⚡ Built in Chandler, Arizona · Serving roofing contractors nationwide
Roofing CRM Software That Answers Every Estimate Request First
Reviewed by Charlie DeFelice, founder of Viking Marketing
Updated October 29, 2026
After a storm, a homeowner asks three roofers for an estimate in the same hour. The roofer who replies first usually gets the inspection. Viking's roofing CRM replies in seconds, day or night, asks what your estimator needs to know, books the inspection, and keeps following up on every open estimate until it is signed.
Flat from $297/month · No per-seat fees · No contracts · Live in about 48 hours · How it works · Compare roofing CRMs · Pricing · FAQ
this has solved all my speed to lead and out of hours problem.
— Tarek Maximus, Google review, solar installerInvoicing is automatic now! Scheduling is automatic!
— January Harrison, Google review, solar and lighting installer
- Replies to estimate requests in seconds, 24/7.
- Qualifies storm damage, replacement or repair.
- Follows up on every open estimate.
- Estimates, deposits and invoices by text.
- Flat price, no per-lead fees
A roofing CRM is customer relationship software that tracks each homeowner from the first estimate request through the inspection, the estimate, any insurance claim and the signed contract. It keeps every message, appointment and document on one customer record, and it reminds your team to follow up while a job is still open.
Roofing needs this more than most trades. Leads arrive in bursts after storms, and a sale can take days or weeks to close, especially when an insurance adjuster is involved. The jobs you lose are rarely lost on price. They are lost because a reply came too late or a follow-up never went out.
Roofing software splits into two jobs. Roofing management platforms such as AccuLynx, JobNimbus and Roofr are built largely around running the job after the sale: measurements, materials and production. Viking runs the sales side: the instant reply, the inspection booking, the follow-up and the invoice. Many roofers use one of each.
Where Roofing Jobs Get Lost Between the First Call and the Signed Contract
Most roofing companies already generate enough leads. The leaks are in the hours and weeks after a lead arrives:
- ✓A storm-day surge fills the voicemail faster than the office can call back, and homeowners book the roofer who answered.
- ✓An estimate goes out, the homeowner waits on the adjuster, and nobody follows up for three weeks.
- ✓Estimates live on paper, in an inbox and in someone's head, so no one can say which jobs are still open.
- ✓A finished job never gets a review request, so the next homeowner finds fewer reasons to pick you.
Viking closes each of those gaps on one platform: the reply, the booking, the follow-up and the review request.
How Viking's Roofing CRM Works
Five steps from the first message to a signed contract. The AI does the first reply and the follow-up; your estimators do the inspections.
A homeowner asks for an estimate.
A storm-damage inquiry, a replacement quote or a leak repair, by text, web chat, Facebook, Instagram or email. A missed call gets an instant text back. Every message lands in one inbox.
The AI replies in seconds.
Day, night or the morning after a hailstorm, a real reply goes out within seconds instead of a voicemail greeting.
It qualifies the job.
Storm damage, full replacement or repair, the property address, and whether an insurance claim is already open. Your estimator walks in knowing the job.
It books the inspection.
The AI offers real openings from your calendar and confirms the visit in the same conversation. Reminders go out before the appointment.
It follows up until the job is signed.
Each estimate sits in your pipeline with its status. Quiet homeowners get a follow-up on the schedule you set, and the conversation history stays on the record.
What a Storm-Damage Inquiry Looks Like
A Sunday-evening message after a hailstorm, handled in about two minutes. The AI asks what your estimator would ask, then books the inspection.
Viking AI for Roofing
Replying in seconds
Text message · Today
Inspection booked in 2 minutes, on a Sunday evening
Illustrative example only, not a real customer exchange. Questions and wording are set to match how your company qualifies jobs.
A Pipeline Built Around How Roofing Jobs Actually Close
Your pipeline is set up with your own stages, for example new lead, inspection booked, estimate sent, waiting on insurance, signed and complete. Every job shows where it stands, and nothing waits in a stage without someone knowing.
- ✓Every text, chat, email and note on one homeowner record
- ✓Automatic follow-ups on estimates that have gone quiet, on the schedule you choose
- ✓A shared inbox so your office can see and join any conversation
- ✓Automatic review requests once a job is marked complete
- ✓Campaigns that re-open old estimates from past seasons (Growth plan)
One record per homeowner, from the first message to the five-star review.
Estimates, Deposits and Invoices by Text
Send a branded estimate by text and email, and the homeowner accepts it from their phone. Take a deposit before the materials are ordered, then convert the estimate to the final invoice in one click when the work is done.
The homeowner pays by card or ACH from a secure link through your own processor (Stripe, PayPal, Authorize.net, NMI or Square). Payment reminders run until the balance is paid, and the payment lands on the same CRM record as the job. Payments and invoicing are on the Growth plan.
