Switching CRMs
Switching roofing CRMs? What to look for
Changing software is a hassle, so it's worth getting it right. Here's a checklist we'd use, whichever CRM you end up choosing.
A checklist for your next roofing CRM
- Estimates priced from your real cost at a margin you choose, not just a markup
- Customers can review, agree and sign estimates online, without printing anything
- Invoices and payments live in the same place as the estimate, so the balance due is always right
- Follow-ups on open estimates happen on time, without someone having to remember
- It works from a phone in the truck, not just a desk
- Job photos (for example from CompanyCam) show up on the job
- Your data is yours: kept separate from other companies and never sold
- Pricing you can understand, without paying for features you'll never use
How welvy fits that list
welvy does each of the things above today. It was built inside a working roofing company to replace the software that company was paying for, which is why it focuses on the daily work: leads, estimates, approvals, invoices and getting paid.
Making the move easier
- Bring your price book over by pasting your supplier's list
- Set up your lead sources, terms, tax rate and deposit once, then every estimate uses them
- Start with new leads in welvy while old jobs finish where they are
Common questions
When is it worth switching roofing CRMs?
When you're paying for features you don't use, your team works around the software instead of in it, or estimates and payments live in different places and don't match.
How do I switch roofing CRMs without losing jobs?
Start new leads in the new CRM while jobs already in progress finish in the old one. Move your price book and settings first, so the first estimates come out right.
Is welvy available now?
welvy is opening to a small group of roofing contractors first. Join the waitlist and we'll reach out personally.