Get organized from day one. Roof Claims CRM is built specifically for roofing contractors — whether you just filed your LLC last week or you're moving from spreadsheets to a real system for the first time.
Stop juggling spreadsheets, group texts, and sticky notes. One platform handles your leads, claims, and team from the start.
Every door knock, referral, and storm lead gets its own record. Name, address, phone, damage notes, photos — all in one place you can access from your phone.
Claim number, adjuster name, ACV, RCV, deductible — these are native fields, not workarounds. Perfect if you're starting with insurance restoration work.
Send contracts and contingency agreements for digital signature. Customers sign on their phone. No printing, no scanning, no lost paperwork.
You're not at a desk all day. Our iOS app (Android in testing) lets you manage your entire pipeline, add notes, and capture photos from any jobsite.
Track material costs, labor, and commissions against what you get paid. Know exactly how much you made on every job — not just revenue.
Start solo or with two reps. Add project managers, inspectors, and closers as your company grows. Role-based access keeps everyone seeing what they need.
You have enough to worry about when you're just starting. Your software shouldn't be one of them.
Roof Claims CRM does all of this — without any custom configuration.
Common questions from roofing contractors who just started their company.
You need three things: (1) a way to track leads and their status, (2) insurance claim fields — claim number, ACV, RCV, deductible — if you're doing restoration work, and (3) digital contracts so you can close deals in the field. Roof Claims CRM handles all three in one platform that takes one day to set up.
Start with a CRM. A spreadsheet works for 5 leads. When you have 30 active claims and 3 reps working them, you'll lose deals that were tracked in the wrong tab or never followed up on. Roof Claims CRM starts at $150/month for the base owner account (you included), plus $99/month per additional member — there's no reason to start with a spreadsheet when a real system is this affordable.
Yes. Solo roofers use it to stay organized on the go. Every lead is logged, every deal has a status, and every contract is signed digitally. When you're ready to add a rep, you just invite them and assign leads.
Most companies are running the same day they sign up. You enter your company name, invite your first team member, and start logging leads. The claim pipeline is pre-configured for roofing — nothing to build from scratch.
Yes — retail roofing companies use Roof Claims CRM for lead tracking, estimates, contracts, job scheduling, and profit tracking. The insurance claim fields are available but not required. You can run a full roofing operation without ever entering a claim number.
Simple seat-based pricing — a flat base account for the owner, plus a per-member rate for everyone else on your team.
$150/month for the base account, with you (the owner) included. Charged immediately, then every month.
Every additional team member you activate is $99/month. Scale to any team size — add or remove members as you grow.
Optional, separate AI phone receptionist at $499/month, with its own optional one-time $1,000 AI onboarding. Never bundled into a CRM subscription.
$150/mo base owner account + $99/mo per additional activated member · optional guided CRM onboarding $1,000 ($500 promo through Dec 31, 2026) · Megan AI Phone $499/mo (separate) · See full pricing
Admin Portal is priced by the seat — a flat $150/mo base owner account (owner included) plus $99/mo for each additional activated member. Megan AI Phone is a separate optional $499/month product. Get your CRM running today.
Get Started →Available on Web · iOS App Store · Android in testing