RoofStack CRM

The core roofing CRM for contractors who need speed and control.

RoofStack CRM gives contractors the day-to-day tools to manage customers, document inspections, build estimates, send paperwork, invoice, and collect payments.

Run the job file without adding extra complexity.

RoofStack CRM is built for contractors who want a simple, practical system that keeps the sales and customer workflow organized.

  • Leads, customers, inspections, photos, notes, and job records.
  • Quick quotes, estimates, proposal documents, and signatures.
  • Invoices, payments, basic tasks, reminders, and homeowner communication.
  • A path into RoofStack OS when the company needs deeper team, production, reporting, and training systems.
RoofStack CRMCore workflow
LeadsInspectionEstimateInvoicePayment
FastLead capture
CleanCustomer docs
ReadyEstimate path
PaidInvoice flow
Lead
Open
Estimate
Ready
Invoice
Next
Best fit

Use RoofStack CRM when you need the core roofing workflow.

Contractors can start lean with CRM essentials, keep their work organized, and move into RoofStack OS when they are ready for a larger operating system.

1

Independent Contractors

Keep the owner-led sales, inspection, estimate, and payment process organized.

2

Small Teams

Give the office and field a cleaner job file without changing the entire business structure.

3

Growing Companies

Move into RoofStack OS when the business needs advanced reporting, team training, production flow, and customer portals.

CRM versus operating system

RoofStack CRM handles the core workflow. RoofStack OS runs the company model.

RoofStack CRM is the right fit for contractors who need the essentials. RoofStack OS is the right fit for companies building teams, branches, production systems, homeowner portals, training paths, and management reporting.

RoofStack CRMRoofStack OS
Core roofing software for leads, inspections, estimates, documents, invoices, and payments.Full operating system for teams, branches, customers, production, training, services, and reporting.
Open at beta.roofstack.io.Open at beta.roofstack.io.