Streamline
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now onboarding

Run your entire business from one system.

Leads, storm inspections, canvassing, estimates and crew SOPs in one place — with AI agents handling the follow-up you never get to.

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Works on any phone — add it to your home screen on the truck or the jobsite. Free during early access, no card required.

6 months in developmentLocked-in early-access pricing
Everything in one place

Everything a roofing company could ever need. One platform.

From first knock to final walkthrough, every account, opportunity, and department stays connected in one, unified system.

Most loved

Proposal builder

Measured, priced and presented in minutes, then signed right there on the kitchen table.

Watch it work

Roof visualizer

Show homeowners their own house with the new roof before they sign.

Watch it work

Photo storage

Every roof photo filed on the right job, tagged and ready to send to the adjuster.

Watch it work

Storm tracking

Hail and wind reports on your map as they happen, showing which of your leads were hit.

Watch it work

Canvassing

Every door on one live map. Knock, tap, and the result is logged for the whole team.

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Pipeline

Every job and every stage at a glance. Drag it forward and the next step starts itself.

Watch it work

AI agents & automations

Leon and Aria work your pipeline around the clock. They chase quotes, book calls and send follow-ups, and anything customer-facing waits for your OK.

Watch it work

Your next signed roof is already in here.

See it work

Real screens. Real jobs. Watch how it's done.

Each demo plays on its own. Hover over one to replay it.

01Leading feature

Interactive proposals built to close.

Satellite measurements flow directly into each proposal, automatically populating pricing, product lines, and good-better-best options. From there, guide homeowners through a polished 11 point presentation designed to create urgency, elevate your brand, reinforce premium pricing, and make the decision easier for your customers.

  • Good / better / best options with your own products and prices
  • Inspection photos and colours pulled in from the job
  • A presentation mode and an e-signature, in the same visit
Close in the first visitNo going back to the office to type up a quote.
02

See the roof before they buy it.

Visualize new roofing directly on the homeowner’s property. Compare before and after, explore colors and product options in real time, and carry their selections directly into the proposal.

*Visualizer Beta — New capabilities and improvements released regularly.

  • Before / after on a photo of the actual house
  • Instant colour and material switching
  • Their pick flows into the proposal, not a sticky note
Fewer "let me think about it"sConfidence comes from seeing it, not from a brochure.
03

Every photo. Every job. All in one place.

Capture, organize, and store jobsite photos and videos as you go. Build professional inspection reports and share complete documentation with homeowners, adjusters, and crews — in just a few clicks.

  • Unlimited folders per job, synced from every phone on the crew
  • Tags for hail, ridge, gutters, flashing and soft metals
  • Clean inspection reports for homeowners and adjusters
Stronger insurance claimsEvidence that's organised wins arguments.
04

Be first to the storm.

Live storm data identifies affected leads and past customers, triggers automated text and email outreach, and coordinates targeted ad campaigns across impacted areas — while the opportunity is still fresh.

  • Hail size, wind and time from public storm reports
  • Alerts when your leads or past jobs are in the path
  • Turn the damage zone into a door-knocking route in one tap
Knock before the competitionThe first crew on the street usually gets the job.
05

Canvas the right way.

Map territories, track every knock, and move interested homeowners straight into your pipeline. Share virtual business cards at the door, trigger automated follow-up sequences, and track rep activity, performance, and progress in real time.

  • Territories, routes and door history shared across the team
  • One-tap outcomes: not home, interested, not interested
  • Hold a house on the map to drop a pin and start a lead
No more double-knockingEveryone can see which doors are already done.
06

Intelligent pipeline.

You and your team of agents keep every opportunity organized and moving — capturing key details, identifying what’s missing, interfacing customers, and advancing projects as milestones are reached. Assign accounts across your organization or refer them to preferred partners, manage dispositions, trigger automated sequences, and get intelligent recommendations for the next best action.

  • Stages that match how roofing jobs really move
  • Live totals, owners and "missing info" flags on every card
  • Your contacts and history belong to you, with no export fees
No job goes cold unnoticedYou always know what's next, and who owns it.
07

Your AI workforce, built in.

