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Trades & Field Services (Australia) Australia

Win more roofing work by getting to storm enquiries before anyone else

HelloGrowthCRM captures every call, form and message after a hailstorm, ranks the re-roofs above the gutter cleans, and chases each quote to a decision.

Quick answer

Does HelloGrowthCRM replace ServiceM8, Simpro or AroFlo?

No. It is a sales and follow-up CRM with no crew scheduling board, no timesheets, no materials or inventory costing and no job costing. ServiceM8, Tradify, Simpro and AroFlo do all of that properly. A roofing company actively dispatching crews should keep the system it already runs. HelloGrowthCRM sits alongside it and owns the stage before the job exists, then hands the approved work across through a native connector, Zapier or the API so nothing is retyped.
Outcome-first workflowA$20 per user per month, or A$16 on annual billing pricingSMS reminders + Xero sync
Industry Use Cases

Storm and hail damage enquiries captured within the hour

Roof restoration quotes chased over several months

Full re-roof and metal replacement jobs tracked to signature

Insurance repair work tracked while awaiting insurer approval

Builder and developer re-roof packages kept in one thread

Gutter and leak repairs converted into restoration quotes

Why this page exists

Roofing demand in Australia is lumpy. A hailstorm through the western suburbs or an East Coast Low along the coast produces a fortnight of enquiries, then months of steady restoration and re-roof work. Both patterns punish poor follow-up. Storm leads go to whoever answers first, and a re-roof quote can take two months and five conversations before anyone signs. HelloGrowthCRM handles the sales side. Enquiries from your website, your number and your messaging channels land in one pipeline with the full history against each contact, including the photos the customer sent. Quotes get chased on a schedule instead of when someone remembers. Your job management software still runs the crews, the safe work paperwork and the jobs. This makes sure the work is won first.

Say it plainly: HelloGrowthCRM is a sales and follow-up CRM, not a job management platform. It has no crew scheduling board, no timesheets, no materials or inventory costing and no job costing. ServiceM8, Tradify, Simpro and AroFlo do all of that, and a roofing company actively dispatching crews and managing height safety documentation should keep the system it already runs. HelloGrowthCRM sits alongside it and owns everything before the job exists: the storm enquiry, the callback, the inspection booking, the quote and the follow-ups it takes to get a signature. Push the won lead across with a native connector, Zapier or the API. Full native iOS and Android apps mean a lead can be logged from the ute, not from a desk two days later.

Common search intent

CRM for roofing companies Australiabest CRM for roofing companies in Australiahow to manage storm season roofing enquiriesCRM for roof restoration and re-roof quotesroofing lead capture software Brisbaneroofer CRM with call recording and SMS follow-up

Why teams evaluating CRM for roofing companies Australia want a simpler system

A hailstorm hits on a Thursday and sixty enquiries arrive in two days. Half ring out, the forms go unread, and the customers book the first roofer who answered.

Insurance work involves the homeowner, the insurer and sometimes an assessor. Without one shared thread the conversation fragments and the job stalls for weeks on end.

Re-roof and restoration quotes take months to close. Nobody chases them consistently, so warm jobs quietly go cold and you never find out why you lost them.

Between storm events the phone goes quiet, but there is no worked list of past enquiries to call because last season's unconverted quotes were never properly recorded.

Builders and strata managers send enquiries by text, email and phone within the same week, so the same roof gets quoted twice or answered inconsistently by two people.

You cannot tell which suburbs, campaigns or referral sources actually produced signed roofing work, so the advertising budget before storm season is set on a hunch.

Challenge → solution → result

Common Roofing problems — and how this CRM solves them

Challenge: Storm week enquiries ring out unansweredSolution: Lead capture from phone, web forms and messagingResult: Every enquiry from the event is recorded and callable rather than lost
Challenge: Re-roof quotes go quiet for monthsSolution: Automated email sequences with SMS and WhatsApp stepsResult: Long sales cycles are chased consistently until you get a decision
Challenge: Insurance jobs stall with no clear ownerSolution: Pipeline stages for report sent, awaiting insurer and approvedResult: Every claim-related job has a visible position and a next action
Challenge: Small repairs crowd out the big restorationsSolution: AI lead scoring across new enquiriesResult: Full re-roofs get called back first while the homeowner is still shopping
Challenge: Storm season ad spend cannot be measuredSolution: Reporting dashboards on lead source and win rateResult: Next season's budget goes to the campaigns that produced signed work

