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Raising the Roof: Uncovering the Best Roofing CRM Software in 2023

In the highly competitive roofing industry, having an edge can mean the difference between a thriving business and one that’s struggling to keep up. This is where Customer Relationship Management (CRM) software steps in. Designed to streamline operations, manage customer interactions, and drive sales, a good CRM system is a game-changer for roofing companies. But with numerous options on the market, which one is the best fit for your roofing business? Let’s explore the best roofing CRM software in 2023, each with its unique features and benefits.

eWay-CRM: The Versatile Powerhouse

eWay-CRM emerges as a top choice for roofing businesses looking for a versatile and robust CRM solution. Known for its adaptability, eWay-CRM offers a wide range of features including project management, sales tracking, customer relationship management, and detailed analytics. What sets it apart is its ability to be customized to suit the specific needs of the roofing industry. From tracking leads to managing contracts and materials, eWay-CRM provides a comprehensive toolkit. Its user-friendly interface and integration capabilities with tools like Microsoft Outlook make it an attractive option for roofing companies of all sizes.

AccuLynx: The Specialized Solution

AccuLynx is specifically designed for the roofing and exterior contracting industries. It’s a comprehensive solution that offers detailed job tracking, customer management, and powerful analytics. AccuLynx’s standout feature is its ability to streamline the estimating process, with easy-to-use templates and integration with aerial measurement services. Its strong focus on the roofing sector makes it a top contender for companies looking for industry-specific functionality.

RoofSnap: The Innovator

RoofSnap stands out for its innovative approach to roofing CRM. It offers all the essential CRM features but adds a unique twist with its advanced measurement and estimating tools. RoofSnap allows roofing professionals to measure and estimate roofing projects using aerial imagery, saving time and increasing accuracy. Its seamless integration with other business functions, like scheduling and document management, makes it a comprehensive tool for tech-savvy roofing companies.

iRoofing: The Versatile Option

iRoofing is an excellent choice for roofing companies looking for versatility. It combines CRM capabilities with tools specifically designed for roofers, such as digital roof measurement, material ordering, and visual project presentation. iRoofing is a good fit for companies that want a balance between managing customer relationships and having roofing-specific tools at their fingertips.

Dataforma: The Collaborative Choice

Dataforma is designed for roofing contractors who value collaboration and communication. It offers robust CRM functionalities, including lead tracking, scheduling, and project management. What sets Dataforma apart is its strong emphasis on collaboration tools, allowing teams to communicate effectively and stay on the same page throughout the project lifecycle. It’s an ideal option for companies that manage multiple teams or large-scale roofing projects.

Choosing the Best Roofing CRM Software

When selecting a CRM for your roofing business, consider the following:

Industry-Specific Features: Look for software that offers features tailored to the roofing industry, such as aerial measurement or material ordering.

Integration: Ensure the CRM integrates well with other tools and software you use in your business.

Usability: Choose software that is user-friendly and easy for your team to adopt.

Scalability: Consider if the CRM can grow with your business and handle increased demand.

Cost: Evaluate the cost against the features and potential return on investment.


In 2023, roofing companies have a variety of CRM software options to choose from, each with its unique strengths. Whether it’s the versatile capabilities of eWay-CRM, the industry-specific focus of AccuLynx, the innovation of RoofSnap, the versatility of iRoofing, or the collaborative environment of Dataforma, the best CRM software is the one that aligns with your business goals and processes. Investing in the right CRM software can significantly improve operational efficiency, customer satisfaction, and ultimately, the bottom line of your roofing business.


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