The roofing CRM that
fills itself in.

The roofing CRM that
fills itself in.

Text a photo, a voice note or an email to Copilot. It creates the lead, attaches the roof report, prices the job and moves the deal. Your board stays current without anyone typing.

9:41
MS
SC
412 Ridgeway
Dale · Aline · crew · ABC Supply
Everything about this job, every channel
Today
RC
412 Ridgeway crew2m
Mateo: Tear-off done on the north slope2
LP
Linda Park10:42
Copilot: Yes — please leave the driveway clear
Harvel Lee Brown
314 Adams Dr, Coatesville, PA
LowComplexity
0 sqft
Area
0.00 sq
Squares
0%
Waste
0
Facets

Stop typing into your CRM. Feed it.

Forward an email, snap a handwritten estimate or answer a DM. Copilot reads the name, address and scope, opens the deal and attaches the roof report. If it isn't sure about something, it asks before saving.

Jobs
People
Team
DH
MS
AB
412 Ridgeway
Install · day 1 · Mateo: rotten decking · needs approval
2m3
LP
88 Pine Hollow
Install Thu · Linda: Thursday at 9 works!
10:42
CR
17 Elm St
Quote sent · Carlos: Can you do $18,500 cash?
9:151
JM
22 Cedar Rd
Lead · Copilot offered Thu 4 PM or Fri 9 AM
9:30

One board. Every deal the team is working.

Every lead and job in one pipeline — sort by stage, owner, or value. Drag a card forward and the whole team sees it move. Current even when you're on a roof.

Everything a roofing CRM needs, built in.

Everything a roofing CRM needs, built in.

Know what needs you today, where every deal stands and whether the month is on track. No spreadsheet, no Friday catch-up.

Know what needs you today, where every deal stands and whether the month is on track. No spreadsheet, no Friday catch-up.

Needs you first

A daily feed of the quotes opened twice, the deposits due and the jobs waiting on your approval.

Needs you first

A daily feed of the quotes opened twice, the deposits due and the jobs waiting on your approval.

A pipeline that moves itself

Report ordered, quote sent, contract signed. Each step moves the card, so the board is right without anyone dragging it.

A pipeline that moves itself

Report ordered, quote sent, contract signed. Each step moves the card, so the board is right without anyone dragging it.

Goals, commission, leaderboard

Reps see what is left to hit their goal and where they rank. Owners see the whole company.

Goals, commission, leaderboard

Reps see what is left to hit their goal and where they rank. Owners see the whole company.

The pipeline, without the busywork.

Your stages, your labels

New lead, inspection, estimate, contract signed, installation, completed. Rename the stages and tag jobs as storm damage, insurance or financing.

Tasks and calendar on the job

Owners and reps, different views

Your stages, your labels

New lead, inspection, estimate, contract signed, installation, completed. Rename the stages and tag jobs as storm damage, insurance or financing.

Tasks and calendar on the job

Inspections, installs and follow-ups live on the deal and on the shared calendar, synced both ways with Google Calendar.

Owners and reps, different views

Reps see their own numbers and the board. Owners see revenue, win rate and pipeline for every rep, without asking for a report.

Pipeline · Roofingauto-updated
Lead
22 Cedar Rd
$16,400
5 Oak Ct
$12,900
Quoted
17 Elm St
$18,500
91 Birch Ln
$21,300
Signed
412 Ridgeway
$19,610
88 Pine Hollow
$14,200
412 Ridgeway moved to Signed — Dale signed at 10:42.

Questions roofers ask

Roofing CRM, answered.

A roofing CRM tracks every lead and job from first contact to final payment: the homeowner, the roof report, the quote, the contract, the schedule and the payments. Sunate adds a Copilot that fills it in from texts, photos, voice notes and emails, so the pipeline stays current without data entry.

Talk to the homeowner.

Sunate updates the CRM.

Get the app, or see it live with a person from the team.

Copilot

Roof reports

Pricing

About

Log in

Start for free