Free CRM for Roofing Contractors – Track Leads, Inspections and Roof Replacement Jobs

Roofing contractors live and die by how well they manage leads, inspections and follow-ups. Storm events, hail and wind generate a surge of calls, insurance claims and replacement jobs. When details are scattered across voicemail, texts, spreadsheets and paper inspection forms, it’s easy to lose track of which roofs have been inspected, which estimates are out and which insurance adjuster you spoke with last. A simple, free, mobile-first CRM gives you one place to track every roofing lead, inspection and job so you stay organised and close more work.

A Free CRM Built for Roofing Contractors

Organise Homeowners, Commercial Clients and Adjusters

Use the Companies module to store commercial clients, property managers, HOAs and insurance carriers. Link homeowners, tenants, site contacts and adjusters as Contacts. Every inbound call, canvassing lead, inspection, estimate review and follow-up can be logged as an activity, so you know exactly who you spoke to, what was discussed and which property or claim it belongs to.

Custom Fields That Match Real Roofing Work

Generic office software doesn’t know the difference between a 3-tab shingle roof and a TPO system. With flexible custom fields, you can tailor the CRM to your roofing workflow. Capture roof type (asphalt shingle, metal, tile, flat, TPO, EPDM, modified bitumen), roof pitch, number of squares, layers, decking condition, ventilation type, age of roof, previous repairs, and warranty details. For insurance work, track claim numbers, carrier, adjuster contact info, scope of loss, approved vs requested amounts and deductible. For each property, you can store access notes, drone photo links and leak locations.

Advanced Search, Filters and a Clear, Fast Dashboard

When storms hit, speed of follow-up is everything. Use advanced search and powerful filtering tools to find all leads in a specific neighborhood or ZIP code, inspections waiting on estimates, insurance claims pending approval, or roofs older than a certain age that are ready for a re-roof pitch. The built-in dashboard gives you a clear snapshot of how many companies and contacts you’re working with and what’s been happening recently, without drowning you in complex sales charts or pipeline widgets you don’t need.

Keep Sales, Office Staff and Crews in Sync

Mobile-First and Fast for Sales Reps and Inspectors

Sales reps, canvassers and inspectors spend their days in neighborhoods and on roofs, not at desks. This CRM uses mobile-first technology and is built to be fast, so it works brilliantly on phones and tablets. Reps can pull up lead details at the curb, review previous notes, see which products were discussed and add new inspection findings immediately after coming down from the roof. Everyone works from the same up-to-date information, reducing dropped leads and double data entry.

Free for Up to 30 Users – Ideal for Growing Roofing Teams

Whether you’re a small roofing company or a growing contractor with multiple sales reps, project managers and office staff, the CRM is completely free for up to 30 users. Office staff can log inbound calls and schedule inspections, sales reps can update lead and job notes in the field, and production coordinators can see what’s coming up. You get the power of a shared system without subscription costs eating into your profit on each roof.

API Access to Connect Forms, Lead Sources and Other Systems

As your roofing business scales, you can connect the CRM to the tools you already use. With full API access, you can plug in website forms, storm landing pages or third-party lead sources so new roofing leads automatically create Companies and Contacts. You can also integrate with other systems where you manage estimates or production schedules. New opportunities flow straight into your CRM, ready to be worked, scheduled and converted into completed roofs.

Support, Stability and a Focus on US Roofing Companies

Built-In Support Tickets for CRM Users

If you need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. Ask questions, report issues or suggest improvements and track the responses in one place. The ticketing is for you as a CRM user – it’s not designed to handle your own roofing customers’ service requests – so the system stays focused on keeping your data organised and your team productive.

A Free, Fast CRM Platform Exclusively for US Companies

This free CRM platform is available to companies in the US only, making it a strong fit for American roofing contractors who want a modern, mobile-first CRM without monthly subscription costs. You get one central place to manage leads, inspections, claims and roof replacement jobs, backed by a fast, reliable system that grows with your crew and your territory.