When a hail storm hits, the race to manage hundreds of leads, inspections, and insurance claims begins. Roof Claims CRM gives your company the systems to handle the volume without dropping a single deal.
After a major storm, roofing companies can receive hundreds of leads in days. Your tools need to keep up.
See all your leads plotted on an interactive map. Identify clusters, assign reps by neighborhood, and spot coverage gaps instantly.
Real-time spreadsheet view of every active deal — stage, claim number, deductible, ACV, and notes visible at a glance for the whole team.
Assign primary and secondary reps per lead. Split commissions automatically. Track individual rep performance with monthly reports.
Reps in the field can pull up any lead, add notes, capture photos, and update claim status from their phone — even with slow data.
Order EagleView aerial measurements and get precise roof data without a ladder. Results auto-populate your estimate.
Instant alerts when leads are assigned, claims are approved, or customers take action on documents. No one misses a hot lead.
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
Get set up before the next storm hits. 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.
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