← Software directory

Leads, CRM & marketing

Lead tracking, proposals, reviews and marketing for contractors and home-service firms.

Where AI fits: Sales tools apply AI to the follow-up grind: responding to new leads, drafting messages and proposals, and keeping a pipeline moving.

Read the buyer’s guide: what to ask before you buy →

AccuLynx

acculynx.com

Roofing management platform covering sales and CRM, production, finance and operations for residential insurance restoration and retail roofing companies.

AI Says built-in AI ranks lead records to score contacts by their likelihood to buy.

  • Roofers & exteriors
  • Specialty trades
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Birdeye

birdeye.com

Platform of AI agents for multi-location brands covering reviews, listings, social, messaging, appointments and customer-experience surveys; home services is one of the industries it lists.

AI Describes AI Coworkers built on BirdAI, with a marketing agent handling AI search optimization, review generation and listings, an operations agent for front desk and appointments, and a customer-experience agent for surveys and insights.

  • Home service trades
  • Specialty trades
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CompanyCam

companycam.com

Photo and video documentation app for contractors and trade businesses, with galleries, annotations, reports, on-site payment requests and a Marketing Suite that turns project photos into marketing content.

AI Says AI can create reports, checklists, captions and updates, complete checklists by voice, translate project communication and summarize project progress.

  • Home service trades
  • Roofers & exteriors
  • Specialty trades
  • General contractors
  • Remodelers
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Hatch

usehatchapp.com

AI communications platform for the trades that answers and qualifies customer calls, texts and emails for home-service and home-improvement businesses and books appointments.

AI Says its Voice AI and Messaging AI answer calls, texts and emails, qualify contacts and book appointments, with a knowledge engine the business trains on its own rules, FAQs and documents.

  • Home service trades
  • Remodelers
  • Roofers & exteriors
  • Specialty trades
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JobNimbus

jobnimbus.com

CRM and business management platform for contractors, primarily roofers, covering leads, sales, job management, communications, billing and reporting.

AI Lists JobNimbus Scout, an AI assistant in closed beta that the company says takes actions inside the app, such as updating jobs, contacts and tasks and sending texts and emails.

  • Roofers & exteriors
  • Specialty trades
  • Remodelers
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Leap

leaptodigital.com

Platform for roofing and remodeling contractors combining Leap CRM for running jobs, customers and crews with Leap SalesPro for in-home sales and estimating.

  • Remodelers
  • Roofers & exteriors
  • Specialty trades
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Podium

podium.com

AI lead generation and management platform for local businesses, with a product called AI Employee that handles inquiries through to booking; home services is one of its listed industries.

AI Says its AI Employee responds to new leads, qualifies them, books appointments and reactivates past customers in a business's database.

  • Home service trades
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Roofr

roofr.com

Software suite for roofing businesses covering a lead and job CRM, roof measurement reports, proposals, material ordering, invoicing, scheduling and website building.

AI Describes Roofr Sites as an AI-built website, and lists an AI Receptionist add-on that the pricing page says answers calls, books visits and gives quotes.

  • Roofers & exteriors
  • Specialty trades
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