LevelCRM — Your Business In Your Pocket
The original LevelCRM app — built for sales reps, admins, and production staff who live on their phone. Manage every job and customer from wherever you are.
- Full Job Pipeline: Track every job from Lead through Completed.
- Photo Documentation: Capture and share inspection & install photos instantly.
- Performance Analytics: Revenue, close rate, and take-home pay, on demand.
- Customer Sharing: One tap creates a magic-link portal for the homeowner.
- iOS & Android: Built for your whole team, on any device.
LevelCRM_Web — Command Center For Your Office
The same shared data, reimagined for the desk. Multi-panel views, deeper reporting, and the back-office tools that run your business.
- Multi-Panel Workspace: Pipeline, Customers, Analytics, and Billing, side by side.
- Company-Wide P&L: Revenue, costs, commissions, and net profit, tracked automatically.
- Document Builder: Generate contracts and collect e-signatures without leaving the browser.
- Per-Rep & Team Views: Filter performance by rep or year, or roll up company-wide.
Funnel Builder — Turn Visitors Into Leads, Instantly
Build your own branded, lead-capturing landing page in minutes — no developer required. A homeowner types their address, gets an instant roof estimate, and lands directly in your pipeline.
- No-Code Builder: Customize colors, logo, and copy to match your brand — no developer needed.
- Instant Roof Estimates: Satellite-powered pricing gives homeowners a real Good/Better/Best quote in seconds.
- Leads Land In Your CRM: Every submission flows straight into your pipeline — no manual entry, no missed leads.
- Publish In Minutes: Get a live, shareable link for your own funnel page.
Available exclusively in LevelCRM_Web — build and manage your funnels from the desktop app.
Ruler — Measure, Quote, and Canvass In the Field
Equip your door-to-door reps with satellite-powered roof measurement and territory planning, so they never have to leave the doorstep to quote a job.
- Satellite Canvassing: GPS-pinned leads with color-coded status.
- Roof Measurement: Auto-calculate area, pitch, slopes, and material needs.
- Instant Estimates: Turn a measurement into a branded, itemized quote.
- Real-Time Sync: Every measurement and quote populates the CRM immediately.
- Offline-Ready: Keep working without signal; everything syncs when you're back online.
Customer Portal — Win Trust With Total Transparency
Homeowners are tired of wondering what's happening with their roof. Give them an always-up-to-date, fully branded portal — under your company's name — showing every photo, every document, and every update. No login, no app to download, just a link.
- Your Brand, Not Ours: The portal shows your logo and your rep's contact card — homeowners never see "The Roofing ToolBox," only you.
- Zero Login: Just a secure link sent by text or email — works on any device.
- Full Visibility: Inspection photos, install photos, reports, and estimates, all in one place, updated live.
- E-Signatures: Customers review and sign documents directly from the portal — no printing, no scanning.
- Builds Trust: Customers who can see your work in real time become your best referral source.
Included automatically with every LevelCRM plan — no separate signup required.