Case Study: Roof Diagnostics Solar manages explosive lead growth and slashes lead-to-close time with Quickbase

RDS Manages Explosive Growth with Tailor-Made CRM Application

Roof Diagnostics Solar (RDS), a New Jersey residential roofing and solar installer, faced explosive growth from a retail lead-generation program run in over 250 big-box stores that produced more than 18,000 leads a year. Off-the-shelf CRMs were too rigid for RDS’s unique lead-to-close process, and the company needed a scalable, streamlined system to manage scheduling, qualification, and a high-quality customer experience as it expanded rapidly.

RDS built a tailored CRM on Quick Base (the sCRM), integrating Google Maps, real-time data syncing, and automated appointment assignment by proximity and availability. The solution centralized lead-to-close workflow, doubled lead-to-close speed (100% improvement), increased appointments per rep by 50%, delivered instant scalability for new markets, and achieved significant cost savings versus a comparable Salesforce implementation.

Roof Diagnostics Solar

Kelcy Pegler Jr.

Co-Founder, Roof Diagnostics Solar