Roofing CRM Software Built for Contractors Who Sell and Install
AI proposals, sales pipeline, embedded financing, and installation project management — one platform from first lead to completed install.
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One Platform. Every Job Stage.
Proposals that close on the first visit
EasyQuote lets reps build accurate roofing proposals — materials, scope, financing — on a tablet at the property. Present options, answer objections, and collect a signature before you leave.
Full pipeline across every rep
Sales Velocity gives managers real-time visibility into every open lead, estimate out, and contract pending. Know your numbers without texting your reps for updates.
Sales to ops, no re-entry
When a roofing job closes, every detail flows directly to your operations team — customer info, scope, materials, and timeline — ready to schedule. No duplicate data entry.
Financing that helps close bigger jobs
Connect your financing partners inside every proposal. Reps present monthly payment options inline, submit applications without switching apps, and track approvals alongside the deal.
The Close Window Is Narrow — Win It On the Doorstep
Roofing reps who knock D2D, canvass neighborhoods after a storm, or run referral campaigns have one moment to close: the homeowner is standing at the door. If your rep leaves without a signature, the customer calls two competitors before dinner.
Tools like AccuLynx and JobNimbus are built around insurance claim workflows — not D2D retail close. SubcontractorHub gives your reps an AI-powered roofing proposal built on-site in minutes, embedded financing to present $189/month instead of $22,000, and a pipeline that shows managers exactly where every deal stands.
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Storm Season Doubles Your Volume — Your CRM Needs to Handle It
When a hail event hits a metro, the phones start ringing and the knock lists multiply overnight. Most roofing companies go from 15 active jobs to 60 in two weeks — and a general-purpose CRM shows nothing but a growing list of contacts with no visibility into who's closing, at what price, or which jobs need to move to roofing project management immediately.
SubcontractorHub tracks close rate, average job size, and financing attach rate by rep — so during a storm surge, you can see which reps are performing and which are stalling. Signed jobs flow automatically from the CRM into crew scheduling without re-entry, so you can run a high intake volume without losing track of a single job.
Book a DemoHow Roofing Sales Works in SubcontractorHub
Rep creates a lead on mobile
Your rep logs the homeowner in the field — from a knock, a referral, or a storm-zone canvas list. The lead enters the pipeline immediately, assigned to the rep, with the address, roof type, and initial notes. No manual transfer when they get back to the office.
Builds AI proposal and presents financing on-site
The rep uses EasyQuote to generate a roofing proposal at the kitchen table — materials, scope, price — in minutes. Embedded financing options show the monthly payment alongside the total. The customer signs on the spot or the rep follows up from the same pipeline stage.
Closed job flows to operations
When the contract is signed, a roofing project is created automatically — customer info, job scope, and financing status all pre-loaded. Operations sees a ready-to-schedule project. No data re-entry, no dropped details in the handoff.
SubcontractorHub is the right fit if:
The platform is built for specialty contractors who are scaling beyond what spreadsheets and disconnected tools can handle.
Talk to the TeamYou sell and install roofing — and close rates are a business priority
Reps present proposals on-site and you need pipeline visibility
Financing is part of how your customers pay for larger jobs
You're running multiple crews and need project tracking beyond a spreadsheet
Your sales and ops teams are working from different tools with no handoff
You also do solar or HVAC and want one platform for all trades
Common Questions
What is roofing CRM software?
Roofing CRM software manages the sales side of a roofing business — tracking leads, proposals, follow-ups, and close rates across your sales team. The best roofing CRMs go further: they connect sales to operations so the handoff from signed contract to scheduled installation is automatic, not manual.
What should I look for in roofing CRM software?
Look for pipeline stages built for roofing sales (not generic deal stages), AI-powered proposal generation for on-site estimates, embedded financing so reps can present payment options at the table, automatic sales-to-ops handoff when a job closes, rep performance dashboards, and mobile access for field reps. The goal is one system from first lead to completed install.
How is SubcontractorHub different from AccuLynx or JobNimbus?
AccuLynx and JobNimbus are strong roofing-specific tools, particularly for insurance restoration workflows. SubcontractorHub is built for roofing contractors who run a direct-to-homeowner sales process — with AI proposals, embedded financing, and a CRM that connects sales to multi-phase installation project management. It also supports solar and HVAC in the same platform for contractors who run multiple trades.
Can a roofing CRM also manage installation projects?
Most roofing CRMs stop at the signed contract. SubcontractorHub connects the CRM directly to installation project management — once a job closes, it automatically creates a project with customer details, job scope, and timeline. Your operations team sees a ready-to-schedule project without any re-entry from sales.
Does SubcontractorHub work for roofing companies that also do solar or HVAC?
Yes. SubcontractorHub was designed for contractors running multiple trades. Reps can quote combined roofing + solar jobs in a single proposal, and managers see pipeline and project data across all trades in one dashboard. No separate platform needed for each vertical.
Ready to See It in Action?
Book a demo and see how SubcontractorHub connects your sales team, proposals, financing, and operations in one platform.
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