Roofing CRM
Roofing CRM for contractors
Roofing leads cool off fast after a storm or a door knock. Trades Lead CRM puts today's follow-ups, calls, texts, estimates, and signatures on your phone, and keeps every lead in your own spreadsheet: Google Sheets, Excel, Airtable or Notion.
Capture the lead
- Tap-to-call with call logs after every conversation
- SMS templates for On my way and Estimate ready
- Raised Hand surfaces public posts asking for a roofer near you
Win the job
- Estimates and invoices with e-sign
- Customer portal where homeowners view, sign, and pay
- Stripe pay link on the PDF
Stay organized
- Today follow-up list pulled from your Sheet
- Job photos to Google Drive
- Google Calendar scheduling from the lead
FAQ
Straight answers
- Is Trades Lead CRM only for roofing contractors?
- No. It is a CRM for contractors across trades. This page explains how the same tools map to your workflow while your data stays in your own spreadsheet.
- Where do my leads live?
- In your own spreadsheet: Google Sheets, Excel, Airtable or Notion. The app reads and writes that source. We do not copy contact rows onto our servers.
- What does the crew plan cost?
- $19/month or $190/year for the whole crew. Start with 2 leads. No free trial.