Roofing CRM: Pick by How You Sell Roofs

You run a roofing company, and every CRM page calls itself the best one. There is no single best roofing CRM, because the right one follows how you sell roofs.

Quick answer

• Write down your job mix: retail, insurance claims, storm canvassing. Shop for that mix only.
• Use the vendor table below to see who documents your job type.
• Run the ten-minute test on your last 20 leads before any demo.
• Ask each vendor for the price in writing, with seats and setup.
• Ask whether a lead source is stored on every job.

Which CRM fits a retail roof, a claim job or a canvass?

Each way of selling needs different things on the record. The table shows what each needs and where each vendor's own pages cover it.

A supplement is a request to the insurer to add work or cost that its first claim estimate left out. Xactimate is claim estimating software, and Roofr says its ESX files upload directly into it.

Sources: AccuLynx plan options, AccuLynx integrations, RoofLink canvassing, JobNimbus integrations, archived July 2026, Leap CRM, RoofLink home.

What does each CRM cost today?

Only three of the five print a number. Roofr prints its plans, Leap prints three of four, and RoofLink prints one rate.

JobNimbus's live page blocked my requests on October 21, so the row above comes from its pricing page as archived in June 2026. Check the live page yourself before you compare. For seats and canvasser logins, read my JobNimbus pricing post rather than guessing.

Roofr's page also says reports are pay-as-you-go on every plan, so a busy month adds to the subscription. A report order is a cost the plan price does not show.

Which vendors save a lead source and report on it?

Four of the five document a lead source field, and Leap's pages I read do not. Whether your team fills it in on every job is another matter.

• Roofr: each job card has a source dropdown, and its Lead performance tab shows jobs won and won value by source. Its CRM page says ads and door hangers can become lead forms. It lists Zapier.
• RoofLink: lead sources are required by default, and a home-page widget shows 30 days of results by source. It lists SalesRabbit and Zapier.
• JobNimbus: a Lead Source tab in settings, with sources shown on the Sales tab of Insights. Its archived integrations page lists Roofle, Spotio, SalesRabbit and Zapier.
• AccuLynx: its Angi page says custom lead sources help with reports. Its blog describes a marketing spend report on where leads come from and cost per lead. It lists CallRail, Angi, HubSpot, Roofle, Spotio, SalesRabbit and Zapier.
• Leap: no lead source field stated. It lists Angi, Project Map It, Zapier and a WordPress form plugin.

Call tracking and Local Services Ads are named in none of these lists, apart from AccuLynx's CallRail. A leads feed does not mean the source is saved on the job, either.

No vendor page I read describes sending a signed roof straight to Google Ads or Meta. The nearest is a September 2026 JobNimbus press release, read in an archived copy. Job and invoice revenue syncs to WhatConverts, a separate attribution tool, and the release says it can be fed back to Google and Facebook.

Offline conversion tracking is the general way to send signed roofs back, and it needs a source on every job first.

How do you test a CRM on your own leads in ten minutes?

Use last month's leads. Skip the vendor's sample data.

1. Export or list your last 20 leads, from any source.
2. For each one, ask: can I see the source, the status and a dollar value?
3. Count each. A lead missing any of the three is incomplete.
4. Take this month's signed jobs and add up the ones whose source is an ad.
5. Divide that by all signed revenue.

If you cannot answer step 2 in your current tool, a new CRM alone will not fix it. The fix is a habit: one source per lead, entered when it arrives.

What does a 20-lead audit look like?

Illustrative: every number below is made up for an imaginary roofer, and none comes from a client.

Of 20 leads, 14 carry a source, 11 carry a status and 8 carry a contract value. That is 70 percent, 55 percent and 40 percent. Only 7 are complete.

This month the company signed 5 roofs worth $9,000, $12,000, $11,000, $14,000 and $16,000, so $62,000 in total. Three of them, worth $9,000, $14,000 and $16,000, carry an ad source.

Traceable share = ad-sourced signed revenue ÷ all signed revenue = $39,000 ÷ $62,000 = 63 percent.

The other two roofs, $23,000 or 37 percent, carry no source at all. Some may have come from an ad, and nobody can tell which. For counting cost per source, see what one signed roof costs.

What should a roofing CRM demo prove?

Ask for these on your screen, not in slides.

• Show me a claim job with an adjuster meeting, a supplement and two insurance checks.
• Where does lead source live, and can it be changed later?
• Can I report signed revenue by source for one month?
• Do canvassers need paid logins?
• What do reports, setup and add-ons cost beyond the plan?
• Can I export every record if I leave?

If you text homeowners or email past customers from the CRM in Canada, CASL, the anti-spam law, covers those commercial messages and expects consent before you send them.

Prices and rules checked on 2026-10-21.