Discover what ProLine’s free roofing CRM offers, what’s missing, and how it can help you track jobs, send quotes, and grow your business.
Roofers don’t need another headache. They need a tool that works as hard as they do. A CRM that keeps projects moving, tracks leads, and helps close more deals without adding extra work.
Plenty of CRMs promise that. But most come with a catch. Free trials that expire. Limited tools that force an upgrade. Complicated setups that take more time than they save.
That’s where ProLine steps in. A CRM built for roofers. A free plan that never expires. Real tools, not just a demo. A system designed to help contractors sell more and stress less.
But does it actually deliver? Can a free CRM really handle the job? Or does ProLine fall into the same traps as the others?
Let’s break it down. What’s included, what’s missing, and whether ProLine is the best free CRM to keep your roofing business running strong.
Free Roofing Software vs. Free Roofing CRM Software
Search “free roofing software” and you’ll find measurement apps, estimating calculators, and weather trackers. Those tools solve one problem. They don’t run a business.
Free roofing CRM software handles the full workflow. Leads, quotes, scheduling, invoicing, task management, and reporting live inside one system. It replaces the notebook, the spreadsheet, and the 47 text threads you can’t find when a homeowner calls back about their warranty.
ProLine is a CRM built for residential roofing contractors. Not roofing software with a CRM bolted on. Not a generic CRM someone slapped a “for roofers” label on. The pipeline, the quoting tools, the project stages, the reporting: all of it maps to how roofing contractors sell and manage jobs.
For roofers searching for the best roofing software that’s free, the question isn’t whether a tool exists. It’s whether the tool can keep up with the pace of a roofing business. ProLine’s free plan can.
Does ProLine Offer a Free Plan?
Yes. ProLine offers a free roofing CRM plan. It stays free. No trial period, no expiration, no credit card.
Most CRMs give you a 14-day window, then lock you out. ProLine’s free plan includes the core tools roofers need to manage leads, track jobs, send quotes, create invoices, and pull reports.
A clear lead pipeline keeps opportunities from slipping through. A structured project system moves jobs forward. Quoting and invoicing tools cut paperwork. And the whole team can access the system since there are no user limits.
For companies in their first few years, costs matter. ProLine’s free plan puts a real system in place without adding another monthly bill. As the business grows and roofers need automation, built-in communication, and AI tools, ProLine’s paid plans pick up where the free plan leaves off.
What Should Free Roofing Business Management Software Include?
Running a roofing business takes more than good craftsmanship. Materials need ordering. Crews need scheduling. Homeowners need quotes. Payments need tracking.
Free roofing business management software should handle as much of that as possible without forcing an upgrade on day one. At minimum, it needs to track leads from first call to final payment, keep inspections and jobs organized on a calendar, price work with quoting tools, and give you visibility into cash flow through invoicing. If a platform can’t do those four things on its free tier, it’s a demo, not business management software.
ProLine’s free plan covers all four. Roofers can manage unlimited projects and contacts, build quotes, create invoices, assign tasks, and pull profitability reports. No user limits. The whole team gets access.
The paid plans add automation, a built-in phone system, file storage, and e-signatures. Those features save time and help teams scale. But the free plan gives roofers a working foundation, not a 14-day preview.
What Features Do You Get With ProLine’s Free Plan?
ProLine’s free plan gives roofing businesses the tools to manage projects, send quotes, schedule work, and track payments inside one system.
Lead and Project Management
Every roofing job moves through stages. First contact. Inspection. Quote. Approval. Scheduling. Materials. Payment. ProLine tracks each step. Roofers log customer details, update job status, and view project history in one place. No flipping through old notes. No scrolling through text messages.
How to Track Roofing Customer and Project History
Every roofing job leaves a trail: phone calls, inspections, quotes, approvals, material orders, payments. When a homeowner calls six months later about a warranty claim, a roofer needs the full picture in seconds.
ProLine stores customer and project history together. Each project holds contact info, job status, quote details, invoices, and task history. Roofers see where a job stands, what’s been paid, and what’s outstanding without digging through filing cabinets or text threads.
On the free plan, you can create unlimited projects and contacts. Every update stays logged. Every quote stays tied to the job. That record grows over time and gives roofing businesses a clear view of past work, repeat customers, and revenue by job.
One note: tracking communication history from calls requires a paid plan. On the free plan, you’ll log that activity with notes.
