Run the Whole Roof Business From One Screen.
From the first call to the final payment: AI roof measurement and estimates, automatic lead follow-up, e-signature, inspections, production, invoicing and commissions.
- Every new lead gets a text back automatically
- Type the address, the roof measures itself
- Signed, scheduled, invoiced and paid — one job record
Start free for 30 days. No credit card required
Replace 7+ Disconnected Tools With One Platform
Stop paying $800+/mo for 7 tools that don't talk to each other.
The Old Way
- JobNimbus (CRM)
- EagleView (measurements)
- CompanyCam (photo docs)
- HubSpot (marketing)
- BirdEye (reviews)
- QuickBooks (accounting)
- Mailchimp (email)
About $800 to $1,200+ per month
CompanySync
- One Dashboard
- One Login
- One Data Source
- One Monthly Bill
- One Support Team
Starting at just $99/month
How CompanySync Works
From the moment a lead hits your pipeline to the day you collect final payment, one platform handles it all.
Respond to Every Lead Automatically
Automated SMS and email go out as soon as a lead hits your system. No more leads falling through the cracks.
See Lead Automation →Generate Full Estimates With AI in Under 3 Minutes
Pull property data, apply your Xactimate price list, generate a professional PDF with material list. Done.
See AI Estimator →Automate Follow-Ups That Close Deals
14-day nurture sequences via SMS and email. Personalized follow-ups at scale, sent automatically while you're on the roof.
See Marketing Automation →Track Every Dollar From ACV to Final Payment
Invoicing, supplement tracking, commission splits, and payment reconciliation in one financial dashboard.
See Invoicing & Accounting →Everything Your Roofing Business Needs
AI-Powered Automation
AI Estimator (Lexi AI)
Generate accurate estimates in seconds using satellite imagery, EagleView reports, or insurance documents. Lexi AI analyzes damage, calculates materials, and creates professional estimates with line-item breakdowns.
24/7 AI Call Center
Never miss a lead again. Our AI agents answer calls, schedule inspections, qualify leads, and follow up with customers - all without human intervention.
AI Damage Detection
Using satellite imagery or phone photos, AI automatically identifies hail damage, missing shingles, and problem areas - creating detailed reports for insurance claims.
Smart Lead Scoring
AI analyzes lead behavior and assigns priority scores, so your team focuses on the hottest opportunities first.
Lead & Sales Pipeline Management
Customer Management
- Unlimited customer records
- Full interaction history
- Document storage per customer
- Custom fields & tags
- Property data & notes
Lead Management
- Lead capture from multiple sources
- Storm tracking integration
- Lead scoring & routing
- Auto-follow-up campaigns
- Conversion tracking
Sales Pipeline
- Visual pipeline boards
- Drag-and-drop deal stages
- Automated task creation
- Win/loss analytics
- Forecasting tools
Professional Estimates & Invoicing
Estimate Features
- AI-powered estimate generation from satellite imagery/documents
- Xactimate integration & pricing
- Custom line items & pricing lists
- Branded PDF export
- E-signature capture
- Material lists & scope of work
Invoicing & Payments
- Auto-convert estimates to invoices
- Stripe payment processing
- Payment tracking & reminders
- Partial payment support
- QuickBooks integration
- Commission tracking per rep
Field Operations & Inspection Tools
CrewCam Mobile Inspections
Assign inspection jobs to field reps who capture photos, videos, and notes on-site. All data syncs instantly to your ROS.
- Photo/video capture with GPS tagging
- Voice notes & measurements
- Instant report generation
- Customer signature on mobile
Field Sales Tracker
Track your reps in real-time, see completed jobs, and monitor territory coverage with GPS-based check-ins.
