CRM for roofers with enquiries and quotes in view
Customer Connect helps roofing companies collect customer enquiries and keep conversations together from first contact to a won deal.
From the first roofing enquiry to a won job.
Turn new roofing enquiries into sales opportunities
Customer Connect interprets incoming emails and creates sales opportunities from enquiries. A message about roof replacement or renovation becomes part of your customer workflow, even when several enquiries arrive at once. The same AI can interpret text you paste in.
Keep customer information handy after a visit
The customer’s message and your notes stay together in the deal in Customer Connect. When the conversation continues after a visit or a quote, you can find earlier details about the enquiry. A colleague who takes over the contact has access to the same information.
See which roofing deals are still open
Customer Connect shows deals in a visual sales process so you can follow their status. With an owner and a follow-up, it is clear who will get back to the customer. This gives you an overview of quote discussions while other jobs are underway.
Frequently asked questions
Can Customer Connect help us keep information together after a customer visit?
Yes. You can collect notes in the deal alongside customer details and the customer’s message. The information is close at hand when someone comes back with questions about the quote or the scope of the work.
Can we see which roofing enquiries turned into won deals?
You can follow opportunities through the sales process and set their status, from ongoing conversations to won or lost deals. This gives everyone a shared view of which enquiries are still active.
How do we get started?
Try for free takes you to the pricing page with current options and terms. After you sign up, we contact you to ask whether you need help getting started. You can also book a demo to see Customer Connect before trying it.
Keep track of your next roofing deal with Customer Connect
Keep customer information, deal status and the next contact in one place. Try Customer Connect and see how it fits the way you work with customers.