Installation Company ERP / CRM

Roofing CRM Software

Streamline your operations with our CRM for roofing companies & contractors

Generic CRM solutions often fall short for roofing professionals. At Business Pilot, we understand this first-hand because we manage installation companies ourselves. That’s why we developed a specialised CRM software tailored to meet your unique needs. With a growing number of roofing contractors and companies already benefiting from our platform, now is the perfect time to discover why Business Pilot is the best CRM for roofing companies. Join us and elevate your business management today!

Run a better roofing company!

The best CRM for roofing companies


Business Pilot’s CRM software is revolutionising the industry by merging the streamlined efficiency of CRM software with the robust functionality of project management tools. 

Tailored with roofing companies in mind, our CRM system enables you to manage sales, customer service, and project oversight all from one central hub.

This specialised CRM for contractors is engineered to streamline operations, enhance communication, and boost efficiency across the board. It’s the ideal solution for your company seeking to leverage technology for better business outcomes. 

status section and map section in our crm for builders

So, what makes Business Pilot the best CRM for roofing companies?

Of course, to see why Business Pilot is the best CRM, take the free trial and dig around yourself. Explore at your own pace, or let us guide you with a personalised demo. In the meantime here’s why we’re confident you’ll love our system.

Our cloud-based roofing CRM software is designed to maximise profits and minimise hassle. It excels at streamlining the sales process to ensure no opportunity is missed. With its robust mobile capabilities, you can capture essential site details on the go. Business Pilot enhances operational efficiency through an interactive scheduling board, seamless contract screen linking, and comprehensive financial management. Experience how our CRM can transform your business operations.

Roofers? From start to finish we have you covered!

Our roofing CRM converts leads to contracts

Business Pilot enhances lead management starting right from your initial engagement. Connect our CRM software directly to your website to capture every inbound lead without fail. With each contact record, view all past interactions, leads, and contracts associated with that individual.

While many CRMs offer lead management, Business Pilot distinguishes itself by smoothly transitioning leads into contracts, maintaining all essential details in one place. Our sales pipeline and management reporting features are specifically designed for the demands of roofing and construction businesses.

And let’s not overlook our FREE mobile app, which empowers your sales team in the field. Before your representatives even return to the office, your sales manager will already have access to images, voice notes, messages, and more, all integrated into your Business Pilot system.

crm for builders converting leads to contractsI
crm for builders managing contracts
Transform how you run your roofing business

We recognise that one of the biggest challenges for roofing companies is managing contracts after they are won. How do you ensure that goods are ordered, confirmed, and delivered on time and at the correct cost? Business Pilot offers the most comprehensive CRM software that allows you to streamline these critical processes.

You’ll receive ‘cards’ that you can add to your interactive schedule board based on the duration set for each installation. This board is the heart of our system, allowing you to easily oversee all your installations at a glance. Need to extend an installation period? Simply update the card and explain why. This key feature alone will transform how you manage your roofing installations, enhancing efficiency across your business.

Every team member consistently follows the correct process with each task

One of the fundamental advantages of using roofing CRM software like Business Pilot is the ability for all team members to access and update customer information in real time. This ensures that everyone is on the same page, helping projects stay on schedule and within budget.

Moreover, our CRM facilitates roofing contractor collaboration across departments such as sales, customer service, and project management. This integration helps minimise confusion and boosts productivity, as everyone adheres to the correct processes consistently.

Our status progression feature in Business Pilot allows you to integrate all your internal workflows into the system. This ensures that every team member follows the right steps every time, provides visibility into where any lead or contract might be delayed, and even automates tasks like sending timely emails during critical stages of the process.

Surveyors and installation teams are also fully integrated into the system. They use our free mobile app to access necessary documents and information on-site. Document visibility is controlled through tagging in the system, and as appointments are scheduled, they automatically appear in the mobile app of the relevant team members

pc showing how our software allows all members of the team to access information in real time
business pilots subscription includes everything
Your Business Pilot subscription includes everything

Your Business Pilot subscription truly includes everything you need! Enjoy unlimited postcode lookups for seamless address verifications, and upload as many documents and images as you like without ever worrying about storage limits. Plus, we offer unparalleled support and training in the industry, featuring an extensive selection of help videos and a comprehensive online knowledgebase accessible 24/7. With Business Pilot, you’re fully equipped for success at every step

Business Pilot’s CRM streamlines operations by offering lead management that connects directly to company websites, ensuring no inbound lead is missed. The system excels in converting leads to contracts, providing sales management reporting specifically for roofing companies. Furthermore, it facilitates the management of contracts post-win, ensuring timely ordering, confirmation, and delivery of goods. An interactive schedule board offers a clear view of installations and projects.

The CRM improves teamwork and communication. It has a mobile app for updates and a status feature for consistent processes. These features help roofing companies & contractors manage installations and work with clients better. This leads to more efficiency and higher profits.

Why Business Pilot is the perfect CRM for Roofing Companies

  • Tailored to the Roofing Industry: Business Pilot is designed specifically for your company, offering features like job costing, project management, and lead tracking tailored to roofing services.

  • Comprehensive Project Management: Manage every aspect of your roofing projects with tools for scheduling, resource allocation, and real-time updates, ensuring smooth and efficient operations.

  • Real-Time Communication: Our mobile app enables instant communication between on-site teams and the office, reducing delays and improving project coordination.

  • Automated Processes: Automate repetitive tasks such as email notifications and status updates, saving time and reducing errors.

  • Detailed Reporting and Analytics: Track lead conversion rates, job costs, and project performance with in-depth reporting and analytics, helping you make informed decisions.

  • Integration with Supplier Systems: Easily order, confirm, and track material deliveries by integrating with supplier systems, ensuring timely resource availability.

  • Excellent Support and Training: Access extensive support and training resources, including help videos and a 24/7 knowledge base, with our team always ready to assist.

  • Unlimited Storage and Users: Enjoy unlimited document and image storage, and add as many users as needed without extra costs.

  • Enhanced Customer Relationship Management: Maintain detailed records of customer interactions, warranties, and service histories to improve customer satisfaction and loyalty.

  • Industry-Specific Features: Benefit from features like interactive schedule boards, job costing tools, and status progression tracking designed for the roofing industry.

Our free trial offers full access to all the features of Business Pilot for a limited period. This allows you to explore how our software can meet your needs without any initial investment. There’s no commitment required, and no credit card details are needed to start the trial.

Yes, Business Pilot is designed to work seamlessly with various software systems commonly used in the construction industry. This integration capability ensures that you can maintain continuity with your existing workflows and data management practices

We provide industry-leading support and training, including a comprehensive suite of help videos and an extensive online knowledge base that is available 24/7. Our customer service team is also on hand to assist you with any specific inquiries or issues.

Yes, our software includes detailed job costing tools that allow you to track expenses and revenues for each project. This ensures accurate pricing and helps maintain profitability on every job.

Our status progression feature lets you update and communicate any changes in project scope or schedule immediately. You can easily adjust project timelines and notify all stakeholders, helping to manage expectations and keep projects on track.

Try our Roofing CRM for Free

As part of our Business Pilot free trial, we will send ‘how to’ videos to help you get to grips with the Business Pilot CRM system. Because the system is much more than a regular CRM, we are even on hand to talk you through how other installation companies are using Business Pilot as a business improvement system. If you would prefer to book a call with an existing user before the trial, call our sales team on 0333 050 7506 or use the live chat facility.

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