SaaS ·
United States
Riddle Brothers CRM
Riddle Brothers CRM continues to serve as the central operating system for the roofing business. The QuickBooks reconciliation cron runs every 6 hours ensuring financial data never drifts.
!Challenges
- Disconnected Lead-to-Job Workflow
- Manual Financial Tracking
- No Real-Time Team Collaboration
⚙Solution
End-to-End Lead & Job Pipeline Built a 6-stage pipeline (Lead, Prospect, Approved, Completed, Invoiced, Closed) with milestone tracking, date stamps, and role-based progression so every job is visible…
↗Results
- +98%Increase in sales
- MEAN/MERN
SaaS
Riddle Brothers CRM
Riddle Brothers CRM continues to serve as the central operating system for the roofing business. The QuickBooks reconciliation cron runs every 6 hours ensuring financial data never drifts.
- Country
- United States
- Service
- React / Next, Node
- Year
- 2026
!Challenges
- Disconnected Lead-to-Job Workflow The roofing business had no unified system to track a customer from initial lead capture through job completion, invoicing, and closure resulting in lost leads and missed follow-ups.
- Manual Financial Tracking Invoices, payments, worksheets, and approvals were handled manually or across spreadsheets, causing delays in billing and inaccurate financial records.
- No Real-Time Team Collaboration Field crews, office staff, and managers had no shared platform for messaging, task updates, or live job status leading to miscommunication and duplicated work.
⚙Solution
End-to-End Lead & Job Pipeline Built a 6-stage pipeline (Lead, Prospect, Approved, Completed, Invoiced, Closed) with milestone tracking, date stamps, and role-based progression so every job is visible…
↗Results
- +98%Increase in sales
- MEAN/MERN




