Dataforma, Inc.: Web-based CRM and Project Management Software for Roofing Contractors

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"The interactive client portal gives us a huge advantage over our competitors. Offering an interactive client portal is usually available only with large, national companies, but with Dataforma we can now offer our clients this premier service too. During a recent rain storm, BT Roof took in over 400 calls over 3 days. Over half of those work orders were entered online. Without the Client Portal, it would have required more office personnel to handle the calls. BT Roof continues to receive over half of their service requests via the Dataforma client Portal."

Darby Lampi, Assistant Controller Bigham Taylor Roofing Corp. (Hayward, CA)

"Working with Dataforma is fantastic; we have always been informed of the latest updates and have been properly trained on how to input data. I have been very impressed with their customer service, if at anytime we have a question on how something should be entered or what is suggested in certain scenarios Dataforma always takes time to answer the questions we have. We at Empire are very impressed with the database and have found that it helps in keeping up with all of our jobs, customers, warranties, etc..."

Cheryl McGlothlin, Sales & Marketing Empire Roofing, Inc. (Fort Worth, TX)

"Dataforma is a very user friendly and informative database. The ability to store and access all previous info is very helpful. One of the greatest things is the ability to give our customers access to research their information and property history. I am very pleased with the service and response of the help team, they are very knowledgeable and willing to help with any questions or information you may need."

Juday Hand, Service Coordinator Service Works Commercial Roofing (Tampa, FL)

"From the beginning I have found the Dataforma system and the Dataforma staff to be very flexible and supportive. Dataforma has helped us to organize our work orders, projects, and all the data associated with our clients into a single, easy to access, web-based location. This program is definitely worth serious consideration"

Tim Hall, Service Manager Perry Roofing Contractors (Gainesville, FL)

"We have been using Dataforma to track and bill work orders and to maintain/store information on our completed projects. Before Dataforma, tracking work order paperwork and searching for project information was very time consuming. Dataforma has made the process much easier. My only regret is that we didn't have Dataforma sooner."

Charlene Franklin, Office Administrator Allied Roofing, Inc. (Tampa, FL)

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