Roofing CRM Software Built for Contractors Who Sell and Install
AI proposals, sales pipeline, embedded financing, and installation project management — one platform from first lead to completed install.
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One Platform. Every Job Stage.
Proposals that close on the first visit
EasyQuote lets reps build accurate roofing proposals — materials, scope, financing — on a tablet at the property. Present options, answer objections, and collect a signature before you leave.
Full pipeline across every rep
Sales Velocity gives managers real-time visibility into every open lead, estimate out, and contract pending. Know your numbers without texting your reps for updates.
Sales to ops, no re-entry
When a roofing job closes, every detail flows directly to your operations team — customer info, scope, materials, and timeline — ready to schedule. No duplicate data entry.
Financing that helps close bigger jobs
Connect your financing partners inside every proposal. Reps present monthly payment options inline, submit applications without switching apps, and track approvals alongside the deal.
From First Lead to Final Inspection — One Platform
Most contractors are running 3–5 tools that don't talk to each other. A CRM for leads, a separate proposal tool, spreadsheets for scheduling, a finance app bolted on at close.
SubcontractorHub replaces the stack. Your reps close faster with AI proposals. Financing is embedded at the point of sale. And when a job closes, it flows straight into operations — no re-entry, no dropped details.
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Built for How Your Business Actually Works
SubcontractorHub was built from the ground up for specialty contractors who sell directly to homeowners, close deals with on-site proposals, and manage multi-phase installations.
Your pipeline stages match your actual sales cycle. Your project milestones match how you manage installs. And everything connects — so your managers see the full picture without hunting for it.
Book a DemoSubcontractorHub is the right fit if:
The platform is built for specialty contractors who are scaling beyond what spreadsheets and disconnected tools can handle.
Talk to the TeamYou sell and install roofing — and close rates are a business priority
Reps present proposals on-site and you need pipeline visibility
Financing is part of how your customers pay for larger jobs
You're running multiple crews and need project tracking beyond a spreadsheet
Your sales and ops teams are working from different tools with no handoff
You also do solar or HVAC and want one platform for all trades
Common Questions
What is roofing CRM software?
Roofing CRM software manages the sales side of a roofing business — tracking leads, proposals, follow-ups, and close rates across your sales team. The best roofing CRMs go further: they connect sales to operations so the handoff from signed contract to scheduled installation is automatic, not manual.
What should I look for in roofing CRM software?
Look for pipeline stages built for roofing sales (not generic deal stages), AI-powered proposal generation for on-site estimates, embedded financing so reps can present payment options at the table, automatic sales-to-ops handoff when a job closes, rep performance dashboards, and mobile access for field reps. The goal is one system from first lead to completed install.
How is SubcontractorHub different from AccuLynx or JobNimbus?
AccuLynx and JobNimbus are strong roofing-specific tools, particularly for insurance restoration workflows. SubcontractorHub is built for roofing contractors who run a direct-to-homeowner sales process — with AI proposals, embedded financing, and a CRM that connects sales to multi-phase installation project management. It also supports solar and HVAC in the same platform for contractors who run multiple trades.
Can a roofing CRM also manage installation projects?
Most roofing CRMs stop at the signed contract. SubcontractorHub connects the CRM directly to installation project management — once a job closes, it automatically creates a project with customer details, job scope, and timeline. Your operations team sees a ready-to-schedule project without any re-entry from sales.
Does SubcontractorHub work for roofing companies that also do solar or HVAC?
Yes. SubcontractorHub was designed for contractors running multiple trades. Reps can quote combined roofing + solar jobs in a single proposal, and managers see pipeline and project data across all trades in one dashboard. No separate platform needed for each vertical.
Ready to See It in Action?
Book a demo and see how SubcontractorHub connects your sales team, proposals, financing, and operations in one platform.
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