How Do Roofing Sales Reps Keep Up With All Their Leads?

sarah441
sarah441's picture

Hello, I am running a small roofing company and lately I have been finding it hard to keep tracks of all the leads coming in. My sales reps are out door knocking and visiting homeowners but I'm also trying to keep up with estimates, inspections and follow-ups. We have been using spread sheets and note books but it is getting messy as the number of leads are growing. I am now looking at small field service management software for sales teams that can keep homeowner details, leads, appointments, and follow-ups organized. What are other roofing companies using to manage their sales pipeline?

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