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.
14 days · every feature · no card · Roofing preselected
Dana’s roof leak.
Maya’s next call.
“There’s a leak near the back room. Could someone call me?”
- Issue
- Leak
- Job type
- Not sure yet
- Arrived through
- Website enquiry
- Owner
- Maya
Fictional enquiry. Maya makes the call; Kibi keeps the next step in view.
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.
Same roof. Same lead.
A clearer next conversation.
“There’s a leak near the back room. Could someone call me?”
- Issue
- Leak
- Owner
- Maya
A leak. A question. A place to start.
Dana’s request is saved. Maya can read the details before getting back to them.
The enquiry has a home. Maya handles the reply.
Maya picks up the conversation.
After speaking with Dana, Maya records the inspection checkpoint and plans the next contact.
A checkpoint recorded by the team, rather than a calendar booking.
Estimate sent. Keep the door open.
Dana has a question about the scope. Maya keeps that question with the lead and plans a call.
“Just checking in” can sit this one out. Give the call a reason.
A yes, with the conversation beside it.
In this example, Dana accepts the quote. Maya records the result and hands over the agreed scope.
The sale is recorded. The roof work comes next.
Checkpoints are team notes, not bookings or claim decisions. Lost is a valid outcome too.
People included. Room to grow.
Start with a 14-day trial. All features, up to 10 people.
Starter
$14.50 per person / month
2 people included, then $12 a person / month
Team
Most popular$15.80 per person / month
5 people included, then $12 a person / month
Growth
$14.90 per person / month
10 people included, then $12 a person / month
Prices for United States. You pay in the currency of the card you pay with.
Prices are before tax. Messaging usage is separate.
Compare plans and your team’s priceThe first 100 customers keep their price for life.
Count the people using Kibi, rather than everyone on the roof. Start with the office and the teammates handling enquiries.
Routing: Team and Growth. Quotes: Team and Growth. Invoices: Growth. Try all features with up to 10 people.
Try Kibi with your teamAsk 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.
A little context.
A much better first call.
- What do you need help with?
- Leak
- How urgent is it?
- This week
Start with the problem. Leave the roofing vocabulary test out of it.
- Property address
- 14 Willow Lane Fictional address
- Roof type
- Shingle
- Insurance company
- Homeowner supplies the name
Keep the homeowner’s roof details together. There is no insurance-company question in this retail example.
Ask the insurance-company question for an insurance job. The answer is context, not a verified claim decision.
- Name
- Dana Taylor
- Phone
- +1 202 555 0147Fictional US number
- dana@example.com
- The request
- “Could someone call me about the leak?”
Enough to start a conversation. A callback is still arranged by a person.
Explore sample answers here. Your business edits the offer and callback promise before publishing its form.
What comes with the Roofing setup?
- Roof details
- Job type · Issue · How urgent · Property address · Roof type · Roof age · Stories · Insurance company · Photos of the roof
- Recorded checkpoints
- Inspection booked · Inspection done · Estimate sent · Adjuster meeting · Claim approved
- Message starters
- First reply · Inspection confirmed · Estimate follow-up · Adjuster meeting · Gone quiet · Review ask
Review the form and messages for your business. Choosing Roofing does not publish a form or turn on sends. Checkpoints record progress; they do not book visits or manage claims.
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.
Quotes: Team and Growth. Invoices: Growth. Payment reminders: Growth.
They said yes.
Keep the good paperwork close.
Make the scope clear.
Send a quote Dana can read and accept online. Keep the questions with the original lead.
Example scope, ready for Dana to read.
Keep the yes on the record.
The accepted scope stays connected to the conversation. Your team can review what was agreed.
Acceptance does not mean the installation is complete.
Give the next step a proper home.
Follow the quote with an invoice and supported payment options, on the plan that includes them.
Check the invoice before sending it to the customer.
Illustrative quote-to-invoice flow. Features depend on the plan; installation stays in your own process.
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.
A few good questions.
What fits, what costs extra and what stays with your specialist roofing tools.
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.
Can we get a real lead in?
Connect one compatible source you actually use. Check the saved request and contact details before adding more.
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?
Is the follow-up worth paying for?
Work through your open estimates. Compare the chasing and admin with your current routine, then decide.
14 days · every feature · no card · Roofing preselected