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Average Ratings 0 Ratings

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ease
features
design
support

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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

RoofOps is a streamlined, contemporary CRM tailored for roofing and contracting teams seeking robust automation without the intricacies, excess, or steep learning curve often associated with conventional CRMs. It integrates lead management, job monitoring, task automation, team collaboration, and customer interaction into a single, user-friendly platform that can be easily utilized by anyone on the team, even while on-site. This innovative solution aims to replace cumbersome spreadsheets, sticky notes, whiteboards, and outdated CRMs, fostering an efficient workflow. Each feature is crafted with a focus on clarity, automation, and simplicity, empowering contractors to secure more projects, reduce redundant tasks, and ensure a seamless experience for their customers. With RoofOps, teams can truly enhance their productivity and elevate their service quality.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

Integrations

EagleView
Google Calendar
Microsoft Outlook
QuickBooks Online

Pricing Details

$199 per month
Free Trial
Free Version

Pricing Details

$59/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Exterio

Founded

2013

Country

United States

Website

www.getexterio.com

Vendor Details

Company Name

RoofOps

Founded

2026

Country

United States

Website

roofsops.com

Product Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Product Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Alternatives

Alternatives

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