Rooflyzer
Your Customer Database

The CRM That Speaks Roofing

Every lead, every customer, every interaction — organized in a CRM built around how roofing businesses actually sell. Track storm leads differently from referrals. Score insurance jobs differently from retail.

Rooflyzer OS · Sales pipeline · Illustration
Illustration: a four-stage sales pipeline board with the 1420 Yellowstone Rd deal in Won and $21,100 closed this month

Built for the Roofing Sales Cycle

360° Contact Profiles

Every contact has a complete history: calls, emails, estimates, jobs, payments, and notes. See a customer's full lifecycle at a glance.

Lead Scoring & Prioritization

Automatically rank leads by deal size, storm zone, property value, and engagement. Work the hottest leads first.

Lifecycle Stage Tracking

Move leads through: New → Contacted → Inspected → Proposal Sent → Negotiating → Closed Won/Lost. Never lose track of where a deal stands.

40+ Re-Nurture Reason Codes

Tag dormant leads with specific re-engagement reasons. Run targeted campaigns to the right segments at the right time.

Referral Source Tracking

Know exactly where every lead came from — and which sources close best. Double down on what works.

Sales Performance Analytics

Rep leaderboards, close rate by lead source, average deal size, and pipeline velocity — all in real time.

The Old Way

  • ✕Generic CRM with custom fields that don't make sense for roofing
  • ✕No concept of storms or insurance in your pipeline
  • ✕Leads fall through the cracks without structured follow-up
  • ✕No re-nurture strategy — dormant leads just go cold forever

Rooflyzer CRM

  • CRM built around the roofing sales cycle from day one
  • Storm-aware lead classification built into every pipeline stage
  • 40+ re-nurture codes for targeted re-engagement campaigns
  • Automated follow-ups so no lead goes cold without a touchpoint
  • Rep performance dashboards showing close rate and pipeline health

By the Numbers

40+
Re-nurture reason codes
Built for roofing
360°
Customer view
From first contact to referral
5 stages
Pipeline
From new lead to closed job
Real-time
Rep performance
And close rate analytics

Frequently Asked Questions

What makes Rooflyzer CRM different from HubSpot or Salesforce?
Those tools are built for B2B software companies. Rooflyzer CRM is built around roofing workflows: storm leads, insurance claims, canvassing attribution, and re-nurture sequences specific to the contracting business cycle.
How does lead scoring work?
Rooflyzer automatically scores leads based on property value, storm proximity, engagement history, and deal size. You can also set manual scores and create custom scoring rules.
Can I import contacts from my current CRM?
Yes. Import contacts from any CRM via CSV. We also offer white-glove migration for Scale plan customers.
How many contacts can I store?
Unlimited on Pro and Scale plans. Free plan allows up to 500 contacts.
Does the CRM work on mobile?
Yes. Fully mobile — view contacts, log calls, update pipeline stages, and send follow-ups from your phone.

Ready to Build Real Customer Relationships?

Start with a free account. No credit card. No contract. Just a CRM that actually works for roofing.