CRM for Roofing

The AI CRM built for roofing companies

Revenue Sol is a CRM for roofing companies that organizes storm, leak, inspection, repair, and replacement inquiries from first contact through booking, estimates, invoices, payment, and review requests. Starter is $99/month; Professional adds the AI Employee and AI receptionist at $199/month.

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Supported connections

QuickBooks OnlineStripeTwilioRingCentralRetell AIGoogleMetaSendGridWebsite Widget

Availability and setup requirements vary by plan and provider account.

Built for the trade

Answer every lead, follow up relentlessly, close bigger jobs

Roofing is high-ticket and follow-up-driven. Revenue Sol pairs a 24/7 front office with automated estimate follow-up so the jobs that make your year don't slip away.

Never miss a storm-season lead

The AI receptionist answers every call and text 24/7 and absorbs post-storm surges, so high-value roofing leads get booked instead of lost.

Estimates that get signed

Send professional estimates customers approve and sign online, then track every one through your pipeline to close.

Automated estimate follow-up

Roofing jobs are won on follow-up. Automations nudge unsigned estimates and re-engage leads so high-ticket work doesn't go cold.

Inspection scheduling

Book inspections and jobs onto a shared calendar with automatic confirmations and reminders that reduce no-shows.

Invoices & payments

Turn signed estimates into invoices and collect deposits and final payments by secure text link.

More 5-star reviews

Automatically request a Google review after each completed roof and reply with AI to win local roofing searches.

Why roofing companies choose Revenue Sol

Roofing lives and dies on two things: catching leads when they're ready and following up until the estimate is signed. The jobs are high-value, the competition moves fast, and a single missed call after a storm can be tens of thousands of dollars handed to the next roofer in the area.

Revenue Sol protects both ends. The AI receptionist answers every call and text instantly — including the flood of leads after a hailstorm — and books the inspection on the spot. Then automations do the part most roofers struggle with: relentless, timely follow-up on every unsigned estimate, so high-ticket jobs don't go cold while you're up on a roof.

With every lead, conversation, estimate, and invoice in one CRM, your office and crews stay aligned from first call to final payment, and automatic review requests keep your reputation — and your local search ranking — climbing. More booked inspections, more signed estimates, and a pipeline that never leaks.

Operational fit

What to collect, configure, and keep with a person

Automation is only useful when the inputs and limits match the way your business actually works.

Intake fields

  • Property address and ownership
  • Leak, storm damage, inspection, repair, or replacement interest
  • Roof type and visible damage described by the customer
  • Insurance status and inspection availability

Human handoff

  • Active structural or electrical danger
  • Damage diagnosis and insurance advice
  • Scope, material, warranty, and final price commitments

Setup requirements

  • Inspection territory and calendar
  • Residential and commercial fit rules
  • Storm-response routing
  • Estimator and project-manager assignments

FAQ

Frequently asked questions

The best roofing CRM captures high-value leads fast and follows up relentlessly on estimates. Revenue Sol is an all-in-one AI CRM for roofing companies that answers calls and texts 24/7, books inspections, sends and follows up on estimates automatically, collects payments, and requests Google reviews — with the AI receptionist included from $199/month.

Roofing is a high-ticket, follow-up-heavy business — most jobs are won between the inspection and the signature. Revenue Sol's AI answers every lead instantly, books the inspection, and then automatically follows up on the estimate with reminders and nudges, so high-value jobs don't go cold while you're on a roof.

Yes. Send estimates customers can approve and sign online, and let the AI receptionist absorb the surge of calls after a storm so no lead is missed during your busiest, most profitable weeks. Every lead and estimate is tracked in one pipeline.

Revenue Sol keeps every conversation, document note, estimate, job, and invoice tied to the customer record, so larger and insurance-related projects stay organized from first call to final payment. Your office and crews work from the same information.

Revenue Sol starts at $99/month for core CRM and communications. The AI receptionist is on Professional at $199/month, while automations are on Growth at $399/month. Connected-provider usage is billed separately under that provider's terms.

Stop losing high-value roofing jobs

Answer every lead, automate your estimate follow-up, and grow your reviews — included with a paid plan.

Product evidence

Inspect the workflow before you buy

No invented customer stories or performance promises. Use the live demo to evaluate the actual product and decide where automation fits your team.

See the full workflow

Explore how an inquiry moves from conversation to contact, booking, estimate, invoice, payment, and review request.

Use one customer record

Calls, messages, appointments, jobs, and billing activity stay connected to the same CRM record.

Keep people in control

Configure business rules, approval points, and human handoff for conversations that should not be automated.

Core CRM plans start at $99/month. AI Employee availability begins on Professional. 14-day trial for approved, verified businesses. Facts last verified September 4, 2026.