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CUSTOM CRM BUILDS
Robust Customer Relationship Management developed specifically for the Roofing Industry.
We understand your unique needs and challenges. That's why our CRM comes loaded with industry-specific features such as production management pipelines, lead tracking, quoting and estimating tools, and integration with other roofing-specific software.
Custom pricing. Incredible Features.
Let us make your life even easier today.
ATLAS
The CRM to Get Started.
Ideal for businesses up to $2M in revenue. Includes Setup + Onboarding and Training for your entire team, along with access to valuable resources.
CURRENTLY SOLD OUT
MOST POPULAR
PLATFORM
The CRM for Growth.
Ideal for businesses in the $3-8M revenue range. Guaranteed Revenue Growth or your money back. Requires purchase of a RevOps Consulting Subscription.
HUBSPOT LITE
The CRM to Thrive.
Ideal for businesses in the $8-17M revenue range. Customized CRM build with DevOps upgrades and add-on options for any business need.
ENTERPRISE
The Completely Custom CRM.
Ideal for businesses above $17M in revenue. Fully Customized CRM build including add-ons, upgrades, and DevOps support for all areas of your business and beyond.
Improved Customer Relationships
Effectively manage customer interactions and keep track of communications, inquiries, and service requests. By having a centralized database of customer information, companies can provide personalized service, anticipate customer needs, and build stronger relationships.
Streamlined Sales Process
Streamline your sales process by organizing leads, tracking proposals, and managing customer communication. Features like automated reminders and task scheduling help roofing companies ensure timely follow-ups, increase conversion rates, boost sales efficiency, and collect positive reviews.
Optimized Marketing Efforts
Advanced segment of roofing company customers based on criteria such as location, preferences, and purchase history. This allows for targeted marketing campaigns, personalized promotions, and better customer engagement. These analytics provide insights into campaign effectiveness to optimize marketing strategies to boost revenue generation and brand awareness.
Integrated Production Management
Manage production timelines for roofing projects, allocating resources, and tracking key milestones. By centralizing job-related information like contracts, deals, and invoices, our system ensures better coordination among team members for improved project delivery and customer satisfaction.
SOLD OUT! Please fill out the form below to be contacted when our Atlas CRM becomes available again. Thank you!
Fill out the form to book a free quoting call.
Fill out the form to book a free quoting call.
Fill out the form to book a free quoting call.
Can't Choose? No Problem!
Book a free discovery call with our experienced solution providers and we'll diagnose your roadblocks to recommend the perfect fit for your team's needs. We'd love to chat and get to know your business!
Free Discovery Call
CRM FAQ's
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Why do I need a CRM?
A CRM system essentially provides a central place where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. It allows businesses to manage relationships with customers, helping the business to grow.
With a CRM system in place, every question, every service request, every preference and every past contact detail about every customer is instantly available, which means that every new interaction with them should always be personalized, relevant and up-to-date.
As well as tracking every phone call, email sent, meeting held and presentation delivered, CRM systems can also be used to add notes, schedule follow-ups and organize the next steps that need to be taken. This ensures that opportunities to close deals or grow customer accounts won’t be missed.
Reach out to RBP Consulting to get started.
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RBP Mission Control
RBB Mission Control is our Sales Enablement and Training Tool, which is implemented into every RBP CRM.
More Details Coming Soon!
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WINNING WINSDAYS
Winning Windays are invite-only, weekly group sessions hosted by Adam Sand for our Atlas & Platform CRM Customers.
Each weekly recurring session covers tips & tricks to get the most out of your CRM - along with a live Q&A at the end. It is made to be interactive and tailored specifically for the Roofing Industry. Who knows, he might even give away a prize or two...
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CRM Add-on Options
SumoQuote: Custom Quoting Software
Arrivy: Scheduling Tool
JustCall: Phone & Calling Platform
Invoicing by RBP: Custom Invoicing Tool for Hubspot
More Details Coming Soon!
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Available Integrations