Viking vs. AccuLynx vs. Roofr
Two roofing platforms that come up when roofers search for a CRM, compared on what each company says about itself. They are built to run production. Viking is built to win the job. If a column fits your company better than ours, that's a fair result.
| Feature | Viking Marketing | AccuLynx | Roofr |
|---|---|---|---|
| Built for | Roofers who lose jobs to slow replies and missed follow-up | All-in-one roofing business management, including residential insurance restoration | Roofing companies, from solo roofers to teams of 3 or more |
| Pricing | From $297/month flat, no per-seat fees | Quote on request, not listed | Free Starter plan; Essentials $249/month and Scale $349/month billed monthly; no per-seat fees |
| First reply to a new lead | AI replies by text, chat, social and email in seconds, 24/7, and books the inspection (Growth plan) | "AI-powered lead intelligence"; instant lead reply not described | AI Receptionist add-on, priced separately, answers calls and books visits |
| Follow-up on open estimates | Automatic, on the schedule you set | Text messaging with automation | Automations, 5 to 25+ depending on plan |
| Estimates, invoices and payments | Text estimates, deposits and invoices; card and ACH via your processor (Growth plan) | Payments and financing | Proposals and invoices; card and ACH payments on Essentials and above |
| Measurements and material ordering | No. Keep your measurement provider and supplier | Supplier direct ordering; integrates with aerial measurement providers | Measurement reports from $13 each; material ordering on all plans |
| Crews and production | No | Production calendar and crew management | Crew management and job costing on Scale |
| Setup | Done for you, live in about 48 hours | Not described on its pricing page | Not described on its pricing page |
Competitor details come from each company's own website (acculynx.com, acculynx.com/pricing, roofr.com/pricing), checked October 28, 2026. Plans and features change, so confirm with the vendor before you buy. AccuLynx and Roofr go much deeper on measurements, materials and production than Viking does. If that's what you need, look at them closely, and ask on our demo how Viking would sit alongside the one you choose.
AI Lead Response vs. Another Office Hire
| Offer | Office Hire | Viking's AI |
|---|---|---|
| Cost | About $3,170/month in wages* | $497/month (Growth plan) |
| Hours | Business hours, minus breaks and time off | 24/7, including the night after a storm |
| Response time | Minutes to hours | Under 60 seconds |
| Leads handled at once | One | Unlimited, which matters on a storm-surge day |
| Follows up on open estimates | When someone remembers | Automatically, on your schedule |
| Logs every conversation | If they remember | Always |
*Wages only, before payroll taxes and benefits: the BLS national median pay for receptionists ($18.27/hour, May 2025) × 2,080 hours ÷ 12. The AI that qualifies and books leads starts on the Growth plan; Starter ($297/month) covers missed call text back, web chat, the CRM and review requests. BLS: Receptionists
The AI doesn't replace your office. It covers the nights, the weekends and the surge days, so your team spends its time coordinating crews and adjusters instead of retyping intake requests.
How Much Does a Roofing CRM Cost?
How this category is priced
Quote-based roofing platforms
All-in-one platforms such as AccuLynx don't list prices. You get a number after a sales call.
Tiered roofing plans plus usage
Roofr lists $249 and $349 a month on monthly billing, with measurement reports charged per report and its AI Receptionist sold as an add-on.
Viking flat monthly plan
One price for the whole team, with the lead response, CRM, inbox and review requests included. No per-seat or per-lead fees.
The quick test: divide the monthly price by your gross profit on an average job. That is how many extra jobs a year the CRM has to win to pay for itself. The CRM, missed call text back and web chat start on Starter at $297/month. The AI that qualifies and books inspections, old-estimate reactivation and text invoicing are on Growth at $497/month. On the demo we'll tell you which one your company needs. A small crew that mainly needs every missed call texted back and every lead in one pipeline can start on Starter. Not ready for a demo? Put your own numbers into the missed call calculator first.
Viking flat monthly plan, from
$297/mo
No setup fee, no per-seat fees, no long-term contract
Everything included
- CRM and lead pipeline for your whole team
- Missed call text back and AI web chat
- Unified inbox for texts and email
- Automated review requests
- Setup and contact import handled by our Chandler-based team
What Real Businesses Say About Viking
WOW! Viking Marketing have transformed my solar installation business with their new and cutting edge AI automation solution.Because of their innovation I no longer have to pay out commissions and now have a 24/7 sales team without the cost, this has solved all my speed to lead and out of hours problem.Highly recommend contacting them, Charles will over deliver with unreasonable hospitality.You have nothing to lose and will likely regret not doing so in the next year, this AI tech is mind blowing. You don't want to get left behind.Thank you!
I am a momprenuer and I own two companies, a solar company and a holiday lighting installation company. I found myself beneath an overwhelming amount of admin work and I turned to Viking Marketing tor help! They helped me to move all my current customers & custom designed automation that (in the middle of my busiest time). On top of that they helped me to connect all my socials, my website, my business google, and my multiple phone numbers to one centralized location. This company CARES! They spent countless hours making sure I am set up perfectly! All my systems are working! Invoicing is automatic now! Scheduling is automatic! Just that alone saves me hours of time DAILY! Allowing me more time to grow my business and focus on the things! SEO is integrated too! I am excited for the future of my business! Thank you Viking Marketing! You are an answer to my prayers!
Launched an AI bot and Charlie has been super helpful launching and updating the bot. It was an instant win for us and has booked hundreds of appointments for us and removed the need to have full time engagement specialist replying.If you’re in the fence about AI campaigns … don’t be… this does an amazing job.Charlie is the man for this!
Charles has helped grow my company exponentially. He is a marketing genius. I’m extremely blessed to have crossed paths with him and very grateful for everything he has done for me and my company. Best customer service I could ever ask for. I highly recommend Charles if you are trying to grow your business.
Keep reading
Related Guides for Contractors
Running another trade as well, or want to see one part of the platform in detail? These pages cover it.
Built for Every Appointment-Based Business
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Questions Roofers Ask Before Choosing a CRM
It depends on where you lose jobs. If you need measurements, material ordering and crew scheduling in one system, all-in-one platforms such as AccuLynx and Roofr are built for that. If your problem is slow replies after storms and estimates that go quiet, you need fast lead response and automatic follow-up. That's the gap Viking is built for, and many roofers run Viking alongside a production tool.
Still have questions?
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