The Ultimate CRM for Roofing Contractors

Manage leads, automate quotes, and track your roofing projects from inspection to completion with OmniSAM.

Win more jobs with professional, digital roofing quotes.

• Digital Proposals: Send professional roofing estimates via email and SMS.
• E-Signatures: Let clients approve quotes directly from their phone.
• Online Payments: Collect deposits and final payments securely.

Track every roof from inspection to completion.

• Drag & Drop Boards: Easily move jobs through stages like 'Inspection', 'Quote Sent', and 'In Progress'.
• Automated Follow-ups: Trigger automatic emails and SMS when a job changes stage.
• Team Visibility: Keep your entire crew on the same page with a centralised pipeline.

Never miss another roofing lead when you're on a job.

• Instant Response: Automatically text back callers when you can't answer the phone.
• Capture Details: Ask them to reply with their address and issue to speed up quoting.
• Win More Jobs: Be the first contractor to respond, even while you're on a roof.

Centralise all your homeowner communications.

• All-in-One Dashboard: Manage SMS, email, Facebook, and Instagram messages in one place.
• Team Access: Allow your admin staff to handle inquiries while your crew is on-site.
• Conversation History: Keep a complete record of every chat, quote, and photo shared.

Build a rock-solid local reputation on autopilot.

• Automatic Requests: Send an SMS asking for a review as soon as a job is marked 'Completed'.
• Google & Facebook: Direct happy clients to the platforms that matter most for local SEO.
• Reputation Management: Monitor and respond to all your reviews from inside OmniSAM.

Generate recurring revenue with automated campaigns.

• Storm Follow-ups: Quickly email and text past clients in areas hit by severe weather.
• Annual Inspections: Automatically remind homeowners when it's time for a yearly roof check.
• Gutter Cleaning Promos: Upsell seasonal services to your existing customer base.