Great all-around CRM
Superior to all others... here's the proof:
I spent 2 entire weeks intensively comparing a dozen different roofing CRM softwares, and this one was the only one that comprehensively handled every ASPECT of a small to mid-size roofing business. It has support for commercial operations too, but I can't speak to that.
Best Roofing CRM
No Caller ID
Response from developer
We totally understand your frustration with the lack of caller ID. This was an intentional decision on our part though, not an oversight, so let me explain the reasoning: In order to provide caller ID we would have to route calls via your phone's data connection, which means you would not be able to receive or answer phone calls unless you had perfect service with 5G or at least LTE. This is a huge complaint with the other VOIP apps out there that constantly miss or drop calls. We know contractors are often working in areas with poor service, so this would have been an even bigger issue for us had we taken that route. To avoid this problem, we decided to instead route incoming calls via your phone service using call forwarding, which means inbound calling works even when service is poor. The downside is that because the call is being forwarded through your regular cell number, we can't control the call screen to show caller ID. To compensate for the lack of regular caller ID, we provide the caller's name both in the form of a push notification to your phone and audibly as a "whisper message" before you actually answer the call. Between these two methods you will always know who is calling, it's just a little less convenient than normal caller ID. Again, we understand it would be ideal to have both the regular caller ID and the reliable calling, but due to this being technically impossible we were forced to choose, and decided that reliable calling was more important overall.
