Lead OS is the AI-powered CRM built for roofing contractors. 24/7 AI call answering, storm surge lead capture, insurance restoration pipeline tracking, and automated estimate follow-up — so you close more jobs and scale when it matters most.
The Problem
A hailstorm rolls through and your phone explodes with 200+ calls in 48 hours. Your team can't answer them all. Every call that goes to voicemail is a $12,000-$20,000 insurance restoration job walking to your competitor. The roofer who responds first books the inspection — and usually gets the job.
You inspected 15 roofs this week and sent 15 estimates. But you only followed up on 5. The other 10 homeowners signed with the roofer who texted them first. Industry close rate is 27% — and most of those losses are follow-up failures, not price.
You've got 30 jobs waiting on adjuster approval. You don't know which ones are approved, which need supplements, and which homeowners are about to lose patience and call another roofer. Without a restoration pipeline, you're guessing — and guessing costs you $100K+ in storm season revenue.
Features
01 — AI Voice (24/7 Call Answering)
Lead OS AI answers every inbound call, identifies if it's storm damage (hail, wind, fallen tree) or routine (leak, maintenance), gathers the property address and damage description, and books the inspection. During storm surges, the AI handles the overflow so your team focuses on closing.
Inbound Call: (804) 555-0342
Duration: 3:18
Type
Storm Emergency — Hail damage, missing shingles
Property
4821 Maple Ridge Dr, colonial 2-story
Damage Type
Hail — multiple shingles missing, possible leak
Storm Alert: Hailstorm detected in 23220, 23221, 23222
Triggered
Geo-SMS: "Storm damage? Free inspection" to 1,240 contacts
Delivered
Landing Page: "Free Storm Damage Inspection" — live
80 leads captured
Auto-follow-up: Drip sequence activated for all new leads
Running
02 — Storm Surge Lead Capture
When a storm hits your market, Lead OS activates your storm response campaign automatically. Geo-targeted SMS and email blasts go out to your contact list. Landing pages with "Free Storm Damage Inspection" capture new leads. Every lead enters your pipeline instantly — scored by damage severity and zip code proximity.
03 — Automated Estimate Follow-Up
After every inspection and estimate, Lead OS sends automated follow-ups at 2 hours, 24 hours, 3 days, and 7 days. For insurance jobs, it includes a step-by-step "what to expect from your insurance claim" guide. Close rate jumps from 27% to 45% because you never forget to follow up.
2hr: "Thanks for the estimate — any questions?" text
Delivered
24hr: Insurance claim guide + estimate email
Delivered
Day 3: "Ready to approve? Click here →" SMS
Scheduled
Day 7: "Estimate expires soon — lock in your price" text
Queued
18
Inspection Done
12
Claim Filed
8
Adjuster Sched
3
Supplement
6
Approved
4
Install Sched
2
Completed
Pipeline Flow
04 — Insurance Restoration Pipeline
See which claims are filed, which are waiting on adjusters, which need supplements, which are approved, and which are scheduled for install. Know exactly where every dollar is in your pipeline — especially during storm season when you're managing 30+ claims at once.
05 — Job Pipeline & Revenue Tracking
Track leads, inspections, estimates, insurance claims, scheduled installs, and completed jobs. Know your close rate, average ticket, revenue by rep, and storm vs retail mix — so you can staff smart, price right, and forecast accurately.
New Leads
Storm — Hail
4821 Maple Ridge
Leak Repair
312 Oak St
+42 more
Estimate Sent
Full Reroof
$14,200 quote
Insurance Claim
$18,500 quote
+8 more
Completed
Insurance Reroof
$16,800
Retail Repair
$2,400
$186K
Revenue
$14.2K
Avg Ticket
45%
Close Rate
28
Active Claims
Comparison
| Feature | Lead OS | AccuLynx | JobNimbus | Roofr |
|---|---|---|---|---|
| AI Lead Response | Built-in | No | No | No |
| 24/7 AI Call Answering | Built-in | No | No | No |
| Storm Campaign Automation | Pre-built | No | No | No |
| Insurance Pipeline Tracking | Built-in | Advanced | Basic | No |
| Workflow Automation | Multi-channel | Basic | Basic | Limited |
| Unlimited Users | Yes | No (custom quote) | No (custom quote) | Yes (flat rate) |
Testimonials
"Hailstorm hit and we got 200+ calls in 48 hours. Lead OS AI answered every one, booked inspections, and our close rate hit 52%. Best storm season we've ever had."
M.H.
Roofing Company Owner
"The automated estimate follow-up and insurance education content builds trust before we even show up for the second visit. Homeowners are pre-sold."
T.K.
Sales Manager
"We had 30 claims in limbo last storm season and lost track of 8 of them. This year, every claim is tracked from adjuster to install. Zero lost claims."
J.R.
Insurance Restoration Specialist
"When the storm hit, we activated the pre-built campaign and had 80 new leads in 24 hours. Door-knockers used to take us a week to get that many."
D.S.
Roofing Contractor
"AccuLynx was powerful but way too expensive for our 6-person team. Lead OS handles all the CRM and follow-up at a fraction of the cost."
K.W.
Operations Manager
"I was losing track of which jobs needed supplements. Now Lead OS flags them automatically and sends follow-up to the adjuster. Recovered $40K in supplement revenue last quarter."
R.P.
Roofing Sales Rep
Get Started Today
Book a free 30-minute demo. We'll show you exactly how Lead OS works for roofing companies — no pressure, no fluff.
No credit card. No commitment. Just results.
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