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About
Exterio is a roofing CRM and project management platform built to help exterior contractors communicate better, estimate jobs faster, manage leads, and win more work across roofing, siding, windows, gutters, decks, maintenance, and other exterior projects. Formerly Roof Chief, Exterio is an AI-native CRM designed to improve sales performance without sacrificing operations or production. It helps contractors move faster with intelligent automations, follow up better with integrated communications, and present a more professional buying experience with digital sales proposals, all on a clean platform that can run the entire business. Every lead, call, text, email, and project stays in one place from first contact to signed contract, with automated text and email sequences, reminders, workflows, ownership assignment, pipeline tracking, contact management, customer portals, and complete communication history tied to each job.
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About
RoofIT is an all-in-one roofing CRM software designed to help roofing companies stay organized, connected, and profitable by keeping every part of their business in one easy-to-use platform that the whole team can adopt without frustration. It centralizes job management so you can track projects from lead through completion with automated workflows for scheduling, task updates, and communication between office and field crews. RoofIT offers real-time reporting to monitor performance, revenue, and productivity with live data, and it improves team and customer communication by sharing updates, photos, and notes instantly to avoid scattered messages and missed details. It also supports built-in accounting sync with QuickBooks Online to eliminate double-entry of estimates, invoices, and expenses, and includes supplier integrations that let you order materials from partners like ABC Supply and SRS Distribution with live pricing and delivery tracking embedded in your job files.
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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
Exterior remodeling contractors who need one CRM to manage leads, estimates, proposals, job tracking, communication, payments, and field operations
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Audience
Roofing contractors and roofing business owners requiring a tool to manage leads, jobs, communications, materials, and finances from estimate to invoice
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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
$199 per month
Free Version
Free Trial
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Pricing
$349 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 InformationExterio
Founded: 2013
United States
www.getexterio.com
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Company InformationRoofIT
United States
roofitsolutions.com
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Categories |
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