Builder Prime

Roofing CRM Software: Benefits and Best CRMs

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Tracking leads, taking measurements, and generating invoices are just a few of the tasks roofing companies have to do every day. But while these activities are crucial to keeping your business running, they’re ultimately time-consuming tasks that prevent you from further expanding your business.

That’s why roofing Customer Relationship Management (CRM) software has not only become a trending topic but an essential part of the operational puzzle for roofing contractors. As a business owner, your CRM keeps you aligned with everyone in your organization—from your sales team to your production team to your customers—and provides crucial functionalities that streamline your operations.

Roofing CRM software manages all the tasks you regularly perform as part of your home improvement business, including producing estimates, recording data, and serving up analytics. A good CRM software increases efficiency and helps keep homeowners in the loop about the status of their projects and payments.

In this article, we’ll explore everything you need to know about the benefits of CRMs in home improvement, including their features and the best solutions available today.

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See why hundreds of businesses trust Builder Prime’s all-in-one platform to power their home improvement business.

This personalized live demo will show you how we can help you:
  • Streamline operations and boost customer satisfaction with seamless setup, automated workflows, and centralized information to save you time and money.
  • Grow your business with robust CRM tools, data-driven insights, and scalable automation to help you close more deals.
  • Simplify the day-to-day with integrated payments, professional estimates, effortless scheduling, and clear communication to boost team productivity.

See Why Contractors Are Making the Switch from LeadPerfection

Builder Prime consolidates your tech stack, saving you time and money, so you can focus on growing your business.

  • Easily switch from LeadPerfection with a seamless data migration, no technical expertise required  
  • CRM, estimating, production management, payments, and reporting in one place
  • Scale your business with powerful automation and real-time reporting tools
Hundreds of businesses trust Builder Prime

Find out what makes Builder Prime the smarter choice — book your demo now.

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How Builder Prime Stacks Up Against LeadPerfection

Builder Prime vs LeadPerfection — See the Difference

Quickbooks integration

Review and referral management

Job scheduling and calendar

Automated workflows from lead to production for all subscription tiers

Built-in estimating

Free trial

Built-in invoicing and payments

Configurable sales pipeline

Automated real-time reports

Multi-stage job tracking

Subcontractor management

U.S.-based live chat support

Built-in financing options

Schedule a Demo
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how builder prime works

CRM

Automated lead tracking and follow-ups ensure that no leads fall through the cracks, so you can stop worrying about losing leads and focus on growing your business.

Right time, right place

As you nurture leads through your sales process, Builder Prime automatically advances that lead through a ‘happy path’ of lead statuses, so your sales team can focus on selling–not admin work.

100% automated follow-ups

Email appointment confirmations. Lead nurturing text messages. E-signature and payment reminders. Post-job thank you messages. All. Of. It.

Built-in Reporting

A CRM that doesn’t track data is useless, so with Builder Prime, you can easily view your appointment, set rates, lead-issued rates, demo rates, closing rates, and net sales per lead issued in easy-to-understand reports.

Real Results. Real Contractors. Real Growth

$
#
Total Sales
#
Jobs Completed
#
Automations Executed

See why hundreds of businesses trust Builder Prime.

see how Builder Prime can 2x your business growth

Schedule a demo

See Why Contractors Are Making the Switch from MarketSharp

Builder Prime consolidates your tech stack, saving you time and money, so you can focus on growing your business.

  • Easily switch from MarketSharp with a seamless data migration, no technical expertise required  
  • CRM, estimating, production management, payments, and reporting in one place
  • Scale your business with powerful automation and real-time reporting tools
Hundreds of businesses trust Builder Prime

Find out what makes Builder Prime the smarter choice — book your demo now.

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How Builder Prime Stacks Up Against Marketsharp

Builder Prime vs MarketSharp — See the Difference

Quickbooks integration

Job scheduling and calendar

Review and referral management

Automated workflows from lead to production for all subscription tiers

Built-in estimating

Free trial

Automated real-time reports

Configurable sales pipeline

Full production management suite

Subcontractor management

GPS time clock

U.S.-based live chat support

Built-in financing options

Schedule a Demo
Torn Yellow Paper Edge for Border

how builder prime works

CRM

Automated lead tracking and follow-ups ensure that no leads fall through the cracks, so you can stop worrying about losing leads and focus on growing your business.

Right time, right place

As you nurture leads through your sales process, Builder Prime automatically advances that lead through a ‘happy path’ of lead statuses, so your sales team can focus on selling–not admin work.

100% automated follow-ups

Email appointment confirmations. Lead nurturing text messages. E-signature and payment reminders. Post-job thank you messages. All. Of. It.

Built-in Reporting

A CRM that doesn’t track data is useless, so with Builder Prime, you can easily view your appointment, set rates, lead-issued rates, demo rates, closing rates, and net sales per lead issued in easy-to-understand reports.

Real Results. Real Contractors. Real Growth

$
#
Total Sales
#
Jobs Completed
#
Automations Executed

See why hundreds of businesses trust Builder Prime.

see how Builder Prime can 2x your business growth

Schedule a demo

See Why Contractors ARE Making the Switch from Jobber

Builder Prime consolidates your tech stack, saving you time and money, so you can focus on growing your business.

  • Scale your business with powerful automation and real-time reporting tools
  • CRM, estimating, production management, payments, and reporting in one place
  • Know exactly what’s happening with every lead, estimate, and job
Hundreds of businesses trust Builder Prime

Find out what makes Builder Prime the smarter choice — book your demo now.

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How Builder Prime Stacks Up Against JObber

Builder Prime vs Jobber — See the Difference

Features

Quickbooks integration

Drag-and-drop production calendar

Time tracking and time sheets

Automated workflows from lead to production for all subscription tiers

Configurable sales pipeline

Price Book to streamline estimate creation

Change order management

Automatic lead follow-ups (email & SMS)

Subcontractor management

Real-time sales and marketing reports (e.g., NSLI, close rate, revenue)

U.S.-based live chat support

Multi-step project management

Built in financing options

Built specifically for home improvement companies

Schedule a Demo
Torn Yellow Paper Edge for Border

how builder prime works

CRM

Automated lead tracking and follow-ups ensure that no leads fall through the cracks, so you can stop worrying about losing leads and focus on growing your business.

Right time, right place

As you nurture leads through your sales process, Builder Prime automatically advances that lead through a ‘happy path’ of lead statuses, so your sales team can focus on selling–not admin work.

100% automated follow-ups

Email appointment confirmations. Lead nurturing text messages. E-signature and payment reminders. Post-job thank you messages. All. Of. It.

Built-in Reporting

A CRM that doesn’t track data is useless, so with Builder Prime, you can easily view your appointment, set rates, lead-issued rates, demo rates, closing rates, and net sales per lead issued in easy-to-understand reports.

Real Results. Real Contractors. Real Growth

$
#
Total Sales
#
Jobs Completed
#
Automations Executed

See why hundreds of businesses trust Builder Prime.

see Why Contractors are making the switch from jobber

Schedule a demo