New homeowner inquiryForm, call, ad, or referral
Keep the CRM you already use. Make sure the next step happens.
Built for roofing contractors
Keep the CRM you already use.Make sure the next step actually happens.
RoofLead configures and manages follow-up workflows around your existing roofing sales process, so new leads and estimates do not depend on someone remembering what comes next.
No CRM migration required.REVENUE WORKFLOWBuilt around your current CRM
Existing CRMThe system your team already uses
RoofLead-managed workflowConfigured, monitored, and maintained
Next actionFollow-up, human decision, or handoff
Native firstIntegration secondReplacement last
We work around the systems you already use.
JobNimbusAccuLynxRoofrServiceTitanOther
Compatibility depends on the capabilities, plan, API access, and integrations supported by your current systems. RoofLead verifies technical requirements before implementation.
What we manage
Revenue-Critical Workflows Around the CRM You Already Use
RoofLead gives each lead and estimate a defined next step, then keeps the workflow monitored after launch.
Hi Marcus — thanks for requesting a roof estimate. Is tomorrow morning a good time?
Yes, 10:30 works great.
Defined follow-up completed2m
Lead Follow-Up
Set a defined process for what happens after a new inquiry arrives.
Estimate sentToday · 9:14 AM
2
Follow-up scheduledTomorrow · 10:00 AM
3
Rep reviewIf no response
Estimate Follow-Up
Keep the next action moving after an estimate is sent.
Marcus GreenEstimate sent · 3 days
ReviewAlicia BrooksNo next action assigned
AssignDavid KimFollow-up overdue
AssignStalled Opportunities
Surface opportunities that need attention instead of letting them sit.
Workflow healthRoofLead-managed
MONITOREDNew lead trigger
WorkingEstimate follow-up
WorkingCRM connection
Checked 8m agoWorkflow Monitoring
Monitor and maintain automations after launch so the system keeps working.
How it works
Start With What Your CRM Can Already Do
Native first. Integration second. Replacement last.
RoofLead service planAudit current workflowMap inquiry to signed job
Configure native automationBuild inside the current CRM
Fill only real gapsAdd the minimum integration
Manage after launchMonitor, maintain, and adjust
Systems approach
Keep Your CRM. Add Only What It Needs.
RoofLead starts with the native capabilities you already pay for. An integration layer is added only when an important workflow has a real technical gap.
Native first.Integration second.Replacement last.
Book a RoofLead AuditManaged execution
The Software Can Be There. The Next Step Can Still Get Missed.
Roofing CRMs already have powerful features. The gap is often execution: workflows that were never configured, next actions with no clear owner, or automations that quietly stop working.
Use what you already pay for Define who or what owns the next action Keep the workflow monitored after launch
EXISTING CRM
Features available
Lead and estimate automationEXECUTION GAP
Next step unclear Workflow not configuredAt risk
ROOFLEAD-MANAGED WORKFLOW
Trigger configuredNative CRM
Next action assignedRep or automation
Workflow monitoredAfter launch
WORKFLOW STATUSMonitored
Pricing
Founding Client Pricing
A focused implementation around your current systems, followed by ongoing management so the workflow keeps working.
Setup includes
Workflow auditCRM capability reviewWorkflow configurationRequired integration setupTestingLaunchBasic documentationMonthly management includes
Workflow monitoringMaintenanceNormal bug fixesIntegration upkeepReasonable adjustments to existing RoofLead workflowsPerformance reviewThird-party software is not included.
If the workflow requires a paid CRM feature, Make plan, messaging provider, AI API, or another third-party service, that account is purchased, owned, and paid for directly by the client. RoofLead recommends the minimum required tools before implementation.
New workflows, major integrations, CRM migrations, and work outside the agreed RoofLead scope are quoted separately.
FAQ
Frequently Asked Questions
Clear answers about how RoofLead works with your current systems.
RoofLead is a managed follow-up service for roofing companies. We configure and maintain workflows around the CRM and tools the company already uses.
Book a RoofLead audit
Make the System You Already Paid for Do More of the Work.
Let’s look at your current lead and estimate workflow and see where RoofLead could help keep the next step moving.
Book a RoofLead Audit