Our CRM

Your business deserves a seamless, efficient, and intelligent system that brings all your essential tools under one roof. RoostCRM replaces the need for a cluttered tech stack by integrating your operations into a single, powerful platform.

Ready to take flight? Let’s make managing your business easier than ever.

Our CRM

Your business deserves a seamless, efficient, and intelligent system that brings all your essential tools under one roof.

Roost CRM replaces the need for a cluttered tech stack by integrating your operations into a single, powerful platform.

Ready to take flight? Let’s make managing your business easier than ever.

Manage Contracts & Payments

Contracts and invoices shouldn’t be another thing to stress about. Roost CRM offers a seamless way to send and manage contracts, track payments, and oversee financial transactions all from one intuitive dashboard.

Whether you need to collect client signatures, generate invoices, or manage your Ecommerce, Roost CRM makes it easy. With direct integrations to Stripe, PayPal, Square, and Authorize.net, you can securely process payments while keeping a clear record of every transaction.

Elevate Your Marketing

Marketing shouldn’t be a guessing game. Roost CRM helps you reach the right people at the right time with targeted email and SMS campaigns, all managed from a single platform. Instead of juggling multiple marketing tools, you can build and send campaigns, track performance, and refine your messaging—without ever leaving your CRM.

With built-in analytics, you can monitor engagement, open rates, and conversions, ensuring every campaign delivers results. Roost CRM also allows you to segment your audience, personalizing your outreach to different customer groups for maximum impact. Whether you’re nurturing leads, following up with clients, or marketing new announcements, Roost CRM gives you the tools to connect effectively with your audience.

Automate Your Processes

The more time you spend on administrative tasks, the less time you have to focus on growing your business. Roost CRM helps you reclaim your time with intelligent automation tools that streamline your sales process and eliminate repetitive work.

With an intuitive workflow builder, you can automate client follow-ups, onboarding processes, and lead nurturing sequences. Combine our workflows with our pipeline trackers and get a clear view of where each prospect stands in your funnel, helping you make informed decisions without digging through emails and spreadsheets. Instead of manually tracking leads and sending routine messages, Roost CRM does the heavy lifting for you—so you can spend more time closing deals and less time managing logistics.

Smarter Scheduling

Coordinating meetings shouldn’t involve endless back-and-forth of emails. Roost CRM’s built-in scheduling system allows clients to book appointments with you in just a few clicks. Instead of asking for availability and waiting for a response, you can simply share your booking link, letting clients pick a time that works for the both of you.

Our system syncs with your existing Google, Outlook, and Apple calendars, ensuring there are no conflicts. Automated confirmations and reminders reduce no-shows and keep your schedule running smoothly. By eliminating the friction of scheduling, Roost CRM helps you stay on schedule while providing a seamless experience for your clients.

Better Website Insights

Your website is more than just a digital presence—it’s your most powerful marketing tool. Whether you have an existing WordPress website that you want more data from or if you are looking to create a low-to-no-code website of your own, our tools can empower you to take control of your digital presence.

Utilize our hundred's of webpage templates to create new funnels to capture and convert leads while testing and tracking performance rates. Our funnel builder helps you design sales pathways that turn visitors into paying customers. With Roost CRM, your website doesn’t just exist—it actively supports your business growth.

Take Control Of Your Digital Reputation

Your online reputation plays a crucial role in attracting new business. Roost CRM gives you the tools to monitor and improve how customers find and perceive your brand. With listing management, you can ensure your business appears accurately across search engines and directories.

Our system also allows you to automate review requests, making it easier to collect positive feedback from satisfied clients and to feature that feedback. By actively managing your digital presence, you can build trust, improve visibility, and become a top choice in your industry. Roost CRM makes reputation management simple—so you can focus on delivering exceptional service.

EXPERIENCE IT YOURSELF FOR FREE

Get a 14 Day Free Trial!

Roost CRM isn’t just another CRM—it’s a complete business management system that helps you streamline operations, automate workflows, and scale with confidence.

When you sign up, you’ll receive a personalized onboarding session to ensure you’re set up for success. You’ll also gain access to our monthly office hours, where you can get expert guidance and support. Plus, our dedicated team is always here to help, making sure you get the most out of your CRM experience.

It’s time to leave behind the stress of managing multiple tools and embrace a smarter way to run your business. Let’s take the next step together.

EXPERIENCE IT YOURSELF FOR FREE

Get a 14 Day Free Trial!

Roost CRM isn’t just another CRM—it’s a complete business management system that helps you streamline operations, automate workflows, and scale with confidence.

When you sign up, you’ll receive a personalized onboarding session to ensure you’re set up for success. You’ll also gain access to our monthly office hours, where you can get expert guidance and support. Plus, our dedicated team is always here to help, making sure you get the most out of your CRM experience.

It’s time to leave behind the stress of managing multiple tools and embrace a smarter way to run your business. Let’s take the next step together.