RoofClaimsCRM tracks every claim from inspection to final check — ACV, RCV, deductible, supplement, and recoverable depreciation. Your whole team sees the same data in real time.
From $150/mo base owner account plus $99 per additional member · cancel anytime · (346) 681-3366
Your claim numbers are in a spreadsheet. The scope is in Xactimate. The ACV check info is in someone's email. The depreciation follow-up is a sticky note. When a rep leaves, that knowledge walks out the door. RoofClaimsCRM puts everything in one searchable, trackable record.
Built specifically for insurance-claim roofing companies
Store claim number, ACV, RCV, deductible, and insurance company on every lead. Visible in the Sales Board.
Upload the loss statement and our AI extracts ACV, RCV, and depreciation automatically.
Mark depreciation released, log the amount, and trigger an automated customer follow-up.
Track supplement requests, amounts, and approval status on each claim.
Automatic task created 60 days after job complete reminding rep to collect recoverable depreciation.
Sync payments, invoices, and job costs directly to QuickBooks Online. Tracks Square, Zelle, Iink, Stripe, and ACH.
"Teams use RoofClaimsCRM to keep every claim — from ACV to the final depreciation check — tracked and organized in one searchable record instead of scattered spreadsheets and emails."
ACV / RCV
Claim fields tracked in one record
1
Searchable record per claim
100%
Tenant-isolated data security
Meet Megan — Your AI Receptionist
Megan answers calls, helps qualify homeowners, books appointments, and follows up via SMS around the clock — so after-hours calls don't go straight to voicemail. AI Phone is a separate product and is not included in a CRM package.
Call Megan's Demo Line: (346) 681-3366Live on the App Store. Door-knocking map, photo uploads, e-signatures, push notifications, and the complete pipeline — all native iOS.
⬇ Download on the App StoreFlat monthly packages from $150/mo. No long-term contract. Cancel anytime.
From $150/mo base owner account plus $99 per additional member · Call Megan: (346) 681-3366