Every Lead, Tracked
Automatically.
Visual Kanban pipeline, smart follow-ups, and full contact history — everything you need to close more jobs without a spreadsheet.
3×
More leads closed
100%
Lead visibility
0
Spreadsheets needed
Smart CRM
Your Sales Pipeline at a Glance
RoofYX's Smart CRM gives every lead its own timeline — from first contact to signed contract. Drag-and-drop stages, custom tags, and automatic activity logging keep your team aligned.
- Visual Kanban board with drag-drop stages
- Automatic activity history per contact
- Custom tags and lead scoring
- Notes, files, and photos per job
- Pipeline analytics: conversion rates, close time
- Connect leads directly to measurements and estimates
Pipeline 4 active leads
New
Johnson Res.
$8,400
Hail
Contacted
Smith Home
$12,200
Estimate
Davis Repair
$5,600
Won ✓
Miller Reroof
$18,900
Close rate 74%
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