Related Products
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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
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.
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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
Solar and roofing companies requiring a sales conversion platform to optimize their document management operations and sales processes
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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
No information available.
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 InformationSolo
Founded: 2018
United States
gosolo.io
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Categories |
Categories |
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Integrations
Docusign
EagleView
Enerflo
Google Calendar
Microsoft Outlook
Mosaic
Nearmap
Podium
QuickBooks Online
SPOTIO
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Integrations
Docusign
EagleView
Enerflo
Google Calendar
Microsoft Outlook
Mosaic
Nearmap
Podium
QuickBooks Online
SPOTIO
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