THE CRM I COULDN'T FIND.
SO I BUILT IT.

Name: NBD Pro
Author: Joe Deal

I'm Joe Deal — solo operator, 7 years in insurance restoration. I needed a CRM, estimate builder, D2D tracker, and inspection reporter that didn't cost me a grand a month and didn't feel like it was designed by someone who's never knocked a door. So I built one. Now it's yours too — at one-third what the big guys charge.

Your Pipeline at a Glance

247 Leads

$2.4M Pipeline

89% Close Rate

🏗️ Built in the field, not a boardroom 💰 One-third the price of JobNimbus & AccuLynx 🧠 Real Deal Academy built in

I KNOW EXACTLY WHY YOUR BUSINESS ISN'T SCALING. SAME REASONS MINE WASN'T.

📋

Leads Walk Away Because You Can't Remember Who Said What

You knock 40 doors Saturday. By Wednesday you can't remember which homeowner said "call me next week" and which one was an active lead. Money walks away because nothing caught it.

📱

Your Office Is a Roof, a Ladder, and a Front Porch

Desktop software that needs a 17-inch screen doesn't help you on a ladder. Whatever you're using better work on your phone — with one hand, in the sun, on a sketchy connection — or it doesn't work.

📊

You're Guessing Instead of Measuring

You can't tell how many estimates turned into jobs last month. You can't tell which rep is closing and which one is burning gas. Without the numbers, you're guessing — and guessing is expensive.

BUILT FOR YOUR WORKFLOW

Smart CRM Pipeline

Drag-and-drop kanban board with insurance/cash/finance views
Automated follow-up reminders and lead scoring
One-click customer portal generation
Bulk actions: move, tag, export CSV

Kanban Pipeline

Lead Intake

Pitched

Estimate Sent

Closed

Estimate Builder

Good/Better/Best package pricing
Auto-calculate from measurements, pitch, and waste
Import from GAF Quick Measure
One-click PDF export and email delivery

Estimate Templates

Good - $8,500

Better - $12,000

Best - $15,200

Total Roof Area: 2,400 sq ft | Pitch: 8/12 | Material: GAF Timberline

Door-to-Door Tracker

Drop pins on every knock with GPS
Track outcomes: pitched, not home, interested, signed
Heatmap visualization of your territory
Real-time SMS campaigns to D2D leads

Territory Heatmap

Hot zones: 247 knocks | Conversion: 12%

Photo Engine & Inspection Reports

In-app camera with 3 quality presets
64+ damage tags for organized documentation
4 branded inspection report templates
Auto-generate reports from tagged photos

Damage Tagging

📷

Missing Shingles Hail Damage Flashing Damage

The Real Deal Academy

Complete insurance restoration + retail roofing process trees
6 courses with quizzes (70% to pass)
Admin panel: assign content to team members
Track progress and completion across your crew

Course Progress

Insurance Restoration 101 75%

Sales Closing Techniques 100%

AI Assistant ("Ask Joe")

AI trained on Joe's sales scripts and field experience
Property intelligence with roof scoring (0-100)
Damage analysis from photos
Smart recommendations for every lead

Ask Joe

💡 "Based on the hail damage photos, this is a high-priority lead. Roof condition score: 28/100. Recommended approach: immediate inspection + insurance claim filing."

Property Intelligence • Damage Analysis • Scoring

Invoice Pipeline

Convert estimates to invoices in one click
Stripe payment links for online collection
Send via email, SMS, or customer portal
Track payment status in real-time

Payment Tracking

Invoice #2401 $12,000

Invoice #2402 $8,500

Invoice #2403 $15,200

Total Pending: $35,700

Storm Center & Weather Alerts

Live hail and wind storm tracking
Automated alerts when storms hit your territory
Storm damage canvassing route optimization
Lead generation from real-time weather data

Live Storm Alerts

⚡ SEVERE HAIL ALERT

3.2" hail just hit zip 40223 — 247 affected properties in your service area

Recommended actions: Start door-to-door canvassing • 8-mile optimal route mapped

SIMPLE, TRANSPARENT PRICING

Lite

Free forever

Try NBD Pro with no commitment

CRM Pipeline (up to 25 leads)
Basic Estimate Builder
Map & Pin Tracking
1 user
Community support

Foundation

$29/mo

Perfect for solo operators and getting started

CRM Pipeline (up to 200 leads)
Estimate Builder
D2D Tracker (1 user)
Photo Library (5GB storage)
Email support

Blueprint

$49/mo

Best for growing crews and scaling fast

Everything in Foundation
Unlimited leads
Real Deal Academy access
Inspection Report Engine
Invoice Pipeline
Team invites (up to 3)
Priority support

Professional

$79/mo

For serious operators running at scale

Everything in Blueprint
AI Assistant ("Ask Joe")
Property Intelligence
Storm Center & Alerts
Unlimited team members
Dedicated onboarding
Custom report branding

FREQUENTLY ASKED QUESTIONS

Is this built for insurance restoration or retail roofing? +

Both. NBD Pro supports full workflows for insurance restoration (claims management, adjuster coordination, damage documentation) and retail roofing (estimates, service plans, preventative maintenance). You can toggle between insurance and cash modes in the CRM pipeline, and the Academy covers processes for both.

Can I use this on my phone in the field? +

Yes. NBD Pro is a progressive web app (PWA) built for mobile-first workflows. It works offline, syncs when you have connection, and integrates directly with your phone's camera. You don't need an app store download — just visit the URL and add to your home screen.

How is this different from JobNimbus or AccuLynx? +

Built by a contractor with $10M+ in claims experience. Priced 1/3 less than competitors. Includes training (Real Deal Academy) built-in. No complex integrations required — D2D tracking, estimates, and CRM are all unified. Designed for the roofing workflow, not adapted from generic project management.

Can my whole team use it? +

Yes. Foundation plan supports 1 user. Blueprint and Professional allow team invites and full collaboration. You can assign Academy courses to team members and track their progress. All team members see the same pipeline, leads, and projects in real-time.

Is my data secure? +

Absolutely. We use Firebase for backend infrastructure with encryption in transit and at rest. All customer data is encrypted, regularly backed up, and compliant with SOC 2 standards. We never share or sell your data, and you can export everything anytime.

What if I need help getting started? +

We've got you covered. Every plan includes access to an interactive onboarding wizard that walks you through setup step-by-step. Blueprint and Professional plans get priority email/chat support. The Real Deal Academy has video walkthroughs for every feature. And you can reach out anytime — we're here to help you succeed.

THE CRM I COULDN'T FIND.SO I BUILT IT.