Summary / Intro

Most roofing contractors blame their CRM when things feel messy.

But the problem usually isn’t the software — it’s how the business is running.

In this episode, I break down why CRMs fail in roofing businesses and what actually needs to be fixed for them to work properly. We talk about systems, data discipline, follow-up, and why technology only works when leadership and processes come first.

If you’re frustrated with your CRM, this episode will help you understand what to fix before switching tools.

Show Notes

Roofing contractors switch CRMs all the time, hoping the next platform will magically fix their problems. But without clear systems, accurate data, and consistent follow-up, no CRM will ever deliver results.

In this episode, Dave Sullivan explains why most CRM frustrations come from process issues—not software limitations. He breaks down the most common mistakes contractors make when using a CRM, including poor data entry, lack of accountability, and no defined workflow from lead to close.

Dave also explains how CRMs should support the business—not run it—and why leadership, systems, and discipline must come first. When those are in place, a CRM becomes a powerful tool instead of an expensive headache.

This episode is essential listening for contractors who want clarity, better follow-up, and systems that actually support growth.

Takeaways

CRMs fail when systems are unclear or inconsistent

Clean data is required for meaningful reports and decisions

Follow-up systems matter more than software features

Leadership and accountability drive CRM success

Technology supports systems — it doesn’t replace them

Chapters

00:00 – Why CRMs Get Blamed

05:30 – The Real Reasons CRMs Fail

12:10 – Data Discipline and Follow-Up

18:45 – Systems Before Software

26:30 – Making Your CRM Actually Work

Links Referenced

https://theroofercoach.com

https://theroofercoach.com/resources

https://useproline.com

https://smasupport.us

Companies Mentioned

Proline

SMA Support

Ruby Receptionists

👉 Download the Roofing Business Success Audit at

theroofercoach.com/resources