Keylead Engine for Roofing & Construction — CRM Built for Roofers & Contractors
Built for Roofing & Construction

STORM HITS.
YOU'RE FIRST.

Capture more storm leads. Close more insurance jobs. Build more referrals.

Roofing and construction is a game of speed, follow-up, and trust. The company that responds first after a storm event wins the neighborhood. The company with the best follow-up closes the most insurance claims. And the company that stays in touch after the job gets every referral. Keylead Engine automates all three — so you can focus on doing the work while your system builds the pipeline.

72hrs
Window to capture storm leads before they're gone to competitors
instant automated response captures them first
60%
Of estimates never receive a single follow-up from contractors
your automated sequence follows up for you
4x
More referrals from past customers with post-job campaigns
vs. no follow-up system
24/7
Lead capture from homeowners searching for roofing help
funnels + AI bot on Growth+

THE PROBLEMS KEYLEAD ENGINE SOLVES

Roofing and construction companies leave significant revenue behind every month from these same avoidable gaps.

⛈️
Storm leads flood in and you can't respond to all of them fast enough
After a hail storm or major wind event, your phone blows up with leads — but you and your team are already out doing inspections. Leads that don't get a fast response book the next roofer they can reach.
Automated storm lead response captures and holds every inquiry within minutes
📋
Estimates and proposals die without follow-up
You spend time on a roof inspection, write up a detailed proposal, and send it over. Then you get busy and never follow up. The homeowner chose someone else — not because your price was wrong, but because the other company called back first.
Automated 3-touch estimate follow-up over 7 days after every proposal
🏛️
Insurance claim jobs stall without consistent communication
Homeowners dealing with insurance claims need hand-holding through the process. When they don't hear from you for days, they get anxious — and anxiety turns into calls to competitors and negative reviews even on jobs you haven't started yet.
Automated insurance claim pipeline updates keep homeowners informed every step
🗺️
You don't systematically work storm-hit neighborhoods
You finish a roof on Oak Street and the whole neighborhood saw your truck — but nobody knocked on doors or sent anything to the surrounding homes. That's 20 potential jobs you drove past without capturing.
Neighborhood canvass campaigns go out to surrounding addresses after every job
You're not collecting reviews after completed jobs
A roof replacement is one of the biggest home investments a homeowner makes. When it goes well, they're grateful and relieved — but that feeling fades fast. If you don't ask for a review within 48 hours, they probably won't leave one.
Review request fires automatically within 24 hours of job completion
💸
Large project invoices and final draws go unpaid for weeks
Roofing and construction jobs involve large dollar amounts and sometimes multi-stage payments. Chasing final draws and outstanding balances manually pulls you away from sales and production — and makes you look unprofessional.
Automated payment milestone reminders keep every project on track financially

EVERYTHING IN ONE ENGINE

01

Storm Lead & Insurance Claim Pipeline

Two dedicated pipelines — one for storm and insurance claim jobs, one for retail sales. Each stage triggers the right communication: inspection confirmed, claim filed, adjuster scheduled, approved, materials ordered, install scheduled, job complete, final invoice. Homeowners stay informed and confident throughout.

02

Storm Lead Capture & Rapid Response

After a storm event, your lead capture funnel captures homeowners searching for roof inspections and repair. Every inquiry gets an automated response within minutes — locking in the lead while your team is still on other properties.

03

Estimate & Proposal Follow-Up Sequences

After every proposal — storm inspection, retail replacement, or construction quote — an automated 3-touch sequence follows up over 7 days. Addresses hesitation, highlights your credentials, and keeps your proposal top of mind until they decide.

04

Insurance Claim Status Updates

Throughout the insurance process — claim filed, adjuster visit scheduled, claim approved, supplement submitted — automated messages go to the homeowner keeping them in the loop. Reduces anxiety, builds trust, and eliminates "what's happening with my claim?" calls.

05

Neighborhood Canvass Campaigns

After completing a job on a street, an automated campaign goes out to surrounding addresses in the same zip code — letting them know you just finished a roof nearby and offering a free inspection. Same storm damage, same neighborhood, easy wins.

06

Invoicing & Draw Schedule Management

Send deposits, progress draws, and final invoices from your phone or trigger them automatically at project milestones. Automated payment reminders keep cash flow on track without you making a single collection call.

07

Appointment & Inspection Booking

Your branded booking page lets homeowners schedule free roof inspections and consultations 24/7. Confirmation and reminder texts reduce no-shows. "Tech on the way" messages build professionalism before you even arrive.

