The Simple CRM That Actually Gets Used by Your Team

The Company

Smith Roofing & Restoration

• Location: Fort Worth, Texas
• Founded: 2018
• Team size: 8 employees
• Annual revenue (2023): $1.2M
• Specialization: Residential re-roofs and storm damage restoration

The Problem (January 2024)

Owner Dave Smith was overwhelmed:

"We had more leads than we could handle, but we weren't closing enough of them. I was spending 40+ hours a week on estimates and admin work. We were turning away jobs because we were too busy to quote them."

Specific pain points:

• Estimates taking 3-4 hours each
• 5-7 day response time on new leads
• No systematic follow-up process
• Lost 60% of estimates to competitors
• Missed calls = missed revenue
• Manual QuickBooks data entry: 12 hours/week
• Customer communication chaos

The Numbers (January 2024):

• Monthly revenue: $98,000
• Estimates sent: 18/month
• Close rate: 22% (4 jobs)
• Average response time: 6.2 days
• Hours spent on admin: 52/week
• Customer satisfaction: 3.2/5 stars

The Solution (February 2024)

Dave implemented CompanySync with focus on:

1. AI-powered estimating
2. 24/7 AI call answering
3. Automated follow-up sequences
4. QuickBooks integration
5. Mobile field tools for crews

Implementation: 20 hours over 4 weeks

Results After 30 Days (March 2024)

Estimating speed:

• Before: 3.2 hours per estimate
• After: 18 minutes per estimate
• Time saved: 2.8 hours per estimate

Lead response:

• Before: 6.2 days average
• After: 4.3 hours average
• Improvement: 98% faster

Call handling:

• Before: 32% of calls went to voicemail
• After: 100% answered by AI, 0% missed
• Recovered leads: 9 jobs that month from after-hours calls

Close rate:

• Before: 22%
• After: 38%
• Additional jobs won: 8

Revenue:

• Before: $98,000/month
• After: $127,400/month (+30%)

Results After 6 Months (July 2024)

Revenue breakdown:

• Residential re-roofs: $128,000
• Storm restoration: $67,000
• Commercial projects (new): $42,000
• Maintenance contracts (new): $7,500/month recurring
• Total: $244,500/month

Year-over-year comparison:

• January 2024: $98,000
• July 2024: $244,500
• Increase: 150% ($146,500/month more)

Financial Impact

Six-month total increase: $480,000

Costs:

• CompanySync subscription: $299/month x 6 = $1,794
• Implementation time: 20 hours x $75/hour = $1,500
• Total investment: $3,294

ROI:

• Revenue increase: $480,000
• Investment: $3,294
• Return: 14,469%
• Payback period: 3 days

What Dave Says Now

"I almost gave up on the business in January. CompanySync didn't just solve my software problem—it changed how I run my entire business. Now I have time to think strategically instead of reactively. I'm making more money while working fewer hours.

If I had known what a difference this would make, I would have done it two years ago. I probably left $500,000 on the table by waiting."

Could This Work For You?

Smith Roofing isn't unique—mid-size contractor, owner-operator, good reputation but operational chaos.

Want similar results? Call +1-(216)-999-5197 for a free consultation where we analyze your current numbers and show you your potential ROI.