Monday.com CRM for Roofing Company
Custom CRM in Monday.com for a roofing company — lead management, production tracking, automated appointment follow-ups, and QuickBooks sync for automated financial reporting.
The Problem
The roofing company was tracking leads, contacts, deals, and production tasks across spreadsheets and email threads. Leads were falling through the cracks, appointments were missed, and there was no visibility into pipeline health. Financial data lived in a separate QuickBooks system with no connection to their sales process.
The Solution
Designed and built a complete CRM inside Monday.com with multiple interconnected boards for leads, contacts, deals, and production. Automated lead filtering, appointment tracking, and deal stage progression. Created a CRM dashboard for real-time business insights and integrated QuickBooks for automated financial sync.
How It Works
New leads enter the system via web forms and get auto-categorized
Lead filtering automation scores and routes leads to the right rep
Appointment tracking triggers reminders and follow-ups automatically
Deal conversion moves qualified leads into the pipeline with full context
Production board tracks job progress from contract to completion
QuickBooks integration syncs invoices and payments automatically
Dashboard surfaces pipeline value, conversion rates, and bottlenecks
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