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Built for Roofing Contractors

Close more roofs.
Less paperwork, more paychecks.

ValidCRM gives your team the tools to manage leads, build professional proposals, and close deals — all from one simple platform.

14-day free trial Cancel anytime No charge until trial ends

ValidCRM — Dashboard
Pipeline Value
$48,200
Active Jobs
12
Proposals Out
3
New Leads 4
Johnson Residence
Hail damage • Inspected
$8,400
Martinez Property
Full replacement
$12,800
Proposal Sent 3
Oak Ridge HOA
Awaiting signature
$15,200
Chen Residence
Follow-up tomorrow
$6,500
Closed Won 2
Williams Home
Scheduled Jul 15
$9,800
Patel Duplex
In progress
$11,200

Trusted by roofing teams across the country

Everything your crew needs

Pipeline Management

Track every lead from first knock to signed contract. Know exactly where every deal stands.

Professional Proposals

Build branded proposals with e-signatures in minutes. Send via email, get signed on the spot.

Job Photo Documentation

Capture inspection photos organized by job. Before, during, after — all in one place.

Canvassing Tool

Equip your door-knockers with a lead capture tool. Business card scanner, voice notes, instant push-to-CRM.

Team Management

Add your whole team with role-based access. Sales reps, canvassers, office staff — everyone in their lane.

AI-Powered Tools

Generate social posts, proposal content, and follow-up emails with built-in AI. Less writing, more closing.

From first knock to final payment

1

Capture the lead

Canvassers knock doors and capture contacts on the spot. Business cards scan instantly. Everything flows into your pipeline.

2

Build & send the proposal

Pull up the job, build a professional branded proposal with your scope and pricing. Send it. Get it signed.

3

Close and document

Track every job from signed to completed. Photos, notes, and history — all in one place for every customer.

Simple, honest pricing

Pro
$197 / month

+ $25 per additional user/month

  • Unlimited customers & jobs
  • Professional proposal builder
  • E-signatures
  • Inspection photo storage
  • Canvassing tool
  • Team management
  • AI-powered content tools
  • Mobile app (iOS & Android)
  • Email support
Start 14-Day Free Trial

You won't be charged until your trial ends. Cancel anytime.

Yes — 14 days of full access, completely free. We collect payment info upfront so your service continues seamlessly, but you won't be charged until the trial ends. Cancel anytime before then.
Yes. Each additional user is $25/month. Canvassers, sales reps, and office staff all get role-appropriate access so everyone stays in their lane.
Yes, cancel anytime with no cancellation fees. No long-term contracts, no hidden charges.
All data is encrypted in transit and at rest, stored on enterprise-grade infrastructure. Your customer data and business information are always protected.

Ready to close more jobs?

Start your free trial today. No charge for 14 days.

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