The Best Roofing CRM Checklist

Want a Roofing CRM that sells more jobs for you? Go here: ➡ https://www.useproline.com/sell-more-roofing-jobs/?utm_source=youtube&utm_medium=video&utm_campaign=brpepisode

Watch These Next if You’re a Roofer: https://www.youtube.com/playlist?list=PLWe3-KYbzYzhMIwGT1hJJ2jnTtkiMY9zo

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Most roofing contractors don't have a CRM problem. They have a roofing business software problem. They bought a production tool with a CRM label on it, and six months later they're still losing deals they should have closed and can't explain why.

James has run hundreds of CRM demos for roofing contractors and talked to users on nearly every roofing software program in the industry. What he keeps finding: the best roofing CRM isn't the one with the best production board. It's the one built around roofing lead conversion and the homeowner relationship, from first call to signed contract to referral.

In this video he breaks down what a roofing CRM is actually supposed to do, why your roofing sales pipeline leaks silently while production pain screams loudly, why your follow-up problem is not a rep problem, and the five questions every roofing contractor needs to ask on every software demo from here on out.

0:00 Why roofing businesses hit a ceiling that hard work can't fix
1:11 Why roofing contractors keep buying the wrong software programs
3:23 Roofing sales pipeline leaks vs production pain: what's actually costing you
5:01 What you actually end up with when you buy roofing business software
8:15 What a roofing CRM is actually supposed to do
8:37 The C in CRM: past customers are your best roofing lead generation
9:39 What management means in a roofing CRM (most owners get this wrong)
10:46 Why relationship is the word that drives roofing lead conversion
16:18 How roofing business growth runs on communication not installs
18:06 Why your roofing follow-up problem is not a rep problem
20:23 Roofing business automation: the only real fix for follow-up
22:40 What good roofing CRM automation actually looks like
27:07 5 questions to ask on every roofing CRM software demo
27:36 Question 1: Does every rep get their own dedicated number and email?
28:32 Question 2: Can automation send from the rep's identity?
28:58 Question 3: Can you fully customize messages for your roofing sales process?
29:57 Question 4: Does it cover every stage of the homeowner journey?
30:52 Question 5: What happens when a roofing lead calls after hours?
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Ways to Work with Us:

ProLine Office Hours w/ our Emily, VP of Support & Success (Tuesdays 4:30PM EST Weekly)
https://us06web.zoom.us/j/86305653101

Get your Roofing Questions Answered on Roofer2Roofer (Monday 4:30PM EST Weekly) https://us06web.zoom.us/j/81260583471

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https://www.useproline.com/sell-more-roofing-jobs/?utm_source=youtube&utm_medium=video&utm_campaign=brpepisode

Create a Free ProLine CRM Account:
https://proline.app/get-started
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Question - What is your Roofing CRM missing?

Видео The Best Roofing CRM Checklist канала ProLine