Yes. ProLine integrates directly with Google (Gmail) and Office 365 for both email and calendar sync. While Yahoo and other providers may work, Google and Office 365 offer the best experience. Each ProLine user can connect their work email for sending automations and their calendar for scheduling.
Yes. ProLine allows you to pull in web leads from landing pages, contact forms, and ad platforms like Meta (Facebook + Instagram) and Google Ads. This is done through ProLine’s web forms, webhooks, or Zapier.
Yes. While ProLine doesn’t have a native integration with Trello or Asana, you can automate project data transfers using Zapier.
Yes. ProLine has built-in automation for requesting reviews. Just add your review request link to the automated texts and emails, and you’re done. You can also integrate with third-party reputation management platforms through Zapier.
ProLine offers its own Project Portal. It's available for every project. Sharing it is as easy as copying and pasting a URL into an email or text. You can also use ProLine’s variables to add project portal links to automated campaign messages, keeping your customers updated through every step of the process.
Most integrations are easy to set up. Native integrations like email, calendar, and CompanyCam require just a few clicks to log into your outside account and map some fields. Zapier-based integrations take a little more configuration. You can always ask our support team for help if you need it!
ProLine operates with built-in VoIP, so you don’t need a separate phone system. Every rep gets a unique number for calls and texts inside ProLine on Business Tier or higher.
Yes! Invoices and payments made via ProLine get synced into QuickBooks once you have the integration set up.
Yes! We have import tools to upload .csv files that automatically create contacts and projects. So as long as you can export them from your current CRM, you’re golden. Additionally, Zapier may help!
Yes. ProLine supports external automation through its Zapier actions and triggers, which allow you to push/pull data with thousands of apps.
Currently, ProLine does not directly integrate with any financing platforms. But quotes created in ProLine may display a financing estimated term length and monthly payment under any option or add-on page.
Most users now use ProLine’s built-in quoting tool. That’s because it’s one of the best, if not THE best, quoting tools for roofers. That said, if you use another estimating tool with features ProLine doesn’t have, let your sales rep know! We’ll add it to the Ideas board.
