Cycl Sales is a roofing CRM that captures every lead, follows up until the homeowner signs, and asks for the review when the roof is done. Storm leads, door-knock leads and referrals sit in one pipeline, with texts and emails that keep going through the weeks an insurance claim takes. On the AI Autopilot plan, AI replies to new leads around the clock.
Roofing jobs are usually lost after the lead comes in and before the contract is signed. After a hail or wind storm, your phone, your web form and your canvassers all fill up at once, and every homeowner is calling three roofers. The roofer who calls back first and keeps showing up through the insurance claim tends to get the job.
Storm leads come in faster than you can call them back, so some sit until tomorrow and sign with someone else. Door-knock leads live in a rep’s phone. Homeowners waiting on an adjuster go quiet for weeks, and nobody remembers to check in. Finished roofs never get a review request, so the next storm’s homeowners find your competitor on Google first.
Cycl Sales puts every lead in one pipeline with its source attached, texts the homeowner back as soon as they reach out, and runs follow-up that fits the claim timeline: before the inspection, after the adjuster visit, and while you wait on approval. Estimates, invoices and text-to-pay live in the same place, and every finished job sends a review request. On the AI Autopilot plan, AI answers new leads 24/7 and books inspections on your calendar.
Inside Cycl Sales, a roofing job moves through six steps: the lead lands in one pipeline, gets a reply right away, books an inspection, gets follow-up through the claim, receives an estimate and invoice, and ends with a review request. Automation carries each step, so nothing depends on someone remembering to call.
Web forms, Google and Facebook ads, calls to your tracked numbers, and door-knock leads your reps enter from the mobile app all go into the same pipeline, tagged by source. After a storm you can see every homeowner who reached out, not just the ones who got a callback.
A missed call gets an automatic text back, and a web form gets an instant reply. On the AI Autopilot plan, AI chats with the homeowner by text or web chat, asks about the damage and the address, and books the inspection.
Homeowners pick a time on your online calendar, or your office books it for them. Confirmations and reminders go out by text and email, so fewer reps drive out to a house where nobody is home.
Claims move slowly, so your follow-up can too: a check-in after the adjuster meeting, a nudge while the homeowner waits on approval, and a reminder when it’s time to schedule. Retail jobs get their own sequence for homeowners comparing quotes.
Send the estimate, collect the deposit, and send the final invoice with a text-to-pay link. Every payment is tied to the homeowner and the job in your pipeline.
When the job moves to complete, the homeowner gets a Google review request by text. Your dashboard shows which lead sources turned into signed roofs, so you know where to spend before the next storm.
Cycl Sales covers the front of your roofing business: lead capture, follow-up, inspection booking, estimates, payments and reviews. See the full feature list for everything else in the platform.
Missed-call text-back and instant form replies on every plan. On the AI Autopilot plan, AI chatbots answer by SMS, email and web chat 24/7.
Call tracking numbers and source tags show whether a lead came from a storm ad, your website, a referral or a door knock, and which ones became signed contracts.
Automated text and email sequences that run for weeks, not days, and stop the moment the homeowner replies.
Online booking for inspections, with automatic confirmations and reminders by text and email.
Send estimates, take deposits, and collect the final payment by text or card, all on the homeowner’s record.
Automatic review requests after every job, with every review and reply managed from one screen.
Cycl Sales is the front end of a roofing company: leads, follow-up, inspection booking, estimates, invoices, payments and reviews. It covers the stretch from “I think I have hail damage” to a signed contract and a Google review.
It is not production or field service software. Cycl Sales does not do crew scheduling or dispatch, material ordering, roof measurements, job costing or payroll. If you already use a field service or roofing production app for that work, keep it, and connect the two with Zapier or webhooks so a signed job moves over without retyping.
If you want help getting more leads in the first place, our team also builds roofing websites and runs SEO and ads through custom services.
If you are weighing Cycl Sales against a field service app or a general CRM, these side-by-side pages show what each one does and where they overlap.
Book a demo and we’ll show you a roofing pipeline in Cycl Sales, from the first storm lead to the review request. Plans start at $197 a month with no long-term contract.