Roofing CRM that closes storm leads, tracks insurance claims, and fills your crew calendar

Storm chasers, digital canvassers, and Google leads all need different follow-up approaches. ProFlow360 captures every source, assigns the right sales rep, and launches follow-up sequences tailored to how the lead came in. Canvassing apps sync directly so door-knocking teams never lose a contact even when there's no Wi-Fi.

Lead scoring surfaces the hottest prospects—homes with visible damage, recent insurance renewals, or neighbors who already signed—so reps prioritize their time on opportunities most likely to close this week.

• Multi-source lead capture with automatic rep assignment and follow-up triggers
• Canvassing app integration for door-to-door lead logging and real-time syncing
• Lead scoring based on damage severity, insurance carrier, and proximity to active jobs

Insurance-contingency roofing jobs have more moving parts than cash jobs—adjuster meetings, estimate submissions, approval timelines, and supplement negotiations all need tracking. ProFlow360 attaches every document, photo, and communication to the claim file so nothing disappears into an email thread.

Automated reminders alert reps when adjuster appointments are approaching, when approvals are overdue, and when it's time to submit a supplement. Customers receive status updates that keep them from calling your office every three days.

• Claim file storage for photos, adjuster reports, scope of loss, and supplement documentation
• Automated status updates for homeowners and milestone alerts for sales reps
• Supplement tracking with timeline notifications when carrier responses are overdue

Roofing proposals that include clear shingle choices, tear-off vs overlay recommendations, flashing and ridge vent details, and payment options win more jobs. ProFlow360 proposal templates pull measurements from aerial data integrations and produce professional estimates in minutes rather than hours.

Present multiple options—good, better, best—with manufacturer warranties and cost comparisons. Homeowners who see their choices clearly make faster decisions, and reps who present confidently close at higher rates.

• Aerial measurement integration for automated square footage and pitch calculations
• Material takeoff templates with shingle type, color, and accessory line items
• Good-better-best proposal formats with manufacturer warranty details

A roofing installation involves material delivery, tear-off crew, installation crew, dumpster pickup, and final inspection—often within a 24-48 hour window. ProFlow360 coordinates all of it on one job timeline with automated notifications to each party when their step is ready.

Weather delays cascade through the schedule automatically. When a storm pushes a Monday installation to Wednesday, affected material deliveries and crew assignments update in real time, and impacted customers receive a proactive heads-up instead of a surprise no-show.

• Multi-step job timeline covering delivery, tear-off, install, cleanup, and inspection
• Weather delay management with automatic schedule adjustments and customer notifications
• Dumpster, delivery, and subcontractor coordination from a single job board

Roofing companies with multiple reps need visibility into individual close rates, average deal size, and pipeline coverage to make smart decisions about hiring and marketing spend. ProFlow360 tracks every rep's performance from first contact through signed contract so coaching conversations are based on data, not gut feel.

Monitor pipeline value by storm event, geographic territory, and insurance carrier to spot where your time and marketing dollars produce the best return. Double down on what's working before the weather window closes.

• Rep-level dashboards showing close rate, average ticket, and pipeline coverage
• Territory and storm-event segmentation for targeted canvassing and marketing decisions
• Revenue forecasting based on signed contracts, pending claims, and open bids

The job isn't done when the crew pulls away. Warranty documentation, final inspection scheduling, and payment collection all need attention in the days after installation. ProFlow360 automates post-job workflows so reps focus on the next sale while the system handles customer satisfaction, documentation, and collections.

Drone inspection reports, completion photos, and manufacturer warranty registrations attach to the job file permanently. When a warranty claim comes in years later, the documentation is ready and disputes resolve quickly.

• Automated post-installation workflows for inspection scheduling and warranty registration
• Completion photo and drone inspection report storage per job
• Payment collection automation including digital invoices and text-to-pay links