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SB Help Group
Built for Roofers

The CRM + predictive dialer for roofing companies.

Respond to fresh storm and referral leads, organize inspection follow-up, and keep every estimate conversation moving without losing the customer history.

✓ CRM + dialer together✓ Direct founder onboarding✓ Consent context built in
S STRATON / ROOFERS
WORKSPACE READY
Priority queue
Next best actionCalling workspace
01
Storm lead — newNew lead · review now
READY
02
Inspection completedNext action assigned
QUEUED
03
Proposal follow-upFollow-up queue
QUEUED
Dialer
Ready
Contact record + script in view
⌕●⋯

The work is not the problem.
The handoffs are.

Roofers teams do not need another disconnected tab. They need a system that makes the next call, next message, and next decision obvious.

01 / FRICTION

Lead spikes overwhelm the office

Storm demand creates volume exactly when fast qualification and routing matter most.

02 / FRICTION

Inspections do not become follow-up

A completed visit without a defined next action turns into an avoidable cold lead.

03 / FRICTION

Canvassing and inbound stay separate

When sources live in different sheets, the team cannot see one complete prospect history.

04 / FRICTION

Calling compliance becomes an afterthought

Outbound activity needs consent context and do-not-call handling before volume increases.

One connected motion

From first signal to the next right action.

Straton brings capture, calling, follow-up, reporting, and consent context into the same operator workspace.

01

Capture every source

Bring web, referral, canvassing, and imported campaign contacts into one lead queue.

02

Qualify and route quickly

Assign by territory, work type, or lead status, then call from the shared workspace.

03

Stay on the proposal

Coordinate calls, texts, emails, and tasks after inspections and estimates.

04

Know what moved

Track outcomes, stage changes, source context, and consent evidence at the contact level.

Configured around roofers, not a generic demo account.

Start with the workflow your team already uses, then remove the gaps that slow response and hide ownership.

Storm-response queues

Create a clean intake path for surges without mixing every inquiry into one flat list.

Inspection follow-up

Move completed inspections into a visible sequence instead of relying on individual memory.

Territory segmentation

Organize prospects around area, campaign, source, or service type.

Power + predictive dialer

Work reactivation, canvassing, and proposal lists with the customer record beside the call.

Call disposition reporting

See how attempts, connects, outcomes, and pipeline movement relate.

Consent-aware outreach

Keep source details, consent proof, and internal do-not-call rules in context.

The one real client story
“
Our experience with them has been excellent from the very beginning. The dialer itself is incredibly powerful, and the comprehensive reporting system is one of its strongest features.

April also highlights personalized reports, patient explanations, and support that continued after her independent sales team went live.

April RoseSBC Telemarketing Manager — Independent sales team
Founding-customer advantage: direct access to the builder, white-glove workflow mapping, and hands-on launch support.
Roofers FAQ

Questions worth asking before you switch.

The workflow is designed to separate, route, and work lists in a shared system. The right setup depends on team size and calling strategy, which is mapped during onboarding.

Yes. Sources, tags, pipelines, owners, and follow-up rules can reflect how each lead entered.

That is a central workflow: the inspection stage can produce a clear next action across call, SMS, email, or task.

This page positions Straton as the CRM and communication layer. Existing estimating tools can stay in the process if they remain the best fit.

Founding customers get direct access to the builder for lead import, stages, campaign setup, and reporting design.

Bring the messy version.
We’ll map the better one.

Show us how leads arrive, who calls, what follow-up looks like, and where the handoff breaks for your roofing company.

Book your Roofers walkthrough →

Let’s map your sales system.

Tell us about your business, your current tools, and what you want to improve. We’ll tailor the walkthrough to your workflow.

Prefer to talk? (833) 699-7051
dhanna@sbhelpgroup.com