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 客户关系管理 is close!
Imagine more closed deals, happier customers, and way less paperwork.
This article explores the best 客户关系管理 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?
选择正确的 客户关系管理 can feel overwhelming. There are so many options!
别担心，我们已经为您做了调查。
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.
準備好找到你的完美伴侶了嗎？
1.周一 CRM （⭐️4.75）
While Monday.com is known for its project management capabilities, It also offers a robust 客户关系管理.
It’s highly visual and customizable, making it a good fit for businesses that want a flexible 客户关系管理.
For roofers, this means managing leads, tracking projects, and customizing the platform to fit their personal needs.
通过我们的释放其潜力 周一辅导.
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
对于想要拥有美观且易于使用的 CRM 的企业来说，Monday CRM 是一个不错的选择。然而，对于销售需求复杂或团队规模庞大的企业来说，它可能并非最佳选择。
主要优点
- 视觉上吸引人的界面： 易于导航和理解。
- 灵活且可定制： 使平台适应您的特定需求。
- 协作功能： 与您的团队无缝合作。
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 自由的： 永久免费。
- 基本的：9 美元/座位/月。
- 标准：12 美元/座位/月。
- : Für immer kostenlos：19 美元/席/月。
- 企业：根据您的需求定制价格。
Você pode ter mais de um espaço de trabalho.
缺点
2. Gohighlevel （⭐️4.50）
GoHighLevel is an imposing platform.
It’s like a Swiss Army knife for your roofing business.
它提供 客户关系管理, 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
通过我们的释放其潜力 高级教程。
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
对于想要整合工具的机构和企业来说，这非常棒。它的自动化功能非常强大。然而，其丰富的功能集意味着新用户可能会感到不知所措，而且有一定的学习曲线。
主要优点
- 一体化营销平台。
- 可提供白标。
- 自动化活动。
- 潜在客户培育工具。
- 综合报告。
定价
- ,” “plano de projeto” ou “calendário de conteúdo”).：每月97美元。
- Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.：每月297美元。
Você pode ter mais de um espaço de trabalho.
缺点
3. HubSpot （⭐️4.25）
HubSpot is like the Swiss Army knife of 酒店 CRMs.
It does a little bit of everything. You can use it to keep track of guests, send emails, and even manage your Revisão de Capacidades 2025: Aumente sua Produtividade 14.
It’s a popular choice because it has a free version.
So you can try it out before you commit to a paid plan.
通过我们的 HubSpot 教程释放其潜力。
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
HubSpot 是一个功能强大的平台，功能丰富，但在选择之前，您必须考虑自己的预算和需求。对于想要全面解决方案并愿意投资的企业来说，HubSpot 是一个不错的选择。
主要优点
- 免费 CRM： 从具有基本 CRM 功能的免费计划开始。
- 一体化平台： 访问营销、销售和服务工具套件。
- 广泛的社区和资源： 受益于丰富的知识和支持。
- 入站营销重点： 通过有价值的内容吸引并吸引潜在客户。
定价
- 免费工具：最多两名用户免费。
- 营销中心入门：15 美元/座位/月。
- 入门客户平台：15 美元/座位/月。
- Marketing Hub Professional + 三个席位：每月 800 美元，额外座位每月 45 美元。
Você pode ter mais de um espaço de trabalho.
缺点
4.基普 （⭐️3.75）
买 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.
通过我们的释放其潜力 购买的教程.
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
买 对于小型企业来说，这是一个简化销售和营销工作的绝佳选择。它界面友好，功能丰富。然而，对于需求更复杂的大型公司来说，它可能并非最佳选择。
主要优点
- 内置电子邮件营销： 向您的受众发送有针对性的电子邮件。
- 易于使用的自动化： 自动执行发送后续消息和分配线索等任务。
- 销售渠道管理： 跟踪您的交易并发现机会。
- 电子商务集成： 将 Keap 与您的在线商店连接起来以管理订单和客户。
定价
Keap 提供免费试用和简单的定价结构，帮助您入门。
- 简单计划：起价为每月 249 美元（按年计费），可供两名用户和 1500 名联系人使用。
Você pode ter mais de um espaço de trabalho.
缺点
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.
This helps you stay organized and close more deals.
通过我们的释放其潜力 Pipedrive 教程.
