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Custom CRM & business operations system
Causey Roofing CRM
A custom business operations system built around a roofing contractor's workflow.
causey-roofing-crmDemo
Demo data · not a live client site
Overview
- Problem
- Customer information, leads, estimates, materials, and business workflows were difficult to manage through disconnected processes and generic tools.
- Solution
- A custom CRM and business operations system built specifically around Causey Roofing's workflow.
- Outcome
- A single custom system designed around how the roofing company actually operates, instead of forcing the business into generic CRM software.
Built features
- Lead and customer management
- Follow-up tracking
- Estimates and invoices
- Roofing material management and pricing
- Editable labor / material costs
- Job and customer statuses
- Maps / location functionality
- Profitability tools
- Gmail / email integration
- Custom workflow tailored to the business