For roofers & roofing companies
The CRM for roofers that replies first after every storm
When the wind takes a few tiles, homeowners message five roofers and book the first one who answers. Lidora is a CRM for roofers that replies in seconds, asks for photos of the damage, books the roof survey and keeps every repair and re-roof quote in one place.
- 7 days free, no card needed
- Set up for roofing work
- One price for your whole team
In short
Lidora is a CRM for roofers and roofing companies in the UK. It collects repair, flat roof, re-roof, chimney and guttering enquiries in one list, replies straight away by WhatsApp, text or email, asks for photos, lets customers book a roof survey online and tracks every quote. It costs from £39 a month for the whole business, with a 7-day free trial.
What to look for in a CRM for roofers
- Speed after bad weather: an instant reply when enquiries spike after a storm.
- Urgency on every lead, so leaks and emergency repairs jump the queue.
- Photos by WhatsApp, so you can judge the job before you get the ladders out.
- Roof survey booking with reminders, so homeowners know when you’re coming.
- Quote tracking for bigger jobs like re-roofs and flat roofs.
- Simple to use on site, from your phone, between jobs.
Sound familiar?
Busy roofs, missed enquiries
Roofing work comes in waves. When it rains, everyone needs you at once, and the enquiries you don’t answer quickly go elsewhere.
A flood of enquiries after a storm
Twenty messages in a morning, and no way to tell the leaking roof from the gutter clean.
You're up a ladder all day
You can't answer the phone on a roof, and customers don't leave voicemails.
Pricing blind
You drive out to look at a "small job" that turns out to need scaffolding, or isn't worth the trip.
Re-roof quotes that go quiet
Big quotes need a follow-up, but there's never time in roofing season.
Every enquiry, one list
Repairs, flat roofs and re-roofs, sorted
Every enquiry lands in one list with the job, postcode, urgency and the customer’s photos. Your opportunities board shows every survey and quote, with the value of each stage at the top.
- Emergencies stand out by urgency
- Postcodes to plan the day's route
- Quote values for bigger jobs
- Every message and photo in one thread
Instant replies
Answered in seconds, even from the roof
The moment someone enquires, Lidora replies in your name by WhatsApp, text or email, and asks for photos of the damage if it’s safe to take them. More follow-ups go out until they reply.
- Ask for photos in the first message
- Email follow-ups on every plan
- Automatic WhatsApp and texts on Growth and Pro
- Quiet hours for evenings and weekends
Roof surveys
Customers book their own roof survey
Send your booking link and let homeowners pick a time for a free roof survey. They get a confirmation and a reminder, and the survey lands in your calendar with their address and notes.
- Your hours and your team
- Day-before reminders
- Customers can move or cancel themselves
- A shared calendar for the whole crew
New in Lidora
More ways Lidora wins you roofing jobs
Lidora keeps adding the things roofing companies asked for.
Missed calls texted back
Can't answer? The caller gets a text from your business within seconds, can leave a voicemail and becomes a lead (Growth and Pro).
Quotes chased for you
When a quote goes out, Lidora checks in a few days later, and again, until they say yes or no.
WhatsApp from your own number
Your first reply, review and payment requests go out from your business WhatsApp number. You carry on the chat on your phone (Growth and Pro).
Google reviews on autopilot
Every won customer gets your Google review link at the right moment. See and reply to every Google review in Lidora.
Directory leads, in by themselves
Lead emails from Checkatrade, Bark, MyBuilder and others become leads with an instant reply.
Jobs you can share
Click a booking to change it, print a job sheet or send the details to your team on WhatsApp.
Ready-made for you
Set up for roofing from day one
Choose “Trades & home services” when you sign up. You get stages, enquiry questions and messages that suit roofers, and you can rename any stage, for example “Site visit booked” to “Roof survey booked”.
Questions on your enquiry form
- How urgent? (emergency today, this week, within a month, just getting prices)
- Property type
- Homeowner?
- Job details
- Access and parking notes
- Interested in finance?
Add services like roof repair, flat roof (EPDM or felt), new roof, chimney repair and fascias and guttering.
Your stages
- New enquiry
- Contacted
- Roof survey booked
- Quote sent
- Job won
First message, sent for you
Hi Carol, thanks for getting in touch with Slatecrest Roofing 🏠 Gary will call you shortly. If it's safe to do from the ground, could you send a photo of the roof?
Booking form: Free roof survey
How it works
Ready before the next storm
Start your free trial
Sign up and choose “Trades & home services”. Your roofing CRM is ready in a minute.
Connect your enquiries
Link your website form, Facebook lead ads (Growth and Pro) or Zapier, and forward your Checkatrade or Bark lead emails, and add phone enquiries by hand in seconds.
Reply first, every time
Instant replies go out, urgent jobs stand out, and the phone app alerts you to every new lead.
An honest fit
Lidora wins the roof. Your other tools do the paperwork.
Lidora is the part of your business that wins the work. It works alongside the tools you already use to run the jobs.
