RoofLink vs Coastline CRM

■ RoofLink: The Mobile-First CRM Built by Roofers, for Roofers Your all-in-one platform designed specifically for roofing professionals who need a simple, efficient way to manage leads, track projects, and stay on top of daily tasks—right from the field. ■ Designed by Roofing Pros Created by professional roofers who understand your day-to-day challenges, RoofLink streamlines your workflows so you can focus on getting the job done. ■ Mobile-First, Field-Friendly Access all essential data on your phone or tablet—scheduling, tracking, and documenting work while on-site has never been easier. ■ Transparent, Flat-Rate Pricing Say goodbye to unexpected costs. Our clear pricing ensures you’re always on top of your budget. ■ Intuitive Workflows Follow guided processes that mirror your current tasks—from lead capture to project handoff—all in one secure place. ■ Comprehensive CRM Tools Centralize leads, client info, and sales activities to keep everything organized and within reach. ■ Smart Scheduling and Assignments With a few taps, you can plan your crew’s tasks, make adjustments, and stay in sync on the job. ■ Document and Photo Management Generate estimates, capture photos, and store crucial files—time-stamped and easily accessible. ■ Analytics and Reporting Track costs, labor hours, and revenue to make data-driven decisions, improving your bottom line. ■ Scalable for Any Size Team Whether you’re just starting out or part of a larger organization, RoofLink adapts to your needs and business goals. ■ Secure and Reliable Trust in cloud-based technology that safeguards your information and stays up to date with regular enhancements. ■ Experience the Roofing CRM That Helps You Work Smarter Download RoofLink today and see how software built by roofers for roofers can transform your daily workflows—simplifying every step from lead generation to job completion.

Coastline is the all-in-one work management app for teams who run projects, sales, and operations on the go. Manage your whole pipeline and every project from your phone: - Projects and pipeline: track opportunities from first contact to completed work, with stages, owners, and a full activity history. - Contacts: keep customers, leads, and teammates organized with their history at your fingertips. - Estimates and invoices: create, send, and track estimates and invoices, and collect payments. - Tasks and scheduling: assign work, set due dates, and keep appointments on a shared calendar. - Team chat: message your team in channels and direct messages, and share files and photos. - Photos and documents: capture project photos and scan documents straight into the right project. - Notifications: stay on top of mentions, assignments, and updates wherever you are. Coastline keeps mobile and the Coastline web app in sync, so your whole team stays on the same page across desktop and phone. Sign in with your existing Coastline account using email, Google, Microsoft, or Apple. New to Coastline? Create an account at coastlinecrm.com.