Best CRM for Roofing Contractors

Updated June 28, 2026. Pricing verified from vendor pages and third-party comparison research.

Roofing is not plumbing with different shingles. A roofer's CRM needs things a generic field service platform does not have: satellite roof measurements, insurance claim tracking, material ordering with suppliers like ABC Supply and SRS Distribution, and digital proposals that let a homeowner pick shingle colors and sign on the spot.

You can try to bend HubSpot or Salesforce into a roofing tool. People have tried. They spent months customizing it and still ended up buying a roofing-specific CRM six months later. The tools below are built for roofers from day one. They know what a waste factor is, what an EagleView report costs, and what an insurance adjuster needs to see before approving a supplement.

Here is how the five best roofing CRM platforms stack up, with pricing pulled directly from vendor pages and cross-checked against contractor-reported data.

Top Picks at a Glance

CRMStarting PriceBest ForFree Trial
Roofr$0/mo (free plan)Solo to 4-crew shops, fastest measurement-to-proposal flowFree plan, no card
AccuLynx$250/mo (Essential)Mid-size contractors wanting the deepest roofing feature setNo free trial
JobNimbusQuote-basedTeams that want a flexible, board-style project pipeline14-day free trial
Leap$79/mo (Essential)In-home sales reps closing at the kitchen table14-day free trial
Jobber$39/mo (Core)Small roofing crews who want simple job management with public pricingFree trial

Roofr: Best Overall for Most Roofing Contractors

Roofr is the only roofing-specific CRM that offers a genuinely free plan, and it is not a stripped-down demo. You get satellite roof measurements, a job board, trial proposals and invoices, material ordering through supplier integrations, and email templates. The free plan caps you at 10 trial proposals, but for a solo roofer or someone just starting out, that is enough to run real jobs.

The core strength is speed. Type in an address, get instant satellite roof measurements, build a digital proposal, send it for e-signature, and collect payment. No separate measurement report fee, no third-party tool. The measurement engine is built in natively, which is a meaningful cost advantage over platforms that charge per-report for aerial measurements from EagleView or RoofScope.

Paid tiers are transparent and published on the website. Measure+ is $109/month for discounted measurements and faster delivery times. Essentials at $249/month unlocks unlimited proposals, invoices, e-signatures, credit card and ACH payments, and SMS texting. Scale at $349/month adds crew management, custom job boards, performance reporting, profit margins, QuickBooks integration, and role-based permissions. Annual billing saves 15% across all paid tiers.

How a roofer actually uses it: A homeowner calls about a damaged roof after a storm. You type their address into Roofr, pull satellite measurements in under 30 seconds, build a proposal with shingle color options and a financing estimate, and text them the link before you leave the driveway. They sign on their phone. You order materials through the app from your supplier. The whole cycle from first call to material order takes under 15 minutes.

Where Roofr falls short: project management features are basic compared to AccuLynx or JobNimbus. If you are running five-plus crews with complex job costing, insurance supplement workflows, and multiple project managers, you will likely outgrow it. There is no deep crew scheduling and the integration library is smaller than more established platforms.

See Roofr Pricing Visit Roofr

AccuLynx: The Deepest Roofing-Only CRM

AccuLynx does not serve plumbers, electricians, or landscapers. It is roofing-only, and that singular focus shows. The platform covers the entire job lifecycle: lead capture, estimating, proposals, job scheduling, material ordering, crew scheduling, invoicing, payments, and reporting. It is one of the longest-standing platforms in the roofing CRM space, trusted by thousands of contractors.

For 2026, AccuLynx introduced its first publicly listed price point: the Essential plan at $250/month. Before this, everything was custom-quote-only. The Pro and Elite tiers still require a sales call. Be aware that per-user fees and add-ons increase the total cost as your team grows. Multiple Capterra reviewers flag this: "AccuLynx can get pricey as a company grows and more users need to be added." You also pay per-report for RoofScope aerial measurements, and onboarding fees may apply.

The feature depth is unmatched. AccuLynx integrates directly with ABC Supply and SRS Distribution for in-app material ordering. It handles insurance restoration workflows, supplement tracking, and lien waivers. The reporting suite covers production, sales, and financial metrics that a growing roofing company actually needs.

