The Best Roofing CRM Softwares of 2025 (Ranked + Real Contractor Reviews)

If you're still running your business with sticky notes, spreadsheets, or a whiteboard in the office, a CRM (Customer Relationship Management) system might sound like overkill. But the right roofing CRM isn’t just software — it’s your central command center.

A roofing CRM helps you track every lead, estimate, job, invoice, crew assignment, and customer interaction — all in one place. It replaces scattered tools and manual processes with a single dashboard you and your team can actually rely on.

Key Features of a Roofing CRM

• Lead & Contact Management
  Keep track of who called, when you followed up, and what stage each job is in.
• Estimating & Proposals
  Quickly build branded, professional estimates and send them from anywhere.
• Job Scheduling & Production Tracking
  Know where every crew is, what materials are ordered, and when the next inspection is due.
• Document & Photo Storage
  Upload contracts, photos, measurements, and permits all tied to the job record.
• Invoicing & Payments
  Send invoices and get paid online — no more chasing checks.
• Communication Tools
  Text and email customers directly from the platform to confirm appointments and share updates.
• Reporting & Dashboards
  See how many leads came in, what’s converting, and where your profit is.

Why Roofers Use CRMs

• No more “I think we called them last week…”
• Faster estimates = faster closes
• Fewer dropped balls during production
• Easier crew coordination
• Cleaner job records come inspection or insurance time
• More professional experience for the homeowner

A roofing CRM helps you save time, book more jobs, and run your business with less chaos. But not all CRMs are built the same — and not all were designed for roofers.

So how do the top platforms stack up in 2025?

Let’s break them down...

#6 AccuLynx 

Overview

AccuLynx is one of the most mature and feature-dense roofing CRMs available. One of the original softwares in the space built specifically for roofers, it positions itself not just as a CRM, but as a full operational control center — combining sales, production, ordering, supplements, and payments into a single platform.

But with great power comes... complexity. Many users praise its completeness, while others point out it can feel overwhelming or “cluttered” along with an outdated UI in today’s standards.

Although hard to quantify, it’s hard to ignore the consistent feedback seen in social groups around a lack of friendly support, feeling like a “number” to them, holding data hostage, and nickel and diming on anything you need. The culture of the company has been talked about frequently across the industry.

Acculynx User Feedback

👍 “AccuLynx allows us to organize our workflow and track data that is important to us.”

— Nicholas H., Capterra

👎 “Some of the output and lack of customization can be frustrating for some teams.”

— Chris J., Capterra

Contractors praise AccuLynx for its operational visibility and powerful job tracking. Some mention support has improved over the years, though they still recommend having a dedicated team member handle onboarding or setup.

Acculynx Pros ✅

• All-in-one roofing business platform
• Deep functionality across sales, production, and financials
• Streamlined material ordering and aerial measurement tools
• Comprehensive reporting

Acculynx Cons ⛔

• Strongly supported rumor of holding your data hostage if you look elsewhere
• Higher learning curve and onboarding cost
• Several users have shared underwhelming support experience
• Less flexibility/customization than some lighter CRMs
• UI feels more utilitarian than modern

Best For

Established large roofing businesses with multiple crews or high lead volume who need an all-in-one software, and who have the internal bandwidth to learn, support, and implement a detailed system.

#5 Leap (formerly JobProgress)

Overview

Leap is the result of a strategic merger between two contractor-focused platforms: Leap, known for digitizing the in-home sales process, and JobProgress, a project and business management tool used heavily by roofing contractors. The combined platform aims to provide an end-to-end CRM and sales toolkit, particularly attractive to roofing companies that need strong sales documentation, estimating, and workflow features without diving into full enterprise software.

Unlike systems that focus heavily on operations, Leap positions itself as the place where roofing contractors sell smarter — using digital presentations, e-signatures, and finance integration — while still offering good project tracking.

It strikes a balance between simplicity and structure, but its foundation of two products merging together means some features may still be maturing or sometimes clunky and lacking between the two former companies.

Leap User Feedback

👍 “I like that Leap makes it very simple for me to provide precise quotes for any product that we sell (windows/doors/roofs) and how easily organized it is.

— Laura R., G2 Reviewer

👎 “I have had issue after issue getting the help I need from customer support, in fact I am on week 4 of trying to figure out an issue that has been detrimental for one of my sales reps capabilities within the app.”

— Aidan C, Capterra

Users praise Leap for helping close jobs and present more professionally during sales calls. However, some users note growing pains as Leap continues merging backend systems and refining its interface.

