Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Exterio is a comprehensive platform for roofing CRM and project management aimed at enhancing communication among exterior contractors, expediting job estimates, managing leads effectively, and securing more projects in areas such as roofing, siding, windows, gutters, decks, maintenance, and various other exterior endeavors. Previously known as Roof Chief, Exterio stands out as an AI-driven CRM that boosts sales efficiency while maintaining smooth operational and production processes. By leveraging smart automations, it allows contractors to accelerate their workflows, improve follow-ups through integrated communication tools, and deliver a polished purchasing experience via digital sales proposals, all within an intuitive platform capable of handling the entire business operation. Every interaction, including leads, calls, texts, emails, and projects, is centralized from the initial contact through to the signed agreement, featuring automated text and email sequences, reminders, custom workflows, assignment of tasks, pipeline monitoring, contact management, customer portals, and a complete communication log associated with each project. This holistic approach not only enhances productivity but also contributes to a more organized and efficient way of managing exterior contracting jobs.
Description
Lead2Project is a comprehensive platform designed for contractors and service-oriented businesses, focusing on field operations and job management. It simplifies the entire process from lead acquisition to job completion within a single cohesive system.
Clients can send job requests along with images, enabling teams to quickly grasp the scope of work and respond promptly. Users have the capability to oversee scheduling, generate customized quotes, monitor job status, and automate follow-up on payments, all from one convenient dashboard.
In contrast to conventional software that necessitates sales calls or onboarding demonstrations, Lead2Project offers immediate access to a dynamic dashboard where users can adapt workflows and experience the complete system in real time.
This platform eliminates the need for spreadsheets, manual tracking, and disjointed tools, offering a unified operational system tailored for efficiency, transparency, and effective execution. Designed specifically for construction, home services, and field teams, Lead2Project empowers businesses to minimize administrative tasks, enhance response times, and successfully close more jobs without hassle. With its intuitive interface and robust features, the platform stands out as a vital asset for any service-based organization.
API Access
Has API
No
API Access
Has API
No
Integrations
EagleView
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Integrations
EagleView
No
Google Calendar
No
Microsoft Outlook
No
QuickBooks Online
No
Pricing Details
$199 per month
Free Trial
Yes
Free Version
No
Pricing Details
$49.99/month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Exterio
Founded
2013
Country
United States
Website
www.getexterio.com
Vendor Details
Company Name
Lead2Project
Founded
2026
Country
United States
Website
lead2project.com
Product Features
Roofing
Aerial Measurement
No
Billing & Invoicing
No
Checklists & Inspections
No
Commercial / Industrial
No
Dispatch Management
No
Lead Management
No
Photo Capture
No
Quotes / Estimates
No
Scheduling
No
Work Order Management
No
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
No