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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
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
EagleView
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Integrations
QuickBooks Online
Yes
EagleView
No
Google Calendar
No
Microsoft Outlook
No
Pricing Details
$199 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
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
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
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
Yes
Billing & Invoicing
No
Building Product Database
No
Calculators
No
Change Orders
No
Contract Management
No
Cost Database
No
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
No
Plumbing Estimating
Yes
Price Data / Price Books
No
Project Management
No
Quote Management
No
Reporting/Analytics
Yes
Scheduling
Yes
Subcontractor Management
No
Takeoff
No
What-if Analysis
Yes
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
No
