Optional guided onboarding — one-time $500 through December 31, 2026

The AI-Powered
Storm Claim CRM

Built from inside a real roofing company. Replace AccuLynx, JobNimbus, and disconnected tools with one intelligent platform for storm-damage insurance claims.

From $150/mo base owner account plus $99 per additional member • No long-term contracts • Cancel anytime

Or call Megan's dedicated demo line: (346) 681-3366

Roofer using RoofClaimsCRM
Claims pipeline
Track & organize

Integrations

iOS App Store
Stripe payments
QuickBooks Online
Google Maps API
EagleView

Everything you need.
Nothing you don't.

We built the exact tools you need to run a modern roofing company, deeply integrated so nothing falls through the cracks.

AI Receptionist

Our AI answers calls, helps pre-qualify homeowners, and books inspections on your calendar. AI Phone is a separate product.

Door-Knocking Map

Tap a house on the mobile app to see homeowner data instantly. Drop pins, track paths, win neighborhoods.

CRM Pipeline

Visual sales board that actually makes sense. Drag and drop leads from inspection to final payment.

Mobile E-Signatures

Customers sign contingency agreements and contracts right from your phone, with a timestamped audit trail on every signature.

QuickBooks Sync

Two-way sync. When a payment drops in the CRM, it's already reconciled in your books.

Storm Intelligence

Integrated satellite measurements and hail/wind path data. Know the damage before you knock.

The AI Advantage

Your best setter never sleeps.

Dealflows AI acts as your front line. It answers calls, responds to web leads in seconds, and schedules appointments. While your competitors are busy on roofs, you're booking their overflow.

  • Answers calls 24/7/365
  • Pre-qualifies storm damage
  • Syncs to your CRM pipeline automatically
AI Receptionist
Map Interface
Mobile First

Dominate the neighborhood.

Built for the field. Pull up to a storm path, open the map, and tap a roof to instantly get the homeowner's name. Track your knocks, leave notes, and sign contracts on the spot.

  • Live homeowner data
  • Drop pins and track crew paths
  • One-tap contingency signatures
Houston Roof Claims Crew
How teams use it

Run your storm season from one organized pipeline.

Roofing teams use RoofClaimsCRM to move off disconnected tools: the AI receptionist helps answer calls, the mobile map supports door knockers, and the pipeline keeps every claim tracked and organized in one place.

"Having every claim tracked and organized in one pipeline made our storm season easier to manage."
Sample testimonial — for illustration only.
Native iOS App — Live

Your entire roofing operation in your pocket.

The Roof Claims CRM iPhone app gives every rep, inspector, and closer full lead access, the door-knocking map, photo uploads, e-signatures, and real-time chat — no browser required.

  • Door-knocking map — tap a house, see the homeowner
  • Upload photos and documents from the field
  • Sign contingency agreements on-site
  • Real-time task notifications
  • Full lead pipeline access offline-capable
Download on the
App Store
Roof Claims CRM
Available on iOS
Live on the App Store

App Store ID: 6763167350

View on Apple App Store →

Simple pricing.
No surprises.

A $150/mo base owner account — the owner/admin seat is included — plus $99/mo for each additional member you activate. No long-term contracts.

Simple team pricing

One $150/month base owner account — the owner/admin seat is included — plus $99/month for each additional member you activate. No fixed packages: every team size has a published price.

Base owner account

Start here — includes the owner/admin seat
$150
/month

Charged when you create your account, then monthly. Includes the one owner/admin seat.

  • Full CRM pipeline
  • Claims tracking & organizing workflow
  • Roof measurements
  • Proposals, contracts & e-sign
  • Door-knocking map
  • Role-based permissions

Each additional member

Add teammates as you grow
+$99
/month each

Billed only for members you actually activate, on top of the base owner account. Add or remove members as your team changes.

Example: a team of 5 (owner + 4 members) is $150 + 4 × $99 = $546/month.

Estimate your monthly total

Enter your total number of people, including the owner. We show the exact monthly total: the $150 base owner account plus $99 for each additional member.

Guided onboarding (optional): one-time $500 promotional price through December 31, 2026. Onboarding is a separate, optional choice — it is not required to use the CRM and is never added automatically.

AI Phone (Megan) is not included. It is a separate product at $499/mo plus its own onboarding, and it is never bundled into the subscription or added automatically.

Fair-Use Policy

Standard plans include generous CRM data storage for normal roofing operations — up to 50,000 active CRM records. High-volume accounts with unusually large document or photo storage, automated communications, AI processing, or large CRM migrations may need us to review that usage with you.

Bulk imports above 50,000 records, heavy API/vendor usage (EagleView, roof measurements, storm reports), or high-volume automated email/SMS/calling may need us to review that usage with you. Contact us at support@roofclaimscrm.com to discuss your scale.

Frequently Asked Questions

What makes RoofClaimsCRM different from AccuLynx or JobNimbus?
RoofClaimsCRM is purpose-built for storm damage insurance claims and was built inside a working roofing company. It includes an AI phone agent, a door-knocking GPS map with property owner lookup, roof measurements that flow straight into estimates and proposals, e-signatures, an automated homeowner portal, and QuickBooks Online sync — in one platform at one transparent price.
Does RoofClaimsCRM handle measurements, estimates, and proposals?
Yes. You can order EagleView or Roofr measurement reports from inside the CRM, review and correct measurements, and the corrected values automatically synchronize into your estimates and proposals so pricing always reflects the roof you actually measured. Signed documents are locked and never silently changed.
Does RoofClaimsCRM have a mobile app?
Yes. RoofClaimsCRM has a native iOS app on the App Store, with Android in testing ahead of its Google Play release. The mobile app includes the door-knocking map, lead management, e-signature, photo capture, and team chat.
How does the automated workflow system work?
When a customer signs a contract, RoofClaimsCRM automatically sends a branded 'What Happens Next' email, an SMS with a link to their homeowner portal, creates a high-priority dispatch task, and can trigger an AI welcome call. Build-date confirmations and post-completion review requests are automated the same way.
Can I sync with QuickBooks Online?
Yes. RoofClaimsCRM includes a native QuickBooks Online integration with smart catch-up review, automatic payment source detection, and batch deposit splitting.
How much does RoofClaimsCRM cost?
RoofClaimsCRM is $150/month for the base owner account — charged immediately when you sign up, then billed monthly — which includes your owner seat. Each additional member you activate is $99/month. Existing customers keep their current plan. Guided onboarding is optional. AI Phone is a separate product and is not included.

Ready to stop fighting software?

Storm season waits for no one. Pick a flat monthly package and get full access — no setup required, cancel anytime.

From $150/mo base owner account plus $99 per additional member • No long-term contracts • Cancel anytime

Book a Demo with Megan or call (346) 681-3366