- Territory maps & rep check-ins
- Territory assignments
- Daily activity reports
- Performance dashboards
Multi-Channel Communication
SMS & Calling
- Built-in dialer (Twilio)
- Bulk SMS campaigns
- Two-way SMS conversations
- Call recording & transcription
- SMS templates
Email Marketing
- Automated drip campaigns
- Email templates library
- Open/click tracking
- Personalized merge fields
- Scheduled sending
Workflow Automation
- Trigger-based actions
- Auto-follow-up sequences
- Task assignment rules
- Status change notifications
- Custom automation builder
Built Around How Roofing Companies Sell
Built specifically for the roofing industry's unique challenges
Storm Response in Minutes
Get alerts when storms cross your service area. The storm report maps the affected zip codes and puts the addresses into your pipeline, so the work starts before the door-knocking does.
Insurance Claims Made Easy
Upload HOVER reports, Xactimate files, or insurance estimates. Lexi AI extracts every line item and creates professional supplements. Track claim status, adjuster info, and deductibles all in one place.
Field Rep Tracking & Management
Map territories by ZIP or county, log a timestamped check-in at every address, and see each rep's activity on the field map so nobody doubles up on a patch.
Accurate Commission Tracking
Never argue about commissions again. Set custom rules, track splits between multiple reps, handle chargebacks, and automatically calculate payouts. Export reports for payroll in seconds.
CompanySync vs. The Old Way
What other systems bill as a separate add-on is in the base price here.
| Feature | CompanySync | Traditional CRM Stack |
|---|---|---|
| AI roof measurement & estimating | ||
| AI receptionist for inbound texts | ||
| Storm report mapping & Lead Finder | ||
| Supplement tracking | ||
| Built-in SMS & email | Extra $$$ | |
| Commission tracking & splits | Extra $$$ | |
| E-signature contracts | Extra $$$ | |
| Priced per user | No, by team size | Usually |
| Contract Required | No | Usually |
Other vendors change their pricing and packaging without notice. Check the current details with them before you switch.
Model It With Your Own Numbers
Enter your close rate, average job value and admin hours. In 60 seconds you can see what one more closed job a month is worth before you decide anything.
Revenue Scenario
Change your close rate and see what each point is worth to you
Time Savings Value
Calculate the value of 50% less admin work
Total ROI & Payback
See your full return on investment and payback period
Free • No signup required • Takes 60 seconds
Example: extra revenue at +10% close rate
$144,000
Based on 10% close rate improvement
Example: value of 360 admin hours
$27,000
360 hours saved per year
Example: total annual value
$171,000
ROI in this example
14,150%
Payback
0.1 mo
* Example output from the assumptions shown. Your results depend on your own numbers. This is not a forecast.
We would rather have 100 roofing companies who helped build this than ten thousand who were sold it.
CompanySync is new. We are not going to put invented customer counts or stock-photo testimonials on this page to look bigger than we are. Instead we are opening the first 100 places to roofing companies willing to run their real jobs through it and tell us the truth about what they find.
What we ask in return
- Use it on real jobs, not just a test account
- Tell us honestly what works and what does not
- If it earns it, let us share your results by name
Founding pricing is chosen at the end of your trial. No card to start.
Your price, locked for life
Whatever CompanySync costs in three years, founding companies keep the price they started on.
White-Glove Launch included
We import your leads, load your price list and templates and train your team on one 60-minute call. Normally $497.
A direct line to the build
Founding contractors help decide what gets built next. Tell us what is missing and it goes on the list, not into a form.
Why no testimonials yet? Because the honest ones are still being earned. When founding contractors have real numbers to share, their names, companies and results will appear right here.
Connects With the Tools You Already Use
Seamless integrations with the software roofing contractors rely on every day.
Simple, Transparent Pricing. No Contracts. Cancel Anytime.
Starting at $99/month. 30-day free trial on every plan, no card required.
- AI estimating included on every plan
- Lead automation included on every plan
- Unlimited support on every plan
- No long-term contracts, cancel anytime
Frequently Asked Questions About CompanySync
Everything roofing contractors ask before switching.
Questions before you start?
You do not need a sales call to try CompanySync, and we would rather you started the trial and judged it on your own roofs. But if you want to ask something first, this reaches us directly.
675 Alpha Dr. Suite E&K, Highland Heights, Ohio 44143, USA
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675 Alpha Dr. Suite E&K, Highland Heights, Ohio 44143 USA