CRM For Roofing Companies
Manage Every Lead, Job & Deal In One Place With WHSuites CRM
Are you looking for a purpose built CRM for roofing companies? WHSuites is the right choice for you! From the first lead to the final invoice, automate your workflow, track every job, and grow your roofing business without the chaos with the WHSuites CRM solution for roofing companies.
Are you looking for a purpose built CRM for roofing companies? WHSuites is the right choice for you! From the first lead to the final invoice, automate your workflow, track every job, and grow your roofing business without the chaos with the WHSuites CRM solution for roofing companies.
Is Managing Roofing Leads & Jobs Costing You Business?
As a roofing contractor, you face an overwhelming amount of management tasks, including capturing leads from various sources, following up with dozens of prospects, managing job progress in the field and ensuring that no jobs fall between the cracks. Managing all aspects of your roofing business manually (via spreadsheets, sticky notes and WhatsApp) wastes hours each week and results in missed revenue opportunities.
WHSuites’ Roofing Specific CRM Software Addresses Your Challenges. Our roofing CRM software combines your entire roofing sales and operations process into one single, unified solution. It will help you convert more leads into customers by providing additional lead sources, give your customers better service by being able to personally respond to their questions and simplify your business processes.
WHSuites’ Roofing Specific CRM Software Addresses Your Challenges. Our roofing CRM software combines your entire roofing sales and operations process into one single, unified solution. It will help you convert more leads into customers by providing additional lead sources, give your customers better service by being able to personally respond to their questions and simplify your business processes.
Everything a Roofing Company Needs in One CRM
WHSuites provides roofing businesses with faster and more efficient tools from capturing leads to completing jobs.
Collect Leads from Multiple Sources
Fetch leads from your website, Facebook Ads, Google Ads, IndiaMART, Justdial and many other sources automatically! You'll never miss another roofing lead!
Visualize Sales Pipeline - Job Board
Use a drag-and-drop job board to visualize every deal. Each roofing job will be tracked through the To-Do List from estimate through to signed contract through to completion.
Automatically Assign Incoming Leads
Configure rules to automatically assign incoming roofing leads to the correct team member based on location, source or type of lead. Remove the need for manual coordination.
Automated Follow-Up Reminders
Create automated reminders, SMS follow-ups and email sequences to ensure your sales team never misses a callback. Keep engaging with homeowners from initial contact through to closing the deal.
Generate Estimates & Proposals
Use WHSuites' Estimates to produce professionally formatted estimates and proposals. You can customize the template to suit your needs for simple repairs, full replacements and commercial roofing.
View Analytics & Reports
Track which channels are providing the highest number of leads, measure the conversion rates of your team members and analyze the expected revenue from your pipeline, all using one reporting tool.
Third Party Integrations
Integrate WHSuites with your website forms, advertising platforms, payment gateways, email tools, etc., using APIs to keep data centralized in one location.
Lead Management
Bring in leads automatically from your website, Facebook Ads, Google Ads, IndiaMART, Justdial, etc. You never have to lose a roofing lead again.
Lead Assignment Automation
Once you set up rules to automatically assign incoming roofing leads to the right team member based on location, source, or type of lead, you will not have to manually coordinate any longer.
Follow-Up Automation
With the help of automated reminders, SMS follow-ups, and e-mail sequences, your sales team will never miss a callback while keeping homeowners engaged from their first contact with you until you have closed the sale.
Analytics & Reporting Dashboard
You will be able to see what channels are bringing in the most leads, how well each member of your team is converting leads into customers, and how revenue in your pipeline breaks down in one easy-to-read analytic report.
Data Security & IP Whitelisting
WHSuites offers data encryption and IP whitelisting to safeguard your customer and job data, as well as your entire company’s information.
WHSuites CRM For All Types of Roofing Businesses
Whether you specialize in residential repairs or large commercial projects, WHSuites is built to scale with you.
Why Roofing Companies Choose WHSuites CRM?
There are countless CRM applications however roofing contractors prefer working with WHSuites.
How WHSuites CRM Works for Roofing Companies
A simple, powerful workflow built for roofing contractors — from the first inquiry to job completion.
WHSuites CRM For All Types of Roofing Businesses
Whether you specialize in residential repairs or large commercial projects, WHSuites is built to scale with you.
What Roofing Companies Gain With WHSuites CRM?
More Leads are Connected
Automatic follow up and timely reminders ensure each lead is contacted before they lose interest in roofing - improving overall closing rates.
Hours Saved Each Week
Lead assignment, follow-ups and reporting are now automatic so your teams are able to spend more time roofing and selling and less time doing admin.
All Pipeline Visibility
Know where your lead and job are at 100% of the time. No more guessing when a deal is missed, or having to ask a team member for an update.
More Effective Communication with Customers
Centralized contact history allows any team member to pick up a conversation where the other team member left off—establishing trust with every homeowner.
Smarter Business Decisions
Data driven dashboards show you which lead sources, team members, or types of deals produce the most revenue, so you can invest your money in the right place.
Expandable To Your Growth
When you're ready to grow your roofing company, WHSuites is an excellent option. WHSuites scales up along with your company so that you won't be forced to switch systems because you have outgrown it.
Frequently Asked Questions — CRM For Roofing Companies
A CRM (customer relationship management) system for roofing contractors is a program that allows you to manage all of the leads you receive, the jobs being worked on, follow-up reminders, and the entire sales process. It brings together all your spreadsheets, sticky notes, and disconnected systems into a single platform designed specifically for how roofing companies operate.
WHSuite captures leads from multiple sources, automatically assigns them to your sales team, sends follow-up reminders when needed, and tracks every sale through the sales process. Therefore, there will not be so many leads falling through the cracks and turning into booked roofing jobs.
WHSuites allows you to connect with all of your marketing sources to collect leads automatically with little or no manual entry. Connect with Facebook Lead Ads, Google Ads and any website forms you may have to create a single CRM dashboard to track your lead collection process.
Yes! WHSuites offers affordable, entry-level pricing with features necessary to maintain organization and facilitate growth regardless of the size of your business.
Yes! Roofing proposals and estimates can be created, customized and sent directly from within the WHSuites platform. WHSuites makes it easy to create customized templates based on the type of service (i.e., repair, replacements and new construction) to match company branding.
Unlike other roofing-specific systems that have a rigid and expensive design, WHSuites is customizable and flexible to accommodate the individual needs of your company. WHSuites provides the necessary business tools to automate lead collection, automate sales processing, monitor team performance and produce detailed reporting; all at competitive pricing and with dedicated customer support.
Yes! You can use WHSuites from any device that supports web browsing (laptop, desktop computer, tablet, or smartphone). Your sales and field teams will always have access to your WHSuites CRM. With WHSuites, they will always be able to update job status, log notes from calls, or follow up with leads while at a jobsite.
Most roofing contractors are completely onboarded with WHSuites in a matter of days. We assist with setup, lead import, and training of your team so you can begin using WHSuites as quickly as possible to manage your pipeline.
WHSuites has various levels of pricing plans. You can select from a basic plan for small companies to enterprise pricing plans for large companies. Visit our pricing page to see which plan will work best for the size of your company and your feature requirements.
Yes, WHSuites puts high importance on security. All of your data will remain private and secure. WHSuites maintains enterprise-level data encryption and IP address whitelisting so only authorized individuals can access your data. All your leads, clients, and jobs’ data/records are protected at all times.
