AI TOOL PROFILE
ProLine: Roofing CRM Software
Pricing
Pricing includes a free base plan, with paid tiers starting at $497/month (Good), $797/month (Better), and $1,697/month (Best/Platinum).
At a glance
- Best for
- Residential roofing contractors, Roofing sales teams, Roofing business owners
- Key use cases
- Bid Preparation, Lead Engagement, Project Coordination, Payment Collection, Reputation Management
- Integrations
- QuickBooks, CompanyCam, RoofQuotePRO, SumoQuote, EagleView
- Official website
- Visit Proline official website
How AI is used
ProLine is a CRM designed for the roofing industry to help contractors manage the lifecycle of a job from initial lead to final payment. It combines sales tools with production management to help teams coordinate field work and office administration.
The software is built for residential roofing companies and sales teams. It focuses on reducing manual work associated with lead engagement and project tracking through built-in communication tools and automation.
Key capabilities include generating customizable quotes, processing payments, and managing dispatch calendars. The platform also includes AI voice agents that can handle inbound and outbound scheduling calls.
Buyers should confirm if the tiered pricing fits their needs, as advanced AI features and higher credit limits are available on specific paid plans.
Key Features
Quote Customization & E-Signatures
Allows users to create, review, and send quotes that can be signed electronically within the software.
Automated Communication Pipelines
Supports the creation of automated text and email campaigns for lead follow-up and appointment reminders.
Built-in VoIP System
Provides unique phone numbers for representatives to make calls and send texts from the CRM.
Invoicing and Payments
Includes tools to customize invoice templates and accept payments from customers.
Production Calendars
Offers daily and dispatch views to help manage job scheduling and project timelines.
AI Voice Agents
Automates inbound and outbound calls specifically for scheduling inspections and lead disqualification.
Reporting Dashboards
Provides data on sales performance, win rates, and project-level profit and loss.
Use Cases
Bid Preparation
Using the built-in quoting tool to generate and send bids with e-signature support.
Lead Engagement
Using speed-to-lead automations and AI agents to contact new leads after a form fill.
Project Coordination
Managing the transition from sale to production using dispatch calendars and the project portal.
Payment Collection
Sending digital invoices and processing customer payments through the platform.
Reputation Management
Setting up automated text and email requests to collect customer reviews after job completion.
Integrations
- QuickBooks
- CompanyCam
- RoofQuotePRO
- SumoQuote
- EagleView
- Office 365
- Zapier
FAQ
Does ProLine have a mobile app?
- Yes, ProLine has a mobile app available for both Android and iOS devices.
How does the AI voice agent work?
- The AI agents handle inbound and outbound calls specifically for scheduling appointments and disqualifying leads based on company settings.
Can I import my existing customer data into ProLine?
- Yes, ProLine provides import tools for .csv files to upload contacts and projects from other CRMs.
Which plan is required for AI features?
- AI features, such as voice agents and call summaries, are available on the Better and Best/Platinum plans.
Source category: Sales
Source subcategory: CRM
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