• Clients

Our Partners


"Dataforma is a robust CRM software that has helped G. Fedale leverage data to improve customer communication and data analysis. Service request response is very good. We are happy with the transition support and our decision to switch to Dataforma."

G. Fedale Roofing & Siding
Allen Fedale, Vice President

"Dataforma has helped to keep me organized. With a click of a button I can tell my boss how much we have invoiced out, how much has come in, view a schedule that everyone can see from their phone on the event calendar and so much more!!! Our customers have commented on how much they like the invoices with the pictures and descriptions of the work performed. I'm looking forward to getting more people in our office using Dataforma so we can all be on the same page. I wanted to say thank you to all the people at Dataforma!! They are great when you need help!! Extra shout out to Dave Caves who has been a great support during the training process!! Last but not least, I want to say a BIG THANKS to Daryl for creating Dataforma and for all your help in setting up the system for us!!"

Simmons Roof Maintenance LLC
Leann Glore, Sales Administrator

"Our company has enjoyed generations of success in south Texas, but we knew there had to be a better way to accomplish the tasks our office performs every day. This is what led us to Dataforma, helping our company track bids, photos, proposals and all of our company’s information…my father is now even using his computer!"

Fry Roofing, Inc.
Chris Fry, Owner

"We have been with Dataforma for 7 years now. During this time our company has experienced dramatic growth with additions of satellite offices. Their system has been instrumental to improving our organization. The centralized database has been a great communication tool throughout the entire company. The mobile app was easily implemented by our field employees and has eliminated the majority of paperwork problems."

Cotterman & Company, Inc.
Mike Cotterman,

"Dataforma is highly informative and very practical. This gives us more avenues to utilize our data to best serve our customers and CEO's."

C&R Boger
Kelly Pinzon, HR