Will CRM help you work smarter? For many roofing contracting businesses, a customer relationship management (CRM) system is a mission-critical business tool for building a healthier bottom line. Roofing Contractors have a lot on their plate as it is, but with CRM software, their entire job will not only become easier, but more efficient as well as effective.

What is a Roofing Contractor CRM?

A Roofing Contractor CRM can be a type of business management software that is designed around the needs and workflows of the roofing industry. This version of a CRM provides roofing businesses the tools they need to manage customer data, billing information, material orders, production, and more.

Importance of CRM Software for Roofing Contractors:

Better communication and collaboration

One issue many roofing businesses face is lack of communication between different departments. Maybe sales didn’t give specific details about a new project to the production team. With Roofing contractors CRM Software, communication across departments has never been easier. Roofing CRMs help eliminate communication or collaboration problems. If a team member has a question about a particular project, they can simply log in to the CRM and find the information they need. Team members can see when a job was last updated, what the status is, and who is working on it, allowing them to reach out to the appropriate staff member with any questions they have. Better communication not only increases productivity within the organization, but it also allows for more opportunities for growth.

Increased profits

Let’s be honest, more revenue is what every roofing business wants and needs. This helps to put more money into the pockets of your staff members and encourages you to reinvest in the company. But, how can roofing technology increase profits? This CRM software is designed to streamline your business process and provide you with increased visibility into your performance. Improving things like more accurate estimates on the spot and more efficient production processes can improve your profits. With increased visibility into job costs, you can see where you can make changes to make more money.

Live business activity with GPS tracking

Whether a team member is in the field or the office, information and activities can be captured/accessed via a desktop computer, mobile device or tablet. Whenever a project status is updated or a new sale is made, any user can see the information or activities that pertain to them in real-time with the help of Roofing contractors CRM Software. Likewise, if a field team member needs to receive an update for a project they are working on, they can check their roofing CRM’s app to view the new details. Having the ability to view live business activity with GPS tracking can improve communication across teams, helping ensure jobs are executed flawlessly.

More growth opportunities

“Growth opportunity” is one of those terms that can either trigger much excitement or possible fear. Whenever it’s mentioned, many roofers may think this requires tons of expensive marketing ploys on their part. But, that isn’t the only way. By implementing CRM software, the return can mean more business and higher profits. Organizing all of your data can streamline your business process, leading to happier customers, smoother project completion, and reduced admin resources.

The CRM software modernized the way roofing contractors measure, estimate, simulate, and present roof repair and replacement projects for homes and commercial projects.