After testing several CRMs built specifically for commercial roofing contractors, we ultimately went with Terial and we couldn’t be happier with that decision. Before Terial, our previous “CRM” had slowly turned into nothing more than a document repository. It was clunky, disconnected, and we were barely scratching the surface of what it was supposed to do. With Terial, it’s the complete opposite ; we’re actually using every single module because everything just flows together so naturally. From the start, their platform stood out for being incredibly easy to use, but what really impressed us was their vision for simplifying every part of a contractor’s operations. It’s helped us stay focused on running and growing our business instead of juggling spreadsheets and scattered information from estimating all the way through invoicing. When the Terial team told us implementation would take just two days and that we’d be fully operational by the end of the second day, we honestly didn’t believe it. We all kind of laughed and said, “Yeah, right…” But sure enough, they delivered. By day two, everything was live, and even our field techs were genuinely excited to start using it. Like with any new system, there’s always an adjustment period, but Terial made it surprisingly easy. Both our office staff and field teams quickly embraced it. All of our techs said it best: “This is so much easier to use; thank you!”; their words not ours. Terial isn’t just a CRM to us, they’ve become a true partner in how we operate. We’re excited about what’s ahead and grateful to have them alongside us!

The support and communication is truly incredible. Not only do they respond almost instantly but you can tell they’ve put time and thought into the responses. They are also very quick with small software request changes and how at about what’s in the development pipeline.

The collaborative team behind the platform is by far the best feature. As we grow into the software, having a partner who listens to our ideas and actively works to implement them into the software is invaluable. We have attempted to onboard with a competitor that we never ended up going live with and the night and day difference in experience we have received from the Terial team is incredible. Our team is greatly enjoying the CRM functions, ease for our production crews and detail to keep our service team on track are close seconds.