08

Post-Job Review & Referral Automation

Within 24 hours of job completion, a review request goes out. Customers who leave 5 stars get a referral incentive follow-up. Your Google rating climbs and your neighborhood presence grows — on autopilot after every single job.

Project Pipeline — Keylead Engine
Robert & Dana Finch
4821 Cypress Lane, Davie FL
Storm Lead Insurance Claim
Submitted 6:12pm · Auto-reply sent · Inspection booked 8am tomorrow
Sandra & Tom Reyes
210 Palmetto Dr, Miramar FL
Storm Lead Estimate Sent
Hail damage · $14,200 estimate · Follow-up Day 1 of 3
The Martinez Family
88 Banyan Blvd, Pembroke Pines FL
Insurance Claim Approved
$18,400 approved · Materials ordered · Install: Apr 18
Westfield Plaza — Unit C
Commercial Re-Roof · Coral Springs FL
Commercial In Progress
Day 2 of 4 · Progress draw #1 invoiced · Client updated
$312K
Pipeline
↑ 58% this mo
29
Active Jobs
↑ 11 new
4.9★
Google Rating
↑ 38 reviews

YOUR PIPELINE WORKS WHILE YOUR CREW IS ON THE ROOF

Pre-built sequences for every stage of a roofing and construction business — storm response, insurance claims, retail sales, and post-job growth.

⛈️
Storm Event Lead Response
After a storm hits your market, every incoming lead gets an automated response within minutes — confirming receipt, introducing your team, and booking a free inspection. You capture the 72-hour window when every homeowner is looking.
Fires within 5 minutes
📋
Estimate Follow-Up Sequence
After every proposal, a 3-touch automated sequence follows up at 24 hours, 3 days, and 7 days. Each message is tailored to overcome common hesitations — pricing concerns, timing questions, insurance confusion. Jobs close that would have gone cold.
7-day sequence
🏛️
Insurance Claim Status Updates
Claim filed, adjuster scheduled, adjuster visited, claim approved, supplement submitted — automated updates go to the homeowner at every milestone. They feel supported throughout a stressful process and stay committed to using you.
Stage-triggered
🗺️
Neighborhood Canvass Campaign
After completing a roof in a neighborhood hit by the same storm, an automated campaign goes to surrounding addresses offering a free inspection — because their roof likely has the same damage. One job turns into five.
Triggered on job completion
📅
Project Milestone Updates
Materials ordered, crew arriving tomorrow, project starts, day one complete, final inspection — automated messages keep homeowners informed throughout production. No anxious calls, no micromanaging, just confident customers who leave 5-star reviews.
Stage-triggered
Post-Job Review & Referral
Within 24 hours of job completion, a review request goes out while the homeowner's excitement is fresh. 5-star reviewers get an immediate follow-up with a referral incentive. Your reputation and pipeline grow automatically after every job.
Within 24hrs of completion
Storm Lead — Inquiry to Completed Job to Referrals
⛈️
Storm Lead
Auto reply + inspection booked
🔍
Inspection
Proposal sent same day
🏛️
Claim Filed
Adjuster updates sent
Approved
Install scheduled + deposit
🏗️
In Progress
Daily milestone updates
Complete
Review + final invoice
🗺️
Neighbors
Canvass campaign fires

BUILT FOR EVERY ROOFING & CONSTRUCTION COMPANY

🏠

Residential Roofing Companies

Storm chasers or retail sales — it doesn't matter. Keylead Engine makes sure you respond first, follow up consistently, and turn every completed job into reviews and referrals that fuel the next wave of work.

  • Storm lead capture and rapid response system
  • Insurance claim pipeline with automated homeowner updates
  • Neighborhood canvass campaigns after every job
  • Review automation builds your Google rating on autopilot
🏗️

General Contractors

Remodels, additions, new builds — long timelines, big invoices, and a lot of communication needed. Keylead Engine keeps clients informed at every milestone so they stay confident and refer you to everyone they know.

  • Project milestone updates keep clients calm and engaged
  • Draw schedule invoicing and automated payment reminders
  • Estimate follow-up sequences close more bids
  • Custom website to attract higher-quality project leads
🏢

Commercial Roofing & Construction

Commercial bids have longer sales cycles and bigger stakes. Keylead Engine keeps your proposals followed up, your decision-makers nurtured, and your team organized across multiple large active projects.

  • Commercial bid pipeline with multi-touch follow-up
  • Property manager and facility director nurture campaigns
  • Multi-project pipeline with milestone tracking
  • Professional communication that matches your project size
🚀

High-Volume Storm Companies

After a major storm event, you're dealing with hundreds of leads simultaneously. Without a system, leads go cold and teams get disorganized. Keylead Engine handles the volume so you can focus on closing and completing jobs.

