Audience
Project managers and contractors who need one CRM to manage leads, estimates, proposals, job tracking, communication, payments, and field operations
About Exterio
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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"This is f$&%ing awesome!" - Dave R.
** MARKETING **
• SEO
• Paid ads
• Google Business Profile
• Website
** SALES **
• Scheduling
• Lead tracking
• Boards
• Custom sales workflows
• Sales automation
** PRODUCTION **
• Production boards
• Custom job workflows
• Production automation
• Notes
• Tasks
• Material ordering directly from Beacon PRO+ and Roof Hub by SRS.
• Work orders
• Subcontractors
• Reports
** BILLING **
• Invoicing
• JN Payments
• Text-to-Pay
• Financing
• QuickBooks 2-way sync
** COMMUNICATION **
• Engage texting
• Email
• Caller ID
• @mentions
• Job share
• Notification center
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Pricing
Starting Price:
$199 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Exterio
Founded: 2013
United States
www.getexterio.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Exterio Frequently Asked Questions
Q: What kinds of users and organization types does Exterio work with?
Exterio works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Exterio support in their product?
Exterio supports these languages: English.
Q: What kind of support options does Exterio offer?
Exterio offers support via phone support and online.
Q: What other applications or services does Exterio integrate with?
Exterio integrates with: EagleView, Google Calendar, Microsoft Outlook, and QuickBooks Online.
Q: What type of training does Exterio provide?
Exterio provides training in the form of documentation and live online.
Q: Does Exterio offer a free trial?
Yes, Exterio offers a free trial.
Q: How much does Exterio cost?
Pricing for Exterio starts at $199 per month.
