Want a roofing CRM that handles follow-ups, quotes, and customer updates without you lifting a finger? Keep reading, because ProLine was built to do exactly that.
If you’ve ever wondered about how to sign up for ProLine CRM, you’re in luck. Because getting started with ProLine couldn’t be easier.
You don’t even need a credit card to start. No hoops to jump through. Just click a few buttons, and boom — you’re in.
In this article, we’ll walk through:
- What ProLine actually is
- How to create your free account
- When to upgrade to a paid plan
- How to get onboarded so you can hit the ground running
What is ProLine?
ProLine is a roofing CRM, which stands for Customer Relationship Management software. But you can forget the fancy words because here’s the simple truth — ProLine helps you manage every conversation with homeowners, from the first time they contact you all the way to the final invoice and beyond. Every text, every email, every follow-up, all in one spot, so nothing gets lost. And unlike other CRMs built for every industry under the sun, ProLine was built for roofers and only roofers, so it fits how you actually work.
Our secret sauce — the thing that separates ProLine from the other CRMs you’ve heard about — comes down to automation. ProLine automates a massive chunk of your communication. Homeowners get updates without you lifting a finger, and your team never has to wonder if the homeowner knows what’s going on. That saves time, avoids confusion, and creates happy customers who leave five-star reviews. ProLine cares so much about communication because the software started inside a real roofing business — a business that almost went under because of bad follow-up.
The story goes like this. John DeLaurier, a roofer in Georgia, needed leads. His business was running, but growth had stalled, so he called up a local marketing guy named AJ Briley. AJ solved the lead problem fast. The leads came pouring in, but then John ran into a different issue — too many leads and not enough time to follow up with them all. Messages got missed. Customers got frustrated. Reviews tanked. The business found itself in serious trouble. So John called AJ again, but this time, he didn’t need leads. He needed a system that could follow up with every single lead, automatically, without him having to remember. Over the next few years, they built that system, tweaking and improving it inside John’s roofing business until it could handle every customer touchpoint, automatically. That system eventually became ProLine — the first CRM built by roofers, for roofers, with communication baked into its DNA.
As you might expect, ProLine comes packed with all the tools you need to communicate with homeowners — and it keeps everything in one place. That starts with a fully functional phone system built right into your CRM. You can call, text, and email homeowners from the same platform. And here’s the part roofers love — these aren’t generic 1-800 numbers or “info@” email addresses that scream telemarketer. Your reps get to pick their own local numbers when they sign up, so when homeowners see a call or text, they recognize the area code.
Even better, you can set up automations that send texts and emails from those exact same numbers your reps use when they meet homeowners face to face. That’s ProLine’s communication-first mindset at work — keeping every touchpoint personal and familiar.
Of course, ProLine also comes with everything you expect from a roofing CRM. Quotes? Got ‘em. Invoicing? Built-in. Task management? Covered. Canvassing? Handled. But all those features work better because they sit on top of a solid foundation — building great customer relationships through great communication. That’s ProLine in a nutshell, and you can see it all in action by signing up for a free account today.
Getting Started With the Free Version of ProLine
To our knowledge, ProLine stands alone as the only roofing CRM offering a 100% free, fully functional version. This started out as a sandbox mode — a place where roofers could poke around and see how ProLine works. But over time, it grew into a full-fledged, working CRM that can actually help you run jobs and make money, especially if you’re just starting out.
The job board works in the free version, so you can track every project. You can fill in project details, create contacts, and organize everything from first call to final invoice. You can set up your business profile, add team members, and even build and download quotes — no paywall in sight. And if you’re knocking doors or canvassing neighborhoods, the canvassing feature works perfectly fine in the free version too.
The only major piece missing? Communication features — the texts, calls, and automated follow-ups that make ProLine a communication-first CRM. Those features cost us the most to build and maintain, so we can’t offer them free forever. But if you’re a brand-new roofer, a solo operator, or just someone who wants to explore ProLine without pressure, the free version gives you serious firepower.
Getting started couldn’t be simpler. Just head to proline.app/get-started, fill in your details, and you’re off to the races. This isn’t some bait-and-switch free trial. We’ll never rug pull you, and you’ll never need a credit card to unlock the free version. You get unlimited access to it for as long as you want — no strings attached.
That said, we know the real magic inside ProLine comes from the automations. We’ve had roofers tell us those automations paid for the CRM for years — sometimes in just a few weeks. So if you want to see everything ProLine can do, the paid version unlocks all those powerful automations. In the next section, we’ll show you two ways to upgrade and how to choose the right plan for your business.
Book a Demo
This is, by far, the most popular way roofers upgrade to ProLine’s paid version. All you do is book a demo with one of our sales reps. In fact, if you sign up for a free account, you’ll probably see a text or two from one of them inviting you to hop on a call.
And before you groan — our sales reps aren’t the pushy, fast-talking types who hound you for a credit card. They’re exactly the people you want to talk to if you have any questions about ProLine. It’s literally their full-time job to know the software inside and out — every button, every feature, every trick — so they can answer your questions and help you figure out if ProLine fits your business.
