Dataforma
Quote onlyService-and-maintenance CRM for commercial roofing
Best for: Commercial roofing contractors with service and maintenance portfolios
Software directory · 25 tools
🤝 Sales, CRM & In-Home Selling
For replacement and remodel work, the sale is a process rather than a phone call, and the money is lost in the gaps: the quote nobody followed up, the option nobody presented, the objection nobody handled. Tools here track the pipeline by stage, run follow-up sequences automatically, build a presentation your rep can walk a homeowner through on a tablet, and increasingly record and analyse the in-home conversation so you can coach from what was said rather than what was reported.
Before you buy in this category
- If your reps will not update it in the truck, it is a reporting tool, not a CRM. Test it one-handed.
- Automated follow-up is the highest-ROI feature in this category. Check sequences can mix text, email, and call tasks.
- For recording tools, get written consent handling right — several states require all-party consent.
- Good-better-best presentation beats a single price nearly every time. Make sure options are easy to build.
- Check it reports close rate by rep and by lead source, or you cannot manage either.
Working with no budget? One tool here has a free or freemium tier: OpenSolar.
10 tools for this job
Listed alphabetically. We do not rank — the right pick depends on your trade, your headcount, and what you already run.
Enzy
Quote onlyCanvassing, recruiting, and sales gamification in one app
Best for: Exterior and solar companies scaling canvassing teams and recruiting constantly
improveit 360
Quote onlyCRM for in-home sales remodelers
Best for: Replacement and remodel companies running an appointment-based sales organisation
Ingage
$$Interactive sales presentations with engagement analytics
Best for: In-home sales organisations standardising their presentation
Leap
$$Digital in-home sales presentation, pricing, and contract
Best for: Replacement contractors running an in-home, one-visit close process
MarketSharp
Quote onlyLong-running CRM and marketing system for remodelers
Best for: Established remodelers running multi-channel lead generation
Straightforward general-purpose sales pipeline CRM
Best for: Commercial and design-build contractors with a longer, relationship-driven sales cycle
Rilla
Quote onlyRecords and analyses in-home sales conversations for coaching
Best for: Companies with multiple in-home sales reps or selling technicians to coach
SalesRabbit
$$Canvassing and door-to-door sales management
Best for: Companies running organised door-to-door canvassing teams
SPOTIO
$$Field sales activity tracking and pipeline management
Best for: Outside sales teams needing activity accountability and pipeline visibility
Also covers this
Tools from other categories that do this job as part of a wider platform. Often the cheaper answer, because you are already paying for them.
AccuLynx
Quote onlyRoofing-specific CRM and production management
Best for: Roofing companies with a sales team and meaningful insurance restoration work
Avoca AI
Quote onlyAI call agent plus coaching for home-service call centres
Best for: Mechanical trades with meaningful inbound call volume and a call-handling team to coach
Route planning built for outside sales territories
Best for: Outside sales reps managing a geographic territory
Builder Prime
$$$CRM-first platform for home improvement contractors
Best for: Home improvement contractors who want sales and production in one system
GoHighLevel
$$All-in-one marketing automation, widely white-labelled by agencies
Best for: Contractors with an in-house marketer, or agencies serving trade clients
Hatch
$$Automated multi-channel follow-up on leads and aged quotes
Best for: Companies with a backlog of unsold estimates and no follow-up discipline
Hover
Pay per usePhotos of a house become a measured 3D model
Best for: Exterior contractors who sell in the home and want measurements plus visualisation
JobNimbus
Quote onlyFlexible contractor CRM popular with exterior trades
Best for: Exterior contractors who want a configurable sales pipeline plus production tracking
Nexa
$$Answering service that also sells and schedules
Best for: Contractors who want outbound follow-up as well as inbound answering
OpenSolar
Free / freemiumFree solar design and proposal platform
Best for: Small and mid-size solar installers who want capable design tools at no subscription cost
Instant online quoting with automated follow-up sequences
Best for: Window cleaning and pressure washing companies that quote online and lose follow-up
SmartMoving
Quote onlySales and operations platform for moving companies
Best for: Residential moving companies buying leads and quoting from inventory
Branded, visual quotes that sell options
Best for: Exterior contractors competing on presentation and trust rather than price
Menu pricing that lets the customer choose the price
Best for: Service companies whose technicians are good at the work and uncomfortable selling
Trusso
$One flat-priced app for jobs, AI, leads, reviews, and your website
Best for: Contractors who want leads, estimates, and follow-up in the same place as the work, instead of a CRM bolted onto a separate job system
What the price bands mean
Free / freemium
Free / freemium A usable free tier, or free with payment processing
$
$ — under ~$100/mo Solo operators and very small teams
$$
$$ — ~$100–400/mo Small teams, usually priced per user
$$$
$$$ — ~$400+/mo Multi-crew shops with office staff
Quote only
Quote only No public pricing — expect a sales call
Pay per use
Pay per use Per lead, per measurement, or per transaction
Bands are our judgement of what a small team actually ends up paying, not the headline price on a pricing page. Always confirm current pricing with the vendor.
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