Ready to grow? Let’s get started.
Connect with us today for a demo and see how Contractors Cloud can help you manage your people, projects, and profits—all in one place!
The roofing CRM for peak growth
Discover the most complete roofing CRM and project management software for your contracting business. Get connected to your sales, projects, ordering, scheduling, financials, and more.
Built for your custom contracting workflows with powerful features you need
CRMdefault
Salesdefault
Project Managementdefault
Productiondefault
Communicationdefault
Financialsdefault
Reportingdefault
CRM
A contracting and roofing CRM built for the trades with no trade-offs
Our contractor and roofing CRM features are purpose-built for contractors, offering powerful tools to manage every relationship essential to your business. Manage your contacts, prospects, and offer a customer portal. Total account management for suppliers, installers, and even a vendor portal to centralizes your communication and workflow.
Sales
Dominate your sales process
Contractors Cloud will streamline and organize your sales process and team to capture and close more projects. From lead management and appointment scheduling to advanced estimating, proposals, e-signatures, and commission tracking.
Project Management
Workflows to manage, streamline, and deliver perfect projects
Our project management features are completely custom to streamline your process, not ours. From contract and workflow management to advanced tools like alerts, customer portals, milestone tracking, and so much more. You can efficiently handle every aspect of a project from start to finish.
Production
Total control over materials, suppliers, and scheduling
Master your production process with ease. Contractors Cloud streamlines material management through order scheduling, price tracking, and inventory control to keep projects on budget and on time.
Supplier coordination and crew scheduling ensure seamless execution and communication across all stakeholders.
Communication
From inbox to job site: communication tools that deliver
Keep your team and customers seamlessly connected with communication tools designed for contractors. With automated alerts, customizable email templates, Jet Stream messaging, and dedicated portals for customers and vendors, our system ensures collaboration with your team, crews, suppliers, and especially your customers.
Financials
Smart accounting for smarter business
Take hold of your business with powerful financial tools designed specifically for roofers and contractors. From streamlined invoicing and payment processing to real-time tracking of accounts receivables, bills, and expenses, we make managing your cash flow a superpower.
With accurate job costing and seamless QuickBooks integration, you’ll have everything you need to maximize profitability and keep your projects running smoothly.
Reporting
Powerful insights to turn data into decisions
Contractors Cloud offers an unparalleled suite of over 50 reports designed to make every detail of your business visible and actionable. From accounts receivables and expenses to production milestones and lead tracking, these reports give you a clear, data-driven view of your operations.
Our reporting tools empower you to identify opportunities, eliminate bottlenecks, and run a stronger, more profitable business.
Integrations
Connect with the apps and tools that drive your workflows
Contractors Cloud’s features integrate with the apps and tools that you already use or want to use to run your business. Automate your data and work with integrations for photos, estimates, financials, projects, and more.
Popular integrations include:
- QuickBooks Online
- CompanyCam
- EagleView
- Galaxy Forms
- HailWATCH
Mobile app
Always connected to your roofing CRM
Manage your business and projects in the field. Our mobile apps for iPhone and Android keep you connected to your contacts, projects, tasks, team communication, photos, files, and more. Perfect for your sales team!
Roofing CRM Documentation
Big problems start small, but we stop them in their tracks
In the contracting business, accountability and historical accuracy are everything. Our documentation features provide a seamless way to capture, manage, and retrieve critical details, photos, permits, certificates, and more.
With Contractors Cloud, you can confidently manage your project details, maintain compliance, and ensure accountability—because the little details matter when it comes to big decisions.
Helpful CRM FAQs
Is Contractors Cloud just a CRM?
That's a big NO! The CRM features are just one aspect of Contractors Cloud. Our software includes project management, production, financials, communication, and so many other features. We are an end-to-end platform to run your business.
Do you offer training?
Yes, we offer unlimited training to all of our customers at no extra charge for the lifetime of our partnership. We have a 5 step training program in place to get you comfortable and operational, and from that point forward we schedule training as needed.
Can you help me switch from my current CRM to you?
Yes, with Contractors Cloud you will be able to import records of all of your current and old customers from your existing CRM. We have a process to import customers, contact information, addresses, project statuses, and even project notes to get you up and running fast.
Who is Contractors Cloud suited for?
The majority of Contractors Cloud clients are retail and insurance-based roofing, siding, exterior, and restoration contractors. However, the system was designed and works beautifully for any sales-oriented general contractor. Even though most of our customers are exteriors contractors, we have a number of landscapers, painters, asphalt contractors, and many others benefiting from our system.
What level of service and support do I get?
You will receive a dedicated support team regardless of your chosen features package. Our team of experts is here to answer your questions, offer advice, and collaborate to ensure you get the maximum value from using our platform. We answer the phone, we reply to emails, we are here to help.
How am I billed?
At Contractors Cloud we bill monthly, and we only bill for your ACTIVE users. This means that you are only billed for users who actually sign in during the PREVIOUS month. No other service in our field offers this. There is a minimum rate of $189 per month.
Peak customer service, not just awesome software
Our team consists of dedicated experts passionate about helping you unlock the full potential of your business. Always ready to listen and find solutions, they’re your trusted partner, ensuring you get connected to all of the value we offer.
The support team is great. When I have needed help, the response time has been super quick.
The help and support from the Contractors Cloud team is excellent. Our rep is a great resource for us.
The support team is great at answering any questions you may have - but the platform is so simple you likely won't need them!
