RoofClaimsCRM combines your pipeline, e-signatures, dispatch, and Megan's AI phone into one system. Stop duct-taping software together.
From $150/mo base owner account plus $99 per additional member · cancel anytime · (346) 681-3366
Most roofing CRMs don't touch your phone system. So your team is juggling a CRM, a phone service, a texting app, and a calendar — and leads fall through every gap. RoofClaimsCRM is the first roofing CRM where the phone is native, not bolted on.
Built specifically for insurance-claim roofing companies
Megan is embedded in the CRM — her calls, transcripts, and bookings appear in the lead record automatically.
From first call to final ACV payment — every stage, every document, every signature tracked in one place.
Text homeowners from the CRM. Replies land in the lead thread, not your personal phone.
Megan can follow up with unresponsive leads by text and phone — without your team lifting a finger.
Every Megan call is transcribed and saved in the lead. Never lose context when a rep changes.
See exactly which leads Megan sourced and how much revenue those jobs generated.
"Teams use RoofClaimsCRM to keep calls, signatures, dispatch, and the claim record in one place instead of duct-taping separate tools together. AI Phone is a separate product and is not included in a CRM package."
24/7
AI phone coverage (separate product)
1
Platform for calls, signatures & dispatch
ACV / RCV
Claim fields tracked and organized
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
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