Capture the inquiry.
A homeowner submits a configured form or reaches out through a configured channel. Use your intake process to collect the details your team needs to review the request.
Show up. Follow up. Boss up.
Roofing CRM that gives every lead a next step.
BUMS.AI is a HighLevel-powered, self-service CRM and communications workspace for roofing teams. Use it to organize inquiries, assign follow-up, schedule appointments around team availability, and keep the next action visible in your pipeline.
Whether someone asks about a repair or a roof replacement, your team needs to know who owns the conversation and what happens next. BUMS.AI gives you the workspace to build that process. Your team sets it up and runs it.
From roofing inquiry to the next follow-up
Here is an illustrative workflow, not a customer case study. The steps depend on the forms, channels, calendars, and pipeline your team configures.
Assign an owner and task.
Give the inquiry a responsible team member and a clear follow-up task. That person can review the request, clarify the work being discussed, and decide the next step.
Schedule the appointment.
Use a calendar configured around your team's availability to arrange an inspection or conversation. Choose a scheduling process that matches how your roofing team works.
Keep the pipeline current.
After the appointment, update the opportunity and its next action. That might mean following up on an estimate prepared in another system or scheduling another conversation.
The goal is a repeatable handoff between people, with an owner and a next step your team can review. Explore the current BUMS.AI solutions to see how these pieces fit together.
Keep your roofing tools in the picture
BUMS.AI focuses on CRM and communications. Roof measurement, estimating, and roofing production management are outside the scope described here. Keep those requirements in your evaluation, especially if your team already relies on specialized software.
You may be able to keep your existing CRM alongside BUMS.AI. Compatibility needs to be checked for your setup, including mapped fields, sync direction, and timing. A connection should be tested before your team relies on it. Review CRM connection considerations rather than assuming every tool connects automatically.
Roofing CRM questions, answered
What can my roofing team use BUMS.AI for?
Use the configured workspace to capture inquiries, assign owners and tasks, schedule around team availability, and track a pipeline's next actions. It supports the lead follow-up process your team chooses and maintains.
How much does BUMS.AI cost?
Monthly software billing is $197 USD and renews monthly. Annual billing is $1,970 USD paid upfront and renews annually. Both include unlimited users and contacts. Usage charges are separate. See pricing for the plan details.
Is setup and ongoing management included?
BUMS.AI is self-service software with technical support through the portal and support email. Optional Boss Up implementation is separately scoped and paid. Your team remains responsible for running its workflows. The planned AI Concierge add-on is inquiry-only and not available in checkout.
Can I keep my current CRM?
Possibly, depending on compatibility and the workflow you need. Identify which system owns each field, agree on sync direction and timing, and test the connection. There is no promise that every CRM or roofing tool integrates.
Give your follow-up a clear starting point
Review getting started, or contact BUMS.AI with your current tools and workflow questions before choosing your setup.