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
Enhance your quoting and measuring efficiency using the premier take-off tool available in the industry. Enjoy immediate roof assessments, automated high-definition measurements, and stunning proposal visuals. Ensure precise roof measurements across the United States with exceptional aerial imagery provided by Nearmaps. Our innovative A.I. assistant, Liz, is dedicated to guiding you through every step of the measurement process, from pitch recognition to distinguishing various line types. With Liz's support, you can eliminate concerns over inaccurate roofing estimates for good! Don’t keep your prospects waiting; deliver your proposals almost instantly. Just trace the outlines of your upcoming roofing project with an easy drag-and-click motion, allowing you to grasp the scope and costs of your project in real-time, all while boosting your efficiency and professionalism. This streamlined process not only saves you time but also enhances client satisfaction.
API Access
Has API
API Access
Has API
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
$99 per 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
Roofgraf
Founded
2014
Country
Canada
Website
www.roofgraf.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