The RoofClaimsCRM Sales Board is a horizontal spreadsheet showing every active deal with rep names, stages, claim numbers, ACV, RCV, deductibles, and board notes. One screen. No refreshing. Always current.
From $150/mo base owner account plus $99 per additional member · cancel anytime · (346) 681-3366
When you have to ask each rep what's happening with their deals, something is broken. The RoofClaimsCRM Sales Board gives your manager the full pipeline view — every deal, every stage, every claim value — without a single status meeting.
Built specifically for insurance-claim roofing companies
Every active deal in one row: customer name, date, Rep 1, Rep 2, inspector, stage, claim #, deductible, ACV, RCV, and notes.
Changes by any rep anywhere appear instantly on every screen. No refreshing, no stale data.
Add a quick note to any deal that appears in the board AND on the lead detail — visible to the whole team.
Color-coded stage pills show at a glance where every deal is: knocked, contingency, claim filed, approved, scheduled, complete.
The full sales board syncs to the iOS mobile app — reps can check the pipeline from the field.
Two-rep deals (Rep 1 and Rep 2) are tracked separately. Commission splits calculate automatically in payroll.
"Teams use the Sales Board to give managers a live pipeline view — every deal, stage, and note in one place — instead of chasing status updates one rep at a time."
1
Screen for the whole pipeline
Live
Shared board across the team
ACV / RCV
Claim fields visible per deal
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