ProLine: Roofing CRM Software
ProLine helps residential roofing contractors and sales teams manage leads and projects. It is designed for teams that need to automate lead follow-ups and handle invoicing within one platform.
At a glance
- Category
- Sales
- Best for
- Residential roofing contractors, Roofing sales teams, Roofing business owners
- Pricing
- Pricing includes a free base plan, with paid tiers starting at $497/month (Good), $797/month (Better), and $1,697/month (Best/Platinum).
- Key use cases
- Bid Preparation, Lead Engagement, Project Coordination, Payment Collection, Reputation Management
- Integrations
- QuickBooks, CompanyCam, RoofQuotePRO, SumoQuote, EagleView
- Official website
- proline.app
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
Allows users to create, review, and send quotes that can be signed electronically within the software.
Supports the creation of automated text and email campaigns for lead follow-up and appointment reminders.
Provides unique phone numbers for representatives to make calls and send texts from the CRM.
Includes tools to customize invoice templates and accept payments from customers.
Offers daily and dispatch views to help manage job scheduling and project timelines.
Automates inbound and outbound calls specifically for scheduling inspections and lead disqualification.
Provides data on sales performance, win rates, and project-level profit and loss.
Use Cases
Using the built-in quoting tool to generate and send bids with e-signature support.
Using speed-to-lead automations and AI agents to contact new leads after a form fill.
Managing the transition from sale to production using dispatch calendars and the project portal.
Sending digital invoices and processing customer payments through the platform.
Setting up automated text and email requests to collect customer reviews after job completion.
Best For
Integrations
Pricing
Pricing includes a free base plan, with paid tiers starting at $497/month (Good), $797/month (Better), and $1,697/month (Best/Platinum).
FAQ
Yes, ProLine has a mobile app available for both Android and iOS devices.
The AI agents handle inbound and outbound calls specifically for scheduling appointments and disqualifying leads based on company settings.
Yes, ProLine provides import tools for .csv files to upload contacts and projects from other CRMs.
AI features, such as voice agents and call summaries, are available on the Better and Best/Platinum plans.
Source category: Sales
Source subcategory: CRM
