Sales & Estimating Module

Roofing sales, from lead to signed proposal.

Track leads, build estimates, and send proposals in one commercial roofing CRM.

Book a demo Take the interactive tour

Step 1: Capture the Lead

Track Every Prospect
From Day One

Log leads, assign reps, and track deal status from the office or field.

Lead and opportunity tracking
From 1 to 100 locations assign by rep, location, or service
Assigned Tasks and Follow Ups
Centralized client timeline with notes, files, and past jobs
Mobile CRM access for field reps

01Capture the Lead

Step 2: QUALIFY THE JOB

Get the Right Details
Before You Quote

Record inspections, mark problem areas, and add photos in the mobile app. Keep site details connected to the client and estimate.

02QUALIFY THE JOB

Step 3: BUILD THE ESTIMATE

Build photo-rich proposals.

Build branded proposals with a commercial roofing price book, scope items, photos, and terms.

03BUILD THE ESTIMATE

Step 4: Send & Track Proposal

Send proposals and track signatures.

Send proposals, see when clients sign, and assign follow-up tasks. Track each deal without relying on automated email tracking.

04Send & Track Proposal

Step 5: Track & Optimize Sales

See your sales performance.

Review rep performance, deal flow, conversion rates, and projected revenue in sales dashboards.

05Track & Optimize Sales

Step 6: Handoff to Production

Turn approved proposals into jobs.

Convert an approved proposal into a project with its scope, pricing, photos, and notes ready for production.

06Handoff to Production

Trusted by 320 contractors across 540 locations.

When we found you guys it was literally an aha moment. As soon as we attended the demo we knew this is exactly what we needed.

We had something that worked but we wanted better. We got it with Centerpoint Connect. It has improved both our sales and operations processes. Our customers say it's the best!

We are using Centerpoint Connect daily and have been very pleased with our ability to provide high quality reports to our clients.

We have used other systems in the past and needed something we could grow within. Since we signed up with Centerpoint Connect, we have been able to transform and grow.

The support team is very fast in connecting with you to solve any issue. Great experience so far with Centerpoint.

Thank you for being so quick with your responses and always delivering amazing service! You guys have really kept up with and in most cases exceeded our expectations and it's very much appreciated.