Ever feel like you’re juggling too many roofing projects?
Leads slipping through your fingers? Wish you had a real magic wand to organize it all?
Well, maybe not a wand, but a good CRM is close!
Imagine more closed deals, happier customers, and way less paperwork.
This article explores the best CRM for roofers, helping you finally take control of your business and watch it soar.
We’ll explore top options, key features, and how they can specifically help your roofing business.
Ready to ditch the chaos and embrace streamlined success? Let’s get started!
What is the Best CRM for Roofers?
Elegir lo correcto CRM can feel overwhelming. There are so many options!
No te preocupes. Hemos investigado para ti.
Below, you’ll find our top picks for roofing CRMs.
Each offers unique features to help you to manage leads, projects, and customers like a pro.
¿Estás listo para encontrar tu pareja perfecta?
1. CRM del lunes (⭐️ 4,75)
While Monday.com is known for its project management capabilities, It also offers a robust CRM.
It’s highly visual and customizable, making it a good fit for businesses that want a flexible CRM.
For roofers, this means managing leads, tracking projects, and customizing the platform to fit their personal needs.
Desbloquea su potencial con nuestro Tutorial del lunes.
Nuestra opinión
Monday CRM es una buena opción para las empresas que desean un CRM visualmente atractivo y fácil de usar.
Beneficios clave
- Interfaz visualmente atractiva: Fácil de navegar y comprender.
- Flexible y personalizable: Adapte la plataforma a sus necesidades específicas.
- Características de colaboración: Trabaje sin problemas con su equipo.
- Integraciones con aplicaciones populares: Conéctate con tus herramientas de negocio favoritas.
Precios
- Gratis: $0 gratis para siempre.
- Básico:$9/asiento/mes.
- Estándar:$12/asiento/mes.
- Pro:$19/asiento/mes.
- Empresa:Precios personalizados según sus necesidades.
Ventajas
Contras
2. Gohighlevel (⭐️ 4,50)
GoHighLevel is an imposing platform.
It’s like a Swiss Army knife for your roofing business.
Se ofrece CRM, marketing automation, lead generation, and website building all in one place.
The platform is designed for agencies and companies and is packed with powerful tools.
This means managing everything from the first contact to the final nail within one system. for roofers
Desbloquea su potencial con nuestro Tutorial de Gohighlevel.
Nuestra opinión
Esto es ideal para agencias y empresas que desean consolidar herramientas. Las capacidades de automatización son muy potentes.
Beneficios clave
- Plataforma de marketing todo en uno.
- Marca blanca disponible.
- Campañas automatizadas.
- Herramientas para nutrir clientes potenciales.
- Informes completos.
Precios
- Motor de arranque:$97/mes.
- Ilimitado:$297/mes.
Ventajas
Contras
3. HubSpot (⭐️ 4.25)
HubSpot is like the Swiss Army knife of hotel CRMs.
It does a little bit of everything. You can use it to keep track of guests, send emails, and even manage your redes sociales.
It’s a popular choice because it has a free version.
So you can try it out before you commit to a paid plan.
Descubra su potencial con nuestro tutorial de HubSpot.
Nuestra opinión
HubSpot es una plataforma potente con muchas funciones, pero debes considerar tu presupuesto y necesidades antes de comprometerte. Es una buena opción para empresas que buscan una solución integral y están dispuestas a invertir en ella.
Beneficios clave
- CRM gratuito: Comience con un plan gratuito con funciones básicas de CRM.
- Plataforma todo en uno: Acceda a un conjunto de herramientas de marketing, ventas y servicios.
- Amplia comunidad y recursos: Benefíciese de una gran cantidad de conocimientos y apoyo.
- Enfoque del marketing entrante: Atraiga e interactúe con clientes potenciales con contenido valioso.
Precios
- Herramientas gratuitas:Gratis para hasta dos usuarios.
- Centro de marketing de inicio:$15/asiento/mes.
- Plataforma de clientes principiantes:$15/asiento/mes.
