The roofing CRM that shows which leads pay
Retail roofing runs on paid leads and in-home appointments. Closenture follows every roof from the first call to the deposit and shows you which lead sources, setters and closers are worth the money.
What is a roofing CRM?
A roofing CRM is software that keeps every roofing lead, appointment, estimate, contract and job in one place, from the first call to the final payment. Closenture adds the money side: what each lead source, setter and closer costs you and earns you, so you know where to spend next month.
Where roofing marketing money goes
Google LSA, Facebook, Angi, door knocking, home shows, yard signs and referrals all bring roof leads, at very different prices. The Money Map ranks them by what one sold roof cost you, not by what a lead cost.
| # | Source | Spent | Leads | Sales | Cost per lead | Cost per sale | Profit |
|---|---|---|---|---|---|---|---|
| 1 | Referrals | $600 | 15 | 5 | $40 | $120 | $23,900 |
| 2 | Google LSA | $7,200 | 80 | 9 | $90 | $800 | $36,900 |
| 3 | Door knocking | $6,000 | 60 | 6 | $100 | $1,000 | $22,350 |
| 4 | Angi | $4,800 | 96 | 2 | $50 | $2,400 | $4,300 |
| 5 | Home shows | $5,500 | 55 | 1 | $100 | $5,500 | −$1,125 |
| 6 | Facebook Ads | $9,000 | 200 | 1 | $45 | $9,000 | −$4,275 |
Ranked by cost per sale, Facebook Ads is your worst: $9,000 for one roof. Put the next $1,000 into Google LSA, where a sale costs $800.
Profit = sold × 35% margin after materials, labor and commission, minus marketing.
Good, better and best on every roof
Three shingle options with their own prices on one contract. The homeowner picks one and signs on the rep’s phone, with the deposit and the 3-day right to cancel.
How contracts work
Setters, closers and canvassers
Door knocking is a lead source with its own cost, so canvassers are judged like any other source. Every setter and closer has a scorecard counted the same way.
From sale to install
A sold roof becomes a job that moves through your own stages to the install. Each job keeps its roof details, photos, files, crew and costs, and shows the profit left after materials, labor and commission.
On every job
Roof details
Squares, pitch, layers, stories, material and color on every job.
Claim details
Insurance company, claim number, adjuster, deductible and date of loss, when a job has a claim.
Photos and files
Before and after photos and documents on the job, from any phone.
The crew’s view
Installers see their jobs and tasks on their phone, without the money.
How to choose a roofing CRM
Retail or insurance?
Mostly retail sales with paid leads: Closenture fits. Mostly insurance restoration with supplements and adjusters: look at a CRM built around claims.
Who sells, and where?
If setters book and closers sell at the kitchen table, you need appointment results and setter and closer numbers, not only a job board.
Measurements and ordering
Some CRMs include roof measurements or supplier ordering. Closenture works next to your measurement provider instead.
The real price
Per-user fees, one-year contracts, setup fees and texting add-ons change the total. Compare published roofing CRM prices.
What it does not do
Insurance supplements
Closenture is built for retail roofing. You can keep claim details on a job, but there is no supplement or adjuster workflow.
Measurements
Order measurements from your usual provider and attach the report to the job.
Material ordering
Closenture tracks job costs; it does not place orders with suppliers.
Questions
- It fits retail roofing best: paid leads, in-home appointments and same-day contracts. Companies that also do insurance work can keep claim details on each job, but there is no supplement workflow.
- Closenture is $199 a month for up to 10 users, month to month, with setup, import and training included.
- Yes. Door knocking is set up as a lead source with its own cost, and leads from canvassers go into the setters’ call queue like any other lead.
- Yes. Each person picks English or Spanish, and homeowner contracts and emails go out in either language.
- Yes. Export your contacts and jobs as a spreadsheet. We match your old reps, show you the totals before anything is saved and can undo the import.
Book a demo
We call you back, in English or Spanish, to set up a 20-minute demo with numbers like yours. Rather look first? Open the live demo or write to hello@closenture.com.