A CRM for roofing contractors

Leads, a pipeline board, and tasks live with your measurements, proposals, and signed contracts. You decide who on the team sees which leads.

The problem

The lead is in one place,

the measurement in another, and the signed contract in a third.
A sales rep and an installer

should not look at the same list.
The office should see the work

without a pile of texts.

01

Bring the lead in

Add a lead, import a CSV, or take one from the Instant Estimator.
02

Work the board

Move the job on the pipeline board and assign tasks.
03

Set who sees what

Invite the team. Roles are owner, admin, manager, sales rep, and installer. You control who sees which leads.
04

Ask, then confirm

Ask the AI assistant about a lead or a job, create a task, or get a summary. It asks you to confirm before it changes anything.

Leads, a pipeline board, and tasks
CSV import
Roles: owner, admin, manager, sales rep, and installer
Control over who sees which leads
Team invites
Notifications and email alerts
AI assistant: ask about leads and jobs, create tasks, and get summaries. It asks you to confirm before it changes anything.
A mobile web app for field reps, installed from the browser
Measurement, proposals, e-signature, and the Instant Estimator in the same account

What roles can I set?

Owner, admin, manager, sales rep, and installer. You control who sees which leads.

Can I bring in leads I already have?

Yes. Import a CSV, or add them one at a time. Leads from the Instant Estimator land here too.

What can the AI assistant do?

Ask about leads and jobs, create tasks, and get summaries. It asks you to confirm before it changes anything.

Can field reps use a phone?

Yes. They install the mobile web app from the browser.

Does this replace the other Pitchvana tools?

No. Measurement, proposals, e-signature, and the Instant Estimator stay in the same account.

How does the team hear about a new lead?

You invite them. They get notifications and email alerts.

First month free. Then $99/mo for 3 months, then $149/mo, locked for as long as you stay.