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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
RooferPro Software provides users with comprehensive access to information about re-roofing prospects and customers, allowing for effective calendar and activity management, documentation of all customer interactions, and tracking of opportunities throughout the sales journey, while also assessing the overall performance of the sales team. Organizing customer-facing activities and events in the roofing sector is essential for successfully closing deals and nurturing customer relationships. The sales activity management features within RooferPro are designed to keep your roofing representatives organized and collaborating, ensuring that clients receive the necessary attention. A vital aspect of managing sales activities is the ability to monitor the actions of your sales team in real-time. By generating detailed roofing sales activity reports, you can gain a comprehensive overview of your organization's sales efforts, which supports improved performance management. These reports focus on the key sales metrics that are most significant to your roofing business, facilitating informed decision-making and strategic planning to enhance overall effectiveness. Ultimately, using RooferPro empowers roofing companies to streamline their operations and foster stronger customer relationships.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
EagleView
Google Calendar
Microsoft Outlook
Integrations
QuickBooks Online
EagleView
Google Calendar
Microsoft Outlook
Pricing Details
$199 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
RooferPro
Country
United States
Website
www.rooferpro.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
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis
Residential Construction Estimating
Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff
