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Built for Field Sales Teams

CRM for Roofing Sales Teams

Stop managing your reps with spreadsheets. CompanySync gives every sales rep the tools to close faster, while giving you the visibility to scale with confidence.

Everything Your Sales Team Needs to Close More

From the first knock to the signed contract, CompanySync keeps every rep organized, accountable, and moving fast.

Round-Robin Lead Assignment

Automatically distribute incoming leads to reps based on territory, workload, and availability. No more manual assignment or reps cherry-picking leads.

GPS Tracking & Territory Mapping

See where every rep is in real time. Map territories to prevent overlap and resolve disputes before they cost you a deal.

Commission Tracking & Splits

Configure advanced commission structures: flat rate, percentage, tiered splits, and overrides. Every rep sees their earnings in real time.

Sales Performance Dashboards

Track close rate, average job value, leads contacted, follow-ups sent, and revenue per rep — all in one dashboard your manager will love.

Built for the Field, Not the Office

Your reps work from trucks, rooftops, and front doors. CompanySync works everywhere they do.

Respond to new leads from the truck
Pull up property data instantly
Generate and send estimates on-site
Capture e-signatures in the driveway
Upload damage photos with AI analysis
Check commission earnings in real time
See next follow-up tasks on the go
GPS check-in at each job site
Two-way SMS with homeowners

Stop Rep Conflicts Before They Start

Duplicate lead assignments kill team morale and cost you deals. CompanySync automatically detects duplicate leads by address and phone number, flags conflicts instantly, and enforces territory rules so no two reps ever fight over the same homeowner.

Address Deduplication

Automatically match incoming leads to existing records by street address.

Territory Enforcement

Define rep territories by zip code or county. Leads auto-route accordingly.

Conflict Alerts

If a duplicate slips through, the system flags it and notifies the manager instantly.

Give Your Sales Team the Edge They Need

Start free today. No setup fees. No contracts. Onboard your entire team in under an hour.

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