Roofing Contractor CRM Built for the Way You Actually Sell
Visual D2D pipeline, AI proposals presentable at the door, embedded GoodLeap financing, and automatic installation project creation the moment a deal closes. One platform from first knock to final inspection.
See It in Action
A Roofing CRM That Actually Fits Your Workflow
D2D sales pipeline
Visual pipeline with roofing-specific stages — lead, inspection, estimate, adjuster, approved, signed. Every rep's deals are visible to managers in real time. Automated follow-up sequences keep leads warm between touchpoints without rep effort.
AI proposals at the door
EasyQuote builds a branded roofing proposal on a tablet from your price catalog in minutes — material options, labor, add-ons, and financing monthly payments included. Reps present and close on the first visit instead of following up with paperwork.
Financing embedded in every proposal
GoodLeap, Sungage, and LightReach monthly payment options appear inside every roofing proposal — not as a separate app the rep opens after the pitch. Customers see total price and monthly payment side by side at the moment they're deciding.
Auto project creation at close
When a deal closes, SubcontractorHub instantly creates an installation project with all proposal details pre-loaded — materials, pricing, financing status, customer info. Operations gets a job ready to schedule immediately with no manual handoff from sales.
Why Most Roofing CRMs Fall Short
Generic CRMs like HubSpot and Salesforce require months of configuration to fit a roofing workflow — and they still don't include on-site proposal tools, financing integrations, or roofing-specific pipeline stages. Tools like AccuLynx handle the back-office well but are built around the insurance adjuster workflow, not the retail sales motion.
SubcontractorHub's Sales Velocity CRM was built specifically for D2D and in-home roofing sales teams. The pipeline stages match the roofing lifecycle, the proposal tool works on a tablet at the door, and financing is embedded — not bolted on. Managers see every rep's activity in one dashboard without chasing updates.
See the CRM Live
CRM to Project Management Without the Handoff Gap
The most expensive moment in a roofing company is the gap between when a rep closes a deal and when operations actually has the information to start the job. Details get lost in texts, specs get re-entered from memory, and the customer waits longer than necessary.
SubcontractorHub closes that gap automatically. When a deal moves to "Won" in the Sales Velocity CRM, an installation project is created instantly with all proposal details pre-loaded — materials, scope, pricing, financing status, and customer contact info. Your crew manager gets a complete job brief, not a forwarded email.
Book a DemoBuilt for Roofing Companies with an Active Sales Team
SubcontractorHub works best for roofing contractors who run a D2D or in-home sales team and need their CRM, proposals, financing, and project management to work together — not as four separate tools held together with spreadsheets and text messages.
Talk to the TeamYou run a D2D or in-home roofing sales team and leads fall through the cracks
Your reps follow up with paperwork after the visit instead of closing on the first knock
Financing is how customers pay but it's not currently inside your proposal
Sales and ops are disconnected — deals close and then nothing happens for days
You want manager visibility into every rep's pipeline without chasing updates
You do retail, insurance, or both — and need a CRM that handles each workflow
Common Questions
What is a roofing contractor CRM?
A roofing contractor CRM is a sales pipeline and customer management system built specifically for roofing companies — covering D2D lead capture, on-site proposals, insurance claim tracking, financing, and the full pipeline from first knock to signed contract. Unlike generic CRMs, a purpose-built roofing CRM has the right stages and tools pre-built for the roofing sales cycle.
What features should a roofing CRM have?
Look for: a visual pipeline with roofing-specific stages, on-site AI proposals presentable at the door, embedded financing (GoodLeap, Sungage) inside the proposal, insurance claim supplement tracking, rep performance leaderboards, and automatic installation project creation when a deal closes so the ops handoff is instant.
What is the best CRM for roofing contractors?
SubcontractorHub is the best roofing contractor CRM for companies with an active D2D or in-home sales team — it combines AI proposals, Sales Velocity pipeline, embedded financing, and automatic project management handoff in one platform. AccuLynx is a strong alternative for storm-restoration-focused companies. JobNimbus works for smaller retail shops that need basic tracking.
Can a roofing CRM handle insurance and retail jobs?
SubcontractorHub handles both retail and insurance roofing. Retail jobs flow through the standard proposal-and-financing pipeline. Insurance jobs have stages for adjuster meeting, claim approval, supplement tracking, and sign-off. Managers see both job types in one dashboard.
How long does it take to get started with a roofing CRM?
SubcontractorHub onboarding typically takes 1–2 weeks. The pipeline stages, proposal templates, and financing partners are pre-configured for roofing — there's no months-long setup like a generic CRM requires. Most roofing sales teams are quoting from EasyQuote in their first week.
Ready to Run Your Roofing Sales on One Platform?
Book a demo and see how SubcontractorHub's roofing CRM, AI proposals, and embedded financing work together from first knock to final inspection.
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