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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.

About

Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Exterior remodeling contractors who need one CRM to manage leads, estimates, proposals, job tracking, communication, payments, and field operations

Audience

Solar and roofing companies requiring a sales conversion platform to optimize their document management operations and sales processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$199 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 1.0 / 5
ease 3.0 / 5
features 1.0 / 5
design 1.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Exterio
Founded: 2013
United States
www.getexterio.com

Company Information

Solo
Founded: 2018
United States
gosolo.io

Alternatives

Alternatives

SolarGenix

SolarGenix

SolarGenix.ai
SolarLogics

SolarLogics

Logics CRM
ONTILITY Pro

ONTILITY Pro

Energy Matters

Categories

Categories

Integrations

Docusign
EagleView
Enerflo
Google Calendar
Microsoft Outlook
Mosaic
Nearmap
Podium
QuickBooks Online
SPOTIO
SalesRabbit
SmartCallz

Integrations

Docusign
EagleView
Enerflo
Google Calendar
Microsoft Outlook
Mosaic
Nearmap
Podium
QuickBooks Online
SPOTIO
SalesRabbit
SmartCallz
Claim Exterio and update features and information
Claim Exterio and update features and information
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Claim Solo and update features and information