CRM, Follow-up & Text Automation

CRMs and automated text/email follow-up that chase estimates and reactivate past customers.

Reach contractors comparing AI tools. Featured listings and category sponsorships are open.

Roofing CRM and business management software with AI-powered lead intelligence.

From: Quote-based (pricing request form)

Roofing

AI communications platform for the trades: AI CSRs answer calls, text, email and web leads, qualify and book 24/7.

From: Not published

Plumbing HVAC Electrical Roofing

White-label AI business operating system for CRM, funnels, texting, voice AI and automation, resold by agencies.

From: $97/moFree trial / plan

Plumbing HVAC Electrical Roofing Landscaping Pest Control Cleaning

Roofing CRM and business software from lead to payment, with an in-app AI assistant; owns SumoQuote proposals.

From: See vendor siteFree trial / plan

Roofing

AI coach that records in-person sales conversations and gives reps feedback and roleplay practice.

From: Quote-based

HVAC Roofing Plumbing

Quick comparison

Tool	Starting price	Free trial	Best for
AccuLynx	Quote-based (pricing request form)	Not listed	Mid-size and large roofing contractors
Hatch	Not published	Not listed	Mid-size shops with large lead/estimate backlogs to work
HighLevel (GoHighLevel)	$97/mo	Yes – 14 days	Marketing agencies serving trades; tech-savvy mid-size shops
JobNimbus	See vendor site	Yes – 14 days, no credit card	Small to mid-size roofing companies
Rilla	Quote-based	Not listed	Mid-size shops with in-home comfort advisors or sales reps