Zuper for Inside Sales Reps in Roofing

Stay organized, close leads faster, and keep every job moving smoothly.

Zuper gives inside sales reps complete visibility from click to call to signed quote— and RBP ensures everything connects perfectly with your CRM and Marketing tools

The Problem: 40 OPEN CHROME TABS!

Inside sales reps often juggle multiple systems (aka 40 browser tabs— CRMs, spreadsheets, and chat threads — just to sell a roof.

When tools don’t talk to each other, (or automations break) it leads to missed follow-ups, confusion, frustration, scheduling errors, and frustrated outside sales reps.

See Every Sales Rep’s Status in Real Time:

Know where your sales reps are, and where they are at in the process, and maximize the number of roofs they can get on per day.

Automate Deal Creation:

When a deal comes in the CRM, Zuper instantly creates your project, simplifying the appointment setting process.

Improve Communication:

Get automatic updates from the field and keep homeowners informed. You stand in the gap between customers and outside sales reps, never drop the ball, and be the great teammate.

Simplify Scheduling:

Drag-and-drop crew assignments with live GPS and availability tracking. We train you and enable you to book more appointments per day with less effort.

Proposals that Sell

As an inside sales rep, you don't get the human-to-human experience when helping close deals. Zuper gives you beautiful proposals that communicate value and create clarity for customers.

Processes Enforced

We know who you're dealing with. Outside sales reps tend to try and speed up the process and skip steps. Zuper makes it easy for them and easy for you with process enforcement built right into the checklists, so they never miss a detail.

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Clean Handoff Process

Everything you need for a simple handoff process to production is all in one place, so that way you can always support your sales and production teams in having absolute certainty that they know what they're installing, who they're installing it for, and where things could go wrong so they don't do those things.

Our Integration Process

1) Audit & Map:

We analyze your current tools, pipelines, and team workflows. We understand exactly where you fit in the process. So you're included and notified every step of the way as a byproduct of our process map.

2) Build & Configure:

We set up your Zuper account, pipelines, crews, and automations. We handle every detail, including designing your proposals and writing your sales copy, so everything is on brand and on message.

3) Connect Your Stack:

Link Zuper to HubSpot, QuickBooks, or SumoQuote for a seamless flow. That way you're not copy-pasting things everywhere.

4) Train & Launch:

We train your team and provide onboarding playbooks so adoption sticks. Not just for you, we know you're good with a CRM, but for everybody else who's interacting with the CRM too. We provide training from experts who have done it, and we've built over 100 custom CRMs and 300 quoting and field service tools. We know how to train roofing companies on tech.

Why it Matters

Without the proper implementation process, CRMs go into doom loops where spreadsheets randomly show up, and random apps aren't connected. Data lives everywhere.

We coach leadership teams on proper system implementation and integrate all your tools so you have everything in one place.

✅ Centralized dashboard for leads, deals, and sales reps schedules.

✅ Real-time communication between office and field.

✅ Less admin, fewer mistakes, faster sales cycles.

✅ Implementation handled by roofing industry experts (that’s us, RBP).

One browser tab to rule them all.

Everyone knows who did what and when.

Close more deals and manage a larger pipeline.

We're just like you: no customer service outsourced to a foreign country. No tech company 'bean bag chair foosball table' BS.

How RBP Makes It Seamless

At Roofing Business Partner (RBP), we help roofing companies integrate Zuper with tools like HubSpot, SumoQuote, and QuickBooks, so inside sales teams operate from one unified system.

We handle:

Setup & configuration of your Zuper + CRM workflow.
Automation design to connect leads, deals, and jobs.
Team training to ensure every rep knows how to manage sales pipeline efficiently.

Why it matters:

As an inside sales rep you stay focused on customers — not chasing data between platforms.

We’re Roofers Too.

Our team comes from roofing and knows how your business really works.

Certified Experts

HubSpot and Zuper partners with proven integration results.

Fast Implementation.

Go live in 30–45 days with complete crew and CRM adoption.

Measurable Outcomes.

We focus on ROI — faster quotes, cleaner dispatching, and fewer errors.

Ready to Streamline Your Roofing Sales Process?

See how Zuper + RBP can help your inside sales team manage leads, dispatch crews, and improve customer communication — all in one system.

GET STARTED

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