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What is RooferPro?

RooferPro Software offers users an extensive array of tools to access vital information regarding re-roofing prospects and clients, which facilitates efficient calendar management, documentation of all client interactions, and the tracking of sales opportunities throughout the entire sales process, while also evaluating the overall effectiveness of the sales team. Effectively organizing customer-oriented activities and events in the roofing industry is crucial for successfully securing deals and developing strong customer relationships. The sales activity management features in RooferPro are crafted to keep your roofing representatives coordinated and working together, ensuring that clients receive the attention they require. A key component of managing sales efforts is the ability to observe your sales team's activities in real-time. By creating in-depth roofing sales activity reports, you can obtain a comprehensive view of your organization’s sales initiatives, which aids in enhancing performance management. These reports concentrate on the essential sales metrics relevant to your roofing business, allowing for informed decision-making and strategic planning to boost overall productivity. Furthermore, RooferPro’s capabilities empower roofing companies to optimize their operations, cultivate stronger customer ties, and adopt a more proactive approach to sales management. Ultimately, the software serves as a valuable asset in navigating the complexities of the roofing sector.

What is HarrisData CRM?

HarrisData offers three innovative CRM modules designed to significantly improve operational efficiency within organizations. CustomerFirst® provides various departments with crucial tools for support, help desk operations, and quality monitoring, enabling them to efficiently handle customer information relevant to their individual needs. This comprehensive solution tracks the entire process from the initial logging of a request or issue to its final resolution. SalesFirst® is specifically crafted to assist businesses in structuring their sales teams, prospects, and client relationships. This essential tool for sales professionals consolidates all relevant historical and key information about potential customers, while also facilitating the monitoring of competitor data to enhance sales tactics in response to market dynamics. Finally, WebFirst® offers customers the ability to access, update, and create support tickets online at any time, ensuring they have round-the-clock convenience. This module also allows users to conveniently download software updates from the web, keeping them equipped with the latest tools as needed, further enhancing user experience and satisfaction. By integrating these modules, organizations can create a cohesive system that streamlines customer engagement and boosts overall productivity.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RooferPro

Company Location

United States

Company Website

www.rooferpro.com

Company Facts

Organization Name

HarrisData

Date Founded

1972

Company Location

United States

Company Website

www.harrisdata.com/software/crm

Categories and Features

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Residential Construction Estimating

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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