Track roofing leads, manage job site photos, and send invoices in an AI-powered CRM built with AI to fit your contracting workflow.




Customize your CRM setup with the exact project steps and job site views your team needs. Add features as roofing processes evolve—no code.




Connect job leads, material estimates, and contract data from your existing tools—or manage everything in Softr Databases. Create a single source of truth for your business.
Let roofing crews, office managers, and clients log in to a fully branded portal. Set up permissions and personalized access in minutes—no code needed.
Automate your roofing operations with Softr Workflows for job scheduling, status updates, and client invoice notifications that trigger instantly.
Automate your roofing operations with Softr Workflows for job scheduling, status updates, and client invoice notifications that trigger instantly.
Assign roles for roofing techs, project managers, or homeowners—each gets access to only the specific project data they need.
Control who can view, complete, or assign roofing work orders—down to the specific detail level for materials and equipment.
Keep customer contracts and project data safe. Softr is fully compliant with SOC2 and GDPR regulations to protect your business.
Capture job site inspections, material estimates, or damage reports using flexible form blocks tailored to every specific roofing task.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

Build your crm for roofing in minutes with AI. No manual setup or complex lead configuration needed.

Add features like photo uploads, scheduling, or automated estimates as your workflows evolve—no rebuild needed.

Start with a CRM, then add schedule tools, job site portals, or claim forms—all in one place, with no extra tools.
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.




