The best CRM for roofing companies | Nutshell

Sales and CRM, simplified

Every lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close more bids, not chase busywork.

Visual bid pipeline

See every opportunity from first inspection to signed contract at a glance.

Sales automation

Automate follow-up emails, task reminders, and pipeline updates so no bid goes cold.

Complete customer profiles

Track inspection notes, job history, and every conversation in one place.

Quotes & proposals

Create and send professional roofing proposals directly from Nutshell in minutes.

Mobile CRM

Access customer data, update job status, and respond to leads from any job site.

Lead capture & web forms

Turn website visitors into leads 24/7 with forms and an AI chatbot.

Email & SMS marketing

Send seasonal campaigns, storm alerts, and referral requests to past customers.

Reporting & analytics

Track close rates, lead sources, and rep performance with real-time dashboards.

Never lose a roofing lead

Nutshell gives every customer a complete profile that includes inspection notes, past quotes, job history, and every phone call or email — all in one place.

When a homeowner calls back after a storm, your team instantly sees what was discussed, what was quoted, and when you last reached out. That context helps you pick up right where you left off and close the job before a competitor swoops in.

Learn more about contact management

Win more bids, faster

Speed wins roofing jobs. Nutshell helps you capture leads the moment they come in and follow up before the competition does.

Use web forms and an AI chatbot to capture leads from your website around the clock. Then reach out instantly with one-click calling or texting directly from the CRM. Automated follow-up sequences keep your bid top-of-mind — no manual effort required.

Learn more about sales automation

Keep every job and team aligned

Whether you’re managing new bids, active jobs, or service calls, Nutshell’s visual pipelines give your whole team a clear picture of every opportunity and what needs to happen next.

Set up separate pipelines for different job types so nothing gets mixed up. Field reps update job status from the site. Office staff see changes in real time. Everyone stays on the same page without a single status-update phone call.

Learn more about pipeline management

Turn past customers into referrals and repeat business

Your best new leads are the customers you’ve already served. Nutshell makes it easy to stay in touch with email and SMS campaigns that bring customers back and drive referrals.

Send storm alerts to past customers in affected neighborhoods. Promote seasonal inspection offers in the spring. Follow up after job completion to request reviews. All from the same platform where you manage your sales.

Learn more about our marketing features

Connect with the tools you already use

Nutshell integrates with the software roofing businesses rely on, so your customer data stays synced across your entire operation — from the office to the job site.

See all integrations

Helpful, human customer support

Award-winning support here for when you need us.

Learn more about our award-winning support

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

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FAQs

Most roofing companies can get Nutshell up and running in 2-4 weeks. Small teams often complete setup in just a few days with our self-onboarding tools, while larger operations may take a bit longer for data migration and team training. We offer free onboarding support and white-glove services to help you get started quickly—no lengthy consulting engagements required.

Nutshell integrates with thousands of apps through Zapier and our AppConnect marketplace, including construction management tools like Procore. While we don’t have native integrations with every roofing-specific platform, our flexible integration options let you connect your estimating software, measurement tools, and accounting systems. Our team can help you set up custom integrations for your specific tech stack.

Absolutely. Nutshell’s mobile app works on iOS and Android devices, so your team can access customer information, update leads, log activities, and manage projects from anywhere. Sales reps can update deal status during appointments, and your entire team stays connected whether they’re in the office, on a roof, or meeting with customers.

Nutshell offers powerful CRM features at a more affordable price without locking you into roofing-only functionality. While industry-specific CRMs include specialized tools, they’re often more expensive and less flexible as your business evolves. Nutshell gives you robust contact management, sales automation, reporting, and email marketing that works for roofing and any other services you add—plus easier integration with the broader business tools you already use.

Yes. We’ve partnered with Import2 to make data migration simple and fast. You can import from spreadsheets, address books, or 25+ CRMs including Salesforce, HubSpot, and Pipedrive. We’ll start with a sample migration to ensure everything maps correctly, then complete the full import—often in just a weekend. Our support team provides free migration assistance to make your transition smooth.