How a roofer actually uses it: You run a 6-crew roofing company doing a mix of retail replacements and insurance restoration work. A storm rolls through and you get 40 leads in a week. AccuLynx tracks each lead through your sales pipeline, assigns adjuster meetings, generates Xactimate-compatible estimates, orders materials from SRS Distribution, schedules crews based on availability and location, and tracks job profitability from deposit to final invoice. The office manager sees a dashboard showing which jobs are behind schedule and which adjusters have not responded.

The one gap: AccuLynx still has no native Xactimate integration. Users have been requesting this for years so they can pull pricing directly for insurance estimates and supplementals. If insurance restoration work is a major revenue stream for you, this is a meaningful limitation. There are workarounds, but none are seamless.

Visit AccuLynx

JobNimbus: Flexible CRM with Board-Style Project Management

JobNimbus uses a Kanban-style board for project management, which is a different mental model from the pipeline-and-list approach of most roofing CRMs. Some contractors love it. Others find it takes getting used to. If you have used Trello or Monday.com, the interface will feel familiar.

Pricing is quote-based and not published on their website. You have to book a demo or start a 14-day free trial to get a number. From contractor reports and third-party comparison data, pricing is per-user plus tier-based, with add-ons for texting packages and premium features. Expect the total cost to scale with team size, similar to AccuLynx but generally in a lower range for comparable features.

What JobNimbus does well is flexibility. You can customize the board view, create custom workflows, and set up automation rules that move jobs through your pipeline based on triggers. It supports email campaigns, appointment scheduling, document storage, and integrates with QuickBooks, CompanyCam, and EagleView. The mobile app is solid for field reps who need to check job status, add notes, and upload photos.

How a roofer actually uses it: Your sales rep knocks on a door after a hailstorm. They add the lead to JobNimbus from their phone, set a follow-up task for 48 hours later, and drag the card to "Inspection Scheduled." After the inspection, they upload photos from CompanyCam, generate an estimate, and move the card to "Proposal Sent." When the homeowner signs, the card moves to "Production" and the office gets an alert to order materials and schedule the crew. Every step is visible on the board.

The tradeoff is that JobNimbus is less roofing-specific than AccuLynx. It does not have native material ordering with ABC Supply or SRS. It does not handle insurance restoration workflows as deeply. If you are primarily a retail roofing company (not insurance-driven), this matters less. If supplements and adjuster coordination are half your business, AccuLynx is the better fit.

Visit JobNimbus

Leap: Best for In-Home Sales Presentations

Leap is purpose-built for the moment your sales rep sits down at a homeowner's kitchen table. The digital proposal and e-signature flow is the smoothest of any product in this roundup. Leap generates estimates in seconds, enforces full pricing control so reps never sell below margin, and integrates with GreenSky for financing decisions in minutes.

Pricing is transparent. The Essential plan is $79/month for a single user. The Team plan starts at $298/month, which includes the first user plus $99/month for each additional user. A 14-day free trial is available for the Essential plan. The Team plan requires a demo.

How a roofer actually uses it: Your in-home sales rep arrives at a homeowner's house. They pull up Leap on a tablet, enter the roof measurements (or import from a RoofScope report), and the system generates a polished digital proposal with financing options, warranty details, and shingle color visualizations in under two minutes. The homeowner reviews it, selects a financing plan through GreenSky, and signs with their finger on the tablet. The rep walks out with a signed contract and deposit. No paper, no follow-up call needed.

Where Leap falls short: it is a sales tool, not a full operations platform. There is no deep crew scheduling, no material ordering, no job costing. You would use Leap for the sales side and pair it with a separate system for production. Also, one verified Capterra reviewer reported a price increase that became 3x what they previously paid, with Leap requiring payment for two months despite the user never agreeing to the new price, citing a 60-day written notice clause. Read your contract carefully and ask about price-lock commitments before signing.

Leap also has documented stability issues. If the app crashes while your rep is mid-pitch at a kitchen table, that is a lost deal, not a minor inconvenience. The platform's reliability has improved in 2026 updates, but it is worth testing thoroughly during your trial period.

