Built for roofing. Ready for all trades.

All-in-one for $79/mo.
Launch today. Exit smarter.

The only roofing operating system with AI executive agents, native canvassing maps, Happy/Happier/Happiest tier quoting with measurement import, browser-to-phone calling, commission builders, and exit readiness tools. All in one platform. No consultants. No training. Just launch.

Join 50+ roofing companies already on Breeze

$0

no commitment to start

$79/mo

all-in-one Pro plan

6

AI agents included

1/4

the cost of legacy tools

Powered by AI

Your virtual executive team

6 AI agents + Team Huddle powered by Claude analyze your real platform data and tell you exactly what to do next. The advisory team a $5M roofing company can't afford to hire.

AI Executive Agents

6 AI agents + Team Huddle analyze your real data and surface insights. Virtual CFO, Sales Manager, Operations Manager, Marketing Analyst, Bookkeeper, and HR Compliance. The advisory team small businesses can't afford to hire, included in Pro.

Launch in Under 60 Minutes

Import your contacts, set up your pricebook, send your first quote, and go live in the same session. No multi-week onboarding. No consultants.

Impression to Financial Report

Track every dollar from the first door knock to the final payment. Pipeline value, collection rates, close rates, and commission payouts in one place.

Built-In Calling and SMS

Browser-to-phone calling via Twilio Voice with WebRTC softphone. Hold, multi-line, cold transfer, call recording, voicemail with transcription, and A2P 10DLC-compliant SMS with auto STOP/HELP. No third-party app needed.

Storm Restoration Built In

Insurance claim lifecycle, supplement tracking, ACV/RCV/depreciation math, mortgagee endorsement, and aerial measurement integration scaffolding (EagleView/HOVER). Built for roofers who run insurance work, not just bolt-on.

Everything you need. Nothing you don't.

15+ modules that replace your CRM, canvassing app, quoting tool, phone system, and sales playbook.

Leads Pipeline

Drag-and-drop kanban with 8 stages. Leads auto-convert to jobs when marked Sold. Full lifecycle from first touch to close.

Jobs & Production

Production board from Sold to Completed. Track crews, dates, contract values, and job status at a glance.

Quotes, Tiers & Change Orders

Good/Better/Best tiered packages with a side-by-side editor — push a line item to all three tiers in one click. Drag-to-reorder line items. Close-Lost workflow with structured loss reasons. Signed quotes never get edited — change orders preserve the audit trail.

Insurance & Claims

Full storm-restoration workflow: claim filing, adjuster contact, ACV/RCV/deductible/recoverable depreciation, mortgagee endorsement, and per-claim supplement tracking with status pipelines and approved-amount reconciliation.

Contacts & Dedupe

Full contact management with CSV import, Google Places address autocomplete, many-to-many property relationships, and a Combine Duplicates view that collapses same-name+phone records into one row showing all addresses.

Canvassing

Interactive Leaflet maps with marker clustering (5,000+ pins). Batch address import with US Census geocoder, territory drawing, rep assignment, knock logging with 7 dispositions, and conversion tracking.

Browser Softphone 2.0

WebRTC calling with Hold, Multi-line conferencing, one-click cold transfer, dial-pad contact lookup, in-call recording, and quick-add for unknown callers. Voicemail with transcription. Per-tenant phone numbers.

Compliant SMS + Team Chat

A2P 10DLC routing through your Messaging Service for AT&T-grade deliverability and auto STOP/HELP. Real-time team chat with auth-aware Realtime + 15s polling fallback so messages always land.

Pricebook

Parent/child items with formulas and dependencies. Pricing that auto-calculates from measurements. CSV export, CRM import, and drives the entire quoting engine.

AI Executive Agents

6 AI agents + Team Huddle powered by Claude: CFO, Sales Manager, Ops Manager, Marketing Analyst, Bookkeeper, and HR/Compliance. Your data injected into industry-trained AI.

Sales Training

AI-powered role-play simulations, objection library with proven responses, and rep scoring. Train your team without riding along on every call.

Finance & Exit Readiness

Exit assessment wizard, business valuation at 2x/3x/4x SDE, and a 10-point sell-ready scorecard. Know your number before the broker calls.

Customer Portal & Payments

Branded customer portal with payment timeline (deposit / material / final). Stripe Connect Standard — your tenants own their Stripe account, payouts go straight to their bank. Auto-generated invoices on quote sign, auto receipts on every payment, auto paid-in-full statement when the project closes.

Commission Builder

Flat rate, tiered, or hybrid comp plans. Pre-approved discount presets for referral, storm, military, and senior customers.

E-Signature & PDF

Built-in e-signature on proposals with legally binding audit trails. Export any quote or contract to branded PDF with one click.

HR, Legal & Payroll

Document builder, position creator, team member invites with Supabase Auth, and payroll tracking with pay periods and 1099/W2 support.

TCPA + GDPR Compliance

Immutable SMS consent event log (granted/revoked/help/reconfirm with IP + user-agent), per-contact data export, right-to-be-forgotten anonymization. The audit trail you'd want if a complaint ever escalates.

Sales Leaderboard

Rep rankings by doors knocked, appointments, quotes, closes, and revenue. Canvassing leaderboard tracks knock volume and conversion rates.

Referral Partner Tracking

Manage referral sources, record payouts (flat or percentage), approve/pay/void workflow, and track leads by referral partner.

Also built in

Live weather + 7-day forecast
Global search
Dark mode
White-label branding
US & Canada geo-blocking
Platform benchmarks
Google Reviews on quotes
Payroll tracking
Zapier / Webhooks
Stripe Connect Standard
EagleView / Hover import
CRM migration wizard
Google Calendar sync
GDPR export + right-to-forget
TCPA consent audit log
A2P 10DLC compliant SMS

Built for every role on your team

From the owner to the office manager, everyone gets exactly what they need.

Owner

Pipeline, cash flow, close rate, exit readiness, AI executive insights, valuation scorecard, storm-restoration claim recovery

Sales Rep

Canvassing maps, quote wizard, commissions, leaderboard, browser calling with hold + transfer, referral tracking

Project Manager

Production board, job tracking, crews, scheduling, payroll, document builder, claim + supplement workflow

Office / CSR

Message center with multi-line softphone, call logging with voicemail, contacts dedupe, payments, A2P-compliant SMS

Simple, transparent pricing

Why pay $300-500/mo for legacy tools when Breeze gives you everything for $79?

Starter

Free, no commitment

Everything you need to get started

Unlimited leads & contacts
15 quoted addresses/mo
3 users
1 AI agent
CRM migration wizard
E-signature & PDF

Pro

Most Popular

$79/mo

All-in-one for growing teams

Everything unlimited
10 users (+$19/user)
All 6 AI agents + Team Huddle
Calling & SMS
Sales training, automations, integrations

Enterprise

$199/mo

Unlimited scale + dedicated support

Everything in Pro
Unlimited users
Property data enrichment
Dedicated CSM
99.9% SLA

Made for roofers, by roofers.

Built for the field, not the office. Import your data, launch your pricebook, send your first quote, and go live, all in one sitting. From first impression to financial report, Breeze is more than a CRM. It's your entire operating system.