Related Products
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About
Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. Run a completely paperless service department so you can focus on: winning more bids, increasing productivity, working remotely on-site, improving client satisfaction. Dataforma was created by a roofing contractor to provide a user-friendly, robust software to the roofing industry without the price tag of a custom-built program. With our Dataforma CRM, you can revolutionize your service department from start to finish, use a single paperless system from the initial call all the way through invoicing and never lose track of a call or customer’s history again. As a busy contractor, you should never have to spend time searching through stacks of unfiled papers. With Dataforma, improve the organization of your operations by storing documents in an online database that’s simple to use and accessible from any location.
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About
ProLine is the roofing CRM that sells more jobs, built for roofers who want to dominate their market and still make it home for dinner. It brings engagement, quoting, selling, project management, communication, billing, payments, calendar, reporting, and review generation into one simple software experience made specifically for residential roofing teams. Every ProLine feature answers what do roofers need to close more sales, save time, and get more reviews. Users can customize, review, send, and collect signatures for roof quotes from the same software, choose from ready-to-go templates, build branded quotes, upload price lists, and send quotes from the phone so jobs keep moving. ProLine is built around communication first, letting teams call, text, and email leads from inside the CRM with dedicated business phone numbers, call recording, voicemail, email tracking, automated text and email sequences, and project-level communication history.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Field service management platform for companies
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Audience
Residential roofing owners and sales managers who need one CRM to answer faster, quote faster, follow up automatically, manage projects, and close more roof jobs
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$497 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDataforma
Founded: 2004
United States
www.dataforma.com
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Company InformationProLine
Founded: 2021
United States
useproline.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Field Service Management Features
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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Integrations
Angi
CompanyCam
EagleView
Hover
QuickBooks Online
RoofScope
Secoda
SendJim
Zapier
intermix.io
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Integrations
Angi
CompanyCam
EagleView
Hover
QuickBooks Online
RoofScope
Secoda
SendJim
Zapier
intermix.io
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