Most roofing CRMs stop at the lead. LynkedUp Pro carries the job from the first door knock to the final invoice — canvassing, measurements, estimates, production, crews, documents, and payments on one record that never gets re-keyed.
A roofing CRM is software that stores every lead, homeowner, inspection, estimate, job, and payment for a roofing company in one place, and automates the follow-up between them. A general-purpose CRM tracks contacts; a roofing CRM tracks contacts plus roofs — measurements, storm dates, insurance claims, material orders, crew schedules, and photo evidence. LynkedUp Pro is an all-in-one roofing CRM built around that second half, so sales, production, and the back office read from the same job file instead of four disconnected tools.
A rep knocks Tuesday, means to call Thursday, and the homeowner signs with the company that called Wednesday. Nothing was broken — nobody was reminded.
The estimate says 32 squares, the crew ordered 28, and the office finds out at invoicing. Three tools, three versions of the truth.
Photos live on phones, contracts live in email, supplements live in a folder on someone's desktop. Every claim needs a person to reassemble it.
A CRM, a measurement service, a canvassing app, an e-sign tool, and a scheduling app — none of which talk to each other, all of which bill monthly.
Every lead — canvassed, called, referred, or paid for — lands in one pipeline with a stage, an owner, and a next action that fires whether or not anyone remembers it.
Type an address, get a measured roof, and price it against your own material and labour rates — then send a signature-ready proposal on the same visit.
The signed job becomes a build with stages, crew assignments, delivery dates, and a photo record — visible to the owner without a phone call.
Photos, measurements, scopes, contracts, and correspondence assemble themselves into the file an adjuster or a homeowner asks for.
The margin on a job is visible while you can still do something about it, not two months after the crew left.
The people who create the data are outside. The app is built for them — offline capture, one-thumb updates, and sync when the signal comes back.
The best roofing CRM is the one that covers sales and production without a second system. LynkedUp Pro combines lead management, door-to-door canvassing, storm and hail intelligence, roof measurements, estimating, project management, dispatch, invoicing, and an AI receptionist in one platform — which is why roofing companies use it to replace four or five separate subscriptions.
Both. The CRM handles leads, contacts, pipelines, and follow-up. The rest of the platform handles measurements, estimating, production scheduling, crews, documents, invoicing, and reporting — so it functions as complete roofing business management software rather than a sales-only CRM.
Yes. Residential teams use canvassing, storm maps, and insurance-claim workflows; commercial teams use multi-building job structures, maintenance schedules, longer approval chains, and portfolio-level reporting. Both run on the same job record.
Yes. Contacts, jobs, and history import from spreadsheets or an existing CRM, and your data exports in standard formats at any time. You own the records.
Most teams are taking leads in the first week. The usual order is pipeline and follow-up first, then estimating and measurements, then production and invoicing — so the sales team feels the benefit before the office finishes configuration.
LynkedUp Pro plans start at $129 per month, with a one-time Founders License available for early companies. Compare that against the combined cost of a separate CRM, measurement service, canvassing app, and e-sign tool, which is what most roofing companies are replacing.
A live walkthrough with your addresses, your pricing, and your workflow — not a canned demo reel.
