Roofing Contractor CRM: Why You Don't Need a $500/Month Tool

If you're a roofing contractor running 5–20 jobs a month, you do not need a $500/month CRM. I see contractors go into debt buying enterprise software they use 10% of.

Here's what you actually need:

The Three CRM Jobs That Matter

1. Capture leads without losing them. Every phone call, web form, and door-knock needs to end up somewhere. A spreadsheet works. A simple lead widget works better.

2. Know which leads to follow up with. Not all leads are equal. A homeowner whose roof is actively leaking is not the same as someone "thinking about" replacing their roof next year. Score your leads.

3. Track your close rate by source. Which lead source actually converts? Most contractors have no idea. Tracking this for one month will tell you where to double down.

What to Use

• Lead capture: GAflow widget (free tier handles up to 50 leads/month)
• Scoring: Built into GAflow — each lead gets a 0–100 score automatically
• Pipeline tracking: A simple Trello board or spreadsheet with columns: New → Called → Estimate Sent → Won/Lost

You can upgrade to a full CRM when you're doing 50+ jobs/month. Until then, keep it simple.