Articles Tagged with ''CRM software''

The best parts of Sales Rabbit, ROOFLE, and RoofLink are now offered together in one package. 

Platform combines job management, estimating, storm tracking and insurance workflows

Roofing contractors often rely on multiple systems to manage a single job. Trussi brings CRM, estimating, materials ordering, payments and reporting into one connected platform, helping teams simplify workflows and see the numbers that matter in real time.

Roughly 80 in-house AI agents across lead intake, scheduling, customer communication and back-office operations are part of a broader effort to compress quoting and response times.

The integration is designed to eliminate manual data entry, accelerate estimating, improve project accuracy, and streamline operations from measurement through project execution.

 Through the collaborative partnership, Roofr brings hands-on support, resources, and meaningful visibility directly to the NWIR community.

Too many roofing contractors still treat financing as an afterthought, costing them closed deals, larger projects, and higher revenue. A new approach, Field Finance Service Management (FFSM), is changing that by integrating financing into every stage of the sales process.