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17-Module Custom CRM + AI Automation

17-Module Custom CRM + AI Automation

17-Module Custom CRM + AI Automation

Arizona's Finest Roofing (contact: Danny)

What started as a pitch for a few AI automations for a roofing company grew into a full ground-up CRM once it became clear off-the-shelf tools couldn't fit how they actually worked.

What started as a pitch for a few AI automations for a roofing company grew into a full ground-up CRM once it became clear off-the-shelf tools couldn't fit how they actually worked.

PROJECT ARCHITECTURE

Operational flow at a glance

Operational flow at a glance

Completed

01 — INPUT

What started as a pitch for a few AI automations for a roofing company grew into a full ground-up CRM once it became clear off-the-shelf tools couldn't fit how they actually worked.

02 — SYSTEM

Lead comes in (call, missed call, or storm event) • AI automations trigger the right response instantly • Job flows through all 17 CRM modules • Team works entirely inside RoofCore

03 — DELIVERY

17-module custom CRM (RoofCore) built ground-up for the business • AI automations layered in: speed-to-lead callbacks, missed-call text-back, weather-triggered storm outreach • Built on VAPI, n8n, GoHighLevel, Retell and Twilio

CAPABILITY STACK

Custom CRM Development • AI Automation • VAPI • n8n • GoHighLevel • Retell • Twilio

HOW IT WORKS

Lead comes in (call, missed call, or storm event) • AI automations trigger the right response instantly • Job flows through all 17 CRM modules • Team works entirely inside RoofCore

WHAT WE BUILT

17-module custom CRM (RoofCore) built ground-up for the business • AI automations layered in: speed-to-lead callbacks, missed-call text-back, weather-triggered storm outreach • Built on VAPI, n8n, GoHighLevel, Retell and Twilio

CAPABILITIES

Custom CRM Development • AI Automation • VAPI • n8n • GoHighLevel • Retell • Twilio