A CRM is only useful if it actually runs your day
Most roofing CRMs are expensive sticky notes. They hold the contact info but they don’t move the job — that’s still on the GM, the office manager, and a whiteboard in the back. As soon as someone’s out sick or volume doubles after a storm, the system collapses.
CRM & Workflow Automations is the operating system underneath every other module in the snapshot. 13 prebuilt roofing pipelines (storm, residential reroof, commercial, insurance claim, gutter, solar, repair, dormant lead, referral, etc.), 50+ workflows already wired to the right triggers, and every nurture sequence already written — for roofing, by roofers. You don’t build it; you turn it on.
What it actually does
- 13 prebuilt roofing pipelines — storm, residential reroof, commercial, insurance claim, gutter, solar, repair, dormant, referral, and more.
- 50+ workflows — nurture, follow-up, reactivation, reminder, internal alert — all roofing-tuned.
- Lead-to-job orchestration — from first touch to final review, every stage transition fires the right action.
- Internal alerts — “high-value lead just landed,” “claim hasn’t moved in 14 days,” “homeowner replied to recovery sequence.”
- Lead-source attribution — see which campaigns, ads, and referral sources actually drive signed jobs.
- Custom fields, tags, and segments built for roofing — shingle type, claim status, deductible, insurer, deductible, square count.
- Dashboards that show revenue by source, conversion by stage, no-show rate by crew, average time-to-deposit.
Tracking 38 active claims
GM keeps a spreadsheet. PM keeps a different spreadsheet. The two are out of sync by Thursday. Three claims stall because nobody pinged the adjuster. One closes short because the supplement wasn't filed.
Every claim is on one pipeline. Stuck-deal alerts fire when something hasn't moved in N days. Stage changes trigger texts to the homeowner and reminders to the PM. Nothing falls through, because nothing depends on someone remembering.
How it fits with the rest of the snapshot
This is the substrate. AI Caller and AI Chatbot drop leads into pipelines defined here. Appointment Automation moves contacts from “new lead” to “inspection booked.” SMS Automation fires on every stage change. Review Harvesting Automation triggers when a job hits “complete.” Google My Business Reply Automation, Instagram DM Automation, and Facebook Messenger Automation all write into the same pipelines. The whole snapshot is one coordinated system because of this layer.
Run your roofing company on rails
CRM & Workflow Automations ship inside the snapshot — installed into your GoHighLevel in 24 hours.