⚡Bolt-On HighLevel System
for Roofing CRMs
This is not a new CRM.
It’s a HighLevel-powered lead & sales system that bolts onto your existing one
— Leap (JobProgress), JobNimbus, or RoofLink — to help you:
✅ Capture more leads
✅ Book more appointments
✅ Follow up faster
✅ And see exactly what’s working in your sales process
It fills the front-end gaps your CRM wasn’t built for — and helps your team close more jobs with less friction.
Never Miss a Lead — and See The Real Source Where They Came From
We capture every lead from your website, ads, Google LSA, Facebook, referrals, chat, and phone calls — and tag the true first source before routing them into a structured sales pipeline.
→ No leads missed or misattributed
→ Every source is locked for reporting
→ Each lead is prepared for AI, booking, or CRM sync
→ Your sales team sees the full picture from day one
Respond Instantly — And Route Every Lead to the Right Next Step
Our roofing-trained AI Agent answers every inbound text, chat, email, or phone call within seconds — 24/7.
It sounds like a real team member and knows exactly what to do next:
→ Books appointments for serious leads on the spot
→ Flags emergencies and creates instant support tickets for your team
→ Filters out marketers, solicitors, and low-quality inquiries
→ Routes real support needs to the right person, not your sales team
You get fast, professional engagement — with smart filters that protect your time and reputation.
Book More Appointments — With the Right Rep, at the Right Time
We connect to your reps’ Google or Outlook Calendars and offer customers only the real-time openings available — using round robin, or routing by ZIP code if you prefer territory-based assignment.
→ Calendars stay conflict-free and accurate
→ Optional ZIP logic keeps reps in the right areas
→ Built-in buffer time gives reps room to travel
→ Appointments are confirmed without manual follow-up
Re-Engage Every Lead — With Engagement That Matches the Moment
Most roofing leads don’t convert on the first try.
Our HighLevel system follows up differently depending on where the lead is in the sales process — using messaging that feels personal, well-timed, and built to close.
1. No Appointment Booked After Lead Capture
→ Responds quickly with helpful next steps
→ Offers rep calendars and inspection booking options
→ Keeps interest alive without delay
2. Instant Estimate Follow-Up (e.g., Roofr)
→ Treats these leads as high-intent
→ Sends estimate confirmation + CTA to book a rep visit
→ Includes rep intro and financing if needed
3. Older Estimates (30+ Days Without Action)
→ Follows up at 30, 45, and 60 days with helpful re-engagement
→ Links back to estimate, includes rep contact info
→ Keeps you top of mind when the homeowner is ready
Why it works:
→ Messaging is tailored — not generic
→ AI steps back during follow-ups so messaging feels personal
→ Homeowners feel guided, not pressured
→ You close more jobs from leads you’ve already paid for
Adds Sales Insights to Your CRM — Without Changing What Already Works
Our HighLevel system sends back key sales data to your CRM using job numbers and custom fields — so your team gets the full picture without disrupting your existing workflow.
→ CRM Job Numbers connect leads, reps, and opportunities
→ Rep info, lead source, and key sales stages are always aligned
→ Your CRM shows not just the job — but how it was won
→ No duplicate contacts. No extra data entry. Just cleaner, more complete records
Know What’s Working
— In Real-Time
Every stage is tracked inside HighLevel — from lead in CRM to appointment booked, estimate sent, won, or lost
— and visualized inside a live KPI dashboard.
→ Track conversion rates by rep, source, ZIP, or campaign
→ Know your true CPL, CPS, CPE, and revenue per source
→ Filter by timeframe, rep, or pipeline stage
→ View in Google Looker Studio or embedded in GHL
What You Get
✓ Lead capture across all channels
✓ 24/7 AI assistant (calls, texts, chat, email)
✓ Rep calendar booking with ZIP routing + buffer logic
✓ Smart follow-up automations for key sales moments
✓ CRM sync with job number + custom fields
✓ Live KPI dashboard with rep/source performance
✓ Full setup, training, and support
Pricing
Full System
$4,500 setup + $450/month
Includes everything: AI, automation, booking, CRM syncing, reporting.
KPI Dashboard Only
$1,950 setup + $100/month
Includes live reporting + CRM integration only.
