

   Best all round roofing CRM for a residential shop running its own crews. Jobs move across a visual board from lead to production to paid, and the record holds photos, documents, estimates, and invoices. Two way texting runs inside the job. Material ordering connects to supplier accounts, and Profit Tracker shows margin while the job is open. SumoQuote, the roofing proposal tool, now ships inside JobNimbus.

   Pricing. Not published. JobNimbus sells four packages by user band: Essentials with 3 users, Pro with 10, Premium with 19, and Enterprise at 20 users and up. Every tier on the page ends in a Request pricing button.

3. AccuLynx

   Best for a shop whose revenue is mostly insurance restoration. AccuLynx organizes a job the way a claim is organized. One platform holds the sales pipeline, production scheduling, crew management, document automation, a customer portal, text messaging, and payments. Custom reporting reads results by lead source and by rep.

   Pricing. Not published, and the page does not pretend otherwise. It is titled Pricing Request, and its only two actions are Get Pricing and Talk to Sales. Plan Options and Add-Ons carry no rate.

4. Roofr

   Best for a small shop that wants measurement, proposal, and pipeline on one bill. Order a report, build the proposal off it, collect a signature, and track the job on a board.

   Pricing. Starter is free, with $19 measurement reports, one job board, and 10 trial proposals. Measure+ lists at $109 a month, and the comparison grid runs that tier $109 to $169 by report turnaround. Essentials is $249 billed monthly or $209 billed yearly. Scale is $349 or $299 billed yearly and adds 7 job boards, crew management, and job costing. Add ons run $125 for the Instant Estimator and $99 each for Roofr Sites and the Receptionist, or $85 billed yearly.

5. Leap

   Best for an insurance heavy roofing and exterior shop that sells in the living room. Leap CRM holds the lead, the workflow stages, the production calendar, and the customer and subcontractor portals. Leap SalesPro is the in home sales app, with discount controls so a rep cannot sell below margin. ABC Supply, SRS, Eagleview, CompanyCam, and GreenSky all connect.

   Pricing. Essential is $79 a month for a single user and opens with a 14 day free trial. Team starts at $298, includes the first user, and adds $99 a month for each extra user. SalesPro Premium starts at $750 and includes 6 users. Enterprise is quoted. JobProgress, the roofing CRM Leap absorbed, still posts $249 a month with a $500 one time setup fee and $99 for each extra user, up to 3 users. Its own site says it is migrating to Leap.

6. RoofLink

   Best for a roofing crew that wants measuring, inspection, and pipeline in one seat. RoofLink is SalesRabbit’s roofing product, described on its own pricing row as built by roofers for roofers. A seat carries roof measuring and estimates, full inspection, product library management, basic canvassing, weather data, QuickBooks, and financing. It is the cheapest roofing specific CRM here that posts a rate at all.

   Pricing. RoofLink Pro is $120 for each user a month, billed monthly, listed on the SalesRabbit pricing page beside the SalesRabbit tiers. No annual rate is posted for it, and no lower tier exists.

7. SalesRabbit

   Best for a storm chasing shop that lives on door knocks. SalesRabbit is canvassing and roofing sales software, not the production system. Territories, route planning, rep location tracking, a sketch board, and Amplify analytics keep a knocking team honest. Pair it with a production CRM; the same company sells RoofLink alongside it.

   Pricing. Team is $59 for each user a month, billed monthly. Pro is $75 billed monthly or $49 billed annually, again for each user. Enterprise is quoted. Add ons also price for each user, with the lower figure in each pair the annual rate. DataGrid is $31 or $19, Mover Leads $20 or $13, Digital Contracts $20 or $13, and Weather $31 or $19.

8. Jobber

   Best general field service CRM for a roofing shop with a repair and gutter book. Quoting, scheduling, dispatch, invoicing, and payments run in one flow. A client hub lets a homeowner approve a quote without a call. There is no roof measurement and no supplement workflow, so insurance heavy shops outgrow it.

   Pricing. Core is $29 a month on annual billing or $49 month to month and includes 1 user. Connect is $99 or $139 and Grow is $149 or $199, both for one user. Plus is $399 or $499 and includes 5 users. Extra users are $29 each and the trial runs 14 days. Read live on the vendor’s own pricing page on September 11, 2026.

9. Housecall Pro

   Best for a roofing shop with a repair and maintenance book beside the replacements. A dispatch board, online booking, customer messaging, financing, and card payments sit in one place. That fits leak calls better than full reroofs. Estimating runs off a price book you build by hand.

   Pricing. Basic is $59 a month billed annually or $79 month to month, for 1 user. Essentials is $149 or $189, includes 5 users, and charges $100 a month for each extra user. Max is $299 or $329, includes 8 users, and charges $75 a month for each extra user. The free trial runs 14 days with no credit card.

10. ServiceTitan

    Best once a roofing company runs a call center and a service department. Dispatching, call booking, a price book, mobile estimates, payroll, and advanced reporting come on every package. Good better best proposals on a tablet are why large residential companies land here. It is heavy for a three truck roofer.

    Pricing. Not published. The page states the model in one line, that pricing runs per technician. Starter, Essentials, and The Works each end in a Request Pricing button, and no tier carries a posted rate.

11. Contractor Foreman

    Best for a roofer who also runs new construction and wants job costing beside the pipeline. Daily logs, time cards, change orders, and scheduling sit next to a lead pipeline. You buy a user band rather than individual seats, which makes it unusually cheap for a growing crew. The interface runs busy as the cost of that breadth.

    Pricing. On annual billing, Basic is $49 a month for 1 user and renews at $588 a year. Standard is $105 for up to 3 users, Plus $166 for up to 8, Pro $221 for up to 15, and Unlimited $332. Quarterly runs $132, $206, $282, and $415. Every plan opens with a 30 day free trial.

12. Markate

    Best for a small roofing shop that wants lead capture and follow up without a platform price. Markate bundles scheduling, a branded customer portal, proposals, online booking, and a call answering agent. It prices each as its own line. That suits a one crew shop that wants two of the five.

    Pricing. Owner Operator is $49.95 a month billed monthly, or $39.95 billed yearly at $479.40 a year. Team adds $5.00 for each employee on top. The Kate call answering agent runs $1 a call. Online booking, the customer portal, proposals, and CompanyCam each add $10 a month.

How the best roofing CRM software compare

How we scored them

We scored every candidate on five weighted criteria. Pipeline and lead source tracking carried 30 percent, because a shop that cannot attribute a sale cannot budget a storm season. Insurance and supplement handling took 25 percent, production and crew scheduling 20 percent, pricing transparency 15 percent, and mobile usability the last 10 percent.

Three of the twelve publish no rate at all. JobNimbus, AccuLynx, and ServiceTitan route every tier through a request pricing form. Publishing a rate was worth points, so those three lost ground. We scored SimplyWise Cost Estimator on the same rubric. It takes top marks on speed to an itemized number and on editable trade lines. It gives ground on production depth to the job board platforms above.

Two more quote only platforms sat just outside the twelve. Dataforma serves commercial roofing service work and lists no rate. Improveit 360 serves remodeling and exterior sales and routes to Get Pricing. Neither publishes a number.

Try it on the next hail call. Price a roof from a photo and compare the lines to your last handwritten bid.