Request demo access Northvane Roofing
Architectural. Confident. Direct.
An interactive roof transformation that turns a complicated project into a clear next step.
- Scroll-driven roof story
- Interactive roof estimator
CRM & workflow automation for roofers
THE COLLECTION / 01—06Roofing CRM
for your team.
Connect inquiries, customer records and follow-up in a roofing CRM shaped around your team. Give every opportunity a next step and owners a clearer view of the work.
A limited collection. Five client places.
Free Motion website.
With purchase of a CRM integrated with AI.
Your plan covers CRM setup and managed automation for 12 months. The website build is free within the agreed scope.
CRM + managed automation starts at$750/month
Final price depends on your workflows, integrations and support needs.See plan details
01 / The customer-facing part
A clearer inquiry.
A useful first step.
Your website helps homeowners explain what they need. Explore a design direction, then plan how those inquiries should reach your CRM and the people responsible for following up.
Request demo access 
Request demo access Alder & Stone
Cinematic. Considered. Reassuring.
A film-led experience that helps homeowners understand the work before they request an inspection.
- Cinematic roof transformation
- Process, insurance & financing guides
Request demo access Contour Roofing
Precise. Modern. Transparent.
An estimator-first experience that brings the roof into focus with a 3D survey and a clear project range.
- Animated 3D roof survey
- Interactive project estimate
Request demo access Halcyon Roofworks
Cinematic. Luxurious. Transparent.
A drone-film concept with an AI roof visualizer for a homeowner’s photo, illustrative planning prices and a preview of a proposed client ledger.
- Scroll-driven concept drone film
- AI roof preview with planning prices
- Client ledger concept preview
Request demo access Velar Roof Atelier
Sculptural. Coastal. Bespoke.
A luxury roofing concept with an AI photo design studio, planning prices and an interactive sample owner portal. It shows how customer choices and project information could fit together.
- Cinematic concept estates
- AI roof design studio & planning prices
- Sample homeowner portal
Request demo access Stratum Roofing Co.
Interactive. Engineered. Unforgettable.
One live 3D home carries the whole site: watch a storm hit the roof, take it apart layer by layer, see a new roof built and design your own with real measurements.
- Real-time 3D roof, storm to ridge cap
- Layer-by-layer roof anatomy
- Roof studio with live measurements & planning prices
Every roofing brand in the collection is an illustrative contractor concept. Content, imagery and tools shown in the demos are examples; your final website, CRM setup and automation scope will be agreed together.
Sample storm mapMap © OpenStreetMap contributors
02 / Customer records & operations
One place for the next step.
A CRM keeps customer details, properties and project activity together so your team can see who needs a response and what happens next. The roofing offer includes tools for:
- Customer & property records
- Severe-weather maps & outreach worklists
- Customer progress portal
- Lead & review follow-up
- Paid advertising tools
- Social media tools
Ads and social media tools are included. Done-for-you campaign and content management are priced separately by scope.
Request dashboard accessThis demo uses fictional records. It sends no messages and books no real appointments. Your agreed plan defines the live connections and workflows to be implemented.
03 / Workflows to consider
Less chasing.
More work moving forward.
Start with missed calls, open estimates or information being entered twice. We map the handoffs, agree which workflows to build, then monitor and maintain them.
Respond to new leads
Capture the inquiry, acknowledge it and put the next step in front of your team.
- Less manual work
- Less copying contact details and checking separate inboxes.
- Why it matters
- Give the inquiries you already pay to attract a clearer path to an inspection.
Follow through on estimates
Keep open proposals moving and bring replies back to the salesperson.
- Less manual work
- Less manual chasing and fewer reminders to remember.
- Why it matters
- Keep quoted work from being overlooked while your team pursues new leads.
Keep inspections on track
Confirm appointments, send reminders and follow up when plans change.
- Less manual work
- Less scheduling back-and-forth and manual reminder calling.
- Why it matters
- Help protect inspection slots and reduce wasted trips.
Keep homeowners informed
Give customers a place to see confirmed progress, photos and next steps.
- Less manual work
- Answer routine status questions without another call to the office.
- Why it matters
- Free office capacity to support more active jobs and new inquiries.
Ask for reviews consistently
Make the review invitation part of job completion, with a limited reminder.
- Less manual work
- Less individual review chasing after every completed job.
- Why it matters
- Give future prospects more customer feedback to consider when choosing a roofer.
Find customers near a storm
Compare weather areas with customer properties and prepare a reviewed outreach list.
- Less manual work
- Less cross-checking weather maps against customer records.
- Why it matters
- Focus inspection outreach on existing customers who may need your help.
Explore all 24 automation ideasFrom the first inquiry to the next referral.
