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Centerpoint Connect
The Woodlands, Texas, United States
What it is
Centerpoint Connect brings commercial roofing sales, service, production, and client portal workflows into one platform. Sales tools cover lead and opportunity tracking, site inspections with annotated photos, a preloaded commercial roofing price book, proposals, e-signatures, and sales dashboards. Service teams can manage tickets, schedule and dispatch technicians, log work on mobile devices, capture photos and signatures, route work for supervisor review, notify clients, and invoice. Production Management centralizes labor, materials, schedules, and progress, but is an add-on that requires CP Essentials. Building owners and property managers can use the client portal to access roof records, inspections, proposals, and progress. Listed integrations include Acumatica, Spectrum, Explorer, Sage Intacct, Vista, QuickBooks, REST API, Zapier, and MindCloud; some calendar and file-storage connections are marked coming soon. CP Essentials is listed at $50 per field user or $100 per office user per month, plus a $1,999 one-time implementation. The company says implementation typically takes 30 days.
For and against
For
- Sales workflow includes inspections, proposals, and e-signatures.
- Service tools cover scheduling, mobile logs, and invoicing.
- Client portal shares roof records and project progress.
- Interactive tour is available without signup or a sales call.
Against
- No free plan is listed.
- Production Management requires CP Essentials.
- Some integrations and development may require separate fees.
- Enterprise API access requires an additional monthly subscription.
The verdict
Centerpoint Connect links sales, service, production, and client-facing workflows for roofing contractors. Check the implementation and integration costs, along with add-on requirements, when assessing the listed plans.
Who it suits
The platform is designed for commercial roofing contractors. Residential contractors looking to build a more structured commercial division may also find it relevant.
Plans and prices
CP Essentials
Required Sales CRM foundation · Volume discounts available
Read 30 Sep 2026 · centerpointconnect.com
Scale It
Sales + Service + Production · Volume discounts available
Read 30 Sep 2026 · centerpointconnect.com
Produce It
Requires CP Essentials · Production Management add-on
Read 30 Sep 2026 · centerpointconnect.com
Service It
Requires CP Essentials · Service Management add-on
Read 30 Sep 2026 · centerpointconnect.com
Enterprise Suite
Multi-location · API access requires additional monthly subscription · Custom integrations may require separate scoping and fees
Read 30 Sep 2026 · centerpointconnect.com
Capital Partners
Portfolio-level · Multiple roofing companies
Read 30 Sep 2026 · centerpointconnect.com
On the record
- Client portal
- The client portal brings roof records, inspections, proposals, and progress together for building owners and property managers.centerpointconnect.com · read 30 Sep 2026
- Implementation
- The company describes implementation as discovery, configuration, data migration, team training, launch, and ongoing optimization, typically within 30 days.centerpointconnect.com · read 30 Sep 2026
- Integration limits
- The pricing page says accounting, API, ERP, custom integrations, and related development may require separate scoping and fees, and Enterprise API access requires an additional monthly subscription.centerpointconnect.com · read 30 Sep 2026
- Integrations
- Listed integrations include Acumatica, Spectrum, Explorer, Sage Intacct, Vista, QuickBooks Online and Desktop, REST API, Zapier, and MindCloud; Google Calendar, Outlook Calendar, Dropbox, Google Drive, and OneDrive are labeled coming soon.centerpointconnect.com · read 30 Sep 2026
- Intended customers
- The platform is purpose-built for commercial roofing contractors, and the pricing page says residential contractors can also use it to build a more structured commercial division.centerpointconnect.com · read 30 Sep 2026
- Interactive tour
- The interactive tour can be explored without signing up or making a sales call.centerpointconnect.com · read 30 Sep 2026
- Production management
- Production Management centralizes labor, materials, schedules, and progress and is offered as an add-on requiring CP Essentials.centerpointconnect.com · read 30 Sep 2026
- Purpose
- Centerpoint Connect brings commercial roofing sales, service, production, and client portal workflows together in one platform.centerpointconnect.com · read 30 Sep 2026
- Sales and estimating
- The sales workflow includes lead and opportunity tracking, site inspections with annotated photos, a preloaded commercial roofing price book, proposal creation, e-signature, and sales dashboards.centerpointconnect.com · read 30 Sep 2026
- Security
- The privacy policy says personal information is accessible only to a limited number of qualified employees, security systems and processes are audited regularly, and sensitive information sent over the internet is protected by encryption protocols.centerpointconnect.com · read 30 Sep 2026
- Service management
- Service features include a ticket board, technician scheduling and dispatch, mobile work logging, photo and signature capture, supervisor review, client notifications, and invoicing.centerpointconnect.com · read 30 Sep 2026
- Support
- Client support is available Monday through Friday, 8:00 AM–5:00 PM CDT by phone or email.centerpointconnect.com · read 30 Sep 2026
