Average Ratings 0 Ratings
Average Ratings 146 Ratings
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
Get a roof report for $10 in 24 hours or measure it yourself free of charge! Register for Roofr Measurements, and send an address to your dashboard. We will send you a 6-page report that includes total squares, pitch, edges, hips, valleys and ridges, flashing, flashing, and other details. We are proud of our accuracy. We can help you quote and get the job. We'll correct any error. You can measure from our satellite imagery or upload your own drone imagery and blueprints. Need some help? Roofr's experts will help you. Make stunning branding proposals that will inspire your customer to sign the contract. You can create reusable templates and calculate material quantities quickly so you stay ahead of your competition.
API Access
Has API
No
API Access
Has API
No
Integrations
CompanyCam
No
EagleView
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Nearmap
No
QuickBooks Online
Yes
Integrations
CompanyCam
Yes
EagleView
No
Google Calendar
No
Microsoft Outlook
No
Nearmap
Yes
QuickBooks Online
No
Pricing Details
$199 per month
Free Trial
Yes
Free Version
No
Pricing Details
$0
Sign up for free on our trial Starter Plan.
Love our measurements? Get Measure+ for 6 or 2 hours measurements. $109/$169 per month, respectfully.
$249/month: Our Essentials plan gives you everything you need to streamline your sales process, from measurement to payment.
$349/month: Our Scale plan has all our CRM tools and features for teams that are growing fast and need more flexibility.
Love our measurements? Get Measure+ for 6 or 2 hours measurements. $109/$169 per month, respectfully.
$249/month: Our Essentials plan gives you everything you need to streamline your sales process, from measurement to payment.
$349/month: Our Scale plan has all our CRM tools and features for teams that are growing fast and need more flexibility.
Free Trial
Yes
Free Version
Yes
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
No
iPad App
No
Android App
No
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)
No
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Exterio
Founded
2013
Country
United States
Website
www.getexterio.com
Vendor Details
Company Name
Roofr
Founded
2016
Country
United States
Website
roofr.com
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
Construction CRM
Client Tracking
Yes
Contract Management
No
Forecasting
No
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
No
Time Management
No
Construction Estimating
Accounting Integration
Yes
Audit Trail
No
Bid Management
No
Billing & Invoicing
Yes
Building Product Database
No
Calculators
No
Change Orders
Yes
Contract Management
Yes
Cost Database
No
Customer Management
Yes
Customizable Templates
Yes
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
Yes
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
No
Subcontractor Management
No
Takeoff
Yes
What-if Analysis
No
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
Yes
Building Product Database
No
Change Orders
Yes
Customer Management
Yes
Project Management
Yes
Quote Management
Yes
Scheduling
Yes
Takeoff
Yes
Roofing
Aerial Measurement
Yes
Billing & Invoicing
Yes
Checklists & Inspections
Yes
Commercial / Industrial
Yes
Dispatch Management
No
Lead Management
Yes
Photo Capture
No
Quotes / Estimates
Yes
Scheduling
No
Work Order Management
Yes