These are options for a scoped implementation, not live integrations or a promise to include every workflow. We choose the useful ones with you and price their setup and management around the agreed scope.
Capture leads. Move estimates forward.
Connect the steps between a new inquiry and an approved job.
Lead capture and first response
Bring inquiries from connected forms and ad channels into one customer record, preserve their source, check for duplicates and send an appropriate acknowledgment.
Missed-call recovery
Create a callback task and send an appropriate acknowledgment after a missed call, with follow-up adjusted when the customer responds or opts out.
After-hours intake
Collect the property address, roofing issue, urgency and preferred inspection time, then route urgent requests to your designated team member.
Lead qualification and assignment
Check the service area and requested work, assign the right salesperson and alert a manager when an inquiry has not received a response.
Inspection booking and reminders
Offer approved appointment availability, send confirmations and reminders, and adjust follow-up when an appointment is booked, changed or missed.
Estimate follow-up
Follow up on open estimates and alert the salesperson to replies, stopping the sequence when the customer responds, accepts, declines or opts out.
Older lead reactivation
Reconnect with eligible prospects who postponed a repair or replacement, with follow-up stopped when they respond, decline or opt out.
Contract and deposit follow-up
Track unsigned agreements and unpaid deposits, remind customers while action is outstanding and signal when the job is ready for production.
Keep jobs and homeowners up to date.
Reduce repeated admin between the signed agreement and final payment.
Sales-to-production handoff
Turn an approved job into assigned tasks, required documents, material selections and a production checklist.
Customer progress portal
Share confirmed milestones, appointments, approved photos, documents and next steps in the customer portal, with notifications when information changes.
Installation preparation
Send timely instructions about parking, pets, property access, material delivery and what homeowners should expect during installation.
Weather-related scheduling alerts
Flag jobs potentially affected by weather and prepare schedule changes and customer updates for staff approval.
Crew dispatch and work orders
Send each crew its approved schedule, job address, scope, access notes and checklist, then track acknowledgment.
Materials and permit tracking
Remind staff about orders, delivery confirmations, permits and inspections, and flag missing prerequisites before installation.
Job documentation and closeout
Request missing photos and checklists, then assemble approved completion documents, warranty information and care instructions.
Invoice and payment reminders
Use current accounting status to send balance reminders, stop them after payment and alert the office when personal follow-up is needed.
Stay connected after the job.
Build repeat business and keep your marketing and follow-up organized.
Storm-area customer outreach
Overlay weather events with customer properties to prepare an outreach and inspection worklist for staff review, using eligible contacts and potential exposure rather than assumed roof damage.
Automatic review requests
Invite customers to review completed jobs using consistent eligibility, with a limited reminder that stops after a review or opt-out and alerts for new reviews.
Referral follow-up
Invite customers to refer someone, capture each referral, assign the appropriate follow-up and track resulting jobs.
Inspection and maintenance reminders
Schedule eligible customer outreach around annual inspections, maintenance plans, warranty milestones and previously identified repair needs.
Paid advertising workflows
Connect ad inquiries to the CRM, flag spend or lead-delivery problems, route campaign changes for approval and report inspections and won jobs where tracking supports it.
Social media content workflows
Turn approved project photos and job details into draft posts, route them for approval, schedule publication and capture inquiries from supported channels.
Project portfolio updates
Turn approved completed jobs into website case studies with before-and-after photos, work performed and customer-approved testimonials.
Owner’s daily business digest
Summarize unanswered leads, aging estimates, unscheduled jobs, missing documents, overdue invoices and automation failures in one daily update.
Your workflow selection, connections and service scope are agreed before you commit. Benefits depend on your starting process and how your team uses the system.
Find the right starting point04 / How the offer works
Purchase a CRM integrated with AI.
Get the website free.
CRM and managed automation from $750/month for 12 months.
$9,000 minimum service commitment at the starting price. The website build is free with your CRM plan. Your final monthly fee depends on workflow complexity, integrations and support. Ad spend, platform subscriptions and third party usage are separate.
- 01Map the work
Show us how inquiries become estimates and jobs, which tools you use and where follow up gets held up.
- 02Agree on the complete scope
We confirm your paid CRM plan, the free website build, initial automations, ongoing support and final monthly price in writing.
- 03Launch, then keep it working
We configure your CRM and agreed workflows, adapt the site to your business, then monitor and maintain the system. New workflows and substantial changes are scoped separately.
05 / Start with the work
Where does
follow-up stall?
Tell us about your current tools, missed handoffs and the work you want to improve. We’ll discuss the fit and scope; you do not need to choose a website first.
Five client places in this offer. An inquiry starts the conversation; it doesn’t reserve a design or commit you to a contract.