ValensCRM

The CRM builder made for roofers

Emergency call-outs and planned reroofs in the same view, with insurance claim paperwork that doesn't get lost.

What most roofing businesses are stuck with

Weather rewrites your schedule constantly

A rained-off reroof needs rebooking fast, and customers need telling before they notice nobody's shown up.

Insurance claims mean extra paperwork

Claim references, insurer details, and job photos need to be tracked alongside the job itself, not separately.

Emergency jobs and big projects compete

A leak call-out and a full reroof quote need very different handling, but often land in the same inbox.

A CRM shaped like your business, not a sales textbook

Every object below is one you drag, drop, and rename yourself — or describe your business to the AI builder and get this exact structure generated in under a minute.

👤Customers
NameAddressPhoneNotes
🔨Jobs
StatusJob TypeCustomerScheduled Date
📝Quotes
CustomerPriceStatusValid Until
📋Insurance Claims
CustomerClaim RefStatusInsurer

A pipeline that matches how the work actually moves

Enquiry

New request in

Inspected

Site visited

Quoted

Price sent

Scheduled

Work booked

Completed

Job done

Automations that quietly do the follow-up for you

When

A job is rescheduled

Then

Send the customer an email with the new date

When

A job's status changes to Completed

Then

Create a task to send the invoice

A custom CRM builder for other trades too

Browse every industry

Build your roofing CRM in the next 10 minutes

Free to start, no card required. 14-day free trial on every paid plan.

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