Leads that don't slip
Enter a lead in seconds. Track where every lead came from, insurance claim numbers included, and get warned about duplicates.
welvy CRM · For roofing & fence contractors
Run your roofing and fence jobs from one clean screen.
Leads, estimates, invoices, follow-ups and payments, all in one place. welvy is built alongside a working roofing and fence company, so it fits the way your office and crews already work.
Early access · Pricing coming soon
What's inside
Everything from the first call to the final payment
Estimates priced from your cost
Enter your cost and welvy prices it at your target margin. Tax on materials, deposits and your own templates are built in.
Send from your own Gmail
Customer-ready PDFs go out from your own email address. Choose to show line items, or just the scope and total.
Invoices and payments
Turn an approved estimate into an invoice. Record deposits by check, card, Zelle or financing, and always know what's owed.
Follow-ups, ready to send
welvy drafts your 3, 7 and 13-day estimate follow-ups and your welcome packet. You review, then press send.
Pipeline and reports
Drag jobs across your stages. See sales by month, closing rate, your best lead sources and who owes you money.
Calendar and to-dos
Inspections, adjuster meetings, build days and follow-up calls, plus a to-do list that's always one click away.
Works with Claude AI
Connect Claude to ask "who owes us money?" or have it add a lead or a note for you.
Built for the trade
Made for the way roofing and fence companies really work
Generic CRMs make you bend your business to fit them. welvy starts with the jobs you actually do.
- Roof and fence jobs side by side, each with its own wording and terms
- Insurance work: claim numbers by lead source, supplements added as invoice lines
- Prices set from your real costs, so every estimate hits your margin
- Your price book in roofing, gutter and fencing tabs: paste in a supplier list
- Hide quantities and unit prices on the customer copy when you want to
- Works on your phone in the truck as well as at the desk
Locked down
Your customers' information stays yours
- Sign in with a password plus a code from your phone
- Every company's data is walled off from every other company
- Your costs and profit never appear on customer documents
- Payments can be voided with a reason, but never quietly changed
Early access
Join the waitlist
welvy is opening to a small group of roofing and fence contractors first. Leave your details and we'll reach out personally.