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Description

Exterio is a comprehensive platform for roofing CRM and project management aimed at enhancing communication among exterior contractors, expediting job estimates, managing leads effectively, and securing more projects in areas such as roofing, siding, windows, gutters, decks, maintenance, and various other exterior endeavors. Previously known as Roof Chief, Exterio stands out as an AI-driven CRM that boosts sales efficiency while maintaining smooth operational and production processes. By leveraging smart automations, it allows contractors to accelerate their workflows, improve follow-ups through integrated communication tools, and deliver a polished purchasing experience via digital sales proposals, all within an intuitive platform capable of handling the entire business operation. Every interaction, including leads, calls, texts, emails, and projects, is centralized from the initial contact through to the signed agreement, featuring automated text and email sequences, reminders, custom workflows, assignment of tasks, pipeline monitoring, contact management, customer portals, and a complete communication log associated with each project. This holistic approach not only enhances productivity but also contributes to a more organized and efficient way of managing exterior contracting jobs.

Description

One of the fastest growing CRMs in the roofing and restoration industry. RestorationX offers all the tools that the industry needs at an affordable price. www.restorationx.app

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

EagleView Yes 
Google Calendar Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 

Integrations

EagleView No 
Google Calendar No 
Microsoft Outlook No 
QuickBooks Online No 

Pricing Details

$199 per month
Free Trial Yes 
Free Version No 

Pricing Details

$32 per user per month
$32.00 a user unlocks access to our full suite of project management tools, CRM and unlimited roof measurement reports.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Exterio

Founded

2013

Country

United States

Website

www.getexterio.com

Vendor Details

Company Name

RestorationX

Founded

2022

Country

United States

Website

restorationx.app

Product Features

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

Product Features

Restoration Management

Bid Management Yes 
CRM Yes 
Document Management Yes 
Fire Restoration Yes 
Job Tracking Yes 
Mold Remediation Yes 
Project Management Yes 
Scheduling Yes 
Task Management Yes 
Water Restoration Yes 

Roofing

Aerial Measurement Yes 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management Yes 
Lead Management Yes 
Photo Capture Yes 
Quotes / Estimates No 
Scheduling Yes 
Work Order Management No 

Alternatives

Alternatives

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