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Rodok for roofing contractors

CRM for roofing: track bids, property managers and follow-ups

Follow every lead from inspection to signed contract, keep property managers and builders in view, and never let an estimate go quiet.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Follow every lead from inspection to signed contract, keep property managers and builders in view, and never let an estimate go quiet. Built around how roofing contractors actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages roofing contractors actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for roofing contractors

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Leads, estimates and signed jobs in one pipeline
  • Property managers and builders as repeat sources
  • Email and calendar next to the record
  • Follow-up tasks with dates

Not what Rodok is for

  • Aerial measurement and estimating
  • Crew scheduling and material orders
  • Invoicing and payments

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for roofing tracks every lead from the first call to a signed job, with a dated next step on each, and keeps the property managers and builders who send repeat work in view. It is not estimating software: it will not measure a roof or schedule a crew. It also applies to a roofing CRM.

How selling works for a roofing contractor

Roofing splits into two businesses. Residential retail sells to homeowners, a consumer sale that often depends on weather events and door-to-door work. Commercial and multifamily roofing sells to property managers, building owners, facility managers, schools and general contractors, which is a B2B sale with bids, repeat clients and longer cycles. Rodok fits the second kind best, plus the referral side of the first (agents, builders and insurance contacts).

The stages roofers recognize look like this:

StageWhat it meansNext step to log
LeadA call, form or referralBook the inspection
InspectionSomeone looked at the roofSend photos and findings
EstimateBid or proposal sentFollow up in 3 to 5 days
ContractThey said yesConfirm the start date
ProductionWork scheduled or underwayHand to the crew lead, then ask for a review

Your estimating and scheduling tools take over at production. Rodok tracks the relationship and the follow-up.

What to look for in a CRM

  • Repeat clients visible. A property manager with twelve buildings is worth more than a single job. See every building and contact together.
  • Companies and people linked. A management company, its regional manager and the building contact are three people at two companies.
  • Email and photos on the record. Inspection photos and questions live in your inbox. Attach them to the deal.
  • Tasks with dates. "Check the bid with the board after the meeting" should appear on the day.
  • A list of stale bids. A weekly view of estimates with no next step finds the ones that went silent.

Signals worth watching

These are public events that often come before a commercial roofing job. Each tracker is a sentence you type into Rodok Pro, which reads LinkedIn posts, job changes, hiring and company news. Rodok does not see the weather or building permits.

  • A new facility or property manager starts. Tracker: "facility managers and property managers who started a new role in the last 90 days in (your region)". New managers often review vendors. See new role outreach templates.
  • A company opens or expands a building. Tracker: "companies announcing a new facility, warehouse or expansion in (region)". See new office or market.
  • A general contractor is growing. Tracker: "general contractors hiring project managers or estimators in (region)". A growing contractor often needs subcontractors. See hiring surge.
  • A post asking for a roofer. Tracker: "posts asking for a roofing contractor recommendation in (region)". See recommendation request.

A first message example

An example with made-up names:

Subject: Roof inspections for your Eastside buildings Hi Paul, I saw you recently took over facilities at Eastside Distribution. Congratulations. We are a commercial roofer in (city) and do free condition reports on flat roofs. If you would like one for the two older buildings, I can send a date. No obligation.

Compare it with the meeting request email template.

Where Rodok fits and where it does not

Rodok Starter is a sales CRM: companies, people, deals, Gmail and Outlook sync, a calendar, booking links, reports and team chat. Pro adds LinkedIn signals, a lead database, sequences and AI. It is built for B2B teams, so it suits commercial and multifamily roofing more than a business that sells only to homeowners.

It does not do aerial measurement, estimating, crew scheduling, material orders, insurance claim paperwork or invoicing. Keep roofing-specific software for that. Your pipeline report shows win rate and cycle length, which helps price your bids. See the win rate calculator.

Frequently asked questions

Do roofing contractors need a CRM?

If you get repeat or referred work, yes. Estimates, follow-ups and past clients are easy to lose in texts and email. A CRM keeps each one with a next step. A spreadsheet works until you have a few dozen open bids.

Is a roofing CRM the same as estimating software?

No. Estimating software measures the roof and prices the job. A CRM manages the person and the follow-up. Many contractors use both, and Rodok covers only the CRM side.

How should a roofer track repeat commercial clients?

Add the management company, link each building contact to it, and log every job against the company. Then you can see which clients are due for an inspection or a maintenance visit.

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