You inspected the roof, wrote the estimate, and the homeowner said they'd think about it. Then three other roofers knocked. PeakReach installs and operates the system that follows up on every estimate — retail and insurance — on schedule, and flags the ones that need your sales rep.
Built and validated inside a real quote-driven service business, then standardized for roofing and other trades that sell through estimates.
The homeowner is comparing. Without a cadence, yours is the estimate that gets forgotten.
Weeks pass. Nobody owns the next touch. The file goes cold.
Hundreds of leads in two weeks. Follow-up depends on memory, and memory fails.
Retail and insurance estimates enter one visible pipeline with status, owner, and next action.
Approved email and text touches go out on time and stop the moment the homeowner replies or signs.
Storm-season missed calls trigger a response before the caller dials the next roofer.
Replies and aging estimates route to the assigned rep — flagged, not remembered.
A CRM is a filing cabinet with reminders. It only recovers revenue if someone configures the follow-up, watches the exceptions, and fixes it when it breaks. That someone is PeakReach. You get the outcome — every estimate tracked, followed up, and accounted for — and we run the machinery: CRM, pipeline, compliant text and email, call tracking, dashboards, monitoring.
Not a fit: startups, very low estimate volume, or companies that want advertising as the only service.
A 20–30 minute operator-led Revenue Leak Audit: we look at how your estimates are followed up today, name up to three observable leaks, and hand you a one-page Revenue Leak Snapshot. Complimentary for qualified roofing companies. No software to buy, no high-pressure sales.
There is a CRM and pipeline underneath, configured for estimate follow-up. But you don't license software from PeakReach — you get a managed system we operate, monitor, and report on every week.
No. PeakReach connects and manages the follow-up workflow around your approved system of record whenever the data is usable.
Most installations launch within 2–4 weeks after access and onboarding information are complete. That is an operating estimate, not a guaranteed SLA.
$2,500 implementation plus $1,497 per month, 12-month initial term, then month-to-month with 30 days' written notice.
Comparing tools? Best Roofing CRM software (2026), compared honestly · Roofing lead generation & growth · How to follow up on a quote (templates) · Quote tracking software: what to track, who runs it
Other trades: Landscaping CRM · HVAC CRM · Plumbing CRM · Electrician CRM · CRM for Contractors · Home services & contractors hub