See Leap Pricing Visit Leap

Jobber: Easiest to Use, Best for Small Roofing Crews

Jobber is not a roofing-specific CRM. It is a general field service management platform that happens to work well for small roofing crews who want something simple, affordable, and transparent. At $39/month for the Core plan, it is the cheapest paid option on this list with publicly listed pricing. No sales call required.

What you get for $39/month: scheduling and dispatch, client management, quoting with online approval, invoicing, the Client Hub (a customer-facing portal where clients approve quotes, see job status, and pay invoices), and basic reporting. The quote builder is fast and lets customers approve online, converting approved quotes into jobs with one click.

What you do not get: satellite roof measurements, insurance restoration workflows, material ordering with roofing suppliers, or EagleView integration. Jobber is a job management tool, not a roofing workflow tool. If you are a general contractor who does some roofing among other trades, or a small roofing crew that handles measurements manually and does not do insurance work, Jobber handles the scheduling and billing side well.

How a roofer actually uses it: You run a two-person roofing crew doing residential reroofs. You do not chase storm work or insurance claims. A homeowner calls, you visit the property, climb up and measure manually, build a quote in Jobber, and send it for online approval. When they accept, the job appears on your calendar, you order materials from your local supply house by phone, and after the job is done you send the invoice through Jobber. The homeowner pays through the Client Hub link. Simple, clean, no features you will never use.

If your roofing business grows beyond a few crews or you start doing insurance restoration work, you will outgrow Jobber and need to migrate to a roofing-specific platform. That migration is not fun. But for a small crew that values simplicity and transparent pricing over deep roofing features, Jobber is the right starting point.

Visit Jobber

How to Choose: Decision Framework

After comparing all five platforms, the decision comes down to three questions:

1. Are you doing insurance restoration work? If yes, AccuLynx or JobNimbus are your best options. They handle adjuster coordination, supplement tracking, and insurance-specific workflows that the others do not. AccuLynx has deeper features but no Xactimate integration. JobNimbus is more flexible but less roofing-specific.

2. How big is your team? Solo or under 4 crews: Roofr's free plan or Leap for in-home sales. 4 to 10 crews: AccuLynx or JobNimbus. Small crew doing simple residential work: Jobber at $39/month is hard to beat for the price.

3. How do you sell? If your sales process involves sitting at kitchen tables with homeowners, Leap's digital proposal flow is purpose-built for that moment. If you sell over the phone or from your truck, Roofr's measurement-to-proposal flow is faster and does not require a tablet presentation.

One thing every roofing contractor should know: The monthly subscription price is rarely the real cost. AccuLynx at $250/month sounds like a lot until you realize per-user fees, RoofScope report charges, and onboarding fees can push the real monthly cost to $400 or more for a 5-person team. Roofr's free plan is genuinely free, but once you need e-signatures and payments, you are at $249/month. Always ask for a full cost breakdown including per-user fees, measurement report costs, and onboarding before signing any contract.

Pricing Comparison Table

CRMEntry PricePricing ModelPer-User FeesMeasurement Reports
Roofr$0 (free plan)Flat tierIncluded in tier$13-$19 per report (free on paid tiers)
AccuLynx$250/moPer-user + tierYes, increases with team sizePer-report via RoofScope
JobNimbusQuote-basedPer-user + tier + add-onsYesIntegrates with EagleView (per-report)
Leap$79/moPer-user tier$99/mo per additional userImports from external sources
Jobber$39/moFlat tierMinimal, mostly includedNo native measurement tool

The Bottom Line

For most roofing contractors in 2026, Roofr is the best starting point. The free plan lets you test the platform on real jobs without committing a dollar. If you outgrow it, the paid tiers are transparent and you know exactly what you are paying for. AccuLynx is the upgrade path for established companies that need the deepest roofing-specific feature set and are willing to pay for it. Leap is the right choice if in-home sales is your primary closing method. Jobber is the budget pick for small crews who want simple job management without roofing-specific features.

Sources & Further Reading