Best CRM for Roofing Businesses in 2026

Updated October 20, 2026 · By the QuoteIQ Team

Disclosure: QuoteIQ publishes this guide, and QuoteIQ is ranked first. We list its weaknesses next to everyone else's so you can judge for yourself. QuoteIQ facts come from the QuoteIQ help center. Competitor prices come from each vendor's own pricing page, checked on October 20, 2026. Prices change, so confirm them before you buy. We have no business relationship with the other companies in this list.

For residential roofing companies with up to 20 people that sell retail replacements and repairs, our pick is QuoteIQ. It measures roofs from satellite imagery with AI (roof outline plus pitch and roof area), turns any estimate into a branded proposal the homeowner can sign online, collects deposits that accept the job automatically, and offers consumer financing through Affirm up to $30,000. Its Atlas map tracks door knocking, and Elite ($299.99/month for 10 users) adds sales pipelines with weighted forecasts. If your business runs on insurance restoration work with supplements and adjuster paperwork, AccuLynx and JobNimbus are built around that, and we say so below.

The 2026 ranking:

We compared only CRM and field service platforms that roofing contractors use to sell and run jobs. We left out stand-alone measurement report vendors, photo apps, lead marketplaces, and accounting software. We looked at:

Prices are in USD, exclude tax and payment processing, and come from each vendor's pricing page. Sources are listed at the end.

Best for: residential roofing companies with up to 20 people that measure remotely, sell with proposals, and finance larger jobs.

QuoteIQ is a field service CRM founded in 2023 by Mike Vidan and Justin Rogers. Its help center lists roofing among the 50+ trades it serves and reports 40,000+ users and a 4.7/5 rating across 4,100+ reviews on all platforms (QuoteIQ Overview). Plan tiers are noted for each feature.

Measuring roofs

Selling the job (every plan unless noted)

Finding leads and tracking sales

Inspections and production

QuoteIQ pricing

Any paid plan can add users at $25 per user per month. Annual billing is 12 months for the price of 10. Plans are month-to-month with no contract. The 14-day free trial requires a credit or debit card, starts with 250 IQ Credits on every plan, and ends immediately (with a charge) if you change plans during it. Extra IQ Credits cost 1 cent each in packs from 2,500 for $25. Payment processing fees are not published and vary by payment method. (Source: QuoteIQ Pricing Plans 2026 and IQ Credits, QuoteIQ help center.)

Pros

Cons

Best for: roofing companies with a sales team and production staff that want a platform built only for roofing.

AccuLynx is roofing contractor software. Its site groups features into Sales/CRM, Production, Finance, and Business Management, with document automation, text messaging, a customer portal, payments, crew management, financing, custom reporting, and a field app. Pricing is not published. The pricing page sends you to "Get Pricing" and a demo (checked October 20, 2026).

Pros: built only for roofing; customer portal, crew management, and financing in the product lineup. Cons: no published prices, so you cannot compare cost without a sales call; no self-serve trial listed.

Best for: roofing and exterior companies that want project boards and automations.

JobNimbus sells four plans by team size, all marked "Request pricing" (checked October 20, 2026):

Every plan includes contacts, estimates, documents, e-sign, reports, invoices, financing options, supplier integrations, and JobNimbus Payments. A Marketing Bundle and a texting add-on called Engage are priced separately. The page says the app is rated 4.8 from 5,000+ reviews.

Pros: roofing focus; boards and automations; e-sign and financing on every plan. Cons: no published prices; built-in texting is an add-on.

Best for: roofers who buy measurement reports and want to start without a monthly fee.

Roofr publishes its prices, and every plan has unlimited users (checked October 20, 2026):

Add-ons: Instant Estimator ($149/month, or $125 yearly), Roofr Sites ($99/month, or $85 yearly), and AI Receptionist ($99/month, or $85 yearly).

Pros: free plan; unlimited users on every plan; ESX files for insurance work. Cons: reports cost extra on top of the plan; job costing starts on Scale ($349/month); the instant estimator is a paid add-on.

Best for: roofing and remodeling companies that sell at the kitchen table.

Leap sells Leap CRM and Leap SalesPro. Pricing, checked October 20, 2026:

Leap's FAQ says all plans are one-year contracts paid monthly.

Pros: strong in-home sales tools; customer and subcontractor portals on Team. Cons: Essential is limited to one user; each added Team user costs $99/month, so 10 users is $1,189/month; plans are one-year contracts.

Best for: roofing companies with a larger budget that want Jobber's app marketplace.

