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Customer Relationship Management (CRM) Automation Services

Improve your customer relationships by managing experiences through automated CRM systems. Support customers throughout their lifecycle, generate leads and pre-qualify prospects.

The main goal is to develop an outstanding customer service experience to drive and increase revenue for your roofing business.


Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers.

There are many benefits to adding a CRM to your daily tasks such as:


  • Contact management
  • Sales process management
  • Sales rep conversion
  • Integration of all of your digital platforms
  • Customer service management

The goal is to develop an outstanding customer service experience driving an increase in revenue for your roofing business. CRM Automation System helps roofing companies to simplify the follow-up and sales processes.

Roofers Going Digital will set up and manage the CRM Automation System for your roofing company.

The benefits are:

Lastly, you can also improve your relationships with other individuals, such as employees, partners, suppliers, and much more.

Roofers Going Digital CRM Automation System

Stay on top of your pre qualified leads and learn how to improve your company’s conversions of prospects to customers. Roofers Going Digital will set up and manage the CRM Automation System for your roofing company.

Our CRM services include:

  • CRM Software profile creation and configuration 
  • Chat box for hot lead generation management 
  • Pop-up management
  • Prequalification for potential clients
  • Collection and distribution of information
  • Increase your customer database

5 Benefits

of Having a Chat Box for Your Roofing Website

Roofing companies are at risk of facing critical reviews in terms of customer services. Most of the time, problems arise from a lack of communication.

Your customers and potential clients will always have questions regarding pricing, timelines, policies, etc. You can be ready to answer all their inquiries by simply adding a chat box, which is a tool installed by the CRM Automation System.

The benefits are:

  1. Quick customer response tool
  2. Collect leads and info anywhere you are
  3. Provide your roofing company with a win-win situation (Sales and Customer Service)
  4. Figure out the most common issues of your clients
  5. Increase sales without physically meeting the customer

Always be prepared with a solution to your customer’s problem, such as a property manager that has a roof leak in the middle of a rainy day.

They will try to contact you immediately, and with a chat box already available, they won’t have a problem communicating with you and finding a fast fix.

In brief, providing valuable suggestions and solutions through a chat box certainly will help you increase your sales.


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