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Centerpoint Connect

by Centerpoint Connect · Since 2020
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ActiveAvailable globallyCloud
Quick facts
VendorCenterpoint Connect
Year launched2020
StatusActive
Location26022 Budde Rd Suite A301-303 The Woodlands, TX 77380
Countries servedGlobal
Languages1
Integrations8+
Free tier
Free trial
Contact sales

About Centerpoint Connect

Centerpoint Connect is an all-in-one software platform from Centerpoint Connect designed for commercial roofers. It combines Sales & Estimating, Service Management, and Production Management so that every part of the business, from lead to invoice, is connected in one system. With a dedicated Client Portal and various Integrations, users can manage their operations efficiently and improve communication with clients. This comprehensive software is tailored specifically for commercial roofing contractors, providing essential tools that simplify complex processes. Key capabilities: Sales & Estimating Service Management Production Management Client Portal Integrations Best for: commercial roofing contractors that need to manage their entire business operations in a single platform.

Centerpoint Connect is a specialized roofing software designed to streamline operations for commercial roofing contractors. Its primary purpose is to enhance efficiency in managing projects, sales, and services. Key features include a robust CRM system, sales and lead management tools, proposal creation, service and work order management, and a client portal. These functionalities make it a comprehensive solution for contractors aiming to optimize their workflow and improve customer engagement. The user interface of Centerpoint Connect is designed with simplicity and functionality in mind. It is intuitive, allowing users to navigate through its features with ease. The layout is clean and organized, ensuring that even those with minimal technical expertise can quickly adapt to the system. Unique design elements, such as integrated Gantt charts for project tracking, add a layer of sophistication to the interface, making it both visually appealing and practical. Functionality is where Centerpoint Connect truly shines. Its CRM system centralizes all accounts, contacts, notes, and sales opportunities, providing a unified platform for managing customer relationships.

Pros & Cons

What users like
  • +1. Centerpoint Connect facilitates online file organization, replacing paper-based systems.
  • +2. The software improves the ability to track leads and ongoing jobs effectively.
  • +3. Centerpoint Connect's team is friendly, helpful, and provides quick support.
  • +4. The software ensures a smooth transition from reports to work orders.
What users flag
  • 1. Initially, it can be challenging to fully grasp Centerpoint Connect's extensive capabilities.
  • 2. Understanding the software was made difficult by the absence of a detailed workflow example.
  • 3. Learning a new system like Centerpoint Connect presents a learning curve.
  • 4. Switching to Centerpoint Connect was the third system change, which was initially unwelcome.

Features

Key features

1. Roofing Specific Software
Centerpoint Connect is designed specifically for roofing companies, addressing their unique needs in sales, service, and production.
2. Sales, Service & Production Management
It manages clients, leads, and projects from initial contact to completion, covering the entire business process.
3. Client Portal
Provides clients with a custom-branded portal to create work orders, view inspection results, budget for projects, review warranty information, and generate reports, enhancing client engagement.
4. Mobile App for Service Techs
Offers a mobile application for service technicians available on both Google Play and App Stores, enabling them to complete tickets and work both online and offline.
5. Rapid Customer Support
Provides support through email, live chat, and phone, with a very quick average first response time via email.
6. Integrations
Offers integrations with accounting software, drone footage, and sales automation, with more integrations planned by their in-house programming team.

Additional features

1. Roofing Software Simplified
Designed specifically for roofing companies.
2. Service & Inspection App
Mobile application for service technicians to complete tickets and work online/offline.
3. Sales, Service & Production Management
Manages clients, leads, and projects.
4. Integrations
Integrates with accounting software, drone footage, sales automation, and more.
5. Mobile App
App for service techs available in app stores.
6. Construction CRM
Construction-specific hierarchy for managing business with features like task management and document & photo storage.
7. Rapid Support
Support via email, live chat and phone with fast response times.
8. Client Portal
Client access for easier purchasing and data access.
9. Job Stages Tracking
Track project progress through customized workflows.
10. Production Board
View and schedule projects and organize the project queue.
11. Service Backlog Monitoring
Organize service work and forecast costs.
12. Section Mapping
Perform inspections and trace building sections on-the-go.
13. Material Library
Access pre-populated or custom material lists for estimating and inventory management.
14. Sales/Estimating Module
Manage opportunities, track leads, create proposals and reports.
15. Service Module
Create work orders, schedule technicians, track labor and materials, and manage invoicing.
16. Production Module
Manage daily projects, share progress updates, and store project files.
17. Client Portal Module
Custom-branded portal for clients to interact and access data.
18. Simple & Easy to Use
Software designed to be user-friendly.
19. Quick Setup
Get up and running in days, not months.
20. No Recurring Annual Fees
Pricing structure without annual recurring fees.
21. Cancel Anytime
Flexible cancellation policy.
22. Dedicated Training & Support Staff
Provides training and support.
23. Offline Mode
Mobile app functionality available offline.
24. In-house Development Team
Software development managed internally.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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