stop shop
From the first call to the final payment, in one place. No more juggling apps, spreadsheets and sticky notes.
welvy CRM · For roofing contractors
Run your roofing jobs from one clean screen.
Leads, estimates, invoices, follow-ups and payments, all in one place. welvy is built alongside a working roofing company, so it fits the way your office and crews already work.
Why welvy
15 years of using CRMs. So we built the one we always wanted.
We've run jobs through clunky ones, pricey ones, and ones that still needed three other apps to finish the job. welvy is what we wished we'd had the whole time.
powerhouse
Everything a roofing company runs on, under one roof, without the clutter that usually comes with it.
by design
Fewer clicks, less scrolling, nothing in the way. Built to be fast at the desk and in the truck.
And a few things we're keeping under wraps until your demo. Request a demo →
What's inside
Everything from the first call to the final payment
Leads that don't slip
Enter a lead in seconds. Track where every lead came from, insurance claim numbers included, and get warned about duplicates.
Estimates priced from your cost
Enter your cost and welvy prices it at your target margin. Tax on materials, deposits and your own templates are built in.
Send from your own Gmail
Customer-ready PDFs go out from your own email address. Choose to show line items, or just the scope and total.
Invoices and payments
Turn an approved estimate into an invoice. Record deposits by check, card, Zelle or financing, and always know what's owed.
Follow-ups, ready to send
welvy drafts your 3, 7 and 13-day estimate follow-ups and your welcome packet. You review, then press send.
Pipeline and reports
Drag jobs across your stages. See sales by month, closing rate, your best lead sources and who owes you money.
Calendar and to-dos
Inspections, adjuster meetings, build days and follow-up calls, plus a to-do list that's always one click away.
Works with Claude AI
Connect Claude to ask "who owes us money?" or have it add a lead or a note for you.
Built for the trade
Made for the way roofing companies really work
Generic CRMs make you bend your business to fit them. welvy starts with the jobs you actually do.
- Replacements, repairs and gutters, with your own wording and terms
- Insurance work: claim numbers by lead source, supplements added as invoice lines
- Prices set from your real costs, so every estimate hits your margin
- Your price book in roofing and gutter tabs: paste in a supplier list
- Hide quantities and unit prices on the customer copy when you want to
- Works on your phone in the truck as well as at the desk
Locked down
Your customers' information stays yours
- Sign in with a password plus a code from your phone
- Every company's data is walled off from every other company
- Your costs and profit never appear on customer documents
- Payments can be voided with a reason, but never quietly changed
See it in action
Request a demo
We'll walk you through welvy on a short call, using jobs like yours. Leave your details and we'll reach out personally to pick a time.