Smart lead management
Every lead captured and organised automatically. One clean list, filter by new / contacted / booked, move them forward with one click. Phone and desktop.
Roofing CRM
Every lead answered. Every job tracked.
A CRM built for roofing companies. Calls, texts, inspections, insurance claims, proposals and invoices in one place — with an AI receptionist that picks up when your crew can't.
Demo line: (832) 501-1555 — a live AI receptionist answers. Try it before you talk to us.
AI Receptionist 24/7
Inspection Booking
Insurance Claim Tracking
Reviews on Autopilot
Watch · 43 seconds
From first call to five-star review.
How the CRM handles every lead — and every outcome — so your crew can stay on the roof.
- Title
- Every lead, captured
- The AI receptionist answers
- The job moves itself forward
- The outcomes, handled
- Set up, trained and run by Packeze
Try it right now
Call our AI receptionist. See for yourself.
This is the same AI that would answer your company's phone. Call the demo line, say you've got a leak or hail damage, and listen to it ask the right questions and book an inspection. Hang up whenever you like.
Free to call · Available 24/7 · Nothing is sold on this line
- 1
It picks up on the first ring
Introduces itself as the roofing company's assistant and asks what's going on with your roof.
- 2
It asks the questions your office would
Type of roof, the problem, your address — and whether it's an insurance claim or cash job.
- 3
It checks your service area
Out-of-area callers are politely declined so your team never quotes a job it can't take.
- 4
It books the inspection
Offers real open slots, confirms by text, and logs the whole call with notes on the lead.
See it in action
Your customers, your office, your website.
Three screens from a roofing CRM set up by Packeze. The chat is a real exchange with the demo bot; the names and jobs are examples.
1 · What a homeowner sees on your website
The AI chat answers, qualifies and books
SDSan Diego Roofing · Have a question?⌄
SD
Hi! I'm the San Diego Roofing assistant. What's going on with your roof?
Do you handle insurance claims for hail damage?
SD
We can help with hail-damage requests by setting up a free inspection so the team can assess the roof and discuss next steps. I can't confirm coverage or give insurance advice, but I can help get your request started — what city is the property in?
Chula Vista
SD
Great — Chula Vista is in our service area. I can book a free inspection. Does Thu Oct 16, 9:30 AM or Fri Oct 17, 1:00 PM work?
Thursday works
SD
You're booked for Thursday, Oct 16 at 9:30 AM. I've sent a confirmation text and added it to the team's calendar. Anything else I can help with?
Type a message➤
Powered by Packeze
The bot screens for job type, service area and insurance-vs-cash, then books into real calendar slots. Urgent calls and hot leads go to a person.
2 · Your website, with the chat built in
A roofing landing page that captures leads 24/7
▲ San Diego RoofingAbout · Services · ContactBook Service
ROOFING
Service for
your home
Licensed · Insured · Free inspections across San Diego County
Book ServiceExpert teamInsurance claims5-star rated
SDHi there! Have a question? Chat with us here.
💬
Included with Growth and Pro: a hosted site or landing page in your branding, with the chat widget, booking form and call tracking already wired to the CRM. We can also add the widget to a site you already have.
3 · What you and your office see every day
The admin screen — on your desktop and in the mobile app
Roofing Pipeline ▾ · 14 open · $147,300
New lead 4 · $38,900
Maria Alvarez1420 Juniper St, Chula Vista$12,400InsuranceAI chat
Kevin NguyenMission Hills · hail$9,800InsuranceWeb form
Dana ParkLa Mesa · leak$6,200CashMissed call → text
Tom ReyesEl Cajon · re-roof$10,500CashYard sign
Inspection booked 3 · $31,700
Robert BellThu 9:30 AM · Crew A$11,900InsuranceAI booked
Tracy OkaforFri 1:00 PM$8,600Cash
Luis ChenMon 8:00 AM$11,200Insurance
Proposal sent 3 · $36,300
Jen WhitfieldOpened · not signed · day 3$14,800CashFollow-up sent
Sam OrtizSigned ✓ · deposit due$9,900Insurance
Priya ShahViewed twice$11,600Cash
Insurance / approval 2 · $23,100
Greg HoltAdjuster Tue 10 AM · claim #A4471$13,500Insurance
Ana LopezSupplement filed$9,600Insurance
Scheduled 2 · $17,300
Mike DunnMon · Crew B · 2 days$9,100Cash
Carla RuizWed · Crew A$8,200Insurance
Maria Alvarez💬 Web chat · AI booked Thu 9:30
Dana Park📱 "Yes please call me back after 5"
Jen Whitfield✉ Opened proposal · no reply
(619) 555-0142📞 Missed call · text sent
Robert Bell📱 "See you Thursday"
Sam Ortiz✉ Signed proposal ✓
Maria Alvarez · (619) 555-0188 · Chula Vista Insurance
Do you handle insurance claims for hail damage?
