The Roofing CRM That's Already Training for Tomorrow
Rooflyzer doesn't just track your leads — it structures every touchpoint, job, and outcome into an AI-ready data layer purpose-built for the roofing industry.
Why Generic CRMs Fail Roofers
HubSpot and Salesforce were built for software sales cycles. Roofing is a completely different beast.
They don't understand storm cycles
Generic CRMs have no concept of hail events, storm seasonality, or zip code demand spikes.
No insurance workflow
From adjuster appointments to supplement tracking, insurance claims are multi-step — generic CRMs treat it as a single "deal".
No territory intelligence
Canvassing routes, HOA zones, and competitor saturation maps don't exist in off-the-shelf tools.
Lead sources are shallow
Door knock, digital ad, referral, storm mailer — each has different follow-up sequences; generic CRMs don't know the difference.
No roof-specific data model
Square footage, pitch, material type, age of roof — these are fields that matter. Generic CRMs call them "custom fields" with no intelligence.
Rooflyzer solves all of this
Every workflow, field, and automation is designed around how roofing businesses actually operate — not generic B2B software.
15 Industry-Specific Data Points We Collect That Others Don't
Every one of these is automatically structured, labeled, and stored in a format ready for analytics and future AI features.
Storm Event Correlation
Automatically links inbound leads to NOAA hail and wind event data by zip code and date
Insurance Claim Stage Tracking
9-stage workflow: Inspection → Adjuster Appointment → Approved → Supplement → ACV Received → RCV Received → Permit → Production → Complete
Property Intelligence Layer
Captures roof age, square footage, pitch, material, and history from satellite + public records
Territory Heat Maps
Visualizes lead density, close rates, and rep performance by zip code and neighborhood
Canvassing Attribution
Tracks which door-to-door route, which canvasser, and which day generated each lead
Seasonal Demand Forecasting
Predicts lead volume surges based on historical storm data and seasonal patterns in your market
HOA Approval Workflows
Flags properties in HOA zones and triggers approval documentation steps automatically
Material Cost Intelligence
Tracks shingle brand, color, and manufacturer at the job level for cost analysis
Financing Integration Signals
Logs which leads were offered financing, which accepted, and correlation to close rate
Multi-Touch Attribution
Every lead has a full attribution chain: first touch, assist touches, and close attribution across channels
Re-Engagement Scoring
AI-ready score that predicts which dormant leads are most likely to re-engage based on property events, season, and prior behavior
Crew Performance Metrics
Links job completion quality scores, callback rates, and customer ratings to specific crews/subs
Adjuster & Insurance Company Intelligence
Tracks which adjusters, insurance carriers, and public adjusters your team has worked with and outcomes
Referral Source Decay Tracking
Identifies which referral sources are strengthening vs declining over time
Permit & Inspection Milestone Logging
Captures permit pull dates, inspection pass/fail, and re-inspection outcomes for every job
The Data Layer That Makes AI Possible
Every interaction in Rooflyzer is structured data — not just notes in a text field. We segregate residential, commercial, and insurance restoration workflows into separate pipelines with their own data schemas. When AI-powered insights launch, your data is already clean, labeled, and ready.
Every touchpoint flows through this structured pipeline — no free-text fields, no data loss
Structured by Default
Every field has a type, label, and relationship. Nothing lives in 'notes'.
Segregated Pipelines
Residential, commercial, and insurance restoration have distinct schemas.
AI-Ready From Day 1
Your data is already in the format ML models need. No cleanup required.
Marketing Automation Built for the Roof Sales Cycle
Not generic drip campaigns — triggers and sequences tuned to how roofing leads actually behave.
Storm Trigger Campaigns
Auto-launch SMS/email sequences when a storm hits your territory
Re-Nurture Sequences
Dormant leads get re-engaged at the right time with the right message
Post-Install Review Requests
Automatically request Google Reviews 3 days after job completion
Referral Activation
Trigger referral ask sequences to happy customers 30 days after close
Frequently Asked Questions
How is Rooflyzer different from JobNimbus or AccuLynx?
What does 'AI-ready data' actually mean?
Do I need technical knowledge to use these features?
Can I import my existing CRM data?
Is this available on the free plan?
Ready to Build Your Data Advantage?
Start free. No credit card required.
Every job you run, every lead you close, and every storm season you survive is building a dataset your competitors will never have.