Your reps are out knocking doors, doing inspections, and meeting adjusters — not sitting at a desk. Roof Claims CRM is a native iOS app — with Android in testing — that gives your entire team their CRM from any jobsite.
From the first knock to the final payment, Roof Claims CRM's mobile app covers the full insurance restoration workflow.
See every lead plotted on a satellite map. GPS auto-locates your reps. Color-coded by stage. Filter by rep, date, or status. The fastest way to manage canvassing territory.
Log claim numbers, adjusters, ACV, RCV, and deductibles directly from the field. All the information your office needs — entered once, visible everywhere.
Take photos at the jobsite and attach them directly to the lead. Damage documentation, before/after shots, and completion photos — all organized and accessible to your team.
Send contingency agreements and contracts for customer signature while you're still at the house. Customers sign on their phone. No printing, no waiting, no lost deals.
Communicate with your whole team without switching to a separate messaging app. Chat is tied to each lead — your team knows what's happening on every job.
Your live sales pipeline — updated in real time. Every rep sees every active deal, their stage, ACV, and claim status from anywhere in the field.
Biometric login keeps your CRM secure without slowing your reps down. Face ID or Touch ID — one tap and they're in.
Order aerial roof measurements directly from the app. Get pitch, squares, and linears for any property — without a second site visit or logging into a separate system.
Instant alerts when a lead is assigned, a customer replies to an e-signature request, or a teammate sends a message. Your reps stay connected without having to check the app constantly.
Roof Claims CRM is a native app — not a mobile web browser. Download it from the App Store today (the Android app is in testing ahead of its Google Play release) and get the full CRM experience built for roofing field teams.
Yes — Roof Claims CRM is a native iOS app available on the Apple App Store. It includes lead management, insurance claim tracking, photo uploads, sales board, team chat, and GPS-based storm lead mapping — all designed for roofing contractors working in the field.
For insurance restoration roofing contractors, Roof Claims CRM is the top-rated mobile app. It's purpose-built for storm damage claim management — with native ACV/RCV fields, contingency agreement e-signatures, EagleView integration, and a real-time sales board for your whole team.
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
Give your field team a real roofing CRM — built for insurance restoration, available on iPhone (Android in testing). Seat-based pricing: $150/mo base owner account (owner included), plus $99/mo per additional activated member; Megan AI Phone is a separate optional $499/month product.
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