Sales & Estimating Module

A Sales & Estimating Workflow that Flows and Grows with you.

Everything you need to turn a lead into a signed proposal — all in one system designed for commercial roofing.

IN CENTERPOINT CONNECT

Centerpoint sales & estimating module screenshot

Step 1: Capture the Lead

Track Every Prospect
From Day One

Whether leads come through referrals, walk-ins, web forms, or phone calls, Centerpoint keeps everything organized from the start. Log contact info, assign reps, and monitor deal status – all from a centralized CRM that works from the office or in the field.

Feature Highlights:

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

Send a rep or technician to the site, log inspection details, mark problem areas, and upload photos – all from the mobile app. Inspection data stays connected to the client profile and flows straight into the estimate.

Feature Highlights:

02QUALIFY THE JOB

Step 3: BUILD THE ESTIMATE

Create Accurate, Expert
Proposals in Minutes

Using a built-in commercial roofing price book, your team can create photo-rich proposals quickly – without spreadsheets or duplicated effort. Drop in scope items, photos, disclaimers, and branded formatting with just a few clicks.

Feature Highlights:

03BUILD THE ESTIMATE

Step 4: Send & Track Proposal

Deliver the Proposal and See What Happens Next

Send the proposal directly through Centerpoint and see when your client signs it. Assign follow-up tasks and keep the opportunity moving through your sales process. Your team gets a clear view of each deal without relying on automated email tracking.

Feature Highlights:

04Send & Track Proposal

Step 5: Track & Optimize Sales

Measure What Works and Improve What Doesn’t

Sales data is only useful if it’s actionable. With Centerpoint, you get clear dashboards showing rep performance, deal flow, conversion rates, and projected revenue – so you can double down on what’s working.

Feature Highlights:

05Track & Optimize Sales

Step 6: Handoff to Production

From Signed Proposal to Active Job — Instantly

Once a proposal is approved, turn it into a live project in a single step. All scope details, pricing, photos, and notes are automatically passed to production, eliminating handoff errors and duplicate work.

Feature Highlights:

06Handoff to Production

Trusted by More than 250 Roofing Contractors Across North America.

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.