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Never Lose Another Lead

Smart Lead Management for Roofing Companies

Capture leads from every source, score them with AI, assign them automatically, and trigger instant follow-up — all without manual intervention. The lead black hole is officially closed.

78%

Higher contact rate with 5-min response

10+

Lead sources connected in one dashboard

60 sec

Automatic SMS sent after new lead arrives

Every Lead, Every Source, One Pipeline

Most roofing companies lose leads because they come in from different places and nobody's watching all of them. Facebook ads, Google leads, website forms, referrals, call-ins — CompanySync captures all of them in one unified pipeline the moment they come in.

Multi-Source Lead Capture

Connect Facebook Lead Ads, Google LSA, your website contact form, CallRail, Angi, HomeAdvisor, and manual entries. All leads flow into one pipeline instantly.

AI Lead Scoring

Every lead gets a score from 1–100 based on recency, storm proximity, insurance type, homeowner status, and engagement level. Focus on your best leads first.

Round-Robin Auto-Assignment

New leads are automatically assigned to the next available rep based on territory, workload, and working hours. Zero manual assignment needed.

Instant SMS Follow-Up

Within 60 seconds of a new lead arriving, an automated SMS goes out with your company name, the rep's name, and a link to book an inspection. Homeowners respond.

Roofing lead management pipeline with deal stages in CRM

Visual Pipeline — See Every Deal at a Glance

The CompanySync pipeline has 12 roofing-specific stages from "New Lead" to "5-Star Review." Drag deals through the funnel, see what's stalled, and know exactly where every customer stands.

12 roofing-specific pipeline stages pre-built
Drag-and-drop deal cards between stages
Color-coded follow-up alerts for stale leads
Filter pipeline by rep, territory, or source
Set automated follow-up tasks at each stage
Track time spent in each stage per deal
See revenue forecast based on pipeline value
Export filtered pipeline views to CSV or PDF
Kanban board tracking roofing leads through sales stages

Fill Your Pipeline — Automatically

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