Capture the call
Bring calls, texts, and web-form requests into one inbox, even when a storm has every line ringing at once.
Roofing
A roofing estimate that goes quiet gets re-quoted by the next company that calls back.
One platform for every estimate, storm-season call, and insurance-claim job you need to keep moving.
Capture the call even when a storm has your phone ringing nonstop, follow up on a sent estimate automatically instead of hoping the homeowner calls back, and keep insurance-claim jobs organized from first inspection to final payment.
Built for Roofing
Keep every customer conversation moving
Momentum brings inquiries, customer context, conversations, and follow-up into one connected workflow. Your team can see what happened, what comes next, and who needs a response without checking disconnected tools.
The workflow stays flexible enough to match how your roofing business qualifies opportunities, books next steps, and keeps long-term relationships active.
How it works
From inspection request to signed job
Track the estimate
Move each job through pipeline stages — inspected, quoted, claim filed, or signed — so nothing gets lost in the surge.
Respond fast
A missed-call workflow texts back automatically, so a homeowner hears from you before calling the next roofer.
Keep the estimate alive
A sent estimate gets a scheduled follow-up, and an insurance-claim job stays visible from inspection through final payment.
Practical capabilities
Tools for the way roofing teams work
Use the parts of Momentum that support your customer journey, from first contact through the next follow-up.
Lead Management
Every estimate moves through your pipeline from first inspection request to signed job, insurance claims included.
Call Management
A call that comes in during a storm surge is still logged against the right contact automatically.
SMS Communication
Send an inspection time or an estimate follow-up by text, the channel homeowners actually check.
AI-Powered Content Creation
Draft the storm-response landing page or the estimate follow-up message in minutes.
Workflow Automation
A sent estimate gets a scheduled follow-up automatically, instead of relying on someone remembering to circle back.
Online Reputation Management
A completed job triggers a review request automatically, building the reviews that win the next storm-season call.
One connected platform
Connect every part of your roofing customer journey
Momentum connects the customer record, conversations, pages, campaigns, and follow-up so each tool has the context of the rest.
CRM and pipeline
Keep contacts, opportunities, notes, and next steps together from first inquiry through payment.
Learn moreOne conversation inbox
Manage calls, texts, email, Facebook, and Instagram conversations without losing the contact history.
Learn moreWebsites, funnels, and pages
Build the places where people discover an offer, submit an inquiry, or take the next step.
Learn moreEmail marketing
Send useful updates and follow-up campaigns from the same system that holds the customer record.
Learn moreFollow-up workflows
Respond to missed calls and new inquiries with repeatable workflows instead of relying on memory.
Learn moreReporting and analytics
Review performance and activity in Momentum, with advanced reporting available on eligible plans.
Learn moreCommon questions
Frequently asked questions
Does Momentum handle insurance claims directly?
No. Momentum organizes the estimate, communication, and follow-up around a claim; the claim itself stays with the adjuster and your required systems.
Can it handle a surge in calls after a storm?
Yes. A missed-call workflow texts back automatically when volume spikes past what your team can answer live.
Can I track which estimates are still open?
Yes. See every job in one pipeline view — inspected, quoted, claim filed, or signed.
Can I follow up automatically on a sent estimate?
Yes. A scheduled check-in goes out instead of the estimate going quiet the moment it's sent.
See how Momentum fits your roofing workflow
Capture the lead, follow up, book the job, and take the payment — see how it maps to the way your team already works.
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