How to choose a roofing CRM in 2026
A phone list will hold the names. It will not hold a crew schedule, a measurement, and an insurance claim. That is the part worth paying for.
A phone list will hold the names. It will not hold a crew schedule, a measurement, and an insurance claim. That is the software question. The rest of a vendor's page is a feature list.
1. What has to be on one job
Who called. Whether anyone went to the house. The estimate. Who is on that roof tomorrow. The photos and the measurement, not in a personal camera roll. The invoice, and what has actually been paid.
Insurance adds three more numbers: the ACV check, the depreciation still held, and the deductible. If those are a spreadsheet next to the CRM, you have two systems, and the money lives in the one nobody opens.
2. A generic CRM is fine until the work gets specific
One person, cash jobs, no crew: a simple contact tool can carry you. The week you add a helper, a second city, or a carrier, the real job moves into texts. You keep paying for the CRM and you keep working beside it.
3. Look at a year of the bill
Skallix is a plan, not a price per login.
Starter is two months free, then $99 a month. Up to 3 people, one market. Leads, jobs, estimates, the schedule, the iPhone and Android app, and five e-sign documents a month. No insurance claims on this plan.
Basic is one month free, then $249. Up to 7 people and 3 markets. Claims and the insurance money are on this plan, along with texting and calls.
Pro is one month free, then $495. Up to 14 people. The Lead Network is only here and on Enterprise. The first lead they deliver is free. After that it depends on the market.
No setup fee. They do take a card to start the free months. If another tool charges per seat, add that up before you compare the $99 line to anything.
4. Put your own leads in it
A demo is full of tidy sample jobs. Load a real week. If the person who sells cannot move a lead, and the person who orders cannot find the measurement from the driveway, the feature list does not matter.
Ask how the old jobs and photos come over. A blank spreadsheet means someone on your crew is retyping. Count that week as part of the price.
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