Lead Kanbans

Organize Every Lead. Track Every Stage. Close More Deals.

RoofStack’s Lead Kanban Board gives roofing companies a clean, visual pipeline to manage every opportunity—from the moment a rep knocks on the door until the job is sold or closed out.



No more lost leads. No more confusion. No more forgetting to follow up.

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PROBLEM  → SOLUTION

The Pain: Leads Fall Through the Cracks

Most roofing contractors deal with:

• Unorganized spreadsheets
  
  
• Lost sticky notes
  
  
• Reps who don’t update the CRM
  
  
• Leads that sit untouched for days or weeks
  

• No clear visibility of where each homeowner stands

This creates chaos, low close rates, and inconsistent cash flow.

The Solution: A Visual, Drag-and-Drop Kanban Pipeline

RoofStack gives you a clear, simple, and effective system for tracking every lead through every step of your sales process.

No confusion. No lost leads. Just consistent follow-ups and higher conversions.

CORE BENEFITS

✔ Visual Pipeline Overview

See exactly where every prospect is in the process.

✔ Drag-and-Drop Simplicity

Move leads through each stage with one swipe.

✔ Built for Roofing Sales

Statuses designed specifically for how roofing sales actually works.

✔ Zero Leads Get Lost

A rep cannot “forget” a lead—every stage has accountability built in.

✔ Manager-Level Visibility

INSTANTLY SEE:

• Bottlenecks
  
  
• Reps who aren’t following up
  
  
• Who needs coaching
  
  

Where opportunities are stalling

THE ROOFSTACK LEAD STATUS PIPELINE

🔹 NEW LEAD

A new lead has been added to the system from a canvassing effort, referral, online inquiry, or import.

Goal: Make initial contact ASAP.

🔹 CONTACT 1

First call, text, or touch attempt has been made.

Goal: Attempt a fast connection within minutes.

🔹 CONTACT 2

Second attempt made, RoofStack creates auto reminders to follow up.

Goal: Staying persistent and professional.

🔹 CONTACT 3

Third attempt logged—reps are trained to push for contact while maintaining quality.

Goal: Maximize contact rates and reduce lost opportunities.

🔹 FOLLOW UP

Contact has been made, but the homeowner needs a callback, more info, or a scheduled appointment.

Goal: Keep the lead warm and maintain momentum.

🔹 QUALIFIED

The homeowner is ready and willing to move forward with an inspection or estimate.

Goal: Move to inspection, quoting, or claim assistance.

🔹 UNQUALIFIED

Lead is not a fit—renter, wrong property, bad data, financing issue, etc.

Goal: Keep the data, but stop wasting time.

🔹 LOST

Lead declined, went with a competitor, or is no longer interested.

Goal: Close it out cleanly while maintaining accurate analytics.

FEATURE DEEP DIVE

True Drag-and-Drop Control

Reps can literally drag a lead card from one stage to the next.

Simple. Fast. Intuitive.

Every Stage Has Built-In Reminders

When a lead sits in a stage too long, RoofStack automatically:

• Flags it
  
  
• Highlights bottlenecks for managers
  
  

Lead Cards Hold Everything

Each lead card stores:

• Homeowner name
  
  
• Phone number
  
  
• Address
  
  
• Insurance info
  
  
• Notes
  
  
• Photos
  
  
• Activity logs
  
  
• Rep assignment
  
  
• Real-time updates
  
  

Manager Dashboard Insights

Managers can see:

• Conversion rates for each stage
  
  
• Leads stuck in contact attempts
  
  
• How long reps take to follow up
  
  
• Which reps consistently qualify leads
  
  
• Which reps are losing leads
  
  

This transforms coaching.



Full Pipeline Transparency

No more wondering:

• “Where’s that lead?”
  
  
• “Did you call them?”
  
  
• “Why isn’t this moving forward?”
  
  

Every answer is right on the board.

REAL ROOFING USE CASES

Companies using RoofStack’s Kanban report: