From first knock to final payment — every stage of your roofing workflow is handled in one platform. No spreadsheets, no missed follow-ups, no dropped balls.
HubSpot, Salesforce, and even general contractor CRMs were not built for the unique complexity of roofing. Here is what they are missing.
Salesforce has no concept of ACV/RCV, supplements, or adjuster appointments. You'd spend weeks configuring what CompanySync has out of the box.
Generic CRMs don't connect to industry pricing. CompanySync pulls live material costs and builds Xactimate-compatible estimates automatically.
Storm restoration runs on contingency agreements. Generic CRMs don't track them. CompanySync makes them a standard pipeline stage.
A SaaS CRM pipeline has stages like 'Demo Booked' and 'Trial Started.' Roofing needs Inspection, Supplement, Production, and Punch-Out.
CompanySync's Kanban board tracks every job through 12 roofing-specific pipeline stages — from first contact to collected payment.
Leads from Facebook, Google, referrals, or door knocks enter CompanySync automatically. An SMS fires within 60 seconds. Your rep is notified. The lead is engaged before a competitor can respond.
Your inspector photographs the damage. CompanySync's AI analyzes the photos, identifies covered damage categories, and suggests supplement line items — all from the job site.
Generate professional, Xactimate-compatible estimates with your logo, accurate material pricing, and labor rates. Clients can review and e-sign from their phone.
Store signed contingency agreements and contracts in the job file. Track insurance approvals, ACV payments, and depreciation holdbacks in a dedicated insurance pipeline.
Log every supplement request with supporting documentation. Track approval status and ensure you collect every dollar the insurance company owes you.
Assign crews, track job progress with CrewCam photos and GPS, and manage material deliveries — all from the same dashboard you use to close deals.
Send professional invoices, collect payment via Stripe, and trigger automated review requests the moment payment is confirmed.
$99/month. No setup fees. No long-term contracts. Operational in under 30 minutes.