Scheduling and Calendar Management
Roofing schedules fill up fast. ProLine keeps inspections, estimates, and job timelines on one calendar. Roofers set appointments, avoid conflicts, and see what’s coming without juggling three apps.
Quoting and Budgeting
Fast, accurate quotes win jobs. ProLine lets roofers build quotes inside the system, track costs, and make sure pricing stays profitable. Quotes download as PDFs and go out by text or email in seconds.
Invoicing and Payments
Cash flow keeps a roofing business alive. ProLine lets roofers create invoices, log payments, and monitor job costs. A clear record prevents missed payments and keeps finances visible.
Task Management
Every job has steps: inspections, material orders, crew assignments. ProLine lets roofers create task lists, assign work, and track progress so nothing falls through.
Reporting and Business Insights
Numbers tell the story. ProLine’s reports track job history, revenue, and profitability. Roofers see what’s working, where costs pile up, and how to adjust pricing to protect margins.
What’s the Difference Between the Free Plan and Paid Plans?
ProLine’s free plan covers the basics. But growing roofing businesses burn time on tasks that should run on autopilot. When leads stack up and follow-ups become a daily grind, the paid plans take over.
Automations
A busy roofer might have 30 quotes out, 12 jobs running, and a stack of follow-ups that keep getting pushed to tomorrow. The free plan means sending every reminder by hand.
Paid plans automate that. Quotes, follow-ups, and job status updates go out on their own. Homeowners get reminders without the roofer touching a button. Leads stay engaged. Deals stop falling through the cracks because someone forgot to text back.
Phone and Email Integration
The free plan organizes job details, but calls and texts happen on personal phones. Emails come from separate inboxes. That works for a solo operator. It breaks down at two or three people.
Paid plans pull everything into ProLine. Calls, texts, and emails log inside the project. No more hunting through a personal phone to find what someone said three weeks ago.
File Storage
Roofing jobs create paperwork: photos, contracts, supplier receipts. The free plan doesn’t store files, so roofers keep documents somewhere else.
The paid plan adds built-in file storage. Job photos, signed contracts, and receipts live with the project and stay accessible from anywhere.
E-Signatures
A signed quote locks in a job. On the free plan, roofers print quotes and collect signatures in person. That works, but it slows things down.
Paid plans add e-signatures. Homeowners sign from their phone or computer. Jobs get locked in faster.
Material and Work Orders
The free plan doesn’t include direct ordering. Roofers who handle their own materials call suppliers or send separate emails.
Paid plans generate work orders from the quote. Suppliers receive them direct. Jobs move forward without the back-and-forth.
Campaigns and Marketing
Good work wins referrals. But steady growth takes outreach, follow-ups, and reputation management. The free plan handles tracking. Paid plans add automated campaigns, review requests, and marketing tools to keep the pipeline full.
Who Needs the Paid Plan?
New roofers and small teams get a lot out of the free version. It organizes work, tracks payments, and sends quotes. Roofers managing multiple crews, juggling 20+ active jobs, or growing fast will hit a ceiling. At that stage, the time saved by automation costs less than the deals lost without it.
Final Thoughts: Is ProLine the Best Free Roofing CRM?
Roofing depends on speed, timing, and control. Leads come in, jobs are scheduled, and quotes turn into deals. A system that organizes these steps makes all the difference. ProLine’s free plan gives roofers the tools to manage work, track payments, and stay organized without adding costs.
Starting with ProLine means fewer missed follow-ups, faster quotes, and clear job tracking. Roofers running a new or small operation get a system that works from day one. No guessing. No wasted time. The free plan handles the basics, and when the business grows, upgrading takes things further.
The right tool keeps a roofing business sharp. Waiting too long to get organized costs more than any CRM ever will. Click below, set up ProLine, and put a real system in place. The jobs won’t slow down. Make sure your business doesn’t either.
Ready to See ProLine in Action?
Set up a free ProLine account and explore the tools firsthand. No credit card. No trial limits. Just a real system built for roofers. Get started here.
Want a quick breakdown of how it works? Watch our overview video to see ProLine’s features in action. Check it out here.
If you’re serious about streamlining your roofing business, book a demo and get a walkthrough of ProLine’s full capabilities. Schedule a demo now.
Still weighing your options? We put together a guide comparing the 8 best roofing CRMs on the market. Read the full breakdown here.