  • AI bot captures and qualifies leads around the clock
  • Each sales rep gets their own account on Enterprise plan
  • Insurance claim pipeline tracks every job's status in one view
  • Done-for-you build tailored to your storm-chase workflow

WHAT ROOFING COMPANIES ARE SAYING

★★★★★

"After the last hail storm we got 80+ leads in 48 hours. The auto-response system held every one of them while we were doing inspections. We closed 34 jobs from that storm — our best month ever."

TH
Tyler H.
Owner · Apex Roofing Solutions, FL
★★★★★

"The insurance claim update sequence is everything. Homeowners used to call me constantly asking for updates. Now they're getting automatic texts at every step and I've had zero complaints about communication this year."

KM
Kevin M.
Owner · Storm Shield Roofing
★★★★★

"The neighborhood canvass campaign brought in 8 jobs from one street where we finished a roof. Same storm, same neighborhood — the system texted them all. We didn't knock a single door."

BR
Brandon R.
Owner · Peak Construction Group

PICK YOUR PLAN

No contracts. Cancel anytime. All plans include onboarding and Keylead Academy.

Starter
$99
/ month · 1 user included
Additional users: +$15/mo each
  • Roofing Job & Project Pipeline Template
  • Email & SMS Automations
  • Instant Lead Response Sequence
  • Estimate Follow-Up Sequence (3-touch)
  • Lead Capture Funnel Template
  • Website Template (branded, ready to launch)
  • Inspection & Appointment Booking Page
  • Invoicing & Draw Schedule Collection
  • Mobile App Access
  • Review Request Automation
  • Keylead Academy Video Library
  • Email Support
Subscribe Now
Multi-Crew / Enterprise
$499
/ month · Unlimited users
Each sales rep or crew gets their own account
  • Everything in Growth
  • Every Sales Rep Gets Their Own Account
  • Multi-Crew Project Pipeline Management
  • Strategy Call & Done-For-You Build
  • Monthly Live Zoom Session
  • Cross-Team Reporting Dashboards
  • High-Volume Storm Lead Distribution
  • Commercial Bid Pipeline & Nurture
  • Dedicated Account Manager
Subscribe Now

QUESTIONS FROM ROOFING COMPANIES

How does the storm lead response system work during a major event?
+
When a storm hits and leads start coming in — from your website, social media, Google ads, or any source — every single inquiry gets an automated text and email response within minutes. The message confirms you received their request, introduces your company and credentials, and offers a link to book a free roof inspection. Your team captures every lead while you're already doing inspections on earlier calls. On the Growth plan, the AI bot can even collect damage details and pre-qualify the lead overnight.
How does the insurance claim pipeline work?
+
The insurance claim pipeline has dedicated stages — inspection complete, claim filed, adjuster scheduled, adjuster visited, claim approved, supplement submitted, materials ordered, install scheduled, job complete. When you move a job to a new stage, an automated update goes to the homeowner explaining what just happened and what comes next. Homeowners feel supported through a confusing process, stay committed to your company, and are far more likely to leave a great review when it's done.
What is the neighborhood canvass campaign?
+
After you complete a roof on a street that was hit by the same storm, an automated campaign goes out to surrounding addresses in the same neighborhood. The message lets them know you just finished a roof nearby after the recent storm and offers a free inspection — because their roof likely has the same hail or wind damage. You build the list from addresses near the completed job and the campaign fires automatically. Most roofing companies using this feature report multiple additional jobs per neighborhood.
Can I manage multiple sales reps working storm leads?
+
Yes. The Enterprise plan gives every sales rep their own account — leads, customers, and pipelines don't mix between reps. You get a reporting dashboard showing pipeline value, closed jobs, and revenue by rep. During high-volume storm events, you can distribute incoming leads to reps automatically and track performance across the whole team in real time.
Does this work for general construction, not just roofing?
+
Absolutely. The pipeline and automation system works for any construction project — remodels, additions, new builds, commercial construction. Project milestone updates, draw schedule invoicing, estimate follow-up, and post-job review automation all apply equally to general contracting. On Growth and above plans, we customize the pipelines and sequences to your specific project types during the done-for-you build.
Is there a long-term contract?
+
No contracts. All plans are month-to-month with 30 days notice to cancel. One additional job closed from the estimate follow-up sequence easily covers the entire annual cost of any plan.

CAPTURE MORE LEADS.
CLOSE MORE CLAIMS.
OWN YOUR NEIGHBORHOOD.

Book a free strategy call and we'll show you exactly how Keylead Engine can be built for your roofing or construction business — from storm lead response to full insurance claim pipeline management.