Roofing CRM That Turns Storm Leads Into Signed Jobs
Route every storm lead, track each insurance job from inspection to build, and send the invoice from the same record.
14-day free trial of Professional, no credit card required.
Maple Ridge Home
Cedar Lane Residence
Oakwood Duplex
Pine Street Church
Birch Court Condo
Harbor View Home
Elm Street Plaza
Willow Park Home
What Is a CRM for Roofing?
A CRM for roofing contractors keeps every lead, inspection and job on one record. New leads get an owner on arrival, each job moves through your own stages, and an accepted quote becomes an order you can invoice.
Why Do Storm Leads Go Cold Before the Second Knock?
Volume, paperwork and handoffs break the thread. Each one has a fix inside the CRM.
Challenge
Storm leads pile up faster than reps can work them
How KudosCRM Helps
Forms and imports create leads, scoring ranks them, and lead routing hands each one to an owner on arrival.
Challenge
Insurance jobs stall between inspection and build
How KudosCRM Helps
Each job is a deal in your own pipeline, with stage rules that stop a job skipping a step.
Challenge
Sales and crews read different notes
How KudosCRM Helps
The won deal becomes a project with an owner, health badge, tasks and files the crew can open.
Work the Hottest Storm Leads First
Every lead lands graded and scored. Start at the top of the inbox and filter for what is still unassigned.
Capture
Web forms and imports create a lead.
Score
Rules grade each lead.
Route
A rule assigns the owner.
Follow up
Enroll the batch in a sequence.
Explore Lead Scoring Explore Lead Routing Explore Email Sequences
Keep an Insurance Job Moving From Inspection to Final Invoice
Build one pipeline for claim work, with a win probability on each stage and rules that guard how jobs advance.
Your own stages
Name them for how you work, from Inspection to Invoiced.
Claim details on the record
Add claim number and adjuster as custom fields.
Stage-movement rules
Block a job from skipping a step.
Lost reasons you choose
Pick from your own Won and Lost lists.
Quote the Roof, Then Invoice From the Same Order
Price line items from your catalog. When the scope changes, issue a new version and keep the history.
Versioned quotes
Re-quote after a supplement without overwriting the first offer.
Accepted quote to order
Line items carry over with nothing re-keyed.
Draft the invoice from the order
Mark it paid when the money lands.
Hand the Won Job to the Crew With Everything Attached
A won deal becomes a project with an owner, a status and a health badge. Notes and files travel with it.
Project board by status
Drag a job from Scheduled to In Build.
Tasks, files and members
Add the crew lead and the first tasks.
Amber and red health first
Scan the board for jobs that need attention.
Start With a Ready-Made Roofing Setup
Pre-built pipeline stages, custom fields, automations and reports. Ready in one click.
Keep Jobs From Slipping After the Knock
Set each rule once, and check the run history when something looks off.
A new lead comes in
Lead routing assigns it by source, stage or title.
A deal is marked Won
An automation creates the build scheduling task and can alert the team in Slack.
A job sits too long in a stage
Rot flags mark the aging card on the board.
Pricing
What Does KudosCRM Cost for a Roofing Company?
Per seat, published, with a 14-day Professional trial and no card. Small crews start on Free or Basic. Teams running several pipelines choose Professional.
Free
Small firms
$0 forever
Up to 3 seats, no card
- 3 seats and 1,000 contacts
- 1 pipeline, 10 custom fields
- 50 Kudos AI messages a month
- Community support
Basic
Small sales teams
$9 /seat/mo
Billed yearly · $12 monthly
- Up to 25 seats, 25,000 records
- 3 pipelines, 50 custom fields
- 1,000 automation runs a month
- Email support in 24–48 hours
Professional
Growing contractors
$24 /seat/mo
Billed yearly · $29 monthly
- Unlimited seats and pipelines
- 250,000 records, unlimited custom fields
- 25,000 automation runs, 2,000 AI messages per seat
- Priority support within 8 hours
Enterprise
Multi-office groups
$49 /seat/mo
Billed yearly · $59 monthly
- Unlimited records
- 250,000+ automation runs
- Highest AI allowance, bring your own key
- Dedicated success manager and SLA
Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.
CRM for Every Kind of Roofing Business
Residential and commercial roofers both win on speed to the lead and steady follow-up.
Integrations
Works with the Tools You Already Use
Connect Gmail or Outlook so customer email lands on the right record, Zoom for calls, and Slack for alerts. Chatra brings website chat into the same CRM.
See All Integrations
FAQ
Frequently Asked Questions
Start free today
Keep Every Storm Lead and Roofing Job in One CRM
Work the lead, win the claim job and invoice the build.