- Marketing Hub Professional + tres plazas:$800/mes, asientos adicionales a $45/mes.
Ventajas
Contras
4. Mantener (⭐️ 3,75)
Keap is like a helpful sidekick for your hotel.
It’s a CRM and marketing tool in one. It helps you keep track of guests and talk to them better.
It can even automate tasks, so you have more time for other things.
Desbloquea su potencial con nuestro Tutorial de Keap.
Nuestra opinión
Keap Es una opción fantástica para que las pequeñas empresas optimicen sus estrategias de ventas y marketing. Es fácil de usar y está repleta de funciones útiles.
Beneficios clave
- Marketing por correo electrónico integrado: Envíe correos electrónicos dirigidos a su audiencia.
- Automatización fácil de usar: Automatice tareas como el envío de mensajes de seguimiento y la asignación de clientes potenciales.
- Gestión del pipeline de ventas: Realice un seguimiento de sus transacciones e identifique oportunidades.
- Integraciones de comercio electrónico: Conecta Keap con tu tienda online para gestionar pedidos y clientes.
Precios
Keap ofrece una prueba gratuita y una estructura de precios simple para que puedas comenzar.
- Plan simple:Comienza en $249/mes (facturación anual) y ofrece dos usuarios y 1500 contactos.
Ventajas
Contras
5. Pipedrive (⭐️ 3,75)
Pipedrive is a CRM that helps you sell more.
It’s like a visual map of your sales process. You can see where each potential guest is in their journey.
Esto le ayudará a mantenerse organizado y cerrar más acuerdos.
Desbloquea su potencial con nuestro Tutorial de Pipedrive.
Nuestra opinión
Pipedrive es una opción sólida para empresas centradas en las ventas. Es fácil de usar, visualmente atractivo y está repleto de funciones útiles. La única razón por la que no obtiene un 10 perfecto es que los planes más económicos tienen algunas limitaciones.
Beneficios clave
- Enfoque láser en las ventas: Pipedrive está diseñado para ayudarte a cerrar más tratos.
- Gestión visual de tuberías: Vea exactamente dónde se encuentra cada trato.
- Automatización potente: Automatice tareas como enviar correos electrónicos y programar citas.
- Soporte 24/7: Obtén ayuda cuando la necesites.
Precios
- Básico:$14/usuario/mes.
- Avanzado:$24/usuario/mes.
- Profesional:$49/usuario/mes.
- Fuerza:$59/usuario/mes.
- Empresa:$79/usuario/mes.
Ventajas
Contras
6. ActiveCampaign (⭐️ 3,75)
ActiveCampaign is the ultimate email marketing machine for your hotel.
It’s not just for sending emails, though. It helps you automate all kinds of tasks.
This means you can send the right message to the right guest at the right time. Pretty cool, right?
Desbloquea su potencial con nuestro Tutorial de ActiveCampaign.
Nuestra opinión
ActiveCampaign es una excelente opción para empresas que desean aprovechar el verdadero poder del email marketing y la automatización. Sin embargo, debido a su complejidad, puede que no sea la mejor opción para principiantes.
Beneficios clave
- Automatización avanzada: Cree flujos de trabajo complejos para nutrir clientes potenciales y automatizar tareas.
- Potencia del marketing por correo electrónico: Envíe campañas de correo electrónico hermosas y efectivas.
- Incorporado CRM: Gestionar contactos y realizar un seguimiento de las interacciones.
- Segmentación y personalización: Diríjase a grupos específicos de contactos con mensajes personalizados.
Precios
- Motor de arranque:$15/mes.
- Más:$49/mes.
- Pro:$79/mes.
- Empresa:$145/mes.
Ventajas
Contras
7. Al instante (⭐️ 3,75)
Instantly helps you find new guests for your hotel. It’s like a detective for email addresses.
It helps you connect with people who might be interested in staying at your hotel.
Then, you can send them personalized messages to get them to book a room.
Desbloquea su potencial con nuestro Tutorial instantáneo.
