Lead Management & CRM Sync

Organize Prospects, Track Activity, and Close More Jobs

RoofStack’s Lead Management and CRM Sync gives contractors a complete system for capturing, organizing, and nurturing every opportunity from first contact through final close. Instead of jumping between multiple platforms or losing track of important customer information, you get one connected workspace where all lead activity is stored automatically and updated in real time.

Every new lead enters your pipeline with clear details such as source, contact info, follow-up history, and job notes. Your team can track conversations, assign tasks, log calls or site visits, and monitor sales activity without worrying about duplicated entries or missing data. As leads progress, RoofStack syncs all updates directly to your CRM, estimates, job files, and customer dashboards so every department stays aligned.

Advanced lead tracking tools help you prioritize the right opportunities by giving you visibility into where each prospect stands, how recently they were contacted, and what actions still need attention. Automated reminders ensure that no inquiry goes cold, while smart notifications alert the right team members when a lead requires follow-up or changes status.

As deals move forward, RoofStack keeps all information synced across your workflow. From estimates and proposals to job scheduling, invoicing, and customer communication. This connected system eliminates manual data entry, reduces errors, and helps your business close jobs faster and more consistently. With full visibility into your sales pipeline and customer interactions, your team can work smarter, deliver better experiences, and grow more efficiently without ever leaving the platform.