Book Proline Consultation

Let Us Set Up ProLine CRM For You

We’ll give you our proven ProLine CRM setup so you can dominate your market and still make it home for dinner.

About Us

We’ve used ProLine to close thousands of dollars of business while keeping a lean team. Work with us, and we’ll show why it’s called “the roofing CRM that sells more jobs”!

What You’ll Get

Quote Building:

Create quotes that get the price right—and sell the job.

Automations:

Steal the follow-up strategies that have closed countless deals.

Integrations:

Plug ProLine into your tech stack in an afternoon

CRM Implementation:

Comprehensive setup and customization of Proline CRM for your business.

Small Town Roofer

Our Services Include

Customizing up to 5 pipelines with up to 10 stages each.

Adding up to 10 custom campaign steps, alongside hundreds of pre-written steps pre-loaded into your account.

Tailoring tags, types, categories, services, and lead sources to match your unique market conditions.

Personalizing up to 3 event types.

Customizing up to 3 invoice templates.

Creating up to 3 order templates.

Designing 1 custom quote template, including proper calculations, itemization, and details based on your company specs:

  • Updating price lists as needed for accurate quoting.
  • Configuring quantity calculations. Updating and adding text pages and descriptions.
  • Building up to 3 options for quotes.
  • Building up to 3 add-ons for quotes.
  • Accessing additional pre-built quote templates from ProLine’s public template library (with over 30 options).

Setting up ProLine Native Integrations (Choose up to 5):

  • CompanyCam
  • RoofQuotePRO
  • EagleView
  • QuickBooks
  • Dope360
  • Web Forms
  • Booking Pages
  • And more integrations coming soon.

Why Choose The Small Town Roofer:

Expertise

We’re a certified ProLine partner. We know this roofing software inside and out!

Efficiency

Streamlined processes to boost productivity.

Customization

We’ll help you tailor ProLine to meet your CRM needs.

Support

We offer ongoing support to make sure you keep succeeding with ProLine.

Ready to elevate your business with Proline?

Contact us today to get started.

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