Nuestra opinión
Instantly es una herramienta valiosa para las empresas que desean intensificar sus esfuerzos de difusión.
Beneficios clave
- Alcance multicanal: Conéctese con clientes potenciales a través del correo electrónico, LinkedIn, Twitter y más.
- Mensajería personalizada: Adapte sus mensajes a cada destinatario.
- Seguimientos automatizados: Manténgase en el primer plano de sus mentes sin mover un dedo.
- Análisis detallado: Realice un seguimiento de su progreso e identifique lo que está funcionando.
Precios
- CRM de crecimiento:$37,9/mes, asientos ilimitados.
- Hiper CRM:$77,6/mes, asientos ilimitados.
Ventajas
Contras
8. CRM de Freshsales (⭐️ 3,50)
Freshsales is a CRM that’s easy to use and understand.
It’s perfect if you’re new to CRM or want something simple.
It helps you keep track of all your guests in one place.
You can see their contact info, past stays, and any special requests.
This helps you give them a really personalized experience.
Desbloquea su potencial con nuestro Tutorial de Freshsales.
Nuestra opinión
Freshsales CRM es una excelente opción para empresas que priorizan la facilidad de uso y la asequibilidad. Es una excelente manera de usar CRM sin una curva de aprendizaje compleja.
Beneficios clave
- Interfaz fácil de usar: Fácil de navegar y aprender.
- Teléfono y correo electrónico integrados: Conéctese con los clientes directamente desde la plataforma.
- Información basada en IA: Obtenga sugerencias y predicciones útiles.
- Precios asequibles: Ofrece un plan gratuito y planes de pago competitivos.
Precios
- Crecimiento + 500 contactos de marketing:$9/usuario/mes.
- Pro + 500 Contactos de Marketing:$39/usuario/mes.
- Empresa + 500 contactos de marketing:$59/usuario/mes.
Ventajas
Contras
9. Perspicazmente (⭐️ 3.25)
Insightly is a CRM that’s all about relationships.
It helps you keep track of everyone you work with, from guests to vendors.
It also has project management tools built in.
So you can use it to plan events or manage renovations.
It’s a good option if you want one system to manage everything.
Desbloquea su potencial con nuestro Tutorial de Insightly.
Nuestra opinión
Instantly es una herramienta valiosa para las empresas que desean intensificar sus esfuerzos de difusión.
Beneficios clave
- Alcance multicanal: Conéctese con clientes potenciales a través del correo electrónico, LinkedIn, Twitter y más.
- Mensajería personalizada: Adapte sus mensajes a cada destinatario.
- Seguimientos automatizados: Manténgase en el primer plano de sus mentes sin mover un dedo.
- Análisis detallado: Realice un seguimiento de su progreso e identifique lo que está funcionando.
Precios
- CRM de crecimiento:$37,9/mes, asientos ilimitados.
- Hiper CRM:$77,6/mes, asientos ilimitados.
Ventajas
Contras
What to Look for When Buying the Best CRM for Roofers?
- Roofing-Specific Features: Does the CRM offer features tailored to roofing businesses, like project management, estimating tools, or integration with roofing software?
- Escalabilidad: Can the CRM grow with your business? Consider future needs.
- Integraciones: Does it integrate with other tools you use, like software de contabilidad or email marketing platforms?
- Acceso móvil: Can you access the CRM from your phone or tablet? It’s crucial for roofers on the go.
- Capacitación y soporte: Does the vendor offer adequate training and support?
- Personalización: ¿Puede personalizar el CRM para adaptarlo a sus flujos de trabajo específicos?
- Informes: ¿Ofrece funciones de informes sólidos para realizar un seguimiento de métricas clave?
How Can the Best CRM for Roofers Benefit You?
A good CRM is like a central command center for your roofing business.
It organizes everything – leads, projects, customer info – in one place.
Think less paperwork, more closed deals.
You can track every interaction, personalize your follow-ups, and keep projects on schedule.
This means happier customers and a smoother operation.