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
对于以销售为中心的企业来说，Pipedrive 是一个不错的选择。它界面友好，视觉效果出色，功能丰富。它没有获得满分的唯一原因是其低价套餐存在一些限制。
主要优点
- 专注于销售： Pipedrive 旨在帮助您达成更多交易。
- 可视化管道管理： 准确了解每笔交易的具体情况。
- 强大的自动化功能： 自动执行发送电子邮件和安排约会等任务。
- 24/7支持： 随时获取帮助。
定价
- 基本的：每位用户每月 14 美元。
- 先进的：每位用户每月 24 美元。
- 专业的：每位用户每月 49 美元。
- 力量：每位用户每月 59 美元。
- 企业：每位用户每月 79 美元。
Você pode ter mais de um espaço de trabalho.
缺点
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?
通过我们的释放其潜力 ActiveCampaign 教程.
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
对于想要充分利用电子邮件营销和自动化真正力量的企业来说，ActiveCampaign 是一个绝佳的选择。然而，由于其复杂性，它可能并不适合初学者。
主要优点
- 先进的自动化： 创建复杂的工作流程来培养潜在客户并自动执行任务。
- 电子邮件营销强国： 发送精美且有效的电子邮件活动。
- 内置 客户关系管理: 管理联系人并跟踪互动。
- 细分和个性化： 通过个性化消息针对特定的联系人群体。
定价
- ,” “plano de projeto” ou “calendário de conteúdo”).：每月15美元。
- 加：每月49美元。
- : Für immer kostenlos：每月 79 美元。
- 企业：每月145美元。
Você pode ter mais de um espaço de trabalho.
缺点
7.即时 （⭐️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.
通过我们的释放其潜力 即时教程.
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
对于想要加强外展力度的企业来说，Instantly 是一个很有价值的工具。
主要优点
- 多渠道推广： 通过电子邮件、LinkedIn、Twitter 等方式与潜在客户建立联系。
- 个性化消息： 为每个收件人定制您的信息。
- 自动跟进： 无需费力即可保持头脑清醒。
- 详细分析： 跟踪您的进度并确定哪些措施有效。
定价
- 成长型客户关系管理：37.9 美元/月，无限席位。
- 超级 CRM：每月 77.6 美元，无限席位。
Você pode ter mais de um espaço de trabalho.
缺点
8.Freshsales CRM （⭐️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.
通过我们的释放其潜力 Freshsales 教程.
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
对于注重易用性和价格实惠的企业来说，Freshsales CRM 是一个不错的选择。它能让你轻松上手 CRM，无需经历漫长的学习过程。
主要优点
- 用户友好界面： 易于导航和学习。
- 内置电话和电子邮件： 直接从平台与客户联系。
- 人工智能洞察： 获得有用的建议和预测。
- 价格实惠： 提供免费计划和有竞争力的付费计划。
定价
- 增长 + 500 个营销联系人：每位用户每月 9 美元。
- Pro + 500 个营销联系人：每位用户每月 39 美元。
- 企业 + 500 个营销联系人：每位用户每月 59 美元。
Você pode ter mais de um espaço de trabalho.
缺点
9. Insightly （⭐️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.
通过我们的释放其潜力 Insightly tutorial.
Это реальные дела, которые вам нужно сделать, или заметки, которые вы хотите записать.
对于想要加强外展力度的企业来说，Instantly 是一个很有价值的工具。
主要优点
- 多渠道推广： 通过电子邮件、LinkedIn、Twitter 等方式与潜在客户建立联系。
- 个性化消息： 为每个收件人定制您的信息。
- 自动跟进： 无需费力即可保持头脑清醒。
- 详细分析： 跟踪您的进度并确定哪些措施有效。
定价
- 成长型客户关系管理：37.9 美元/月，无限席位。
- 超级 CRM：每月 77.6 美元，无限席位。
Você pode ter mais de um espaço de trabalho.
缺点
What to Look for When Buying the Best CRM for Roofers?
- Roofing-Specific Features: CRM 是否提供适合屋顶业务的功能，例如项目管理、估算工具或与屋顶软件的集成？
- Se você precisa gerenciar diversas plataformas de mídia social além das principais, o Buffer pode ser uma escolha melhor. Can the CRM grow with your business? Consider future needs.
- 集成： Does it integrate with other tools you use, like 会计软件 or email marketing platforms?
- 移动访问： Can you access the 客户关系管理 from your phone or tablet? It’s crucial for roofers on the go.
- 培训与支持： Does the vendor offer adequate training and support?
- 定制： Can you customize the CRM to fit your specific workflows?
- 报告: Does it offer robust reporting features to track key metrics?
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.
买家指南
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 小型企业 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.
总结
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 胶囊 客户关系管理
Having the right tool helps you better manage customer relationships and build lasting brand loyalty.
常见问题
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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