A Single CRM For All of Your Needs
Use the CRM on its own, or pair it with the rest of Instant Roofer. Leads, appointments, instant roof measurements, job photos and videos, notes, quotes and payments all live together in a single interconnected CRM. Start with one tool and add more when you're ready. No forced migration, no all-or-nothing commitment.
Unlimited users · Unlimited leads · Use standalone or as part of the $199/mo bundle
From First Touch to Signed Quote
Manage every lead, appointment, and quote in one connected pipeline.
Step 1
Capture Every Lead
Generate professional quotes with a click and send them for digital signature and payment for a more streamlined sales process.
Step 2
Schedule and Track
Book appointments on shared team calendars, log call notes, and attach measurement reports, photos and docs to the customer record.
Step 3
Quote and Close
Generate professional quotes in a click, send them for online signature and payment, and watch deals move through the pipeline.
Quotes Powered by Built-In Roof Measurements
Every quote in our CRM is backed by an Instant Measure Report or a Human Certified Measure Report, generated natively inside the platform. No third-party logins, no waiting on outside vendors, no copy-pasting numbers between tools.
Every Other CRM
Imports reports from outside
- Wait hours or days for a third-party report to come back.
- Pay $20 to $90+ per report on top of your CRM subscription.
- Bounce between platforms, download PDFs, re-upload to the customer record.
- Lose the deal because the homeowner already signed with a faster competitor.
Instant Roofer CRM
Measurements built in, natively
- Instant Measure Reports in 5 seconds, right from the customer record.
- Human Certified Measure Reports for $10, ready in about an hour.
- Auto-attached to the customer and pulled into every quote, no re-entry.
- Quote the homeowner on the spot and close while you're still in the driveway.
No other CRM has this natively built in.
Importing third-party reports from outside tools costs contractors time and money, and every minute of delay hurts conversion. Native measurements mean faster quotes, higher close rates, and zero per-report fees stacked on top of your CRM.
Everything You Need to Run the Business
A modern CRM built specifically for roofing contractors and exterior trades.
Centralized Lead Management
Manage leads from every source in one place: website forms, calculator, online scheduler, ads, or imported lists.
Appointment Scheduling
Book and reschedule appointments with built-in calendars. Send reminders and avoid conflicts across the team.
Attach Reports, Photos and Docs
Drop measurement reports, project photos, drone video and documents onto any customer or quote in seconds.
Detailed Interaction Notes
Log every call, text, and visit so the next person picking up the file knows exactly where things stand.
Generate and Share Quotes
Build professional, branded quotes from templates and send them for online signature and payment.
Multi-Team Member Management
Add unlimited team members with role-based permissions. Each person gets their own calendar and pipeline view.
Pipeline Stages
Move deals through customizable stages so you always know which jobs need attention next.
Reminders and Follow-Ups
Automated nudges keep deals moving forward so leads never go cold in your inbox.
Connected to Every Tool
Pulls in measurements, photos and videos, quotes and payments automatically. No copy-paste between apps.
Frequently Asked Questions
Common questions about the Instant Roofer CRM.
Can I use just the CRM without adopting the rest of the platform?
Yes. Plenty of contractors start with just the CRM and keep their existing measurement, marketing, or scheduling tools in place. The $199/mo price is the same whether you use one tool or all of them, so you can adopt the other pieces (Instant Measure Reports, Quote Generation, Online Scheduler, etc.) at your own pace as your team gets comfortable. No forced migration, no all-or-nothing commitment.
How hard is it to switch from my current CRM?
We designed onboarding to keep switching cost low. Most contractors are live in minutes, our team helps import contacts, leads and deal history, and you can run Instant Roofer alongside your current CRM during transition. You can start with one workflow (for example, just appointments or just quotes) and expand from there.
How is this different from legacy roofing CRMs?
Instant Roofer's CRM is built for the AI era. Measurements, photos and videos, quotes and payments are all native to the platform, not bolted on through third-party integrations. And it's included in the $199/mo bundle instead of a separate per-user subscription.
Is the CRM included in the $199/mo bundle?
Yes. Unlimited users, unlimited leads, and unlimited storage are all included. There are no per-seat fees.
Can multiple team members use it at once?
Yes. Add as many sales reps, project managers and admins as you need. Each user has their own calendar, pipeline view, and role-based permissions.
Can I attach measurement reports and photos to a customer?
Yes. Instant Measure Reports, Human Certified Measure Reports, photos, drone video and documents from Photo & Video Capture all attach to the customer record and any quote you generate.
Can I migrate from my current CRM?
Yes. Our team can help you import contacts, leads and deal history. Reach out and we'll walk you through it.
Does it work on tablets and in the field?
Yes. The CRM is fully accessible on iPads and other tablets through the browser, so reps can manage leads, notes and quotes from the field. The Instant Roofer mobile app is a separate tool focused on running Instant Measure Reports and Photo & Video Capture on a phone, and everything captured there flows back into the CRM automatically.
Replace Your Legacy CRM Today
Start with just the CRM, or unlock the full AI Tool Bundle at the same $199/mo price: Photo & Video Capture, Quote Generation, Instant Measure Reports, Mobile App, Website Calculator, Website Contact Form, and Online Scheduler. Adopt one tool at a time at your own pace.