Leap Pros ✅

• Good for digital proposals and in-home sales
• Flexible workflows for small to midsize teams

Leap Cons ⛔

• Some tools still evolving post-merger
• Reporting and backend customization less robust than others
• Lack of some customizations in proposals and reporting
• May require combining with other tools for full ops
• Requires to purchase two “products”

Best For

Roofing companies with a strong emphasis on in-home sales, who want a CRM with just enough operations power to stay on top of jobs without drowning in complexity.

#4 ServiceTitan

Overview

ServiceTitan is the 800-pound gorilla of the field service world. Originally built for HVAC and plumbing businesses, it has since expanded into roofing, electrical, and other trades. It’s a full-suite operational platform designed to unify large field service businesses under one system.

For roofing companies with complex teams, multiple services, and aggressive growth goals, ServiceTitan provides a depth of functionality that’s nearly unmatched. Scheduling, dispatching, financing, marketing automation, performance tracking, and even call tracking are all baked in.

However, this power comes with tradeoffs: setup can be demanding, training is a must, and the system’s scale is often more than a small or midsize roofer really needs.

ServiceTitan User Feedback

👍 “It is so nice to have everything in the same spot: invoicing, dispatch, pricebook, inventory, payroll, etc. There is a good connection and communication between the office and the field because of the software.”

— Brett S., Capterra

👎 “There’s definitely a learning curve if you’re not used to software with this many features. Integration with some third-party tools took a bit of time to understand as well.”

— User on G2

Large contractors especially praise ServiceTitan’s breadth and data visibility, while smaller shops often note the product’s heaviness and high cost of ownership. Many users describe it as transformational, but only after a 3–6 month onboarding period.

ServiceTitan Pros ✅

• Deep, enterprise-level functionality
• Built-in marketing, sales, and ops tools in one ecosystem
• Powerful reporting and technician dashboards
• Dispatch and GPS Management

ServiceTitan Cons ⛔

• Expensive — licensing and onboarding add up
• Not roofing-specific; designed more broadly for all trades (especially in estimating and materials)
• Requires internal champions to own setup and training
• Some interface elements feel overwhelming

Best For

Large roofing companies or those scaling extremely fast who want everything — marketing, CRM, dispatch, payments, and analytics — in one unified system. It’s a serious investment, but one that can pay off if you are large enough.

#3 Roofr

Overview

Roofr made its name by offering affordable, on-demand aerial roof measurements — and that remains its core strength. Over time, it’s added quoting, proposals, and basic management tools to help contractors close jobs faster.

But despite branding itself as an “all-in-one platform,” many users find that Roofr isn’t a true CRM. It lacks robust contact management, production tools, workflow customization, or deeper automation — which means it often needs to be paired with other tools once a lead converts into a real job.

Even in its proposal tools — arguably Roofr’s main feature — users report that customization options are limited. You can add your logo and tweak a few fields, but contractors looking to offer more advanced control or flexible formats may find it restrictive.

Still, for small shops or fast-moving sales teams that need a quick way to generate clean, professional quotes, Roofr delivers. It’s simple, fast, and gets you from address to proposal in minutes — but it’s not going to help you manage crews, production, billing, or customer communications in a meaningful way.

Roofer User Feedback

👍 "Roofr has made estimating easier and faster. Roofr helps cuts down on human error."

— Susan, Software Advice


👎 “It lacks many features compared to other CRM solutions. Once the lead is signed, you’ll need another system to track crews, jobs, and materials.”

— User on FirmSuggest

Roofr gets consistent praise for its clean interface, speed, and ease of onboarding. Its proposal builder is often cited as “the best-looking in the game.” However, more advanced users sometimes note its limitations when it comes to deep job management or team coordination.

Roofr Pros ✅

• Extremely fast to set up and use
• Clean, user-friendly quoting and proposals
• Affordable pricing (with a free tier)

Roofr Cons ⛔

• Limited CRM functionality (lots of “Coming Soon” features)
• Little to no production features along with minimal reporting
• Proposals have limited flexibility/customization

Best For

Roofers who need fast estimates and beautiful proposals — but are OK with using other tools for everything else. Great for pre-sale workflows; limited post-sale.

#2:  JobNimbus

Overview

JobNimbus is one of the most established names in roofing-specific CRMs. Built originally to help contractors ditch whiteboards and spreadsheets, it’s now a fully-fledged operations and customer management platform used by over thousands of contracting businesses across North America. Its strongest appeal lies in its flexible project boards, team tasking, and the way it connects the office and field.

It has gained a reputation as the "workhorse" of the industry. For companies who want a customizable CRM, but don’t mind putting in some initial setup work, it’s a strong contender.

User Feedback

“It may take some time to get everything set up, but once you have your workflow, everything falls into place.”

— Tyler, Capterra

“I’m not sure if all these support issues are because of the type of subscription I have... I just feel I’m not being heard, helped and cared for.”