AI
We can help with hail-damage requests by setting up a free inspection… what city is the property in?
Chula Vista — Thursday works
AI
Booked: Thu Oct 16, 9:30 AM. Confirmation text sent.
✓ Opportunity created in New lead · tagged Insurance · assigned to Crew A · reminder set for Wed 5 pm
Reply by text, email or call…➤
Mon 13Tue 14Wed 15Thu 16Fri 17
8 AM9 AM10 AM11 AM12 PM1 PM2 PM3 PM
Luis Chen · inspection
Mike Dunn · re-roof · Crew B
Greg Holt · adjuster
Priya Shah · inspection
Carla Ruiz · install · Crew A
R. Bell · AI booked
M. Alvarez · AI booked
Kevin Nguyen · inspection
Tracy Okafor · inspection
InspectionBooked by AIAdjusterCrew on site
Calls answered212100% · 31 by AI after hours
Inspections booked3814 booked by AI
Proposals signed11$127,900
Google reviews+94.9 ★ average
Revenue by stage · this month
Where leads came from
- Google / website chat42%
- Phone (AI answered)26%
- Yard signs & door hangers17%
- Referrals10%
- Storm campaign5%
Click Pipeline, Inbox, Calendar and Dashboard above to see each screen. Every lead on the pipeline carries its conversation, its appointment and its documents — one record per customer, on desktop and in the mobile app.
Why roofers need this
The leads you lose are the ones you never see.
A roofer on a roof misses about a third of calls. Most of those homeowners don't leave a voicemail — they call the next company on Google. A CRM with an AI receptionist answers every one of them. Put in your own numbers.
$
Assumes 4.3 weeks a month and that answering every call recovers 4 in 10 of the callers you'd have lost — a typical result, not a guarantee.
Your estimate
- Revenue lost per month
- $40,850
- Recovered with the CRM
- $16,340
- Recovered per year
- $196,080
One recovered roof pays for the CRM for the year.
What's included
Fifteen tools. One login. Built for roofing.
Everything below is set up for you before you log in — your pipeline stages, your service area, your templates, your branding.
Lead tools
Capture every lead and know which ones are worth your time
Automated lead screening
Before anyone picks up the phone, the system finds out the job type, checks your service area, and asks insurance or cash. It's all on the contact when your team calls back.
Service area control
Set the cities and zip codes you serve. Out-of-area leads get flagged so you stop quoting jobs you can't take. Change it yourself any time — the AI receptionist uses it too.
AI tools
Answer every call and text, around the clock
AI receptionist — chat
Replies to website chats and texts 24/7. Sounds like your team, collects name, phone, email and job type, checks the service area, and hands hot leads to a person right away.
AI receptionist — phone
A live-sounding agent answers every call, asks about the roof and the problem, books the inspection, and transfers urgent calls to a real person. Every call logged with notes. Call the demo ↑
Automated follow-up
Texts and emails on a schedule: same-day follow-up, appointment reminders, a nudge when a lead goes quiet. Personalised with their name; stops the moment they reply.
Job tools
From inspection to final payment, nothing slips
Inspection booking calendar
Homeowners book straight from a text. The AI offers your real open slots, confirms instantly, and lets them reschedule. No phone tag, no double booking.
Insurance claim tracking
Adjuster name, appointment, claim number, scope and supplements on the job. Stages: filed → approved → scheduled → completed. Photos and documents attached. All insurance jobs in one view.
Job tracker
Insurance or retail: sold → scheduled → in progress → done. Crew assignments, materials, notes, before-and-after photos. The whole team sees what's on this week.
Pipeline view
A board of every lead and job. Drag between stages, see the revenue sitting in each one, filter by crew or job type. Easy to update from a phone.
Business tools
Get paid faster and look like the biggest roofer in town
Two-way text, email + dialer
One inbox for every text and email, with the full history per customer. Reply from the office or the truck. Nothing lives in someone's personal phone any more.
Review requests
When a job closes, the customer gets a text with a one-tap link to your Google listing. More reviews, better ranking, and a running count so you can see it working.
Proposals and estimates
Branded templates with line items for scope, labour and materials. Send by text; the homeowner views and signs on their phone. You're told when they open it.
