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What is RoofLink?

RoofLink is an all-encompassing CRM platform tailored for roofing industry experts, providing a wide range of tools to improve and automate various aspects of their business processes. A key feature is its integrated roof measuring tool, which precisely determines dimensions for gutters, ridge vents, and fencing, facilitating the creation of comprehensive project estimates and enabling immediate assessments of profit margins. The software includes full inspection capabilities, allowing for organized documentation of roofing projects through effective job photo management and the creation of sleek PDF reports that are perfect for insurance purposes. Moreover, it features a well-organized product library with a pre-loaded supplier database, simplifying the generation of estimates, work orders, and material requests directly from the roof measurement data. RoofLink also boosts sales functions with its canvassing and lead generation capabilities, enabling teams to manage and visualize sales territories, prevent overlaps, and incorporate real-time weather data into their operational strategies. By integrating these diverse tools, RoofLink significantly enhances overall efficiency, ensuring that roofing professionals can swiftly adapt to market shifts and meet customer expectations more effectively. Ultimately, this platform not only streamlines business operations but also empowers users to deliver exceptional service within the roofing industry.

What is Exterio?

Exterio serves as an all-encompassing platform tailored for roofing CRM and project management, designed to improve communication among exterior contractors, hasten job estimates, efficiently manage leads, and secure additional projects across various domains including roofing, siding, windows, gutters, decks, maintenance, and other exterior tasks. Formerly branded as Roof Chief, Exterio distinguishes itself through its AI-powered CRM that enhances sales productivity while ensuring seamless operational and production workflows. By utilizing intelligent automations, the platform empowers contractors to streamline their processes, enhance follow-up efforts through connected communication tools, and provide a refined purchasing experience with digital sales proposals, all within a user-friendly interface capable of managing comprehensive business operations. Each interaction, ranging from leads and calls to texts, emails, and project management, is consolidated from the first point of contact to the final signed agreement, incorporating automated text and email sequences, reminders, customized workflows, task assignments, pipeline oversight, contact management, customer portals, and a thorough communication log linked to every project. This integrated methodology not only boosts productivity but also fosters a more systematic and efficient approach to overseeing exterior contracting tasks, ultimately leading to greater client satisfaction and project success. By consistently refining its features, Exterio aims to stay ahead in the competitive landscape of exterior contracting solutions.

Media

Media

Integrations Supported

EagleView
QuickBooks Online
CompanyCam
ContractorHUB
Enzy
Hover
Stripe
SumoQuote
Zapier

Integrations Supported

EagleView
QuickBooks Online
Google Calendar
Microsoft Outlook

API Availability

API Availability

Pricing Information

Free
Free Version

Pricing Information

$199 per month
Free Trial Offered?

Supported Platforms

SaaS
Android

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

RoofLink

Date Founded

2019

Company Location

United States

Company Website

rooflink.com

Company Facts

Organization Name

Exterio

Date Founded

2013

Company Location

United States

Company Website

www.getexterio.com

Categories and Features

Roofing

Not specified

Categories and Features

Roofing

Not specified

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