Storm leads, insurance claims, and estimate follow-up in one system — configured for how roofing actually works. Missed calls get texted back in under 60 seconds. Every claim tracked from adjuster appointment to final payment. Built and live in 7–10 days.
Most roofing revenue that walks out the door doesn't show up anywhere. It's the storm lead that called when you were on a roof. The estimate that sat ignored for a week. The insurance claim nobody was tracking when it stalled at approval.
Storm hits town. Leads pour in. You miss half the calls because you're on roofs all day. By the time you call back, they already booked the contractor who answered.
Missed call text-back fires in under 60 seconds. Lead stays warm. You call back when you're off the roof with a reply waiting.
You sent 40 estimates after the last hail storm. A week later, half haven't responded. You follow up once, then move on. Those jobs go to whoever followed up more.
Estimate follow-up sequence runs automatically — day 2, day 4, day 7. Most of the quiet ones close on touch 2 or 3.
Insurance claim process has 6 steps: adjuster appointment, estimate, approval, supplement, schedule, close. You're tracking it all in your head and a notes app. Jobs slip through.
Pipeline stages built for the insurance claim workflow. Every job tracked from first contact to supplement approval to final payment. Nothing falls through.
These aren't features you configure. They're built into your system when we deploy it.
These run in the background while you're on roofs and managing crews. You don't manage them — they manage the leads.
JobNimbus is the most common CRM for roofing companies — it handles project management and documents well. Jobber covers scheduling and invoicing. Where both fall short is the automation layer: missed call recovery, estimate sequences, and insurance-stage pipeline tracking built for how storm restoration actually moves. CyclSales handles that layer and configures it for you.
| Feature | CyclSales | JobNimbus | Jobber |
|---|---|---|---|
| Insurance claim pipeline stages | ✓ | Manual setup | ✗ |
| Storm lead intake automation | ✓ | ✗ | ✗ |
| Estimate follow-up sequence | ✓ | Manual setup | Manual setup |
| Missed call text-back (<60s) | ✓ | ✗ | ✗ |
| Done-for-you setup | ✓ | ✗ | ✗ |
| Live in 7–10 days | ✓ | Self-setup | Self-setup |
| 24/7 support + office hours | ✓ | ✗ | ✗ |
| No long-term contract | ✓ | ✗ | ✓ |
Roofing is a fast-moving business. Storm hits, leads come in, crews are busy, and most CRM software leaves you to figure it out yourself. We don't. You get a system that runs, support that's reachable, and a team that knows how your business works.
"I've been able to very quickly scale — in honestly just six months. The support is the number one reason. Having people in your back pocket like them and not having to worry about it is what changed things for us."
— CyclSales client
You're not buying software and figuring out your insurance claim pipeline yourself. We build the system. Here's exactly what that looks like.
We configure your insurance claim pipeline stages, set up your phone numbers, and import your existing contacts — whether they're in JobNimbus, a spreadsheet, or a notes app.
Missed call text-back, estimate follow-up sequence, adjuster appointment reminders, and review requests are configured and tested for your roofing operation — not copied from a generic contractor template.
We connect your website form, Google Ads, LSA, and any other lead sources so every storm lead hits the pipeline automatically. No manual entry during your busiest weeks.
Walkthrough with you and your team. Four support Zooms per week after that — plus 24/7 by call, email, or chat. Not a ticket queue. We keep it simple: only what you actually need to run a roofing operation.
What is the best CRM for roofing companies?
Depends on what your operation actually needs. JobNimbus is widely used for roofing and handles project management reasonably well. Jobber covers scheduling and invoicing. Where most fall short is the automation layer — missed call recovery, estimate follow-up sequences, insurance claim tracking by stage, and review requests that run without anyone managing them. CyclSales is built around those gaps and configured for your specific roofing workflow in 7–10 days.
How do you track insurance claims in a CRM?
In CyclSales, each job moves through a pipeline built for the insurance claim workflow: first contact, adjuster appointment scheduled, adjuster appointment complete, estimate submitted, claim approved, supplement filed, job scheduled, job complete, final payment received. Every stage is visible. Nothing relies on memory or a notes app. When a job sits in a stage too long, you know.
How is CyclSales different from JobNimbus?
JobNimbus is solid for project management and document storage. Where it falls short is the automation layer — missed call text-back, estimate follow-up sequences, and review requests that fire without you managing them. You're either configuring those yourself or leaving them undone. CyclSales builds and configures all of it for you in 7–10 days, with a pipeline built specifically for how insurance claim jobs actually move.
How is CyclSales different from Jobber for roofing?
Jobber handles scheduling and invoicing well but is not built around the insurance claim workflow that most storm restoration roofers run. There is no built-in claim stage tracking, no estimate follow-up automation, and no missed call text-back. CyclSales is configured for how roofing companies actually work — from storm lead intake through supplement approval to final payment.
Does CyclSales handle storm season lead surges?
Yes. When a storm hits your market and leads spike, automated intake captures every inbound call and web lead directly into the pipeline. Nothing gets lost in the chaos. Missed call text-back fires within 60 seconds so leads stay warm while you're on roofs or managing crews. You follow up with a full pipeline, not a missed call log you're sorting through three days later.
Can CyclSales automate estimate follow-up for roofing jobs?
Yes. Estimate goes out — if no response in 48 hours, an automated follow-up fires. Then again on day 4. Then a final check-in on day 7. Most of the quiet ones close on touch 2 or 3. You don't have to remember to follow up on 40 estimates after a hail storm. The sequence handles it.
What happens to leads that call after hours or on weekends?
Missed call text-back fires within 60 seconds — whether it's 9pm on a Friday or 7am on Sunday. The lead gets a text and stays in the conversation instead of calling the next roofer on their list. Your team follows up the next morning with a warm reply waiting, not a cold lead.
How long does setup take?
Built and live in 7–10 days. We configure your insurance claim pipeline, build your follow-up sequences, set up missed call text-back and review requests, and connect your lead sources. You don't figure it out yourself.
Is there a long-term contract?
No long-term contracts. Month-to-month. See our pricing page for current plan details.
Ready to stop losing roofing jobs to faster follow-up?
Built and live in 7–10 days. No long-term contracts. 24/7 support.