Your Roofing Data, Always Within Reach
Your Data, Out of the Old System and Into Your Hands
Most roofers don’t leave a CRM because the move feels too risky. Years of contacts, jobs, photos, and notes all on the line. We get it. Our team helps you safely extract that data out of your current platform and gives you full access to it through a searchable portal you control. From there, we can back it up to the cloud or help upload it into your next CRM — so the data stays useful no matter where you go next.
Safe, End-to-End Data Extraction
We pull your contacts, leads, jobs, files, photos, and notes out of your current CRM with full integrity, so nothing gets left behind.
Roofing CRMs, Inside and Out
JobNimbus, AccuLynx, Roofr, Salesforce, HubSpot, Leap, SumoQuote — we know how each of them stores data and how to get it out cleanly.
Hosted Portal & Cloud Backup
Your extracted data lives in a searchable portal you can browse, view, and download anytime, with optional backups to Google Drive or your own cloud.
Don’t Let Your CRM Lock In Your Business
Most CRMs make it easy to put data in and hard to get it out. We’ve seen roofers stay on tools they’ve outgrown for years simply because moving the data felt impossible. We change that. Our team specializes in safely getting your data out, organizing it, and giving you the tools to keep using it — whether that’s a searchable portal, a cloud backup, or an upload into your next CRM. We don’t set up your new CRM for you, and we don’t rebuild your workflows. We make sure your data is always yours, accessible, and ready to move when you are.
What We Handle for You
Discovery & Data Audit
We review your current CRM, what data lives where, and what’s worth extracting before we start.
Data Extraction
We pull contacts, leads, jobs, files, photos, and notes out of your CRM with full data integrity.
Data Cleanup & Standardization
During extraction, we flag duplicates, dead records, and inconsistent fields so what comes out is clean.
Hosted Data Portal
Your extracted data is hosted in a searchable portal where you can browse, view, and download records anytime.
Cloud Backup Integration
We can back up your extracted data to Google Drive or your preferred cloud storage for long-term preservation.
Upload Assistance to New CRM
If you’re moving to a new CRM, we help format and import your data into the new system.
Documentation & Handover
You get a clear record of what was extracted, where it lives, and how to access it going forward.
Our Proven Process to Boost Your Operations
Discovery & Scope
A 30-minute call to understand your current CRM, your goals, and what data matters most. We map out what to extract, what to clean, and where it should live.
Extraction Plan
We deliver a written plan covering scope, timeline, and where your data will be hosted or backed up. You know exactly what’s happening before we start.
Extract, Clean & Host
We pull your data, clean it as we go, and load it into your hosted portal. Cloud backups (Google Drive or your preferred provider) are set up at the same time.
Handover & Optional Upload
You get full access to your portal and backup. If you’re moving to a new CRM, we coordinate the upload into the new system as a final step.
