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Built-in SMS and Calling for Roofing Contractors

Send texts and make calls directly from your CRM. Every conversation — inbound and outbound — lives in a single thread per contact. No more switching between your phone and software.

98%

SMS open rate vs 22% for email

Twilio

Enterprise-grade messaging infrastructure

1 thread

Every call, text, and email in one place

Stop Texting Customers From Your Personal Phone

When your reps text homeowners from personal phones, you lose visibility, lose the conversation history, and lose the contact when the rep leaves. CompanySync gives every rep a business number — all tracked, all logged, all owned by your company.

Dedicated Business Numbers

Every rep gets a dedicated local business number powered by Twilio. All texts and calls route through CompanySync and are logged automatically.

Automated SMS Sequences

Set up multi-step drip sequences triggered by lead status, pipeline stage, or time elapsed. Day 1 follow-up, Day 3 check-in, Day 7 offer — all automatic.

Call Tracking & Recording

All outbound and inbound calls are tracked and optionally recorded for training and dispute resolution. See which reps are making calls and which aren't.

Conversation Threads Per Contact

Every text, call, email, and note from a contact lives in one chronological thread. Any rep can pick up where another left off without losing context.

SMS text messaging for roofing leads inside CRM dashboard

Pre-Built SMS Templates for Every Roofing Scenario

Don't start from scratch. CompanySync includes proven SMS templates for every stage of the roofing sales cycle.

New lead instant response (within 60 seconds)
Inspection reminder (day before, day of)
Estimate follow-up (2 days after sending)
Contract signed confirmation
Material delivery notification
Production start day message
Job complete + review request
Seasonal maintenance outreach
Text message conversation with roofing lead about inspection

Talk to Your Leads Faster

SMS and calling are included in every CompanySync plan. Start free today.

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