Best CRM for Roofing (2026)

For roofing, the Ikaroa team's top CRM picks are Open Doors, Pipedrive and HubSpot CRM. They were picked with lead tracking, quote management and insurance documentation in mind, and the list below gives the rating, starting price and full review for every platform we recommend.

Roofing companies manage weather-dependent schedules, insurance claims, and high-value quotations. A CRM helps track leads from inspection through to installation and warranty management.

Reviewed by the Ikaroa team • Last updated: March 2026

Lead tracking

Quote management

Insurance documentation

Project scheduling

Warranty tracking

Top Recommended CRMs

Open Doors

★4.8/5

All-in-one CRM, marketing automation, and business management platform. Built for small to medium businesses who want enterprise features without enterprise pricing. Includes CRM, email marketing, SMS, funnels, landing pages, booking, invoicing, automation workflows, reputation management, and more.

From £197/month

Full Review →

Pipedrive

★4.4/5

A sales-focused CRM built by salespeople, for salespeople. Pipedrive excels at visual pipeline management and is known for its simplicity and ease of use.

From £14/user/month

Full Review →

HubSpot CRM

★4.5/5

HubSpot offers a free CRM with powerful marketing, sales, and service tools. Popular with small to mid-sized businesses for its generous free tier and intuitive interface.

From £0/month

Full Review →

Less Annoying CRM

★4.5/5

True to its name, Less Annoying CRM keeps things simple. One plan, one price, no upsells. Designed specifically for small businesses that find most CRMs too complex.

From £13/user/month

Full Review →

Capsule CRM

★4.1/5

Capsule is a clean, simple CRM popular with small businesses in the UK. It focuses on contact management and sales pipeline without unnecessary complexity.

From £0/month (2 users)

Full Review →

Zoho CRM

★4.2/5

Part of the broader Zoho ecosystem, Zoho CRM offers excellent value with a comprehensive feature set. Particularly strong for businesses already using other Zoho products.

From £0/month (3 users)

Full Review →

Open Doors vs Pipedrive

Feature	Open Doors	Pipedrive
Free Plan	✗	✗
Starting Price	£197/month	£14/user/month
Our Rating	★ 4.8	★ 4.4

Ikaroa Partners

Claim a special deal on CRM for roofing

Our team has implemented CRM systems for roofing businesses of all sizes. We handle selection, setup, migration, and team training.

Claim Special Deal