A roofing CRM has a harder job than most. After a hailstorm, a company with four reps can pick up 200 leads in two weeks, and each one moves through a path no plumber deals with: inspection, claim filed, adjuster meeting, scope approved, contract signed, then production. Leads that stall at "waiting on adjuster" are where the money disappears. We ranked four roofing tools on how well they keep that pipeline moving for shops of 1 to 25 people. For the full stack, see our guide to roofing contractor software.
What roofing shops need from a CRM
Roofing sales has three tracks, and a good CRM handles all of them.
Storm work. After a hail or wind event, reps knock doors, book inspections and help homeowners file claims. The path from lead to signed contract runs through the insurance company, so stages like "claim filed" and "adjuster meeting set" need to be in the pipeline. Leads pile up fast and stall quietly.
Retail work. A homeowner with an aging roof gets three quotes and decides in a week or two. These close on follow-up, a clear proposal with options, and trust. Speed matters: the roofer who sends a proposal the same day often wins.
Repeat and referral work. Past customers, realtors and insurance agents send work for years if someone keeps in touch. A CRM that tags lead sources and tracks referrals by name shows you who is worth a thank-you.
On top of all three, you need rep accountability. Most roofing salespeople are on commission, and a CRM is how a sales manager sees who's booking inspections, who's closing, and whose pipeline is full of dead leads.
How the picks compare
JobNimbus takes the top spot because its boards fit roofing sales so naturally: you can see 80 open leads by stage and rep on one screen. AccuLynx is close, and better once the deal is signed, especially for insurance supplements and commission tracking. Roofr is the right call for small retail shops that want low cost and unlimited users. CompanyCam isn't a CRM, but its photo reports help close deals in any of the other three.
Storm season also changes the math on users. A shop that runs two reps in winter might run eight in June, and some of those reps leave in the fall. Per-user pricing means the CRM bill swings with the season, which is one reason Roofr's unlimited users appeal to retail shops. The other issue is access. When a commission rep leaves, you need to shut off their login the same day and reassign their open leads, so their pipeline doesn't walk out the door with them. Check how quickly each tool lets you reassign a departing rep's leads in bulk, and whether you can limit what reps see to their own leads in the first place.
If you want to compare CRMs used by other trades, see our roundup of contractor CRM tools.
What to look for before you sign
- Custom stages. Build your actual pipeline in the trial, including the insurance steps.
- Follow-up automation. Make sure a lead that sits too long in one stage creates a task for someone.
- Mobile speed. Reps log leads in driveways. Test the app on a phone with weak signal.
- Lead source and rep reports. You'll want closing rate by rep and source every week.
- Commission math. If you pay on gross profit, check that change orders and supplements feed it.
- Data export. Your customer list is worth more than the software. Confirm you can export it.
What it costs
Prices as of October 2026, billed annually unless noted.
| Shop size |
Roofr |
CompanyCam |
JobNimbus |
AccuLynx |
| 1 rep |
$0 (Starter) or $109/mo (Measure+, monthly) |
$63/mo (Core) |
Quote only |
Quote only |
| 5 users |
$209/mo (Essentials, unlimited users) |
$177/mo (Crew + 2 users at $29) |
Quote only; third-party estimate near $225/mo for Essentials |
Quote only |
| 15 users |
$299/mo (Scale, unlimited users) |
$467/mo (Crew + 12 users at $29) |
Quote only |
Quote only |
For JobNimbus and AccuLynx, ask for a written quote that covers every rep, office user and add-on you'll use during storm season, not just the slow months.
