CRM for roofing companies
Roofing is a survey-heavy, quote-heavy trade where the second follow-up is what closes the job. axoCRM gives a roofing business a focused CRM for surveys, quotes and customer history.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Survey requests sit in voicemail
A public form on your site captures requests 24/7.
Quotes go cold without a chase
Tasks on every open quote enforce the second and third call.
Repeat work is forgotten
A clean customer book makes recall and referral work easier.
How axoCRM helps
axoCRM gives roofing firms a low-cost CRM for the customer-facing side of the business.
- 1Capture survey requests via a website form.
- 2Track surveys → quotes → won jobs in one pipeline.
- 3Add property details as custom fields.
- 4Schedule quote-chase tasks at 3 and 7 days.
- 5Report on quote conversion monthly.
Key features
Survey request form
A simple hosted form on your site.
Quote pipeline
Every open survey and quote visible.
Custom fields
Property type, area, materials.
Tasks
Quote chasers and site re-visits.
Customer history
Notes and quotes stay on the contact.
See the full features overview for more.
Simple, annual pricing
If you're a roofer losing quotes because nobody chased them, axoCRM is a sensible first CRM. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Is this a job management app?
- No — keep your job system; axoCRM handles enquiries and quotes.
- Can customers request a survey online?
- Yes — publish a hosted form.
- Can I track quote win rate?
- Yes — reports show won and lost deals.
- Does it work on a phone?
- Yes — mobile-friendly.
Ready to try axoCRM?
Start on the free plan. No credit card required.