Roofing CRM Builder: Make a CRM for Your Roofing Company with AI

A roofing CRM should know the roof, the claim and the next follow-up, not just a name and phone number. Describe your leads and job stages to Mythex and it builds the CRM around them, with a pipeline board, insurance details on each job and a list of quotes to chase today.

Who it's for

Roofers tracking leads in a spreadsheet, a notebook in the truck or the office manager's memory, and losing replacement jobs because nobody called back the week after the quote.

What you can build

Leads with address, roof type, approximate age and problem reported
A pipeline: enquiry, inspection, quote sent, signed, completed
Insurance company, claim number and adjuster on each job
Quote follow-up dates and a 'chase today' list
Lead source, so you know whether yard signs or search bring work
Past customers flagged for inspections and referrals

Fields a roofing lead really needs

A generic contact record misses what decides the job. Record the property address, roof type (shingle, metal, tile, flat), its rough age, layers on the roof, the problem the homeowner reported and how they found you. Photos from the inspection attach to the same record. With that, an estimator can glance at the lead before calling and know whether it is a repair or a replacement conversation.

Roof type, age and layers
Problem reported and photos
Lead source

Insurance work in the same pipeline

Storm jobs bring an insurer, a claim number and an adjuster into the deal. Store them on the job with the claim status (filed, adjuster visit, approved, supplement, paid) so anyone in the office can answer the homeowner's question. Record insurer payments and the homeowner's share separately; they arrive at different times.

Follow up within a week

A replacement is a big decision, and homeowners often pick the roofer who kept in touch and answered questions, not the cheapest. Set a follow-up date when the quote goes out, and give each estimator a daily list of quotes to chase. Track close rate for repairs and replacements separately, because they close at very different speeds.

Mistakes to avoid

Do not delete lost quotes; mark them lost with a reason, since price, timing and trust need different fixes. Do not let past customers vanish once the job is paid; a maintenance check reminder a few years on is cheap work and a referral source. And import only the last year or two of leads to start.

A prompt to start from

Build a CRM for my roofing company. Leads have homeowner name, phone, address, roof type, approximate age, layers, problem reported, photos and lead source. Show them on a board with stages: enquiry, inspection booked, quote sent, signed, completed, lost (with a reason). Jobs store insurer, claim number, adjuster contact and claim status. Add follow-up dates with a daily chase list per estimator, and estimator logins.

Questions

Can I import my existing leads?

Yes. Export your spreadsheet to CSV and ask for an import. Mythex maps the columns and you can check which rows did not come through.

Can each estimator have a login?

Yes. Ask for user accounts with roles. Estimators can see their own leads or the whole office, depending on how you work.

Can it track insurance claims?

Yes. Each job can hold the insurer, claim number, adjuster details and claim stage, with payments recorded by who paid.

Can I use it from the truck?

Yes. The published CRM works in a phone browser. On Pro it can also become Android and iPhone apps that open your published app.

How much does it cost?

The Free plan needs no card and gives daily credits to build and publish. Pro is $25/month and adds a custom domain, code editing, export and GitHub.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture
Applicant Tracking System Template — Drag-and-drop pipeline with scorecards
CRM Dashboard Template — Contacts, pipeline, and deal tracking