Level CRM

Level CRM — Run Your Roofing Business From the Field

Level CRM is the all-in-one CRM built for roofing and construction sales teams — from the first door knock to the final payment. Manage your pipeline, customers, jobs, photos, and crew, all from your phone.

VISUAL SALES PIPELINE
Track every job through 17 detailed statuses, organized into 5 clear stages: Lead, Active, Production, Completed, and Archive. Filter by job type (Retail or Insurance), search by name, phone, or address, and switch between Personal, Unassigned, and Company-wide views.

CUSTOMERS & JOBS
• Complete customer profiles with assignment history
• Insurance claim tracking — carrier, claim number, adjuster details, dates of loss
• Financials — contract amount, deposits, payments, and running balance
• Production tracking — material orders, delivery dates, install schedules
• Cost breakdown — materials, labor, and contractor costs

PHOTOS & DOCUMENTS
Capture inspection and install photos right from your phone, organized by job. Upload contracts and other documents, with HD photo quality available on paid plans.

CUSTOMER PORTAL
Share project photos and documents with homeowners through a secure, password-free link — no app download needed. Control exactly what's shared, by folder or individual item.

E-SIGNATURES & DOCUMENT BUILDER
Build custom PDF templates with text, date, signature, and checkbox fields, then send documents for e-signature directly through the customer portal — fully tracked with an audit trail.

ANALYTICS & COMMISSIONS
• Revenue, average job size, and close rate at a glance
• Automatic commission calculations, including split-pool models
• Company-wide profit & loss breakdown
• Team leaderboard and monthly performance charts

TEAM MANAGEMENT
Role-based access for admins, sales reps, and production staff, with adjustable commission rates and seat management.

BUILT FOR THE FIELD
Dark mode for low-light job sites, fast search, and a built-in tutorial to get your team up and running quickly.

Get started free — upgrade anytime for unlimited customers, full analytics, and more.