CRM for roofing companies

Your CRM is only worth what your crews actually use after a storm

A CRM for roofing companies keeps every inspection, insurance claim, estimate and crew schedule in one place instead of scattered across phones during storm season. I audit how you work in two to three weeks, for $2,000, and hand you a written plan. Then I build it, migrate your job history, train your crews, and hand it over working.

Who's behind this

I'm Filip Radisic, founder of Linked Core LLC. I've set up the business architecture for dozens of companies, including one of my own I tore down and started over from zero.

Now I build CRM, sales and automation systems for other business owners  priced and delivered in stages, so you pay one stage at a time.

If this page solved one problem you recognized, there's a good chance the rest of your business has a few more just like it.

Filip Radisic, founder of Linked Core LLC

What goes wrong without a real setup

Storm leads that overwhelm the office. A hundred inspection requests come in after one storm and half never get a callback.

Insurance claims tracked on paper. Adjuster meetings, supplement requests and claim status live in a folder, not a system anyone can check.

Crews double-booked during peak season. Two jobs get scheduled for the same crew because the calendar only lives on one phone.

Warranty follow-ups that never happen. Nobody reaches out a year later to check on the work or ask for a referral.

No way to prioritize leads during a storm surge. Every inspection request looks the same, so urgent repairs and minor cosmetic damage compete for the same callback slot.

Photos and measurements scattered across phones. Each crew member's photos live on their own device, so nobody has one file per job.

How the setup actually runs

Three stages: the audit in two to three weeks, the build in six to eight, then launch and training in two to three. You keep working the whole time.

Stage 1: I map how your company already works. How storm leads come in, how claims get processed, how crews get scheduled. The system gets built around that, not around a software demo.

Stage 2: Build and connect. Lead triage by urgency, insurance claim tracking tied to each job, and crew scheduling that prevents double-booking.

Stage 2: Move your history across. Job history, claim documentation and warranty records out of spreadsheets or paper files. Cleaned and de-duplicated, not dumped.

Stage 3: Train your team where they work. Office staff on the desktop, crews on their phones with the camera tied to the job record. Plus written procedures so the next hire learns it fast.

Questions roofing companies ask

Can it handle a spike in leads after a storm? Yes. That is exactly the scenario the intake and follow-up automation is built for.

What happens to our insurance claim documentation? It moves across and stays attached to the job record.

Can it prioritize leads during a storm? Yes, urgency scoring based on damage type and claim status is part of the standard build.

What if I only want the audit, not the full build? That is a real option. Some people take the written plan and either do it themselves or bring in someone else.

Do you only work in Florida? No. The build is done remotely and works the same anywhere in the US. Linked Core LLC is based in Fort Lauderdale, Florida.

What it costs

$2,000
Stage 1 · two to three weeks · required for every setup

✓ Full audit of your tools, calls, scheduling and paperwork

✓ Written plan of what to build and in what order

✓ Honest answer on whether you need a full build at all

$2,000+
Stage 2 · most businesses invest $2,000 to $15,000 · Stage 3 is $2,000

✓ The build, priced by what actually gets built

✓ Data migration from whatever you use now

✓ Team training and written procedures

✓ Two weeks of support after go-live

One hour, free, no pitch

Tell me how many people you run, what you use now, and where work falls through. I will tell you what I would fix first and roughly what it costs.

Systems built for your trade

Delivered remotely across the United States.

Field & trades
ElectriciansHVAC contractorsPlumbingRoofingGeneral contractors
Home services
Cleaning companiesLandscapingPest control
Pool service
Handyman
Appointment based
Salons & barbers
Med spas
Gyms & studiosPhotographersEvent planners
Professional
Setup & migration
HubSpot implementationCRM auditCRM data migrationJobber vs Housecall ProServiceTitan alternatives
Your trade not listed? Tell me on a call. The systems are the same underneath →

For Business Brokers

Business broker
Business brokers near me
How to become a business broker
Business broker training
Business broker fees

For SBA Consultants

SBA preferred lender
SBA loan broker
SBA loan officer
SBA loan consultant
Business valuation for SBA loan

Become a Linked Core Referral

Work with business owners? See the referral program for partners.

See the referral program →