Lidora does
- Catches every enquiry, even in a storm
- Instant replies asking for photos
- Roof survey booking with reminders
- Quotes and their value in one view
- Reports on lead sources and response times
- Missed calls texted back (Growth and Pro)
- Quotes chased automatically
- Google review requests after every job
Keep your other tools for
- Roof measuring and material take-offs
- Scaffolding and job scheduling
- Invoices and payments
- Insurance claim paperwork
Keep your existing tools for these. Lidora makes sure every enquiry gets an answer and every quote gets a follow-up.
Plans
Simple prices for roofing companies
Roofers who run ads usually choose Growth: automatic WhatsApp and texts plus Facebook lead ads. One price for the whole crew.
| Feature | Starter | Growth | Pro |
|---|---|---|---|
| Price per month | $49£39 | $99£79 | $199£159 |
| Users | 2 | 5 | Unlimited |
| Booking forms | 1 | 3 | Unlimited |
| File storage | 500 MB | 2 GB | 20 GB |
| Leads | Unlimited | Unlimited | Unlimited |
| Leads, pipeline, calendar and quotes | Yes | Yes | Yes |
| Calendar booking box: edit, print and share jobs | Yes | Yes | Yes |
| Email follow-ups after enquiries and quotes | Yes | Yes | Yes |
| Google review requests | Yes | Yes | Yes |
| See and reply to your Google reviews | Yes | Yes | Yes |
| Enquiry forms and website leads | Yes | Yes | Yes |
| Leads from Checkatrade, Bark and other emails | Yes | Yes | Yes |
| Import from CSV or Excel | Yes | Yes | Yes |
| One-tap WhatsApp and calls | Yes | Yes | Yes |
| Custom fields, templates, own logo | Yes | Yes | Yes |
| Media, reports and the monthly results email | Yes | Yes | Yes |
| Team permissions, two-step login, backups | Yes | Yes | Yes |
| Phone app with new-lead alerts | Yes | Yes | Yes |
| Automatic WhatsApp templates | No | 5 | 10 |
| Automatic WhatsApp messages a month (included) | No | 250 | 750 |
| Automatic texts through Twilio | No | Yes | Yes |
| Missed calls texted back | No | Yes | Yes |
| Website chat widget | No | Yes | Yes |
| Surveys | No | Yes | Yes |
| Google reviews widget for your website | No | Yes | Yes |
| Facebook and Instagram lead ads | No | Yes | Yes |
| Smart phone alerts ("still waiting", morning summary) | No | Yes | Yes |
| Marketing spend and cost per lead | No | Yes | Yes |
| Activity log and automatic report emails | No | Yes | Yes |
| No "Powered by Lidora" | No | No | Yes |
| Support | Email and WhatsApp | Priority, same working day | |
| Setup help | Guides | 30-minute setup call | 1-hour setup and training call |
| Setup fee | None | None | None |
| Free trial | 7 days | Upgrade from the trial | Upgrade from the trial |
FAQ
Questions roofers ask
What is the best CRM for roofers in the UK?
For most UK roofers, the best CRM is a simple one that replies to enquiries fast, especially after bad weather, and keeps quotes in view. Lidora does that from your phone, from £39 a month for the whole business.
Can I mark emergency roof repairs?
Yes. The enquiry form asks how urgent the job is, from "emergency today" to "just getting prices", and you see it on every lead.
Can customers send photos of the damage?
Yes. Customers can reply with photos by WhatsApp, and you can keep photos and files with each customer in Media (500 MB to 20 GB depending on your plan).
Does Lidora do roof measurements or quotes?
No. Lidora tracks the quote and its value but doesn't measure roofs or build the quote document. Use your usual quoting method and record the amount in Lidora.
Does it work with Checkatrade or TrustATrader leads?
Yes. Connect your email inbox to Lidora once, and lead emails from Checkatrade, Bark, MyBuilder, Rated People, TrustATrader, Yell and other directories become leads by themselves, with an instant reply. Leads from your website, Facebook and Instagram lead ads, Zapier and the API arrive too.
How much does Lidora cost?
Starter is £39 a month, Growth £79 and Pro £159 for the whole business. No setup fee, no contract, and a 7-day free trial without a card. Prices exclude VAT.
Can you build my website and do my SEO as well?
Yes. Our team at NexGen Rank offers one complete package for roofing companies: a website, full local SEO, your Google Business Profile and Lidora, all set up for you. See what's included or book a free call.
Done for you
Want more roofing jobs, not just a CRM?
Our team at NexGen Rank can build your website, do your local SEO, look after your Google Business Profile and set up Lidora for you. One package for roofing companies, one team, more enquiries.
A website that wins jobs
Fast, mobile-first, written for your trade and your area, with enquiry and booking forms built in.
Full SEO
Local SEO every month: the pages, keywords and links that put you in front of people searching near you.
Google Business Profile
Set up, optimised and kept active with posts, photos and review requests.
Lidora CRM, set up for you
Every enquiry answered in seconds, followed up and booked in. We set it all up and train your team.
One complete package from NexGen Rank, the team behind Lidora. We talk through what you need on a free call first. The package is arranged and invoiced by NexGen Rank, separately from a Lidora plan.
Be the first roofer they hear from
Try Lidora free for 7 days. No card needed.