A CRM for roofing is a secure space where your roofing team can log in to manage project lifecycles, from initial lead tracking to final inspection. It keeps all customer data, roof measurements, estimates, and repair timelines in one place, so you don't have to rely on scattered emails or paper folders. This makes it easier to stay organized during storm seasons and provide a better professional experience for your homeowners and subcontractors.
Softr is the first AI-native platform for building business software. It makes it easy to build a CRM for roofing that fits the way your business works. You can describe your sales and installation process to the AI Co-Builder to instantly generate your database, job tracking pages, and lead scoring logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a roofing template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and more. You have full control to adjust the estimator layout visually, decide which sales reps see which territories, and brand it to match your company logo. It's quick to get up and running, simple to update, and flexible enough to grow with your fleet.
You can include a wide range of features in your CRM for roofing, depending on what your job site workflow looks like. A great roofing CRM app usually mixes classic functional blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let project managers query property history conversationally, or set up Database AI Agents to automatically summarize complex damage assessment reports.
- Vibe Coding Blocks – Build custom UI elements—like a dynamic roof pitch calculator—using the AI Code block to "vibe code" exactly what your estimators need.
- Softr Workflows – Build native automations (like an automatic contract reminder) that trigger notifications or sync material orders whenever a job status is updated to 'Approved'.
- User Portals & Logins – Securely manage access so each sales rep only sees their own leads while the head office maintains a full view of all active job sites.
- Forms & Data Collection – Capture site photos, roof measurements, and customer signatures with custom forms and file uploads.
- Dashboards & Charts – Visualize your sales pipeline and installation backlog with real-time charts and revenue summaries.
- Lists & Advanced Filtering – Display and manage your jobs with searchable tables, kanban boards for project stages, and detailed customer record views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. Need something more custom? Use the Vibe Coding block to generate a tailored job scheduler with AI. And if your service offerings change, it's easy to update the CRM later.
Vibe coding is all about moving fast and using AI to build exactly what your roofing business needs. You can "vibe code" a CRM for roofing in Softr by simply describing your requirements—like wanting a custom dashboard for material tracking—to the AI Co-Builder. Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like contractor authentication, database logic, and field security—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code during a busy shingles season. You describe it, Softr builds it, and it’s ready for your field teams instantly.
Yes. You can manage multiple roofing crews or sales teams in a single portal. Each user only sees the specific job sites and customer data assigned to them, based on their login and role. This is useful for large roofing companies managing various territories or using specialized crews for commercial versus residential projects.
Yes, you can. You don't need to bring your job data from somewhere else to start building with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with your roofing CRM for leads and project tracking.
But if you already have existing project data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in property data from other local appraisal sources. Either way, you have full control over how your roofing leads are structured and displayed in your app.
Softr Databases is the recommended native, relational data source for Softr. It is built explicitly for business apps, offering the highest performance for loading large photo galleries of roof damage and a lightning-fast experience because the project data is native to the platform.
If you already have your job data elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, SmartSuite, BigQuery, and more. You can even integrate multiple data sources into the same app—so your CRM could pull in estimates from Softr Databases and customer support tickets from HubSpot at once. Most sources support real-time, two-way sync, so any changes made on a roof in the field stay in sync automatically.
Yes, Softr gives you full control over how users experience your CRM for roofing. You can customize the layout, job navigation, and material lists to match your specific bidding process. Each page or block can be shown or hidden based on who's logged in, so every estimator sees only the specific bids relevant to them.
You can also set up different user roles, such as sales rep, field supervisor, or office admin—and define exactly what each role can view or edit. For example, installers can see only their installation schedule, while owners can manage all financial records. You can also create personalized views by filtering data based on the assigned project manager.
This level of customization is especially useful when you're managing multiple residential projects, commercial contracts, or repair crews in the same app. It helps keep the experience clean, secure, and tailored to each team member.
Yes, you can fully white-label your CRM for roofing in Softr. You can use your own logo, brand colors, fonts, and a custom domain like projects.yourroofingcompany.com to make the app feel like a natural extension of your business. You can also remove all Softr branding, so your sales reps and customers only see your company's identity throughout the bidding and installation experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your CRM for roofing. You can adjust colors to match your safety vests, fonts, spacing, and page structure to match your brand. You can also choose how each page is laid out, decide where the project photos go, and set what different employees see when they log in from a job site.
To display your project data, you can add different types of blocks depending on what you need:
- Table blocks – to show structured data like lead lists, material costs, or permit tracking
- List or Card blocks – to highlight things like current job sites, roof types, or crew profiles
- Detail View – to show one record at a time, like a complete roof inspection report
- Forms – for field data collection and customer intake
- Charts – to show monthly sales volume and close rates
- Calendar blocks – to display installation dates and weather deadlines
If your roofing workflows change later, it's easy to go back and make updates right in the visual builder.
Softr is built with security in mind. All roofing data is encrypted in transit (TLS) and at rest, and your CRM apps are hosted on secure, reliable infrastructure. Softr apps also give you full control over who can see property owner details and contract values. You can set up role-based permissions, manage users directly within your database, and apply global restrictions to protect sensitive insurance claim data across your entire app.
For apps using Softr Databases, your data is stored in Softr's secure environment with SOC 2 Type II compliance. For apps connected to external data sources like Airtable or SQL, Softr doesn't store your roofing records—it just displays them in real time based on your field settings. You're always in control of your client information and who can view or edit project bids.
Softr also follows industry best practices for authentication and platform monitoring to help keep your roof measurements and customer contacts safe.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile, custom code that is hard to maintain when managing hundreds of roof repairs—Softr builds your CRM for roofing on top of a stable, business-grade foundation.
We handle the "boring 80%" (like crew authentication, secure cloud hosting, and granular visibility permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation without the headache of managing raw, unreliable code. Your CRM is secure, scalable, and ready for your sales force or office staff to use from day one.
Softr is the first AI-native platform for building business software. Unlike expensive roofing industry software that forces you into a specific workflow, or pure "vibe coding" tools that generate fragile code, Softr's AI Co-Builder creates a CRM tailored to your pricing and installation process on top of a secure, production-ready foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your job database, app layout, and logic in minutes, then use visual controls for precise editing of your bid templates. You get the speed of AI with the reliability of business-grade infrastructure (auth, field-level roles, and hosting) already built-in. It's designed for roofing owners who want to move from a mess of papers to a digital CRM production on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your CRM for roofing to the rest of your fleet management stack. You can automate tasks using Softr Workflows, or sync with tools like Stripe for project deposits and Intercom for customer service. Softr also supports REST API and webhooks for more advanced workflows like triggering a supplier order.
Whether you need to send bid data to an accounting system, trigger text notifications for roofers based on weather status, or display property info from satellite mapping tools, you can build it into your CRM without writing code.
Describe what you need. Softr's AI builds your roofing CRM in minutes with no code needed.