# Roofing CRM for the crew that calls back. Phone calls. A spreadsheet. Quotes waiting in three different chats. Bring the roofing enquiry, its owner and the next follow-up into Kibi—so your team knows who to call next. ## You earned the enquiry. Give it a next step. Dana asks about a leak while you’re on another job. Keep the request in Kibi, give it an owner and plan the callback. No evening hunt through three people’s messages. Choose Roofing at signup for ready-made stages and checkpoints, from booking an inspection to following up the estimate. Your team records the progress; the next person can see where the conversation stands. [See how enquiries reach Kibi](https://kibihq.com/features/lead-capture/) · [Give the enquiry an owner](https://kibihq.com/features/routing/) ## Choose the help your roofing team needs. FROM FIRST CALL TO PAID INVOICE The Roofing setup comes with every plan. Count the people handling enquiries in Kibi, rather than everyone on the roof. ### Starter Keep the next callback out of your head. 2 people included. Up to 3 people. - Roof requests, photos and job details together. - Callbacks and estimate follow-ups in Today. - A roofing enquiry form you can make your own. - Bring enquiry emails and spreadsheet leads into Kibi. [Try Starter with the Roofing pack](https://kibihq.com/start/?pack=roofing&plan=solo&interval=month) ### Team Share the chase. Send the estimate. Everything in Starter, plus: 5 people included. Up to 20 people. - Share new leads with routing and round-robin. - Keep two-way texts with the roofing lead. - Send estimates homeowners can accept online. [Try Team with the Roofing pack](https://kibihq.com/start/?pack=roofing&plan=team&interval=month) ### Growth Keep going after the homeowner says yes. Everything in Team, plus: 10 people included. No team-size limit. - Turn the agreed quote into an invoice with a pay link. - Follow up unpaid invoices with payment reminders. - Compare entered ad spend with recorded revenue. [Try Growth with the Roofing pack](https://kibihq.com/start/?pack=roofing&plan=growth&interval=month) Prices are before tax. Managed texts use credits; payment-provider fees are separate. The 14-day trial supports up to 10 people, then a paid plan. Prices and additional-person charges are rendered for the visitor’s detected country. Unknown countries show USD. Visit the live page for current amounts and available billing intervals. [See current plans](https://kibihq.com/pricing/) ## Ask about the roof. Keep the first hello easy. An active leak and a replacement planned for next spring need different conversations. Ask about the issue, urgency and property, then collect the contact details your team needs to respond. The Roofing setup includes a three-step form starter, roof details and message templates. Review the questions and your callback promise, then publish. Or connect a compatible form you already like. [Connect an existing website form](https://kibihq.com/help/connect-website-form/) · [Bring in a reviewed CSV](https://kibihq.com/help/import-csv/) ## Roofing starter setup The Roofing pack supplies editable starting labels and fields. - Stages: New → Booking inspection → Quoting → Signed → Lost. - Milestones: Inspection booked; Inspection done; Estimate sent; Adjuster meeting; Claim approved. - Fields: Job type; Issue; How urgent; Property address; Roof type; Roof age; Stories; Insurance company; Photos of the roof. [Start a trial with the Roofing pack](https://kibihq.com/start/?pack=roofing) ## A quote sent is a conversation still open. The estimate’s out. Dana’s still deciding. Put a useful callback in Today, so “I’ll get back to them” has a person and a time. Talk through the scope. Answer the question. Keep the accepted quote and the invoice close to the original request, on the plans that include them. [Find the next callback in Today](https://kibihq.com/features/today/) · [Follow the quote through to an invoice](https://kibihq.com/features/quotes-invoices/) · [Check current pricing for your team](https://kibihq.com/pricing/) ## Less “who had that one?” More useful conversations. ### Phone, spreadsheet, group chat. A lead should not depend on someone remembering which chat it arrived in. Give the office and the person on the road one record, one owner and a next action. ### Paying for enquiries already? Running Meta or Google ads, or paying for website traffic? When an enquiry reaches Kibi, keep its follow-up visible. You’ve already worked to earn that hello. ### Production already sorted? Keep the measurement and crew-planning tools you like. Use Kibi for the sales conversation: the first call, the estimate, the decision and a clear handover. Kibi is a CRM for roofers handling enquiries and sales follow-up alongside their production tools. Start with the people answering enquiries; you don’t need every installer in the CRM. ## Questions ### What is the best CRM for a small roofing business? Choose around the job: enquiry capture, clear ownership, estimate follow-up and the people using it. Kibi suits that conversation workflow. Check specialist measurement, installation and scheduling needs separately. ### Is Kibi a free roofing CRM? Kibi has a 14-day trial, then a paid plan. Use the trial to test one enquiry route, the people answering it and the next callback. There is no free-forever CRM plan. ### How does pricing work for a crew of 2–20? Pricing counts Kibi users, not everyone on the roof. Plans include users, with extra-person charges beyond them. The trial supports up to 10 people; current pricing explains each plan. ### Can we keep our website form and import a spreadsheet? Yes, through compatible form connections and reviewed CSV imports. Map a small sample and check the saved records first. Historical conversations, attachments and other software’s automations do not transfer automatically. ### Can we keep roof photos and insurance details? The Roofing setup has fields for roof photos, job type and insurance company, plus recorded checkpoints. Upload and storage limits apply. These details support the conversation; Kibi does not administer or approve insurance claims. ### Does Kibi measure roofs or schedule installation crews? No. Kibi organises enquiries, conversations and follow-ups. Your measurement reports and production schedule stay in the tools you use for that work; a lead checkpoint is not a booked visit. ### Can Kibi help us follow up paid roofing leads? Yes. Connect a compatible website form, forward selected enquiry emails or add a phone request, then assign an owner and next action. Facebook & Instagram lead ads (Beta; connection review required). Google lead forms (Coming). Buying traffic does not connect its lead source automatically. ### Can the team use texting or WhatsApp? Managed texts use Kibi credits and need an eligible plan and sender. WhatsApp (Beta; connection review required). Meta, Twilio or MSG91 bills WhatsApp use directly. Check the relevant connection before relying on it. ### How does Kibi help us reply faster? Keep the request, owner and next contact visible. Configure first replies and reminders for eligible sources; the Roofing templates do not switch sends on. An acknowledgement is not a human reply. ## Make the trial earn its place. Choose the Roofing setup and try it with the people answering your enquiries. Use real work to answer three useful questions before you pay. 1. **Can we get a real lead in?** Connect one compatible source you actually use. Check the saved request and contact details before adding more. 2. **Does the morning feel clearer?** Check ownership and response activity in Kibi, then review due callbacks in Today. Can your team see what needs attention? 3. **Is the follow-up worth paying for?** Work through your open estimates. Compare the chasing and admin with your current routine, then decide. [Start a trial with the Roofing pack](https://kibihq.com/start/?pack=roofing) · [Explore Today and follow-ups](https://kibihq.com/features/today/) [View current page](https://kibihq.com/industries/roofing/) Source: https://kibihq.com/industries/roofing/