Custom CRM for UK Roofing Companies
Screen re-roofs and urgent repairs, schedule ladder or drone surveys with driving buffers, and automate estimate follow-ups before competitors quote.
The Roofing Contractor Pipeline Stages
Structured for pitched slate, concrete tile, EPDM rubber, and GRP fiberglass projects.
Roof & Leak Triage
Captures property address, roof pitch, tile type, and determines whether an active leak requires emergency inspection.
Survey Booked
Surveyor or drone pilot reserves inspection opening with travel buffers and automated SMS appointment confirmations.
Tender Delivered
Written specification is sent. Automated Day 3, 7, and 14 sequences maintain communication and offer scheduling slots.
Scaffolding & Start
Contract signed, deposit settled, scaffolding erection notified, and slate/tile delivery locked in production calendar.
Why Speed Decides Re-Roofing Contracts
When a roof develops a leak or begins shedding slates in autumn weather, homeowners experience urgent anxiety. They search Google, find three local roofers, and enquire immediately.
The contractor who replies within minutes, confirms their address, and books a survey within 48 hours wins the contract in the majority of cases. Roofers who take two days to call back find that scaffolding has already been booked by another company.
Rigorous research proves this reality: 78% of buyers purchase from the business that responds first, and prospective leads contacted within five minutes are 21x more likely to qualify. Our custom CRM guarantees that your roofing business responds with speed and professionalism on every channel.
Transparent 30-Day Pilot Terms
You pay £300 to begin (£150 non refundable setup plus £150 refundable if you feel it was not worth it). We build your pipeline and import historical leads. The main £2,500 setup fee is charged only at day 30 if you approve and continue. Ongoing maintenance is a flat £300 per month all in.
Frequently Asked Questions
How does the system separate minor tile repairs from complete re-roofs?
When a homeowner enquirys, the system asks about the roof issue: active water ingress, loose slates, flat roof replacement, or complete strip-and-retile. This allows your team to triage emergency repairs immediately while scheduling estimator surveys for high-value re-roofing contracts.
Can we dispatch automated survey reminders to property owners?
Yes. The system automatically dispatches 24-hour reminder messages confirming the surveyor arrival window and reminding the homeowner to provide side access or parking permits.
What are the commercial terms for the custom CRM?
The custom CRM pilot costs £300 to start (£150 non refundable plus £150 refundable if not satisfied). The main £2,500 setup fee is charged only at day 30 if you approve and continue. Ongoing support and hosting is a flat £300 per month all in.
What is the three-year total cost of ownership?
Year 1 is £6,100 (£300 pilot + £2,500 setup + £300/mo retainer). Years 2 and 3 are £3,600 each. The full three-year total is exactly £13,300 all in, with zero per-user seat fees.
Explore the roofing contractor CRM
See how inspection bookings, emergency triage, and estimate chasing run on our live demonstration platform.