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.
Does ProLine Offer a Free Plan?
Yes. ProLine provides a CRM that stays free with no trial period, no expiration, and no forced upgrades. Roofers who need a system to track leads, manage jobs, and stay organized can use it without spending a dime.
Most CRMs only offer a limited trial. Once it ends, roofers either pay or lose access. ProLine’s free plan works differently. It includes core tools that help roofing businesses manage their workflow without an upfront cost.
These tools help new or small roofing businesses get organized from the start. A clear lead pipeline prevents lost opportunities. A structured project system keeps jobs moving. Simple quoting and invoicing cut down on paperwork.
For companies in their first few years, keeping costs low matters. The free version of ProLine allows them to put a system in place without taking on extra expenses. As the business grows, roofers may need more automation, built-in communication, and advanced tools. ProLine provides upgrade options, but the free plan remains a solid starting point.
What Features Do You Get With ProLine’s Free Plan?
ProLine’s free plan provides roofing businesses with essential tools to manage projects, send quotes, schedule work, and track payments. It organizes job details in one system, reducing the need for notebooks, spreadsheets, or scattered phone calls.
Lead & Project Management
Every roofing job moves through stages—from first contact to final payment. ProLine tracks each step. Roofers can log customer details, update job status, and view project history in one place. No need to flip through old notes or scroll through text messages. Everything stays organized.
Scheduling & Calendar Management
A roofing schedule fills up fast. ProLine keeps inspections, estimates, and job timelines in one calendar. Roofers can set appointments, avoid scheduling conflicts, and see upcoming tasks without checking multiple apps.
Quoting & Budgeting
Winning jobs requires fast, accurate quotes. ProLine allows roofers to build quotes inside the system, track costs, and ensure pricing stays profitable. Quotes download as PDFs for easy sharing with homeowners.
Invoicing & Payments
Tracking payments keeps cash flow steady. ProLine lets roofers create invoices, log payments, and monitor job costs. A clear record helps avoid missed payments and keeps finances in order.
Task Management
Every job has steps. Inspections, material orders, crew assignments—each one matters. ProLine allows roofers to create task lists, assign responsibilities, and track progress to prevent delays.
Reporting & Business Insights
Numbers show how a business performs. ProLine provides reports that track job history, revenue, and overall profitability. Roofers can see what’s working, where costs add up, and how to adjust pricing to increase margins.
What’s Missing From the Free Plan?
ProLine’s free plan covers the basics, but growing roofing businesses often need more. When leads pile up, job details increase, and follow-ups become a daily task, roofers will need tools that save time and automate work. Paid plans unlock these extra features.
Automations
Following up with leads and customers takes time. A busy roofer may have dozens of quotes out, multiple jobs in progress, and a stack of follow-ups waiting. The free plan requires roofers to send these reminders manually.
The paid plan removes that burden. Quotes, follow-ups, and job status updates go out automatically. Homeowners get reminders without the roofer lifting a finger. No more missed deals because of slow response times. Every lead stays engaged without extra work.
Phone & Email Integration
The free version organizes job details, but communication happens outside the system. Calls and texts go through personal phones. Emails come from separate inboxes. That setup works for a one-person operation, but it doesn’t scale.
Paid plans bring everything into ProLine. Calls, texts, and emails log automatically. No more searching through past messages to see what was said. A complete record exists inside the project.
File Storage
Roofing jobs generate paperwork. Photos, contracts, and supplier receipts pile up fast. The free plan doesn’t store files, which means roofers must keep documents elsewhere.
The paid plan adds built-in file storage. Job photos, signed contracts, and receipts stay with the project. Everything remains accessible from anywhere.
E-Signatures
A signed quote locks in a job. Free users must print quotes and collect signatures in person. That slows things down, especially for homeowners who prefer digital approvals.
The paid version enables e-signatures. Homeowners can sign quotes from their phone or computer. Roofers secure deals faster.
Material & Work Orders
Roofers who handle materials themselves must call suppliers or send separate emails. The free plan doesn’t include direct ordering.
The paid plan simplifies this. Work orders generate from the quote. Suppliers receive them directly. Jobs move forward without delays.
Campaigns & Marketing
Winning jobs requires more than good work. It takes outreach, follow-ups, and reputation management. The free plan offers manual tracking, but paid plans include marketing tools.
Automated campaigns keep past customers engaged. Review requests go out without effort. A steady flow of leads keeps the pipeline full.
Who Needs the Paid Plan?
New roofers and small teams get by with the free version. It organizes work, tracks payments, and sends quotes. Those handling multiple jobs, managing crews, or growing fast will find value in upgrading. At that stage, time becomes more valuable than the cost of a CRM.
How Does ProLine’s Free Plan Help Roofers Make More Money?
A roofing business grows when leads turn into jobs, jobs turn into invoices, and invoices turn into cash. That process only works when every step moves smoothly. ProLine’s free plan helps roofers stay organized, send strong quotes, and track payments—all without adding costs.
Stay Organized & Close More Deals
Leads come and go. Some call back. Some don’t. Without a system, good opportunities slip away. ProLine keeps leads in order. Every name, every call, every quote stays logged. A clear pipeline shows what needs attention.
Jobs follow a path. Inspections, approvals, scheduling, materials, and payments each play a role. ProLine lays it all out. No second-guessing. No lost jobs. Every project moves step by step to completion.
Send Professional Quotes That Win Jobs
A quick, clear quote wins work. ProLine lets roofers build quotes fast. Homeowners see the numbers, understand the scope, and make decisions.
Good pricing prevents mistakes. ProLine’s budgeting tool helps roofers price work correctly. Underbidding cuts profits. Overbidding scares off customers. A strong quote finds the right balance.
PDF quotes download in seconds. Roofers send them by text, email, or even hand-deliver them if needed.
Track Payments & Stay Profitable
Cash flow keeps a business alive. ProLine tracks invoices, payments, and job costs in real time.
Roofers see what’s due and what’s paid. Expenses stay in check. Reports break down profits, so pricing improves over time.
A roofing business without numbers is flying blind. ProLine gives roofers a clear view of their money.
Is ProLine’s Free Plan Really Free?
Yes. ProLine’s free plan stays free. No trial. No surprise charges. No clock ticking down to force a decision. Roofers who sign up today will still have access next month, next year, and as long as they need it.
Some CRMs pull the old bait-and-switch. They dangle free access, then lock up key features. The system works fine—until it doesn’t. ProLine takes a different approach. The free plan provides real tools to track jobs, send quotes, and manage payments without a paywall.
What to Expect with the Free Plan
Roofers get full access to project tracking, quoting, and invoicing. Jobs stay organized. Follow-ups stay on schedule. Business moves forward.
The trade-off? Some features require workarounds. Emailing quotes takes an extra step. Automations don’t run in the background. File storage isn’t included. Roofers can still get the job done, but the process takes a little more effort.
No Hidden Costs, But Limits Exist
Roofers handling a handful of jobs each month will find the free plan covers the basics. Those running multiple crews or growing fast may need more.
When that day comes, ProLine provides a clear path. Paid plans unlock automation, file storage, and built-in communication. Until then, the free version keeps a roofing business running without adding expenses.
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.
