How To Choose The Best Roofing Business CRM

Managing customer relationships is crucial for your roofing business. By keeping relationships with existing customers, they will spread the word to potential customers. The problem is choosing which customer relationship management (CRM) tool is best suited for your company.

What is customer relationship management? Where do you start looking for customer relationship management? What’s the difference between the companies? How do you know what you are looking for in CRMs?  Let’s not forget to ask about the cost of such services. These questions are dogging, and the answers aren’t the easiest to find. Until now!

Customer Relationship Management

Customer relationship management is finding a way to manage your interaction with customers. Analyzing data and focusing on the specific needs of the customer helps improve business relationships while driving sales growth. CRM can include sales, marketing, customer service, and customer support.

Analyzing the data collected helps your company become more efficient. It shows you how customers interact with your business and how you can improve those relationships. There are more features to consider when looking for CRM tools: contracts, sales tools, performance dashboards, and more. Each tool offers different features; some have more, and some have less. Which one you choose all depends on what your company needs.

Where To Start Looking

You want confidence in knowing which CRM is right for your roofing business, but you aren’t sure where to start looking. You could phone a friend, look around on the web, or take a dive and pick one to see how it goes. The best CRM for your business is out there. But first, you need to know what your business needs from a CRM.

What Are You Looking For

CRM tools offer multiple options in a package. Each one has a different package of features they service. Some combine email and texting, while others may only provide an email. Need a script for employees when a customer calls? How about monitoring a digital contract? Invoicing? These are features to consider when searching for customer relationship management tools.

How do you reach out to new customers? How does your customer service compare to the guy down the street? A CRM can help with analyzing collected data from past information and build toward ways of increasing revenue based on that information.


As stated above, each CRM tool has different features. What your business needs will determine the best CRM for you. Your business may need help with invoicing while another may need coaching. CRMs offer multiple options in their plans that can fit your needs. Other CRMs provide the same package but different pricing. 

Some CRMs use a third party to monitor certain features to attain the results and analyze the data to increase your business flow. MarketSharp is an example of a CRM that uses a third party to monitor some of its features.


Depending on the CRM tool and package you have chosen, prices will vary. Below is a list of some of the features that could be included in a CRM package.

  • Customer Relationship Management
  • Project & Service Management
  • Scripting & Call Center
  • Performance Dashboards
  • Real-Time Reporting
  • Sales Activities (Follow-Up)
  • Sales Pricing Tool
  • Digital Contracts
  • Marketing Automation
  • Mail
  • Email

  • Texting
  • Web Form Capture
  • Appointment Calendar
  • Job Scheduling Calendar
  • Job Costing
  • Coaching & Support
  • EagleView & SkyView Measure
  • Sales Invoicing
  • Open API
  • Mobile App


Picking a company with an affordable price depends on which features you need for your business. The more features and services you need the higher the price will be, but know that when used correctly these features will pay dividends in the long run.

One CRM tool, such as Improvit 360, may offer over fifteen options to monitor customer relationships at a higher cost compared to another with the same options, like Contractor Cloud. Both of these companies have similar items with a few exclusions. Consider if you want a tool to manage more areas or one to provide the basics you need. Companies like Job Nimbus or FollowUp have few options to select from but are affordable.

The main focus is choosing which option works for your business. Art Unlimited has researched customer relationship companies and compiled a list of CRMs for roofing contractors to look through. Click here to view the chart we compiled.

AccuLynx, MarketSharp, Improvit 360, Contractor Cloud, Job Nimbus, and FollowUp are just a few of the customer relationship management tools Art Unlimited has looked into for our roofing clients. Each company has its own features and a range of pricing. Want more information? Give us a call to receive further details about CRMs and the importance of using a CRM to drive effective marketing strategies.