Every Streamline suite includes specialized AI department heads that work alongside your people — coordinating across functions, executing routine work, and keeping operations moving. Need something different? Build your own agents from the ground up, defining their roles, knowledge, permissions, and workflows.

  • Follow-up sequences by text and email that run without you
  • Ask in plain words: "follow up with Marcus and book a call"
  • Anything customer-facing waits for your approval
Warm conversations, not cold listsFollow-ups handled before your first coffee.
Start free — early access
Consolidate your tech stack

Nine subscriptions, nine logins, nine bills. Replaced by one.

This is the typical roofing stack, at list price. Nine tools that don’t talk to each other, and the handoffs between them are where jobs quietly go cold.

Typical stack

~$1,004/mo
$12,048 a year
AccuLynx CRM$70/mo
Roofr Measurements$249/mo
SumoQuote Estimates & quotes$239/mo
PandaDoc Proposals & e-sign$59/mo
CompanyCam Job photos$102/mo
SalesRabbit Canvassing$75/mo
HailTrace Storm tracking$125/mo
Mailchimp Email marketing$60/mo
Twilio SMS$25/mo

List prices, September 2026, billed monthly and before volume discounts. Roofr adds ~$13 per measurement report; HailTrace is quoted by territory; SMS is usage-based. These are the bare essentials — no file storage, no database, no AI tools.

VS

Streamline

1 subscription
Free during early access
Contacts, pipelines and job history
Satellite measurements and estimates
Interactive proposals, e-signature and presentations
Roof visualizer and job photo storage
Inspection reports and document sharing
Canvassing map, territories and routes
Live storm tracking and outreach
Email and SMS campaigns and sequences
SOPs, automations and your AI workforce

One login, one dataset, one bill — with early-access pricing locked in for as long as you stay active.

We're looking for 10 serious contractors. No more, no less.

We're not going to market yet. Instead we're working closely with a small group of residential roofing and exterior contractors (roofing crews first, with siding, gutter and interior remodeling teams close behind), building around the way you actually run jobs, from the first inspection to the final walkthrough.

Locked-in early-access pricing

Substantially discounted pricing, held for as long as you stay an active user.

A full custom website

Built for you down to the letter and wired directly into the platform.

Direct input into the product

Not just software: a real working partnership in what this becomes.

01
Apply

Tell us who you are and what your business runs on.

02
A short call

A short conversation to see how you actually operate day to day.

03
Built around you

We configure the suite and your site, then onboard you personally.

A note from the team
“I quite literally never post, but this felt worth sharing. For the past six months my team and I have been quietly building what I genuinely believe is the best business platform I've ever used. I'm hesitant to even call it a CRM. It's an end-to-end, agentic business suite built to run and grow an entire business ecosystem, and we'd rather build the last 10% with ten real operators than guess at it alone.”
Founding team, Streamline Business Systems
Questions, answered

Before you ask.

What does early access cost?

Nothing during early access. After that, early partners keep substantially discounted pricing for as long as they stay active.

Do I have to move off my current CRM?

Not on day one. We help you import contacts and pipelines, and you can run both side by side until you're confident.

Does it work on my phone in the field?

Yes. Streamline runs on any phone, tablet or computer. Add it to your home screen and it opens full screen like an app, with nothing to download from an app store.

Do the AI agents message my customers on their own?

Only if you let them. Anything customer-facing waits for your approval by default, and you choose what each agent is allowed to do.

What do you expect from me?

Honest feedback and real usage. You'll have a direct line to the people building it, and your input shapes the roadmap.

What happens after I apply?

You'll get a confirmation email. If it looks like a fit, we reach out personally to set up a short call, usually within a few days.

Prefer a walk-through?

Schedule your demo.

It takes 20 seconds. We'll reach out personally to arrange your demo and walk-through. Or skip ahead and start free now.

  • Free during early access
  • No card required
  • Every application read personally, with a reply in 2–3 days

From the first knock
to the final walkthrough.

Start free — early access Schedule a demo
The app

Add Streamline to your home screen.

There's nothing to download from an app store. Streamline installs straight from your browser, opens full screen and sits on your home screen beside every other app.

iPhone & iPadOpen in Safari, tap Share, then “Add to Home Screen”.
AndroidOpen in Chrome, tap the ⋮ menu, then “Install app”.