Running a roofing business means handling jobs, crews, and leads—often all at once.
- CRMs like JobNimbus and AccuLynx can streamline this, but knowing how to implement and customize them takes expertise.
- These consultants specialize in roofing CRMs and broader operational coaching, saving businesses from costly trial and error.
- As well as a CRM Specialist for Hubspot who’s emphasis is on scaling and some coaches that pair well with your CRM efforts.
1. BetterBoss.io – Fractional CTO for Roofing
Website: betterboss.io
Specialty: JobNimbus optimization, workflow automation, and KPI dashboards.
BetterBoss.io is the heavy hitter when it comes to JobNimbus customization and automation. They help roofing businesses simplify workflows, track leads better, and build dashboards that highlight KPIs you actually care about. Their team brings hands-on roofing experience, making their advice practical and immediately actionable.
Clients often credit BetterBoss with cutting admin hours in half by automating tedious processes. “I had no idea JobNimbus could do this much until BetterBoss stepped in. Now, my entire pipeline runs itself,” said one roofing business owner.
2. Clientric – Roofing CRM Consultant
Website: clientric.io
Specialty: Zoho, AccuLynx and JobNimbus integrations, sales pipeline optimization, and lead tracking.
Clientric takes a deep dive into the sales side of roofing CRMs. They specialize in aligning Zoho, AccuLynx and JobNimbus with how your sales teams actually operate. From better lead tracking to automating follow-ups, they ensure nothing falls through the cracks. Their integration services connect CRMs with tools like QuickBooks, Zapier, and marketing platforms, creating seamless workflows.
A roofing company owner noted, “Clientric didn’t just set up our CRM; they changed the way our sales team handles leads. We close faster, follow up smarter, and keep every deal organized.”
3. RBP Consulting – Roofing CRM and Growth Consultant
Website: rbpconsulting.com
Specialty: Full-scale business consulting with a focus on CRM, marketing, and operational scaling.
RBP Consulting offers more than just CRM setup—they provide end-to-end business consulting for roofing companies looking to scale. Whether you’re working with JobNimbus’ Sumoquote, or custom CRM setups through Hubspot, they tailor the technology to match your growth strategy. They’re known for addressing bottlenecks in sales and operations, helping roofers move faster and smarter.
Honorable Mention (Growth-Mode) Contractor Coach Pro
Website: contractorcoachpro.com
Specialty: Leadership coaching, business scaling, and operational systemization.
Jim Johnson worked at Acculynx – and his approach and coaching complements your systems growth.
Contractor Coach Pro is all about the big picture. They blend leadership development with systems coaching, helping roofing companies build scalable operations that don’t rely solely on the owner. While they touch on CRM optimization, their real value lies in transforming leadership and internal processes.
One roofing company owner shared, “Our growth stalled until Contractor Coach Pro stepped in. Now, we’re scaling without adding chaos.”
Honorable Mention (Startup) The Roofing Academy
Website: theroofingacademy.com
Specialty: Starting up a roofing business
The Roofing Academy offers smaller-scale consulting for roofers looking to enhance their overall business, accounting and hiring.
Which Consultant is Right for You?
- Need advanced JobNimbus automation and KPI dashboards? BetterBoss.io is the clear leader.
- Looking to overhaul sales pipelines and lead tracking? Clientric is your best fit.
- Want CRM integrations? RBP Consulting provides full-scale Hubspot and Sumoquote help.
- Need leadership coaching and operational systems? Contractor Coach Pro.
- Seeking help in the start up phase? The Roofing Academy can deliver.
Roofing success starts with efficient systems—and the right consultant makes all the difference.