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Flood of calls the morning after a hailstormBuilt-in dialer with call recording and AI call summaries so nothing is lost in a chaotic week
Website enquiry for roof restoration or a re-roofLead capture from web forms, phone and messaging into one pipeline
Triaging storm enquiries when you cannot ring everyoneAI lead scoring so a full re-roof outranks a gutter clean
Quoting after a roof inspectionQuote builder with saved line items, sent the same day from the app
Chasing a re-roof quote over two monthsAutomated email sequences that stop as soon as the customer replies
Keeping an insurance job moving between partiesPipeline with your own stages for inspection, report sent, awaiting insurer and approved
Reaching a homeowner who only answers messagesSMS and WhatsApp follow-up in the same thread as calls and emails
Billing a small repair or make-safe visitInvoicing with GST handled, issued from the mobile app
Seeing which storm campaigns produced signed workReporting dashboards on lead source, response time and win rate
Handing an approved job to the crewNative connectors, Zapier and API into your job management software
Xero + SMS follow-up

One thread per roof, however the enquiry arrives

After a storm the enquiries arrive in every format at once. A form submitted at midnight with three photos of a lifted ridge, a missed call from a strata manager in Penrith, a WhatsApp message from a homeowner in Wynnum with a video of a leak, an email from a builder about a townhouse re-roof. HelloGrowthCRM brings web forms, phone calls and messaging into one record for each property and person, so the follow-up two weeks later still has the original photos and the original conversation attached. The dialer records calls and writes an AI summary, which matters when the quote is prepared days after the inspection.

Why Australia teams choose this

See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.

Built for Xero-connected SMS follow-up

How it works

1

Point every enquiry at one pipeline

Connect your website form, your business number and your messaging channels. Setup runs about fifteen minutes. From then on every roofing enquiry is captured with its source, including the ones that arrive at midnight after a storm.

2

Build stages that match roofing sales

Set stages the way roofing work is actually won: new enquiry, inspection booked, quote or report sent, awaiting insurer, chasing, won or lost. Move jobs along from the iOS or Android app between inspections.

3

Automate the long chase

Write your follow-up once as an email sequence with SMS or WhatsApp steps. It runs on your schedule for every open quote and stops the moment the customer replies, so a re-roof quote stays alive across the months it takes to close.

4

Hand approved work to your job software

When a quote or insurance scope is approved, push the customer and job detail into ServiceM8, Tradify, Simpro or AroFlo through a native connector, Zapier or the API, so the crew gets it without anybody retyping the address.

Pricing

A$20 per user per month, or A$16 on annual billing

HelloGrowthCRM is A$20 per user per month (US$12), or US$10 per user per month on annual billing, and there is a free forever plan. That fits a storm-driven business, because you can add seats before the season and run lean between events. Setup takes about fifteen minutes, so you can have it capturing enquiries before the next front comes through. The optional managed RevOps service, Growth Engine, will configure the pipeline, sequences and reporting for you.

HelloGrowthCRM against a generic CRM for a roofing company

RequirementHelloGrowthCRMGeneric CRM
Absorb a storm spike in enquiriesPhone, web form and messaging captured together, scored and rankedWeb forms only, so the phone surge after a hailstorm is never recorded
Keep a re-roof quote alive for two monthsAutomated email, SMS and WhatsApp sequences that stop on replyA manual reminder that gets pushed back until the lead is cold
Track an insurance job across partiesCustom pipeline stages for inspection, report sent, awaiting insurer and approvedGeneric deal stages that do not match how insurance work actually moves
Quote on the day of the inspectionQuote builder with saved line items, sent from native iOS or Android appsQuoting done outside the CRM and pasted back in days later
Run beside ServiceM8, Tradify, Simpro or AroFloNative connectors, Zapier and API hand approved work across cleanlyAssumes it is the only system and duplicates your job software
Suit a storm-driven cost baseFree forever plan, then A$20 per user per month, per-seat so you can flexAnnual contracts with minimum seats and paid onboarding before you see value

Frequently asked questions

No. It is a sales and follow-up CRM with no crew scheduling board, no timesheets, no materials or inventory costing and no job costing. ServiceM8, Tradify, Simpro and AroFlo do all of that properly. A roofing company actively dispatching crews should keep the system it already runs. HelloGrowthCRM sits alongside it and owns the stage before the job exists, then hands the approved work across through a native connector, Zapier or the API so nothing is retyped.

Be ready before the next storm, not after it

Set HelloGrowthCRM up in about fifteen minutes, point your roofing enquiries at it, and let the follow-up run while your crews are on roofs. Keep ServiceM8, Tradify, Simpro or AroFlo for scheduling and job management. Start on the free forever plan.

AI & Intelligence

AI Features Built for Roofing

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Explore AI Agents

All AI features included on every paid plan. No add-ons.