How we picked
Roofing is a high-velocity, mobile-first sales motion: leads come in by phone after a storm, reps drive out for inspections, deals close in driveways. The CRMs below all ship strong mobile apps, support multiple pipelines (residential vs commercial, retail vs insurance restoration), and integrate with measurement tools or photo capture workflows. None of them are roofing-specific, but each handles the workflow well enough that thousands of roofers run on them today.
What to consider
- Storm seasonality — roofing volume spikes 3–10x after major weather events. Pick a CRM with automation that scales without re-pricing every seat (avoid contact-tier marketing pricing if you'll add 5,000 storm leads in a week).
- Insurance restoration vs retail — these are two pipelines with different stages (adjuster meetings, supplements, claim approval). Make sure the CRM supports multiple pipelines on the same plan.
- Crew handoff — when a deal closes, the production team needs the photos, measurements, and homeowner notes. Either pick a CRM with built-in fields for these or budget for an integration to your production system (AccuLynx, JobNimbus, Roofr).
- Mobile-first — reps are not at desks. If the mobile app is a wrapper around the web UI, it'll get ignored.
Pricing snapshot
Roofing CRM spend clusters between $0 and $50/user/month. HubSpot Free handles solo and 2-person operators; Pipedrive Professional and HubSpot Sales Hub Starter cover the 5–25 rep sweet spot. Industry-specific platforms (AccuLynx, JobNimbus) run $99–$200/user/mo but bundle production tooling — worth it only above 8 crews.
Trial advice
Trial two CRMs in parallel for two weeks of real lead activity. Watch what your reps actually log on the truck — the CRM that gets used in the field wins. Most roofing teams either go all-in on a generic CRM (HubSpot/Pipedrive) and integrate measurement tools separately, or commit to an industry platform once they're above 8 crews. Pick a stage, not a vendor.