Roofing CRM

ReroofGen keeps roofing leads, saved lists, follow up activity, assignments, and opportunity status connected to the property intelligence your team used to find them.

• Save properties and build targeted lead lists your team can work and update anytime
• Track notes, activities, and status changes on every lead so follow up never drops
• Import and export lists to move leads between ReroofGen and your other tools

A CRM built around the roof, not the invoice

Most roofing CRMs start after the sale: estimates, production, invoicing. ReroofGen's CRM starts before it. Every lead is a property first, with its roof age, permit history, homeowner data, and property context already attached, so the record a rep opens is the same one the manager built the list from. Nothing is retyped, and nothing is lost between the map and the follow up.

What lives in the workspace

The CRM holds the working state of every roof your team is pursuing: who owns it, what happened at the door, what comes next, and who is responsible.

• Saved lists built from map filters, editable and shareable across the team
• Lead status, dispositions, and follow up dates on every property
• Notes and activity history, so a second visit starts where the first one ended
• Custom fields for what your process needs that the record does not carry
• Assignment to reps, territories, and routes
• Import and export, so lists move cleanly to and from your production tools

Follow up that does not drop

A knock with no answer is a lead, not a loss. The CRM keeps it with a next action and a date, surfaces it when that date arrives, and shows the manager which leads are aging without a touch. Field outcomes from canvassing land on the same record automatically, so the office and the truck are looking at one history.

Because the record starts with the roof, follow up can be specific. A rep calling back a homeowner sees the permit that dated the roof, the year the home was built, and what was said at the door last time, and can open with that instead of with a script. That is the difference between a CRM that stores contacts and one that helps close roofs.

Lists that stay honest

Every saved list remembers the filter that built it, so a manager can see why a home is on it and rebuild it when the data changes. When a reroof permit lands on a home in a list, the record updates, and the home that was due last month drops out of the aging roof filter. As of September 4, 2026, ReroofGen holds a dated roof record for 1,977,674 of the 7,017,971 single family homes it tracks across all 67 Florida counties, and 275,977 of those dated roofs are 15 or more years old.

Working alongside your production CRM

ReroofGen does not try to run your jobs. When a lead becomes a signed job, export it with every property fact and the whole activity trail into the production or estimating system you already use. Many teams run both: ReroofGen to find and qualify the next roofs, and a production CRM to build the ones already sold.