Roof & Ratio Contractor Lead & Estimate Follow-Up CRM
Roof & Ratio Contractor Lead & Estimate Follow-Up CRM
Description
See how it works before you buy
Free illustrated walkthrough. No purchase or download needed.
This is a fictional example based on the product's features. It is a presentation, not a live calculator or screenshot of the tool.
Track a contractor lead after an estimate is sent.
1. Enter your information
- Lead: Sample kitchen remodel
- Estimate amount: $10,000
- Your probability assumption: 50%
- Next follow-up: A date you select
2. See the result
Illustrative weighted pipeline value: $5,000. The estimate and follow-up remain tied to the lead record.
3. Your next step
Record the next conversation and change the stage as the opportunity progresses.
Probability is your estimate. The tool does not send messages or guarantee a sale.
View the presentation card
The full working product is delivered after purchase. See how downloads work.
One-time digital purchase · Nothing shipped
100% DIGITAL PRODUCT — NOTHING IS SHIPPED.
Don't let good estimates disappear without follow-up.
- Track leads from first inquiry through site visit, estimate, follow-up, won/lost outcome, and pipeline value
- Record lead source, estimate amount, probability, weighted value, and next follow-up
- Monitor open estimates, due follow-ups, close rate, and won revenue
- Compare lead-source performance
- Create a pipeline management summary
- Save, load, export CSV, and print/PDF
Before you buy
Review the included features above. Interactive HTML files open in a web browser; PDF files require a PDF reader. Features such as saving, exporting and printing vary by product and by the browser or reader you use. Keep a backup of important work.
Questions about this product or your device? Email marchelle@roofandratio.com before purchasing. How downloads work · Current refund policy
Care
To maintain the beauty and integrity of your purchase, we recommend treating it with care. Simple maintenance practices, such as gentle washing and proper storage, can effectively preserve the longevity of your favorites. We encourage you to refer to the care instructions included with each item, designed to help you keep your purchase in top condition.
Design
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