Even better, when you upgrade with the help of a sales rep, they’ll hand you straight over to our onboarding and success team. Those folks make sure you don’t just have ProLine — you know how to use it to make money. That means less guessing, faster setup, and fewer headaches along the way.
Upgrading Yourself
If you’re the type who knows what you want — and you’re already convinced ProLine is the right fit — you can skip the demo and upgrade yourself. From inside your free ProLine account, you’ll see a blue button labeled Upgrade. Click that button, and you’ll see a full list of all our plans.
A quick heads-up about how ProLine’s pricing works. ProLine runs on a simple subscription model. You pay a monthly fee for the CRM and your first user, then an additional fee per extra regular user you add to your account. No hidden charges. No nickel-and-diming you for basic features.
Notice the regular user bit. That’s because there are two types of ProLine users. Regular users have ProLine numbers and email/calendar connections. You can assign them to projects and events. They can also send out automated campaigns. These users require paid seats.
Limited users don’t have don’t require a paid seat. You can add them as users for free. They don’t have ProLine numbers or email/calendar connections. They can’t be assigned to projects and events, and they can’t send automations. But if you need to add an accountant, coach, or someone who doesn’t use ProLine day-to-day, add them as a limited user.
Let’s say you’ve got a team of five and you choose the Business Plan, our most popular option. If you choose annual billing (which saves you money), you’ll pay $397 per month for the CRM and your first user. Then, you’ll pay $97 per month for each additional user — so 4 extra users adds $388. Total monthly cost? $785.
The only time you’d pay more would be if you upgraded to the Platinum Plan (more on that in a second) or added extra team members. Other than that, what you see is what you pay — no surprise fees for features you thought were included.
Here’s a quick breakdown of the plans and what they come with:
Starter — $297/month + $78 per additional user
Perfect for early-stage companies who need a solid all-in-one CRM. You get:
- Project management
- Document storage and photo uploads
- Multi-option quoting
- Work and material orders
- Payments and invoicing
- Automation engine
- Booking pages
Business — $397/month + $97 per additional user
Our most popular plan, designed to maximize profit with powerful CRM and phone features. You get everything in Starter, plus:
- Text automations
- Unlimited calling and texting
Platinum — $807/month + $132 per additional user
This is the full package — everything from Starter and Business, plus advanced tools for marketing and lead nurturing. You get:
- Broadcast messaging
- AI-powered lead nurture
- Social media planner
- Landing page builder
One important note — some of those Platinum features are still in development and will launch soon, so if you need those tools right now, you might want to hold off on Platinum. In general, our sales team recommends the Business Plan to most roofers, and that’s what we suggest if you’re upgrading on your own.
When you’re ready to upgrade, just click on Business Plan, hit Upgrade, and sign the yearly subscription agreement. You’ll also see that we offer a 30-day money-back guarantee. If ProLine’s automations don’t sell at least one extra job in your first 30 days, just let us know, and we’ll refund you — no drama, no hassle.
After that, enter your payment details, hit submit, and you’re off to the races.
The Onboarding Process
Whether you sign up through a sales rep or upgrade yourself, our onboarding team will contact you immediately. Their job revolves around one goal: getting you up and running as fast as possible so you can start closing deals with ProLine.
The onboarding process happens across three types of calls, each one designed to walk you through a key piece of the setup.
First, there is the Kickoff Call. This takes about 45 minutes and covers the basics: registering your phone numbers with the carriers, setting up payment processing, and adding your team members to ProLine. By the end of this call, you’ll have the groundwork laid so you can actually start using the system.
Next comes the Process Call (or calls). This is where we roll up our sleeves and configure ProLine to fit your specific business. We’ll walk you through setting up quotes, automations, and integrations, making sure everything works the way you want. Some roofers knock this out in one call. Others need a few extra sessions to fine-tune everything. There’s no limit on how many process calls you can book — we stay with you until everything works exactly how you want.
Finally, we wrap things up with the Training Call. This is where we train your team, showing them exactly how to quote, follow up, manage campaigns, and handle their day-to-day work inside ProLine. We designed ProLine to be extremely easy for sales reps to use, so this call focuses on showing them a few shortcuts and making sure they feel comfortable.
Once you finish onboarding, you’re never on your own. You can book as many Zoom calls with our support team as you need — whether you’re stuck on a setting or just want to try something new. Plus, you can always hit us up through the chat bubble in the bottom right corner of your screen. Our average response time? Under five minutes.
At the end of the day, our job stays the same — making sure you succeed with ProLine as fast as possible.
In Summary: How to Sign Up for ProLine CRM
Getting started with ProLine couldn’t be easier. You can create your free account right now, no credit card required — just head over to proline.app/get-started.
Once you’re in, you’ve got options. You can book a demo with our sales team if you want someone to walk you through everything. Or, if you’d rather dive in on your own, you can upgrade yourself straight from your account.
Either way, our onboarding team will reach out to make sure you get the absolute most out of ProLine. We’ll help you set up your account, train your team, and answer every question you’ve got — so you can spend less time messing with software and more time closing deals.
Want a quick tour? Check out ProLine’s overview video to see how it works in real life.
Ready to see ProLine in action? Book a demo and find out how it helps roofers sell more jobs — faster.
