Your CRM, actually managed.
Pipelines built for roofing sales, automations that fire, and data kept clean week after week. The system stays current so your reps can sell.
What we handle
Pipeline architecture
Stages that match how roofing actually sells: inspection, estimate, insurance approval, build, collection. Not a generic template.
Automations and sequences
Text and email follow-up that fires on schedule, review requests after the build, and rehash sequences for aged estimates.
Lead routing and assignment
Every new lead lands with an owner and a due date, whether it came from our campaigns or a yard sign.
Data hygiene
Weekly sweeps for duplicates, dead deals, and stale stages, so the pipeline you look at is the pipeline you have.
Integrations
Call tracking, forms, and ad platforms wired in, so a closed job can be traced back to the campaign that produced it.
Dashboards and accountability
Pipeline value, follow-up activity, and rep performance visible at a glance, for you and for us.
How we run it
- 01
Map your sales process
How a lead becomes a signed job at your company: the stages, the handoffs, and what counts as dead. We chart it before we build anything.
- 02
Build and migrate
Pipelines, automations, and integrations configured, your existing contacts imported and cleaned, and your team trained on the new flow.
- 03
Maintain weekly
Hygiene sweeps, automation fixes, and reporting kept current. A CRM decays the moment nobody owns it, so we own it.
Worth a call if
- Your CRM is a contact list, not a pipeline
- Estimates go out and the stalled ones never get rehashed
- You cannot trace a closed job back to the campaign that paid for it
Also part of the playbook
Tell us about your roofing company.
A 30-minute call. We review your market before we get on it, so you leave with something useful either way.