Closing Roofing Deals Made Effortless

Best Roofing CRM Software for Roofers

Growing your roofing business starts at the doorstep. Knockio’s roofing CRM software helps your team capture more leads, manage field operations, build accurate estimates, and strengthen customer relationships from one unified platform. And with our built-in roofing sales software tools, canvassing becomes faster, smarter, and more organized than ever.

Our roofing CRM software makes it easy to

Create Campaigns for Storm Leads – Repairs – or Re-Roofs

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1

Lead Management

Lead tracking is the backbone of every roofing company. Knockio’s roofing management software centralizes every interaction—whether it comes from canvassing, call-ins, forms, or referrals. Store notes, upload documents, assign follow-ups, and move customers from first knock to final contract in a simple CRM built specifically for roofing teams.

2

Work Pipeline Management

Visualize your roofing workflow with a clean drag-and-drop pipeline. Move jobs through stages like qualified, inspection, proposal, and closed in seconds. Knockio’s pipeline helps reps stay focused, shows managers where deals slow down, and ensures nothing gets stuck.

3

Route Planning & Mapping

Knockio optimizes every route your reps take. Our roofing software clusters nearby leads, maps the most efficient paths, and helps reps cover more houses with less driving. Reps can adjust routes in real time during storms, down days, or schedule changes—ensuring full neighborhood coverage.

4

Territory Mapping

Assign reps or teams to territories and ensure every area gets the attention it deserves. With Knockio, you can draw territories on the map, prevent overlap, and optimize coverage. Reassign territories instantly as your team grows or markets change. You’ll never miss opportunities or visit the same homes twice.

5

Appointment Scheduling

No more back-and-forth calls or missed appointments. Knockio’s built-in scheduler lets reps book inspections and meetings on the spot—integrated directly with your team’s calendars. Automated reminders keep customers and reps on time, boosting your conversion rates.

6

CRMs & Third-Party Integrations

Already using Salesforce, GHL, or another tool? Knockio connects seamlessly. Sync leads, jobs, tasks, and updates without double entry. More integrations, including QuickBooks®, payments, and EagleView actively in development to expand your roofing CRM software ecosystem.

Built by sales pros for real roofing businesses

Why Knockio Is the Top Choice for Roofing Sales Teams

Knockio combines powerful canvassing tools with a full roofing CRM software suite designed for the way roofers actually work. No more scattered apps, spreadsheets, or outdated systems. Knockio brings everything together like lead tracking, proposals, routing, jobs, CRM, documents, and team management, in one fast, modern platform.

Your All In One Roofing Software

Why Subscribe to Knockio – The Best Software for Roofers?

Real-Time Rep Tracking

Know exactly where your reps are and what they’re working on. With live GPS tracking, you can monitor canvassing activity, reassign leads on the fly, and ensure every area gets proper coverage. Boost accountability and prevent wasted effort.

Digital Contracts

Close deals without paperwork. Knockio, a roofing sales management app, lets customers review and sign digital contracts instantly from any device. E-signatures are secure and legally binding, speeding up your sales cycle and ensuring nothing gets lost.

Task Assignment & Tracking

Keep everyone on the same page. Assign tasks to reps, crews, or admins and set deadlines for follow-ups, material orders, or site visits. Get instant updates on what’s done and what needs attention, so nothing falls through the cracks.

Analytics & Reporting

Data drives growth. Knockio delivers actionable reports and performance dashboards, allowing you to track leads, conversions, average deal size, and rep performance. Get the insights you need to fine-tune your sales strategy and outpace your competitors.

Document & Photo Management

Every roofing job needs documentation. Knockio makes it easy to upload before-and-after photos, permits, insurance docs, and project notes directly from the field. All files stay organized and accessible in the job record—no more lost paperwork.

Smart Estimations

Roof measurements and material calculations made simple. Use pre-built templates, customizable price lists, and automated material estimates to generate accurate quotes every time. Our roofing sales tool saves time and reduces manual errors, so you win more jobs.

Proposals and Quoting

Win more jobs with fast, accurate, and professional proposals. Generate branded digital quotes from your phone or tablet, customize templates for roofing materials and services, and send estimates on-site, right after inspection.

