The Roofing CRM
Built to win storm season.
Capture every storm lead, book inspections fast, send proposals on the fly, and follow up until they sign — no spreadsheets, no missed callbacks, no lost deals.
No contracts · Cancel anytime · Live in 7–14 days
Storm to signed contract — one pipeline.
Every door-knock, every inspection, every insurance claim, every signed contract — in one place — so a hailstorm in May does not end with leads slipping through the cracks in July.
Storm-lead capture that scales
Door-knock app inquiries, web forms, and Facebook ads all land in one inbox. When the canvass tickets start flying, nothing gets dropped.
Inspection follow-up automation
Auto-sequences after every inspection keep homeowners moving toward the next step — claim, scope, contract.
Insurance claim retention
Stay in front of homeowners while their adjuster takes 6 weeks. Auto check-ins keep you in the relationship until it is time to schedule.
Built for the way you actually win jobs
We talked to roofing owners about where deals stall and storm leads slip away — and built Tegrity Connect to fix it.
Capture storm leads the moment they hit
Facebook ads, door-knockers, referrals, and inbound calls all flow into one shared inbox with an instant text reply. Your team responds before the next contractor knocks on the door.
Proposals built and sent in the field
Build estimates from your phone, send them while you are still in the driveway, and trigger automated follow-ups until the customer signs. No more proposals sitting in inboxes.
A real team behind you
"Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything." — Basia Kost, small business owner. Business plan customers get 24/7 chat support.
A guided launch with our support team
Every new Tegrity Connect account starts with our $175 onboarding sprint. Add Training, Migration, or Consulting whenever you need an extra hand.
Fill out the onboarding form
Tell us about your business — what you sell, how leads come in, and the tools you use today. Takes about 10 minutes after you sign up.
Book your 1:1 onboarding session
Pick a time that works. Our support team blocks the slot and preps your account before the call. The $175 one-time onboarding is required for every new account.
We set you up live
On the call we walk through SMS verification, domain and email configuration, integrations with your existing tools, and the first workflows that matter most to your business.
Ongoing support, always
Business+ plans get 24/7 chat support from the same team that onboarded you. Starter plans get email anytime. You are never on your own.
Add-on services as you scale
Need more hands? Add Training, Migration, or Consulting from our Services menu — pay only for what you need, when you need it.
Optional add-onPick a plan that grows with you
Every plan includes onboarding, support, and unlimited contacts. One-time $175 onboarding for new accounts.
Starter
Each additional license is $27.50/month
Best for: Solo business owners, small teams, and growing businesses who are looking for an affordable way to stay organized and appear more professional.
- Organize — Contacts and customer profiles, custom fields, tags and smart lists, unlimited pipelines, tasks and notes
- One inbox — SMS, email, phone, Facebook Messenger, Instagram, Google Business Profile, and web chat all in a single conversation thread
- Reach out — Marketing campaigns, bulk SMS and email sends, saved message templates, call tracking and recording
- Get found — Review requests and responses for Google and Facebook, social media planner, blog
- Capture — Forms, surveys, funnels, calendar and appointment booking
- Measure — Reporting dashboards, lead source attribution, call reporting
- Work anywhere — Full iOS and Android app for your whole team
- Connect — Out-of-the-box integrations with the tools you already use
- 4 users included, expandable to 10
Business
Each additional license is $50/month
Best for: Growing businesses that want tailored templates, automations, and some customization to support their business and customers.
Everything in the Starter Plan plus:
- Everything in Starter, plus:
- Automate — Visual workflow builder, trigger links, missed-call text back, appointment reminders and no-show follow-up, internal notifications and task routing
- Get paid — Payment processing, invoicing, recurring billing and subscriptions, text-to-pay, products and coupon codes
- Close — Estimates, quotes, documents and contracts your clients sign on the spot
- Convert — Landing pages, QR codes, A/B split testing on pages and emails
- Support — Chat support when you need a hand
- 4 users included, expandable to 25
Everything you want to know before you switch
Yes. Tegrity Connect works alongside the tools you already use — AccuLynx, CompanyCam, JobNimbus, and most modern roofing platforms. We focus on the lead-to-signed-contract motion; you keep your project management software in place if you want.
Every customer record holds their claim status, adjuster contact, photos, and documents. Automated follow-ups keep claims moving when the adjuster goes quiet, and your team always knows where each job stands without checking three different apps.
Yes — Facebook lead ads pipe directly into Tegrity Connect with no Zapier required. New storm leads get an instant text response, get tagged by source, and land in your pipeline with the right rep already assigned. Speed-to-lead is everything in storm season; we built for it.
Yes, and we mean it kindly. The $175 onboarding gets you a real human walking you through SMS, domain setup, lead-source integrations, and the workflows that matter to your roofing business. You launch confident — not staring at an empty dashboard.
Business plan customers get 24/7 chat support — important when a hailstorm hits at 9 p.m. and your team is suddenly flooded with leads. Starter plan customers can email anytime. As Basia Kost put it: “Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything.”
Yes — see HVAC, plumbers, landscapers, and general contractors.
Catch every storm. Close every claim.
Drop your email and we will show you exactly how Tegrity Connect runs your roofing business — or book a 20-minute demo with our team.