CRM Software for Roofing Companies
Storm season doesn't wait for you to get organized.
TraxionLab is the business management platform built for roofing companies managing both storm-driven demand and longer retail sales cycles. Your account includes a lead capture and follow-up system designed to respond while storm leads are still hot, a pipeline that tracks insurance claims through every stage, and automated nurture sequences for retail prospects who need more time before they sign.
5 things ready before you log in
Five service-specific booking pages for roofing jobs. A retail inspection books a different calendar than a storm damage assessment, so your team arrives prepared for each type of job.
Pre-written follow-up sequences for inspection, installation, repair, and replacement jobs. Each sequence is tailored to the communication needs of that job type, from estimate follow-up through post-installation check-in.
A Roofing website and an offer page, both pre-built and ready to customize. Your service area, license info, and photos go in. The conversion layout is already done.
A marketing form that captures lead details, including whether it is storm damage or retail, before customers book. You know the job type before picking up the phone.
A pre-built pipeline for tracking roofing leads from first contact through completed installation. Storm week volume no longer means lost leads, every inquiry is tracked.
The Cost of Doing Nothing
One lost roofing job is $8,000–$15,000. During storm season, you could be losing tens of thousands per week from slow follow-up.
Average job/lead value: $8,000
What Roofing Owners Actually Deal With
Storm leads flood in and half get lost before you can follow up
Hail hits on Thursday. By Friday your phone has 200 missed calls. You're knocking on doors and climbing roofs for inspections, and there's no way to track who called, who you've quoted, and who's waiting. By the time you circle back, they've signed with the storm chaser who showed up that afternoon.
Insurance jobs have a 60–90 day sales cycle and you lose track
Roofing isn't a one-call close. Homeowner files a claim, adjuster comes out, supplement gets submitted, approval comes in, materials get ordered. That's 60–90 days. Without a pipeline, you lose track of which stage each job is in. Deals die in the middle because nobody followed up after the adjuster visit.
Retail leads think you're too expensive because they only see your price
The homeowner got three quotes. Yours is $14,000, the other two are $9,000 and $11,000. They go with the cheap guy because you didn't educate them on materials, warranty, and workmanship. You lost a $14K job because your follow-up was a number on a piece of paper, not a sales process.
Tools Built for Roofing Companies
Solves pain point #1
Speed-to-Lead Automation
Every inbound lead gets an instant text response, even if you're on a roof. Storm week generates 200 leads? They all get responded to in under 60 seconds with automated texts and booking links. No more lost leads.
Solves pain point #2
Multi-Stage Sales Pipeline
Track every deal from lead → inspection → claim filed → adjuster visit → approved → scheduled → completed. Automated follow-ups fire at each stage. Nothing falls through the cracks in your 90-day sales cycle.
Solves pain point #3
Drip Education Campaigns
After sending a quote, trigger an automated email/text series educating the homeowner: why materials matter, what warranty really covers, photos of your work vs. cheap installs. By day 10, they understand why you're worth $14K.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month