Roofing CRM
ROOFING CRM SOFTWARE BUILT FOR HIGH-PERFORMING ROOFING COMPANIES
Builder Prime is window and door software built to support the entire process, from the first inquiry to the final install – so your team can move fast, stay organized, and close more jobs with confidence.
THE HIDDEN COST OF CHOOSING THE WRONG ROOFING CRM
Roofing companies operate in a fast-paced, high-dollar environment. Leads come fast, jobs change quickly, and delays cost real money.
You need a roofing CRM built for those realities – so you can protect high-value leads, manage complex jobs, and keep your roofing operation under control from first call to final invoice.
THE ROOFING COMPANY “TECH STACK” DELIVERED IN ONE PLATFORM:
CENTRALIZED LEAD INTAKE & MANAGEMENT
Every roofing lead comes into one place, whether it’s from phone calls, web forms, or partner integrations. Builder Prime captures and organizes each inquiry with contact details, source, and notes, so high-value jobs don’t get lost.
AUTOMATED EMAIL & TEXT CONFIRMATIONS
Homeowners expect fast responses when it comes to the roof over their heads. Builder Prime automatically sends email and SMS confirmations and reminders as soon as a lead comes in, helping you respond quickly and stay top of mind without manual work.
VISUAL SALES PIPELINES
See every roofing lead at a glance with clear pipeline stages. From first contact to estimate to signed contract, nothing gets forgotten and everyone knows what needs to happen next.
ROOFING ESTIMATING WITH TEMPLATES
Create accurate roofing estimates quickly using built-in templates. Builder Prime lets you include materials, labor, and internal charges in one estimate, so pricing stays consistent and errors are reduced.
INVOICING & PAYMENTS
Generate invoices, collect payments, and track deposits and balances by job. Builder Prime syncs with accounting systems like QuickBooks – giving you clear visibility into cash flow and profitability for every roofing project.
REPORTING & ANALYTICS
Builder Prime includes dashboards and pre-built reports for sales, marketing, and production teams. Track lead sources, close rates, job progress, and profitability – or easily create custom reports to see exactly what matters to your business.
When leads, estimates, proposals, payments, and reporting all live in one system, everything runs smoother. Your team stays aligned, jobs move faster, and leadership gets clear insight without juggling spreadsheets or disconnected tools.
That’s how roofing companies build a more organized, scalable operation and stay in control as they grow.
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BUILT FOR ROOFERS AT EVERY STAGE OF GROWTH
Roofing companies don’t all look the same, and your roofing CRM software shouldn’t force you into someone else’s process. Builder Prime works for roofers of every size, from small crews to multi-location operations.
FOR SMALL ROOFING COMPANIES
If you’re still running jobs with spreadsheets, notebooks, or whiteboards, Builder Prime helps you get organized fast. Leads, estimates, schedules, and invoices live in one place, so you can stop chasing information and start running your business with confidence.
FOR MID-SIZED ROOFING COMPANIES
As you add sales reps, project coordinators, and more crews, things get harder to manage. Builder Prime gives your team a shared system with clear workflows, so everyone knows their role and what needs to happen next. That means fewer mistakes, better follow-up, and less stress as volume increases.
FOR LARGE OR MULTI-CREW ROOFING COMPANIES
Managing multiple crews and jobsites requires visibility and control. Builder Prime helps you track leads, jobs, schedules, and performance across your entire operation, without jumping between systems.
FOR MULTI-LOCATION ROOFING COMPANIES
Running multiple locations adds complexity quickly. Builder Prime is intentionally designed to give you a clear view of the entire operation by showing you each location’s pricing, workflows, and jobs separately. Centralized oversight and location-level control give you the ability to spot what’s working and what’s not, so you can scale it across the organization.
Builder Prime’s contractor sales software is quick to onboard, simple to learn, and easy for your team to use. The mobile-friendly platform lets field employees check schedules, view job details, update progress, and stay connected – whether they’re on a roof, at a job site, or on the road.
No matter where you are today, Builder Prime gives you a system that supports how you work now and scales as your roofing business grows.
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BUILDER PRIME USERS SAY IT’S A “GAME CHANGER”
“Excellent estimating helps ensure we include all aspects into the bids including materials and labor, but also internal equipment charges (like a trailer day charge). Well thought out! Great sales and production pipeline to track potential opportunities through the customizable lifecycle. Great electronic proposal/invoice/payment capabilities. Eliminated salespeople losing contracts or customer payments. Amazing estimating functions!”
Ramona M.
Founder
"We love Builder Prime. The workflow from sales and leads to estimates, to project management, to invoicing integrated into our bookkeeping program simplified what we do from 5 programs to 2 (Builder Prime & QuickBooks)”
Ty G.
Owner
The customer service and attention to detail are fantastic! We are so glad we switched to Builder Prime for our CRM. No regrets whatsoever. Every time we have a question, one of them replies same-day. When we have feature requests, they try their best to make it happen ASAP.
Janet S.
Director
''Builder Prime has changed the game for us! Overall this software has enhanced our functionality and efficiency of our company. We have been so much better organized with the support of Builder Prime! This software has made it so simple for our growing construction company to streamline projects, store information and coordinate our subcontractors.''
Kala O.
Operations Manager
THE ROOFING CRM THAT HELPS YOU STREAMLINE AND SCALE YOUR BUSINESS
BUILT FOR ROOFING WORKFLOWS – NOT WORKAROUNDS
Builder Prime includes roofing-specific stages, fields, and workflows that match how jobs move from lead to estimate to install. You don’t have to bend the system to fit your process – it’s already built with roofing jobs in mind.
FASTER ESTIMATES WITHOUT THE HASSLE
Roofing estimates need to be fast and accurate. Builder Prime lets you build and send estimates quickly using templates that include materials, labor, and internal costs. Faster estimates mean fewer delays and more jobs closed while homeowners are ready to move forward.
KNOW WHERE EVERY CREW IS AND WHAT’S NEXT
From scheduling tear-offs to coordinating installation crews, Builder Prime keeps job details, schedules, and updates in one place. Everyone knows what’s happening, where crews are assigned, and what’s coming next – without chasing calls or texts.
INTEGRATIONS WITH APPS ROOFERS ALREADY USE
Builder Prime connects with the platforms roofing companies rely on, including tools for accounting, photos, scheduling, and lead sources. Your data stays connected across systems without double entry or mismatched information.
SUPPORT FROM A TEAM THAT KNOWS ROOFING
Builder Prime’s support team works with roofing contractors every day. They understand the challenges of storm volume, crew coordination, and fast-moving jobs – and help you set up the system so it works for your business, not against it.
A SYSTEM THAT GROWS WITH YOU
Whether you’re running a small crew or managing multiple teams, Builder Prime gives you a roofing CRM that keeps sales moving, jobs organized, and your operation under control as you grow.
That’s why roofers choose Builder Prime – not just to store lead data, but to run a better roofing business from first call to final payment.
FAQ
Builder Prime is more than a CRM solution for roofing contractors. It’s a CRM, estimating, and production management software all rolled into one powerful, user-friendly program.
Builder Prime integrates with the apps that roofing contractors use most: Angi, CompanyCam, QuickBooks, Google Calendar, ApexChat, and much more.
Builder Prime is designed for every roofing contractor, of any size. Whether you have one employee, 20, or 2,000, Builder Prime can seamlessly integrate into your operations to help you save time and grow.
Yes! Take advantage of our Free 14-day Trial. You’ll get two full weeks to try out Builder Prime and see what it can do for your business. No credit card or commitment required. If you have any questions before, during, or after your trial, reach out to us. We’re happy to talk to you about Builder Prime today!