Roofing Lead Management Software Built for Installation Sales Teams
Track every roofing lead from first contact to signed contract. Visual pipeline, automated follow-up, insurance claim tracking, and automatic project creation when a deal closes — one platform from first knock to final inspection.
See the Pipeline Live
Every Roofing Lead. Every Rep. One Pipeline.
Visual sales pipeline
Every roofing lead moves through a visual pipeline — from first contact through estimate presented, insurance adjuster scheduled, supplement approved, and contract signed. Managers see the full team without status update calls.
Insurance claim tracking
Configure pipeline stages for claim submission, adjuster appointment, supplement approval, and contract. Every insurance-related note, photo, and document stays attached to the lead record — no more tracking approvals in a spreadsheet.
Rep leaderboards
Close rate, average job size, and pipeline velocity by rep — visible to the whole team. Know who is on track and who needs coaching before the end of the week.
Auto handoff to ops
When a lead closes, SubcontractorHub automatically creates an installation project with scope of work, material specs, and insurance approval status pre-loaded. Operations sees the new job the moment it closes — no re-entry required.
The CRM Built for How Roofing Sales Actually Works
Generic CRMs were built for software companies, not for roofing contractors running storm-damage canvasses, D2D teams, or retail referral programs. Adapting them to a roofing sales cycle means months of configuration that still doesn't quite fit.
Sales Velocity was built for your workflow. Pipeline stages that match how roofing deals actually close. Mobile-first so reps log leads and inspection notes from a job site. Insurance claim stages so no adjuster appointment falls through the cracks.
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No More Handoff Calls Between Sales and the Crew Scheduler
When a roofing lead moves to Closed Won in the pipeline, SubcontractorHub creates an installation project in project management with the scope of work, material specs, customer address, and insurance approval status already loaded.
Your installation team sees the new job immediately. No rep calls the office to relay the details. No ops manager re-types the shingle color from an email. The jobs your team closes today are ready to schedule tomorrow — including the right materials on order.
See the Handoff in ActionSubcontractorHub is the right fit if:
Sales Velocity was built for residential installation contractors who are scaling past spreadsheets and disconnected tools.
Talk to the TeamYou run a roofing installation sales team (D2D, storm, or retail)
You manage 5+ reps and have no visibility into who is actually closing
Insurance leads fall through the cracks between inspection and adjuster appointment
Supplement approval status is tracked in a group text or spreadsheet
Sales closes a job and ops doesn't get the details until the day of the install
You also run HVAC or solar and want one CRM for all three trades
Common Questions
What is roofing lead management software?
Roofing lead management software tracks every prospect from first contact through signed contract — with a visual pipeline, automated follow-up, insurance claim stages, and rep leaderboards. SubcontractorHub's Sales Velocity was built for roofing installation sales, not adapted from a generic CRM.
How is it different from a general CRM?
Generic CRMs are designed for software company sales cycles, not for contractors running storm-damage canvasses or D2D teams. Roofing lead management needs insurance claim stages, on-site estimating, and automatic handoff to installation project management — workflows generic tools don't cover.
Can it track insurance claims and supplements?
Yes — configure pipeline stages for claim submission, adjuster visit, supplement approval, and contract signed. All notes, photos, and documents stay attached to the lead record so nothing falls through the cracks waiting on an adjuster.
Does it work for D2D and storm-chasing teams?
Sales Velocity was built with D2D and storm teams in mind. Reps log leads, add inspection notes, and track follow-ups from mobile. Managers see the full team's pipeline in real time — doors, leads, proposals, and close rate — without daily status calls.
When a roofing lead closes, what happens next?
SubcontractorHub automatically creates an installation project with scope of work, material specs, insurance approval status, and schedule pre-loaded. Operations sees the new job immediately — no re-entry, no handoff emails required.
Ready to See Your Roofing Pipeline in One Place?
Book a demo and see how Sales Velocity gives your managers real-time visibility into every roofing lead, every rep, and every deal — from first contact to signed contract.
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