Jobber is an established field service platform with quoting, scheduling, invoicing, a client hub, and online booking on every plan, with routing and automatic payments from its Connect plan up. Its aggregate ratings are good. GetApp shows 4.6 out of 5 from about 1,487 verified reviews, and it rates Jobber's customer support 4.6 as well (GetApp, checked October 20, 2026). Jobber also offers a 14-day trial of its Grow plan with no credit card, which QuoteIQ does not.

We rank it last in this guide because of how its price grows with team size and add-ons. These are the no-commitment monthly list prices on getjobber.com/pricing, checked October 20, 2026:

Extra users cost $29/mo each. Annual prepaid billing lowers the list price (for example, Grow for up to 5 users is $229/mo billed annually), and the page showed an introductory discount for new customers that ends October 30, 2026. Jobber's FAQ says an annual prepaid payment is non-refundable if you cancel during the year.

What that means for a crew, using no-commitment prices on Grow (the tier that adds job costing, two-way texting, and optional line items):

Connect costs less (at least $199, $228, and $299 for the same team sizes) but does not include job costing or two-way texting. On Core, Connect, and Grow, three tools are paid add-ons: Receptionist (AI call and text answering) at $29/mo, Pipeline at $49/mo, and Marketing Suite at $99/mo. Plus includes all three.

Support: most reviewers describe Jobber's support as helpful. GetApp's summary also notes that "a minority of users report slow response times, difficulty escalating issues, and inconsistent support quality when facing complex problems" (GetApp). Treat that as a minority view, not the typical experience.

Pros: strong aggregate ratings; no-card trial; routing and automatic payments from Connect. Cons: no roof measurement or pitch tool on the pricing page; job costing requires Grow; AI receptionist, pipeline, and marketing tools are paid add-ons below Plus.

Trace the roof on the satellite map, then run a pitch measurement for slope and true roof area. Put those numbers into an Options estimate so the homeowner sees each shingle line with its price. You still inspect the roof before work starts, and a custom "Roofing Pre-Inspection" form keeps that inspection the same every time.

Use a door-knocking map. Each door gets a pin and a status, so the next canvasser knows who was not home and who asked for a follow-up. Save the interested ones as contacts and send an estimate the same day.

Send a proposal with your company story, photos, warranty documents, and reviews, and offer financing so the homeowner can pay monthly. Ask for a deposit. In QuoteIQ, paying the deposit accepts the estimate, so the job is sold the moment money comes in.

A pipeline shows each deal by stage, such as inspection set, proposal sent, and signed. Weighted values give you a realistic forecast. In QuoteIQ this is on Elite and Max.

Published monthly prices, checked October 20, 2026. These are the cheapest plans that cover each team size; features differ between plans.

Leap's Team figures use the page's "$298/month including the first user and $99 per additional user."

A CRM handles the work after a customer finds you. Many roofing customers search online first, so you may also need a website. One option is BudgetBuiltSites.com, which generates a contractor website with AI.

Disclosure: Budget Built Sites is a QuoteIQ subsidiary, according to its own Terms of Service. Here is what its site and terms say, checked October 20, 2026:

QuoteIQ itself also sells an AI Website Builder add-on for $34.99/mo, included free on the Max plan (QuoteIQ pricing).

QuoteIQ is our pick for retail roofing companies with up to 20 people (QuoteIQ publishes this guide). It combines AI roof and pitch measurement, branded proposals, deposits, consumer financing, and a door-knocking map, from $29.99/month. AccuLynx and JobNimbus are roofing-only platforms that are stronger for insurance restoration work, but neither publishes prices.

Yes. AI Measurement traces the roof outline in MapMeasure Pro, and Roof & Pitch Measurement calculates pitch and total roof area. Both use IQ Credits; MapMeasure Pro is on Beginner ($99.99/month) and up.

QuoteIQ's help center does not document supplement tracking, adjuster workflows, or ESX files. Roofr lists ESX files as a per-report purchase, and AccuLynx and JobNimbus are built around roofing restoration.

Yes, on every plan. QuoteIQ supports Affirm (up to $30,000 over up to 36 months), Klarna, and Afterpay. You are paid upfront minus the provider's fee.

Yes. Atlas, on every plan, lets you drop a pin on each door, set a status such as Not Home or Appointment Set, add notes, and save the pin as a contact.

As of October 20, 2026: QuoteIQ $29.99 to $699.99/month by plan and users; Roofr $0 to $349/month plus measurement reports; Leap from $79/month for one user, and $298/month plus $99 per added user on Team; Jobber from $49/month for one user. AccuLynx and JobNimbus quote prices on request.

QuoteIQ (help center, the source for every QuoteIQ claim):

Competitors (pricing pages checked October 20, 2026):