— Peggy B., Capterra

Users consistently praise JobNimbus for the freedom it gives teams to mold workflows to their needs. However, many note that its interface feels dated and the learning curve can be steeper for teams new to CRMs.

JobNimbus Pros ✅

• Highly customizable for different sales and production workflows
• Large integration ecosystem
• Strong field app and document management

JobNimbus Cons ⛔

• Setup requires time and internal resources
• UI/UX is showing its age compared to newer platforms
• Occasional syncing issues with integrations like QuickBooks
• Recent complaints of inconsistent and delayed support responses

Best For

Contractors who want a powerful, customizable platform that can grow with their business — and have the time or tech help to implement it properly.

#1 Roof Chief (That’s Us)

Overview

Roof Chief is built from a belief that most roofing contractors aren’t asking for “enterprise resource planning” — they just want a system that helps them sell more jobs, stay organized, and get paid faster.

That’s exactly what we deliver: a roofing and exterior focused CRM that’s powerful under the hood, but simple on the surface. No bloated feature screens. No duct-taped integrations. Just clean workflows that match the way roofers actually operate — whether you're running two crews or twenty.

Unlike legacy CRMs that were built in 2012 and haven’t changed much since, Roof Chief employs the latest technology, developed in close collaboration with real contractors. Every feature is shaped by feedback from users in the field. You won’t find 30-step workflows or clunky dashboards here — just intuitive tools for leads, jobs, estimates, proposals, and payments that make sense from day one.

Roof Chief boasts the most powerful and customizable estimating tools to save time, manage profit margins, and streamline material orders and proposals.

And because Roof Chief is built for flexibility, you can customize workflows, job stages, templates, file management, and more — all without needing a developer or a support ticket.

Roof Chief User Feedback

👍 "Roof Chief is simple and intuitive to use. Quoting roofs is quick and accurate - and creating professional proposals is seamless."

— Hanes S., Capterra


👍 "I love how Roof Chief streamlines the process of everything from estimating to material ordering. Tech support is great whenever I need something handled quickly that I don't have time to figure out or helping learn the system generally."

— Hayden R, Capterra


👍 "Job Nimbus was too hard for us to use, and Roof Chief brought us in and quickly set up a meeting to get to know us better in order to find our needs.

— Garrett S, SoftwareAdvice

Feedback from contractors is clear: Roof Chief brings clarity, control, and confidence to companies that have been burned by bad CRMs or overwhelmed by over-engineered systems.

Key Features

• ⚙️ Lead & Pipeline Management: Track incoming leads, job stages, appointments, and follow-ups all in one clear view.
  
  
• 📝 Smart Proposals & Estimates: Build beautiful, customizable proposals in minutes, complete with line-item pricing, photos, and optional upgrades.
  
  
• 🔨 Job Management: Manage schedules, assign crews, store files and job notes, and keep production moving from office or mobile.
  
  
• 📅 Scheduling & Calendar: See what’s happening across your team at a glance, drag-and-drop to reschedule.
  
  
• ✉️ Customer Communications: Send emails and texts directly from job records, keeping homeowners updated without needing extra tools.
  
  
• 💳 Invoicing & Payments: Turn a signed job into an invoice instantly and get paid online.
  
  
• ➡️ Custom Workflows: Tailor pipelines, stages, and fields to match how your business actually works — no rigid templates.
  
  
• 📲 Mobile-Ready: Use from the field or office, with an interface that looks just as good on your phone as your desktop
  
  

Roof Chief Pros ✅

• Clean, modern interface — intuitive with little training needed
• Built from real roofer input and workflows
• Fast setup and fast responsive support
• Fully customizable without code
• Doesn’t nickel-and-dime you with add-ons

Roof Chief Cons ⛔

• Still expanding its ecosystem of third-party integrations
• Not designed for giant multi-division companies

Best For

Roofing contractors who are ready to upgrade from pen-and-paper, Excel sheets, or underwhelming CRMs — and want a modern, intuitive, flexible platform built for them, not forced on them.

Which CRM Is Right for You?

Every roofing company is different. Some teams need powerful automations and integrations. Others just want something simple that works right away. No CRM is perfect — but the best ones make it easier to sell jobs, stay organized, and grow with confidence.

At Roof Chief, we built our platform to meet the real-world needs of roofing contractors. That means:

• Simple, intuitive tools for quoting, tracking, and job management

• Customization without the complexity — we mold to your process, not the other way around

• Responsive, hands-on support — from a team that knows roofing and actually picks up the phone

Whether you’re just starting out, frustrated with your current setup, or scaling your operations, we’d love to show you what Roof Chief can do.

👉 Book a personalized demo to see if Roof Chief is the right fit for your team.