Most CRMs are built for sales teams selling widgets. Roof Claims CRM is engineered specifically for roofing companies that live and die by insurance storm damage claims.
From the first knock on a door to the final insurance check — Roof Claims CRM handles every step of the claim lifecycle.
Track claim numbers, adjusters, ACV, RCV, deductibles, and supplements all in one place. Never lose a claim detail again.
Integrated with EagleView for accurate aerial measurements. Generate professional proposals directly from measurement data.
Send contracts and contingency agreements for customer signature digitally. No printing, no faxing, no chasing paperwork.
Full-featured iOS app for your field reps — Android in testing. View leads, capture photos, check in to jobs, and update statuses from any jobsite.
Track material costs, labor, commissions, and insurance payouts. See your actual profit per job, not just revenue.
Sales reps, inspectors, project managers, closers — each role sees exactly what they need. Full RBAC access control.
View all your leads on an interactive map. Identify storm-hit neighborhoods and deploy canvassing teams efficiently.
Real-time sales board showing every active claim. Monthly rep performance reports with claim counts, conversion rates, and commissions.
Sync job revenue and expenses directly to QuickBooks Online. Eliminate double-entry and keep your books accurate.
Generic CRMs make you build workarounds for roofing. We built the workflow in from day one.
Insurance storm damage roofing has a longer, more complex sales cycle than standard contracting. You're not just selling a roof — you're shepherding a homeowner through an insurance claim that can take months and involve adjusters, supplements, and multiple approval stages.
Generic CRMs like Salesforce or HubSpot can be configured to handle this, but the setup cost is enormous and the result is always a compromise. You end up with custom fields named "field1_roofing_thing" and workflows that your reps find confusing.
Roof Claims CRM has claim numbers, deductibles, ACV, RCV, supplement tracking, and adjuster notes as first-class fields — because that's the business you're in.
Purpose-built beats general-purpose when your business has specialized workflows.
| Feature | Roof Claims CRM | Generic CRM |
|---|---|---|
| Insurance claim number tracking | ✓ Built in | Custom field required |
| ACV / RCV / Deductible fields | ✓ Native fields | Manual setup |
| Supplement tracking | ✓ With change orders | Not available |
| Satellite roof measurement | ✓ EagleView integrated | Third-party only |
| Contingency agreement e-sign | ✓ Built in | Integration required |
| Roofing stage pipeline | ✓ Pre-configured | Must build from scratch |
| Native mobile app | ✓ iOS App Store live (Android in testing) | Varies |
| Job cost accounting | ✓ Materials + labor + commission | Integration required |
| Storm map visualization | ✓ Built in | Not available |
| Setup time | ✓ Same day | Weeks of configuration |
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. Set up in minutes, not weeks.
Get Started →Available on Web · iOS App Store · Android in testing