Roofing Business Partner Podcast

008: Roofer CRM Series Part 1: The Best 1st CRM

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Does your roofing business have a CRM? Do you know what a CRM is, or how it can benefit your business? How can you choose which of the available CRM options out there is best for your business? In this 3-part series, we’ll be exploring all of these questions and more. Tune into this episode to find out about the best first CRM that any roofing business can use, and how you can start using it immediately.


Highlights of today’s episode include:

  • What a CRM is and what it can do for your roofing company
  • How a poorly implemented CRM can cause more harm than good
  • The best first CRM any roofer can implement into their business
  • The bare minimum of information that you need to gather from any client
  • Why you need to find out what side of town a client lives on
  • How to set up your pages of client information
  • The abbreviation system that can help you understand your client contacts at a glance
  • What you can learn from your follow-up process
  • The information that you need to have on your booked roofs
  • Why it’s worth it to develop a paper CRM system when you can get CRM software
  • Why roofers have different CRM needs than other businesses
  • The problems with adoption of CRM in roofing

    • Links:


    Paper CRM Freebie

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    Roofing Business Partner PodcastBy Adam Sand
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