ProLine

ProLine is a communication-first CRM for residential roofers, combining quoting, calls, texts, and workflow automations. Users can customize quotes, collect signatures, and handle calls and texts through a phone system inside the CRM. Automations cover speed-to-lead, lead rehash, appointment reminders, sales follow-up, job updates, and review requests. The Better plan lists inbound and outbound AI voice agents, call summaries and scoring, an insurance estimate manager, and a voice roleplay trainer. Direct integrations include QuickBooks, CompanyCam, and Google Calendar; Zapier can connect ProLine to thousands of apps. ProLine says it does not directly integrate with financing platforms. Its mobile app is available on Google Play and the Apple App Store. The free Base Account can retain project and contact data after a paid plan is canceled. Customers own the data they add and can export account data by CSV, including after cancellation. Paid plans are listed at $497 a month for GOOD, $797 a month for BETTER, and $1,697 a month for BEST; each lists three seats.

ProLine centers customer communication and follow-up for residential roofers, with quoting, automations, and integrations. Its listed plans start at $497 a month, and the company says financing platforms are not directly integrated.

ProLine suits residential roofing businesses that want customer communication, quoting, and sales or job follow-up in a CRM. It is also an option for teams that use its listed integrations or mobile app.

Overview

ProLine is a CRM for residential roofing businesses that puts customer communication at the center. It is best suited to teams that want calls, quotes, and follow-up workflows connected to job operations. The breadth is useful, but the entry plan costs $497 a month and the three plans each include three seats.

Built-in calling and texting, quote tools, scheduling, a customer portal, and invoicing and payments make ProLine more than a place to track leads. Roofers who need direct financing-platform connections should look elsewhere; ProLine does not integrate with those platforms directly.

For more options in the category, see our Roofing Software guide.

Key features

Communication and follow-up

Calls and texts take place inside the CRM, keeping conversations alongside customer and project information. Automations handle speed-to-lead responses, re-engagement of older leads, appointment reminders, sales follow-up, job updates, and review requests. That range can help teams maintain contact across a roofing job; it may be more system than a roofer needs if the priority is simply keeping a contact list.

Quotes and job operations

Users can customize and send quotes and collect signatures. ProLine also includes an estimate builder, job scheduling, a customer portal, production management, and invoicing and payments. These capabilities connect sales and job administration in one workflow, but the plan pricing makes that breadth a substantial commitment.

AI and integrations

The Better plan adds inbound and outbound AI voice agents, AI call summaries and scoring, an insurance estimate manager, and an AI voice roleplay trainer. QuickBooks, CompanyCam, and Google Calendar have direct integrations, and Zapier can connect ProLine to thousands of apps. The integration mix is useful for common business tools, but it does not solve the financing-platform gap.

Data, support, and onboarding

ProLine says customers own the leads, contacts, projects, and other data they enter, and account data can be exported as CSV even after cancellation. After canceling a paid plan, users can retain project and contact data on the free Base Account plan. Support is included for free-account users through chat, email, and Zoom; hours are 10 AM to 10 PM ET Monday through Friday, with limited weekend help for pressing issues. Free done-for-you onboarding is offered, with a goal of onboarding a business within 45 days. ProLine also promises a refund if the customer does not sell one additional job within 30 days.

Pricing

ProLine has a free Base Account for keeping project and contact data after a paid subscription ends. It is a retention option, not a substitute for the paid plans’ operating features.

• Good — $497 a month: three seats and 3k PRO Credits, with production management, quotes, payments and invoicing, calling and texting, automations, integrations and Zapier, a mobile app, and done-for-you setup. This is the entry point for a roofing team wanting the core communication and job workflow.
• Better — $797 a month: three seats and 15k PRO Credits, with everything in Good plus AI voice agents, call summaries and scoring, an insurance estimate manager, and an AI voice roleplay trainer. It suits teams that will use the added AI capabilities; otherwise the higher monthly charge buys little relevant benefit.
• Best — $1,697 a month: three seats and 30k PRO Credits, with everything in Good and Better plus audience segmentation and marketing broadcasts. This is aimed at businesses that need those outreach tools, not smaller teams seeking only CRM and job coordination.

All three plans specify three seats, so businesses needing a different seat count should confirm fit before committing. The plans also differ in PRO Credit allowances: 3k, 15k, and 30k respectively. No trial term or renewal condition is stated here, so compare the monthly cost with the features your team will actually use. The advertised 30-day additional-job refund guarantee may reduce purchase risk, but it is tied to selling one additional job.

Platforms

ProLine is available on Android, iOS, and the web, with mobile apps on Google Play and the Apple App Store. That gives field and office users access across phones and browsers.

Who it's for

ProLine is a strong fit for residential roofers who want calls, texts, quoting, follow-up automations, and job administration in a single system, particularly if AI calling or marketing broadcasts justify the higher tiers. It is a weaker fit for businesses that need direct financing integrations or cannot justify a $497 monthly starting price for three seats.

Pros and cons

• Pro: Calls, texts, quotes, signatures, scheduling, invoicing, and automations span customer communication and job work, reducing the need to split those workflows across tools.
• Pro: CSV export and a free Base Account let users retain and retrieve customer and project data after ending a paid plan.
• Pro: Better and Best add distinct AI and marketing capabilities, so teams can choose those tools when their workflows warrant the higher spend.
• Con: The $497 a month entry price and three-seat minimum plan allocation may be hard to justify for a small operation.
• Con: Financing platforms are not directly integrated, a meaningful limitation for roofers who rely on financing in their sales process.

Alternatives

Instant Roofer is worth considering when measurement reports are the priority: its free tier offers unlimited basic measurements, while premium report details require Premium; its Human Certified Measure Report is $10 per report.

Roofr is another option for a measurement-led workflow with a free Starter plan. That plan includes measurement reports delivered in 24 hours or less for $19, a basic job board, and trial allowances for proposals, invoices, and work orders.

Jobba may suit businesses seeking customized roofing-software packages, with pricing discussed according to business needs.

Business Pilot may be a better match for service engineers and installers who prefer a site-license model; its page describes a monthly license cost with quarterly invoicing in advance.

Centerpoint Connect is an alternative for teams considering sales, service, and production together, with field- and office-user pricing and a one-time full implementation charge.

Leap offers a lower-cost starting point for a single user, though its Essential plan is limited to one user per account and five digital signatures under a one-year contract paid monthly.

Roof Manager may appeal to users who want to try CRM, invoicing, and proposals through a free trial that includes two full reports and requires no credit card.

GiddyUp is another roofing-software option to compare.

Verdict

Choose ProLine if your residential roofing team wants customer communication, quoting, follow-up, and job administration tied together, and its three-seat plans fit your business. Its differentiator is the span from calls and texts through automations and production workflows; its main reasons to look elsewhere are the $497 a month entry price and the absence of direct financing-platform integrations.