Sales & Customer Follow-up
CRM, measurements, and closing more jobs. 10 tools, sorted by market recognition. 2 post a starting price; 3 have a free plan or trial.
Shortlists: Best exterior measurement tool for quotingBest roofing CRM and estimating software
Houzz Pro
Pricing by quote
AI addedHouzz AI drafts estimates, measures plans and turns notes and receipts into project records.
Hover
Pricing by quote
AI addedHover Instant Design uses AI to create photoreal exterior visualizations from one photo.
AccuLynx
Pricing by quote
AI addedAccuLynx Lead Intelligence uses AI to rank leads by likelihood to buy.
JobNimbus
Pricing by quote
AI addedJobNimbus Scout is an in-app AI assistant (beta).
Prokeep Order Pro
Pricing by quote
AI-poweredOrder Pro AI agents draft replies, match products to inventory and summarize threads.
SalesJack (with Radar AI)
Pricing by quote
AI-poweredSalesJack Radar AI answers sales questions and AI matches permits and ERP data to customers.
Smith.ai
Pricing by quote
AI addedSmith.ai AI receptionists answer calls 24/7, with live agents available.
BuildFolio
From $39/mo
AI-poweredBuildFolio AI estimates price a roof from an address.
Avoca AI
Pricing by quote
AI-poweredAvoca AI agents answer every call and book jobs for HVAC, plumbing and roofing businesses.
Rosie
From $49/mo
AI-poweredRosie's AI answers calls 24/7, books appointments and answers FAQs.
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1 other tool in this category is on the watch list (no AI feature confirmed yet, or not sold off-the-shelf).
FAQ
What is the best sales & customer follow-up tool?+
By market recognition, Houzz Pro, Hover, AccuLynx lead this category. The best fit depends on your trade and team size.
Which sales & customer follow-up tools post their prices?+
BuildFolio, Rosie list a starting price on their pricing page.
Is there a free sales & customer follow-up tool?+
Houzz Pro, JobNimbus, BuildFolio offer a free plan or free trial.
Other categories: Estimating & TakeoffsProject Management & SchedulingLumberyard & Dealer Operations3D Printing, Concrete Printing & RoboticsField DocumentationDesign & Floor Plan GenerationSafety & ComplianceBuilding Materials Pricing & QuotingPlan Reading & Blueprint AI