Roofing CRM Without a Separate CRM

Roofing CRM Without a Separate CRM

Roofing CRM Without a Separate CRM is how a roofing company keeps customers, leads, and job history inside ServiceFlow Pro instead of paying for a standalone contact database. Built for roofing contractors estimating multi-phase tear-offs and installs with material calculators, weather delays, and photo documentation.
Roofing CRM Without a Separate CRM puts customers, leads, and job history on the customer and the job, so the office does not retype the same visit into a standalone contact database. Leads convert onto the same customer record as the job. Notes, addresses, and history stay with the person you already serve.
Roofing CRM Without a Separate CRM leaves the outside network in place. Angi and Yelp can still send the lead in. ServiceFlow Pro stores the customer.

What stays connected

Angi and Yelp can still send the lead in. ServiceFlow Pro stores the customer.

What you stop renting

ServiceFlow Pro stands in for a standalone contact database.
  • Roofing crm on the same customer record as the job
  • Leads convert onto the same customer record as the job
  • Notes, addresses, and history stay with the person you already serve

Questions