Imagine knowing exactly where every lead stands, from initial contact to signed contract.
It helps you stay organized, prioritize tasks, & ensure nothing falls through the cracks.
It also provides valuable insights into your business performance, helping you identify what’s working and what’s not.
Ultimately, a CRM helps you grow your roofing business by making you more efficient and customer-focused.
Guía del comprador
We wanted to find the best CRM software, so we did some serious digging.
We looked at a lot of crm software options and used a careful process to decide what was truly the best.
We didn’t just pick names off a list; we wanted to give you a guide you can trust.
Here’s how we conducted our research to find the right crm solution for you:
- Read user reviews and expert analysis. We checked what real people were saying about different crm software on review sites and in industry reports. This helped us understand the pros and cons from a user’s perspective. We looked at things like ease of use, customer support, and which crm features people found most helpful.
- Analyzed features and functionality. We looked at the core features of each crm system. We paid special attention to features that help with contact management, sales leads, sales pipeline visualization, and workflow automation. We also looked for advanced features like lead scoring and predictive analytics. We wanted to see how each tool helped businesses streamline processes and improve customer satisfaction.
- Evaluated pricing and scalability. We carefully reviewed the pricing for each crm software. We looked at what you get for the money, including different pricing tiers and potential hidden costs. We also considered whether the crm system could grow with a business, from a simple plan for pequeñas empresas to more robust options with advanced features for larger teams.
- Assessed integrations and customization. A good crm solution needs to work with your other tools. We checked if each crm system could integrate with popular platforms like QuickBooks and other marketing tools. We also looked at how much you could customize the crm workflows and dashboards to fit your unique business processes.
- Tested a 360-degree view. We looked for a crm solution that provides a complete picture of the customer. We wanted to see if it gathered all the data from customer interactions across multiple channels, including phone calls, emails, and social media. This is key for managing customer relationships and improving customer engagement.
- Focused on core benefits: We evaluated how each crm system helps with day-to-day tasks. We considered how they simplify repetitive tasks, help manage a sales team, and provide clear insights to help a business grow. We also looked for great communication tools and strong data management to help the entire team work together.
Terminando
We’ve covered a lot about customer relationship management software and how it can help your business.
The goal is to get all your customer data in one place.
This helps your sales team and marketing efforts work together better.
A good crm solution lets you see everything, from a customer’s purchase history to their customer contact information.
Choosing the right crm software means you can stop wasting time on data entry and focus on what matters with the best crm tools.
You can gain insights into customer behavior, run smarter marketing campaigns, and ultimately, achieve increased sales.
Whether you go with an all in one crm like GoHighLevel or a simple one like Cápsula Gestión de relaciones con el cliente.
Having the right tool helps you better manage customer relationships and build lasting brand loyalty.
Preguntas frecuentes
What is the best all-in-one roofing CRM?
For an all-in-one roofing solution, GoHighLevel is a strong contender. It combines CRM, marketing automation, lead generation, and website building in one platform. This makes it a powerful tool for managing your entire roofing business.
Which quality roofing CRM is best for my business?
The best for your business depends on your specific needs and budget. Consider factors like the size of your own team, the features your CRM needs, and your budget. If you’re unsure, many CRMs offer free trials, so you can test them before committing.
What are some popular CRM platforms for roofing companies?
Some popular CRM platforms include HubSpot, Salesforce, Zoho, and Pipedrive. These platforms offer a big range of features and are suitable for roofing companies of all sizes. However, they may not be tailored specifically for the roofing industry.
Is there a free CRM available for roofers?
Yes, HubSpot offers a free CRM to users. While it has limitations, it’s a good option for small roofing businesses with basic needs. Consider another software program designed specifically for roofers if you require more specific features.
How can I use custom reports that only include the needed data in my roofing CRM?
Many CRMs offer customizable reporting features. These allow you to track the metrics most important to your roofing sales and gain valuable insights into your performance. Look for a CRM that offers flexible reporting options, allowing you to generate custom reports that only include the needed data.
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