Other CRMs give you a contact list and a pipeline — then send you to 6 other tools for accounting, marketing, photos, and SMS. CompanySync puts everything in one place.
No credit card required · No per-user fees. Ever.
Your competitors don't have these yet. That's your window.
Type the address and the roof is measured from satellite imagery. Review the facets and pitch, adjust anything the satellite could not see, and the estimate builds from your own price list. Send a branded PDF proposal with e-signature before you leave the driveway.
Explore AI EstimatorUpload drone or phone photos and AI marks likely hail impacts and wind-lifted shingles on each image, counts what it finds and drafts the inspection report in plain language. You review it, edit it, and it goes out under your name.
Explore AI Damage DetectionNew enquiries get a reply in seconds, day or night. The AI receptionist answers inbound texts, asks for the address and the problem, and books the inspection from your calendar. Calls are routed, transcribed and stored on the lead's record. AI voice answering is available in Beta.
Explore the AI ReceptionistSee where hail and wind actually hit, as soon as it is reported. Verified storm reports and live weather alerts land on a map, then Lead Finder shows the properties inside the affected area so you can assign streets before breakfast.
Explore Storm TrackingCapture every lead. Respond in seconds. Eliminate the black hole.
Every lead from Facebook, Google, referrals, door knocks and calls lands in one pipeline with a clear stage, an owner and a next action. Lead scoring ranks them by source, engagement and job value so reps call the best opportunities first.
Explore Lead ManagementBuild triggers once, run forever. Auto-assign leads, auto-send SMS and email, auto-generate invoices on contract sign, auto-fire review requests on payment — every manual step eliminated is a step that can't be forgotten.
Explore Workflow AutomationTwo-way SMS, inbound/outbound calling, voicemail drops, and call logging — all from your business number. Every conversation documented and searchable in the lead's timeline. No extra apps.
Explore SMS & CallingSix modules working together to turn raw leads into booked appointments: 5-Minute Response, Drip Campaigns, Lead Nurturing, Round Robin Assignment, SMS Automation, and AI Lead Scoring.
Automatic text and email the moment a lead arrives, typically inside a minute, with a rep alert if nobody has followed up in five.
14–30 day nurture sequences with timed email/SMS, including the Day 14 "breakup" message.
Behavior-triggered follow-ups based on what the lead actually does.
Fair, automatic lead distribution by territory, availability, or rotation.
Pre-built sequences for every scenario — new lead, reminders, follow-ups, reviews.
Leads ranked by source, engagement and job value. Reps call the 95s before the 40s.
Stop paying for HubSpot, Mailchimp, and BirdEye. It's all built in.
Email sequences, SMS blasts, review requests, referral campaigns, and reactivation drips — all triggered by real pipeline events, not arbitrary calendar dates. Your marketing sees your pipeline because they live in the same system.
Explore Marketing AutomationPre-built templates for roofing scenarios — storm alerts, seasonal offers, job follow-ups, referral requests. Drag-and-drop builder, open/click tracking, and automated sends. No separate email platform needed.
Explore Email MarketingBuilt for contractors who fight insurance companies for a living.
Dedicated claim pipeline from inspection to final payment. Track every claim through 10 stages, filter by adjuster or carrier, and never let a supplement request sit unanswered again.
Explore Claim TrackingFive modules managing the full insurance claim lifecycle — from supplement packets to adjuster negotiation.
Dashboard for submitted items, approved amounts, and aging. Build pro supplement packets in one PDF.
Build with Xactimate-style line items and export an ESX or XML file the adjuster can open.
See the gap between Actual Cash Value and Replacement Cost at a glance.
Send via text, homeowner signs on phone in 60 seconds. GPS and time-stamped.
Auto follow-ups on Day 3, 7, and 14 after supplement submission. Hands-free.
Your office and field crews on the same page. Finally.
Insurance-grade photo documentation with GPS geotagging and timestamps. AI runs damage analysis on every upload, marking hail hits and flagging wind damage. No separate photo app and no extra subscription.
Explore CrewCamTerritory maps, door-knock activity and rep performance in one view. Activity logging tracks doors knocked, inspections and contracts, so you can see who is producing and who needs coaching.
Explore Field Sales TrackerEvery active job on one build schedule with its crew, its date and its scope-of-work checklist. Automated crew checklists prevent callbacks, and job costs sit next to the contract value so margin erosion shows up early.
Explore Job ManagementInvoices, payments and commissions where the jobs already live.
Invoices created from approved estimates, expense tracking, Stripe card and bank payments, overdue reminders, AR aging and revenue dashboards. Prefer to keep QuickBooks? Invoices and expenses sync across, so nobody types them twice.
Explore AccountingHandle canvasser/closer splits, tiered rates, bonuses, and retail vs. insurance percentages. Multi-agent splits, automated calculations on payment, and transparent reports. No more spreadsheet disputes.
Explore Commission TrackingCompanySync plays nice with the tools you already trust.
| Integration | What It Does | Learn More |
|---|---|---|
| Xactimate | Xactimate-style line items with ESX and XML file export | Xactimate Integration |
| EagleView | Upload an EagleView report and the measurements fill in | EagleView Integration |
| QuickBooks | Sync invoices and expenses alongside built-in invoicing | QuickBooks Integration |
| Stripe | Accept credit card and ACH payments directly | Stripe Integration |
| Facebook Lead Ads | Auto-import Facebook leads into your pipeline in real-time | Facebook Lead Ads Integration |
| Google My Business | Sync reviews and manage your business profile | Google My Business Integration |
| Zapier | Connect other tools to CompanySync through Zapier | Zapier Integration |
See how we stack up against the tools you're considering.
No AI estimating or measurement built in. CompanySync covers estimating, marketing and money in one platform.
Charges per user with no AI. CompanySync scales without per-user fees.
Generic CRM that doesn't understand roofing or insurance.
Single-purpose estimating tool. CompanySync is the full OS.
Excel costs more in lost leads than any CRM ever will.
Your competitors are duct-taping 7 tools together. You're about to run your entire roofing operation from a single dashboard. This is not a CRM — it's your operating system.