Invoicing

Within Knockio, convert signed proposals into professional invoices and store them for easy access. Once your proposal is accepted, generate and download invoices instantly using the built-in PDF tool for smooth customer communication. Update payment status, and keep all records up to date.

Team & Role Management

Control who can see or edit every part of your business. Set custom roles and permissions for sales, field crews, admins, and managers. Manage onboarding, monitor workloads, and keep your team operating at peak efficiency.

Lead Generation

Capture Every Lead Anywhere

What’s the best way to track roofing leads on my phone?

With Knockio’s mobile roofing CRM, you can capture, qualify, and follow up with leads right from your phone. Log every new contact instantly, assign leads to reps or territories, and track each stage from first touch to closed contract. Knockio’s roofing sales tools help you manage pipelines, monitor team performance, and increase conversions, all within one easy-to-use app.

Smart Routing

Smarter Routes – More Sales

Get the most from your day with intelligent route planning for roofers using the best CRM for roofing contractors. Cluster leads, minimize drive time, and re-route instantly as plans change. Live territory views let managers make quick adjustments for maximum coverage. With Knockio’s roofing software, your team reaches more doors in less time and boosts productivity every single day.

Rep Tracking

Live Rep Tracking

Know exactly where your sales reps are in real time. Get instant updates when leads are visited, quoted, or closed—right from the field. See geo-tagged notes and photos for every job, ensuring accuracy. Boost team accountability and coach with data-driven insights and live dashboards.

Numbers We Are Proud Of

Knockio In Brief

Designed as the best software for roofing companies, Knockio helps sales teams perform better in the field with tools that drive efficiency and growth. From boosting rep productivity to reducing team turnover, we empower teams to sell smarter and faster, right at the doorstep.

43% Decrease in Team Expenses

Save on fuel, time, and staffing with smart routing and rep tracking.

50% Increase in Sales Revenue

Close more deals faster with instant lead follow-ups and appointments.

100% Increase in Productivity

Automated workflows and real-time sync keep your team focused on selling.

Testimonials

What Our Customers Say About “Knockio”

From small teams to enterprise sales forces, Knockio has transformed how companies approach door-to-door selling. Hear directly from the pros using Knockio to boost productivity, close more deals, and stay ahead of the competition.

This app has made such an impact on our team. I highly recommend looking into it. Game changer for our company.

Rich Santella

Great app for canvasing and managing area. I'd have to say its pretty easy and also the support is pretty fast and really good if you have any questions. Ive used several canvasing apps and really like Knockio!

Daniel Godwin

Great software! Really helped Organized my sales pipeline

Connor Shortell

Amazing company, Always one call away if there is ever a issue and always eager to help!

Steffan Dandridge

Best program/app I’ve used for work. Really makes it easier to track my teams activity and see what/where they are having success or struggling

Ben Loveland

Amazing app! Definitely has helped out my team a whole lot from our previous canvassing software. They identified what we were struggling with/needed and everything has been met. Highly recommend.

Ayana Hall

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What is the most affordable roofing sales software?

If you’re looking for an affordable yet powerful roofing sales software, Knockio is a top choice. Designed specifically for door-to-door and field sales teams, Knockio offers robust features like lead management, sales rep tracking, territory mapping, and real-time updates—all at a budget-friendly price. Knockio keeps things simple, effective, and cost-efficient, making it ideal for roofing companies that want to grow without breaking the bank.

What’s the best app to plan routes for roofing sales reps?

Knockio’s route planning feature clusters leads, maps the most efficient paths, and helps your reps visit more homes with less driving. You get live route adjustments and GPS integration—built specifically for roofers.

What’s the best app for tracking roofing sales teams live?

Knockio gives you a real-time dashboard to monitor reps, view activity, and ensure complete canvassing coverage. You’ll always know who’s working and what’s getting done.

How do I manage roofing sales from anywhere?

With Knockio’s cloud-based software, you can oversee sales, assign tasks, and monitor progress—whether you’re at the office or out in the field.