Invoicing
Itemised invoices in minutes, paid online from the invoice itself. Automatic reminders, paid/overdue tracking, all tied to the customer record.
Custom branding
Your name and logo on every touchpoint — booking pages, texts, proposals, invoices, the app. Set it once; it looks professional everywhere your customers see it.
Want to see it with your company's name on it?
We'll load a demo with your logo and your service area before the call.
Book a callHow it works
Live in two weeks. You don't build anything.
We set it up, load your roofing template, and train your office and your crew. You show up to one 45-minute session.
1
15-minute call
How you get leads today, who answers the phone, and where jobs fall through.
2
We build it
Your pipeline, service area, calendar, branding, phone number and AI receptionist — set up and tested.
3
Launch & train
One session for the office, one for the crew. The app is on every phone before we hang up.
4
We keep it running
Monthly check-in, new automations as you grow, and a Texas-based human to call.
Pricing
Simple monthly plans.
No per-user fees. Unlimited contacts. Month to month after the first 90 days — or commit to 6 months and we waive the setup fee. Texting and calling minutes billed at cost.
Draft pricing · subject to confirmation
Launch
Stop losing the leads you already get.
$297 /mo
+ $499 one-time setup · free on a 6-month plan
- Smart lead management + screening
- Service area control
- Two-way text, email + dialer
- Automated follow-up
- Inspection booking calendar
- Review requests
- Custom branding + mobile app
Growth
Run the whole job, not just the lead.
$497 /mo
+ $699 one-time setup · free on a 6-month plan
- Everything in Launch
- Pipeline view + job tracker
- Insurance claim tracking
- Proposals & estimates with e-sign
- Invoicing with online payment
- Storm & seasonal campaigns
- Monthly performance report
Pro
Never miss a call, day or night.
$697 /mo
+ $899 one-time setup · free on a 6-month plan
- Everything in Growth
- AI receptionist — phone, 24/7 (500 min/mo included)
- AI receptionist — chat & text
- Business listings sync (50+ sites)
- AI review replies
- Quarterly strategy review
Add-ons
Bolt onto any plan. The AI receptionist is for Launch and Growth — it's already in Pro.
AI phone receptionist
$197/mo · 300 min included
Listings sync
$49/mo
Extra website
$15/mo hosting
Why Packeze
Software is easy. Someone who sets it up and answers the phone is not.
Most roofers who sign up for a CRM on their own stop using it within 60 days. We build it for roofing, train your team, and stay on the account.
Built for roofing
Insurance stages, adjuster fields, storm campaigns, inspection calendars. Not "Deal Stage 1".
A human to call
Texas-based support that knows your account. Not a ticket queue, not a chatbot.
Works with your marketing
Leads from your yard signs, door hangers, ads and website all land in the same inbox and the same pipeline.
Numbers you'll read
Calls answered, inspections booked, proposals signed, revenue sold, reviews earned. One page, once a month.
FAQ
Common questions from roofers
Straight answers on setup, cost, insurance work and what happens to your existing customer list.
Call the demo line at (832) 501-1555 and decide for yourself. It introduces itself as your company's assistant, asks about the roof, checks your service area and books an inspection. Urgent calls get transferred to a real person on your team.
No. We forward your existing number, or port it in if you'd rather. Calls still ring your cell — the CRM logs them, and the AI picks up the ones you miss.
Yes. Every job carries the claim number, adjuster, appointment, scope and supplements, with stages from filed to completed. Lead screening asks insurance-or-cash up front so your team knows before the first call back.
Yes. A spreadsheet, QuickBooks export, Jobber, AccuLynx, JobNimbus or your phone's contacts. Past customers are your cheapest leads — the first campaign we usually run is a storm-season check-in to them.
Billed at cost, roughly a penny per text and two cents a minute. A typical single-crew roofer spends $20–40 a month. The AI phone receptionist comes with minutes included — 500 a month on Pro, 300 on the add-on — and extra minutes are 25 cents each.
As many as you like, on every plan. Office, sales reps, crew leads, a bookkeeper — each gets a login and only sees what you allow.
Two ways to start. Month to month after a 90-day minimum, with a one-time setup fee that covers the build, data import and training. Or commit to 6 months and we waive the setup fee completely — if you leave before the 6 months are up, the setup fee becomes due.
Ready to grow?
Answer every lead. Book more roofs.
Pick a time with our sales team. We'll show you the exact setup for your company on a 15-minute call — no pitch deck.
Or email salesrep@packeze.com