Most CRMs were built for transactional sales teams, not for roofers juggling storm-driven demand spikes, insurance supplements, canvassing crews, and roofs that need a re-touch ten years from now. Drop a roofing company into a generic pipeline and the work leaks out the sides.
Lead notes live on personal phones. Estimates get rebuilt at every kitchen table. Supplements stall because nobody chased the adjuster. The owner can’t tell which lead source actually pays. That’s not a software problem you fix by buying another license. It’s a workflow problem you fix by designing the system around how roofing revenue really moves.
That’s what we do. We map your pipeline from first knock to signed contract to a five-star review, then wire your CRM into the estimating, field, and accounting tools you already run.
That’s the difference between buying a CRM license and hiring a CRM consultant.
Five stage-gated steps, refined across retail roofers, insurance-heavy contractors, storm-chaser operations, and commercial roofing companies. It runs on the Axis RISE framework: Review and audit, Identify opportunities, Strategic roadmap, Execute and iterate.
We audit your stack and map workflows across sales, inspection, estimating, production, and warranty.
We build your retail, insurance, and commercial pipelines, deal logic, and reporting around how your crews actually work.
We migrate customer, job-history, and supplier data without disrupting active production schedules.
We train your reps, canvassers, production coordinators, and office team so adoption sticks past week one.
We tune workflows after go-live, close reporting gaps, and add automations as your job mix shifts.
We work with a focused stack of eight tools, configured for storm-driven, relationship-led roofing revenue. Where your job runs on a roofing platform like AccuLynx, JobNimbus, Roofr, ServiceTitan, or Leap, we integrate with it so leads, estimates, and job records stay in sync.
The workhorse for roofers running both retail and insurance pipelines. We build custom deal stages, speed-to-lead sequences, win/loss reporting, and review capture once jobs close.
A lean, visual roofing sales pipeline for sales-led shops that want rep discipline without heavy overhead. We configure stages around inspection, estimate, proposal, contract, and production handoff.
Proposal, contract, and change-order templates with conditional pricing and e-signature routing, so reps stop rebuilding the same bid at every kitchen table.
Self-serve inspection and adjuster-meeting scheduling that drops straight onto rep calendars and writes back to the CRM.
Call tracking and speed-to-lead dialing so storm leads from yard signs, ads, and door hangers get logged, attributed, and called back before another roofer reaches the homeowner.
The connective tissue between your CRM and the measurement, field, and accounting tools you already run, automating the hand-offs that used to be manual copy-paste.
Production and project tracking that ties job tasks, change orders, and crew hand-offs back to the CRM record.
Inspection forms, intake, and job-site capture that flow into the CRM instead of dying in a photo app or a clipboard.
We help roofing companies replace fragmented tools with a connected CRM and automation stack that drives higher close rates, faster proposals, and stronger repeat-customer economics.
Faster lead-to-job conversion
Higher CRM adoption rates
More accurate operational reporting
Average optimization cycle
Plenty of firms will sell you a license. Fewer will design the workflow behind it. Here’s what to weigh before you hire anyone.
A badge means someone passed a quiz. What you need is a consultant who already knows what a supplement cadence and a re-roof window are before you explain them.
We run a focused stack of eight tools we know cold, and integrate with your roofing platform. That beats a generalist who claims to do everything and masters none of it.
Ask to see the process. Ours is the RISE framework, with clear gates from audit to roadmap to build to optimization, so you always know what’s next.
The real work starts after go-live. We offer managed administration, optimization sprints, and on-demand support instead of vanishing once the invoice clears.
You should know what you’re buying and what it costs before you sign. No open-ended hourly meters that balloon mid-project.
Ask for roofers, not SaaS startups. A retail roofer and a commercial roofing company need different deal logic, and your consultant should have built both.
Your CRM should plug into the tools you already run on, not replace them.
See how retail roofers, insurance-heavy contractors, storm-response teams, and commercial roofing companies rebuilt their CRM operations with our team.
Barbara Lambert
Home 2 Home 4 Seniors
Kevin Duffy Jr.
Committed To Capital
Igor
All State Appliance Repair
Every cold storm lead and unfiled supplement is margin walking out the door.
In one strategy session, we’ll pinpoint your biggest inefficiencies and show you how to eliminate them without adding headcount.
Roofing owners, sales managers, and production coordinators on what changed after the rebuild.
AXIS Consulting was exactly what our organization needed. Their expertise with Asana, Jotform, and Zapier helped us eliminate repetitive tasks and improve collaboration across departments. The entire process was professional, efficient, and tailored to our goals. We continue to benefit from the systems they built for us.
Finding a partner who truly understands business automation is not easy, but AXIS Consulting exceeded our expectations. They integrated HubSpot, Calendly, and Aircall to create a seamless experience for our team and our clients.
AXIS Consulting helped us streamline our sales and operations by connecting Pipedrive, PandaDoc, and Zapier into one efficient workflow. The manual work our team was doing every day is now automated.
Straight answers on roofing CRM consulting, migration, and what happens after go-live.
We audit your systems, design your lead-to-close, estimating, production-handoff, and customer-retention workflows, configure the CRM, build integrations with your roofing and accounting stack, migrate customer and historical job data, and train your team. That’s the difference between buying a CRM license and hiring a CRM consultant.
For most roofers we implement HubSpot or Pipedrive, then integrate it with your roofing platform and field tools. HubSpot fits roofers running both retail and insurance pipelines with marketing-automation needs. Pipedrive suits leaner, sales-led shops. We pick based on company size, job mix, crew count, and your existing field and accounting tech.
Yes. We migrate customer records, historical jobs, and supplier data into the new CRM while your production schedule keeps running. Job history, insurance documentation, and property details carry over so nothing gets stranded in the old system.
Yes. We build native and API integrations with roofing platforms like AccuLynx, JobNimbus, and Roofr, measurement tools like EagleView, RoofSnap, and HOVER, and field tools like CompanyCam, plus QuickBooks and the rest of your stack. Your CRM sits at the center, not beside it.
Yes. We design proposal templates for retail, insurance, and commercial bids in PandaDoc or your existing tool, with conditional pricing, e-signature routing, and CRM-synced status, so reps stop rebuilding the same proposal at every kitchen table.
Yes. We build adjuster scheduling, claim documentation, supplement tracking, COI renewal alerts, role-based permissions, and audit trails that support insurance-carrier compliance and shingle-manufacturer warranty governance.
We run managed administration and optimization sprints: tuning workflows, closing reporting gaps, adding automations as your job mix shifts, and giving owners, reps, and office teams on-demand support. We do not disappear at go-live.
Most projects run six to twelve weeks, depending on pipeline complexity, integration count, and how much customer, lead, and job data needs migrating. We scope and price the project up front so you know what you’re buying before you sign.
Talk to a CRM consultant about your close rates, proposal throughput, job margins, and repeat-customer goals. We’ll audit your current setup and map a clear path forward.
First 12 Months
Per Team / Month
Sales Velocity
Real-time Reporting
