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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

RoofLink serves as a comprehensive CRM solution specifically designed for roofing industry professionals, equipping them with an extensive array of tools to enhance and automate multiple facets of their business operations. Among its standout features is a built-in roof measuring tool that accurately captures dimensions for gutters, ridge vents, and fencing, which aids in formulating detailed project estimates while also allowing for immediate profit margin assessments. The platform boasts complete inspection functionalities, which help maintain organized records of roofing projects through job photo management and the ability to create polished PDF reports that are ideal for insurance claims. Additionally, the product library is efficiently managed with a pre-loaded supplier database, making it easy to generate estimates, work orders, and material requests straight from the roof measurement tool. RoofLink further enhances sales efforts with its canvassing and lead generation features, permitting teams to allocate and visualize sales territories, strategically avoid overlaps, and incorporate real-time weather and radar information into their planning. This integration of tools not only improves efficiency but also ensures that roofing professionals can respond swiftly to market demands and customer needs.

Description

Increase revenue while reducing sales costs through a specialized solution that streamlines and enhances the design and planning of sales territories. Gain insights into customer and prospect potential to strategically position sales representatives where the likelihood of success is greatest. The integrated spatial analysis tool helps businesses pinpoint new sales opportunities effectively. Effortlessly import and merge third-party data to identify untapped market segments. The analytics engine built into the solution generates equitable and well-structured territories tailored to your specific criteria. Streamline territory alignment and leverage advanced market analysis with the optimization feature to maximize effectiveness. Manage sales territories efficiently by processing data from up to ten distinct sources simultaneously, including spreadsheets and ODBC databases. With Xactly Territories, adjusting and creating territories becomes a simple and efficient task, facilitating better sales strategies and improved performance. This comprehensive approach ensures that sales teams can adapt quickly to changing market dynamics, ultimately driving greater success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CompanyCam Yes 
ContractorHUB Yes 
EagleView Yes 
Enzy Yes 
Hover Yes 
Product Marketing Alliance No 
QuickBooks Online Yes 
Salesforce No 
Stripe Yes 
SumoQuote Yes 
Xactly No 
Zapier Yes 

Integrations

CompanyCam No 
ContractorHUB No 
EagleView No 
Enzy No 
Hover No 
Product Marketing Alliance Yes 
QuickBooks Online No 
Salesforce Yes 
Stripe No 
SumoQuote No 
Xactly Yes 
Zapier No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

RoofLink

Founded

2019

Country

United States

Website

rooflink.com

Vendor Details

Company Name

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com/products/sales-territory-mapping-software

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

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