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Nutshell is super user-friendly and intuitive

I would highly recommend Nutshell

Easy to use and... wait for it ... 100% buy in!

Nutshell is both simple and powerful

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Easy-to-Adopt CRM for Roofing Companies

  • Centralize customer data and interactions to stay on top of new leads
  • Customize your sales pipeline for residential and commercial jobs
  • Empower your crew to access and update job info from any device
  • Streamline lead collection with custom forms and booking calendars for your website
  • Easily report on new leads, lead value, and more

 

Try Nutshell free for 14 days.


    Amanda B. is a Project manager and gave a 5 star review

    Trusted by over 3,000 businesses

    Features Roofers Love

    Contact Management

    a screenshot of a newing industries Inc. lead updates in Nutshell

    Organize every contact, customer, and conversation

    Effortlessly store and organize all customer details, job notes, and email conversations in a centralized repository, ensuring your team stays connected and informed. With quick access to critical information, you can provide personalized experiences that keep your clients engaged and satisfied.

     

    Email Automation

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    Built-In Email Automation

    Craft personalized email sequences using our intuitive templates, and effortlessly close new jobs from your leads. Seamlessly integrate with your existing marketing software, so you can stay on top of your prospects’ inboxes and scale your outreach without breaking a sweat.

     

    Website Forms

    a screenshot of Nutshell Form Builder with a form that says "connect with our sales team"

    Collect Leads Directly from Your Website

    Use our intuitive website form builder to create & embed customizable web forms to capture leads. Track form performance and fine-tune your approach within Nutshell. With just a few clicks, your team can reach out to form-fillers promptly, creating seamless experiences that build trust and boost conversions.

     

    Lead Management

    Customize Your Roofing Lead Pipeline

    Flexibility is key for roofing companies. Whether you service residential or commercial properties, keep track of leads from first contact and job estimate to completed job.

    Easily drag and drop leads between stages, mark leads as closed-won or closed-lost, and view your pipeline in a way most convenient to you: through board view, map view, list view, or more.

    Our lead management is easily adopted by team members so that your crew can confidently track leads and revenue, and make data-driven decisions to win more jobs.

     

    Sales Automation

    a screenshot of a Nutshell lead in the Researching stage of the sales pipeline

    Automate your sales process

    Create custom pipelines based on your roofing sales cycle for better tracking, better pipeline management, and easy lead management. Once your sales pipeline is in place, empower your team with automation.

    Eliminate time-wasting tasks by streamlining the entire journey from resource downloads and initial estimate, to job completion.

    Leverage Nutshell’s built-in automation to put your sales email outreach on autopilot, enabling your team to focus on higher-value activities like job site visits and phone calls.

     

    Job Scheduling

    a calendar shows a meeting with Vanessa Wilkinson

    Seamlessly Schedule Jobs

    Book appointments directly in Nutshell to keep all customer communication in one place.

    With our scheduling tool, you can sync your calendar and embed a customized booking form directly on your website.

    Make it easy for prospects to book your crew— all in one seamless scheduling tool.

    Invoicing

    a screenshot of an AdaptPlant Irrigation Project lead in the Nutshell pipeline using the QuickBooks CRM integration

    Manage invoices from your CRM

    Nutshell seamlessly integrates with QuickBooks Online, Xero, and other popular accounting software to help roofing contractors manage invoices or job quotes.

    Sync your customer data between your invoicing software and Nutshell, reduce manual data entry, and maximize your team’s efficiency.

    Reporting

    a screenshot of a sales report on the Nutshell dashboard showing the number of leads per month

    Report on your Sales Performance

    Empower your decision-making with Nutshell’s easy-to-use and customizable reports. Gain at-a-glance insights into your business, measuring performance and identifying growth opportunities. Presentation-ready charts and snapshots of your business at different intervals enable you to track progress effectively and strategize for future success.

     

    50+ POWERFUL NUTSHELL INTEGRATIONS

    Why Choose Nutshell CRM for Your Roofing Company?

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    Free and friendly customer support, dedicated to helping roofing contractors succeed at every step of your CRM journey. Yes, really!

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    Adapt your pipelines to your business’s needs, with multiple customizable pipelines included with Nutshell Pro.

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    Respond to seasonality with convenient month-to-month payment options. Give your team the flexibility to scale and adapt as your business changes and grows.

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    Access your CRM data from the field with an intuitive mobile app. Keep contact info and job details on hand, always.

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    Don’t spend valuable time configuring complex software. Get up in running in days, not months with quick and easy onboarding, and top-rated support.

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    Say goodbye to limitations. With Nutshell CRM, manage an unlimited number of CRM contacts and data (at no extra cost!), ensuring you never miss a potential lead.

    Choose the best plan for your team

    Billed Annually
    Billed Monthly

    An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

    $13 per user per month

    Included in all plans…

    • Unlimited storage, contacts & accounts
    • Contact management and communication timelines
    • Email and calendar sync
    • Customizable single sales pipeline
    • Customizable single sales pipeline (100 open leads limit)
    • And more
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    Perfect for small teams that need more reporting capabilities to help improve performance.

    $25 per user per month

    Everything in Foundation, plus…

    • Activity and Email reports
    • Sales and Activity quotas
    • Pipeline stage goals
    • Up to 25 custom fields
    • No active leads limit
    • And more
    Start a Free Trial
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    For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

    $42 per user per month

    Everything in Growth, plus…

    • 5 customizable pipelines
    • Sales automation
    • Personal email sequences email sequences
    • Full reporting suite, including Activity, Funnel, and Forecast reports
    • Meeting scheduling software (lite version)
    • And more
    Start a Free Trial
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    For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

    $59 per user per month

    Everything in Pro, plus…

    • Increased pipelines, territories, markets, teams and more
    • Unlimited Notetaker usage (AI powered speech-to-text transcription)
    • Meeting scheduling software (full version)
    • Audit log and changelog
    • Send email templates directly from Gmail
    • And more
    Start a Free Trial
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    For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

    $79 per user per month

    Everything in Business, plus…

    • Unlimited pipelines
    • Unlimited custom fields, teams, currencies and territories
    • Read-only SQL access
    • API support
    • And more
    Start a Free Trial
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