Roofing Business Partner

Their CRM doesn’t even work, yours won’t either.

The fact that I just received a “We’re finished with your SumoQuote” email 3-4 months after we stopped using y’all should tell you you shouldn’t be int the crm creation, management, or automation business. Very expensive mistake trusting RBP to build anything. Since I took the time to write this review to your survey, I’m going to actually copy and pat it somewhere that actually matters and hopefully it will help someone else not make the same mistake.

RBP = Revenue-Boosting Partner

RBP was critical to turning our HubSpot into a smooth-running machine by obsessing over process before anything else: by mapping every step of our sales and service flow, wired up so data can be used as need might be, along with the ongoing support which is critical, they are a great partner! the result is that each rep now spends less time clicking and more time closing and our revenue per team member is climbing, and HubSpot feels like an accelerator instead of another chore—if you want a partner who lives and breathes roofing and makes your tech actually pay off, RBP is the partner you need!

RBP is amazing!

The meticulous focus on every aspect did not go unnoticed. Within just 8 days, we successfully managed four roofing companies through the same CRM.

RBP

We've been working with RBP for about two years now. They have been amazing, Austin, our customer success manager, is attentive, decisive, and quick to answer questions. We would recommend them to others in the space for their HubSpot needs.

RBP - Phenomenal HubSpot Implementation Partner

Phenomenal HubSpot Implementation Partner – Above and Beyond Expectations! Working with RBP has been nothing short of exceptional. From the very beginning, their depth of knowledge, attention to detail, and proactive communication set the tone for a truly seamless experience. They didn’t just "set things up" — they built a strategic foundation that has transformed the way we operate, provide training, ongoing set up, training videos, live interactive courses. I have been driven crazy by some of the unsophisticated tools and CRMs of the industry and couldn't trust the data coming out of them, other CRM implementations have been poor at best and involved a lot of work by me. RBP took the time to deeply understand our business goals, workflows, and customer journeys, then tailored the HubSpot setup to align perfectly. Whether it was CRM customization, marketing automation, sales pipeline structuring, or reporting dashboards, every component was thoughtfully implemented. Post-implementation support has also been stellar — they’re responsive, insightful, and committed to helping us continuously optimize. Once we were up and running and I wanted an extra jump in the development and upgraded my support to Silver Ops which gave me direct access to Austin Nguyen and his team, he achieved in 3 days what I was expecting to achieve in a month! I used to be giddy coming off the call with Austin as he took our ideas and made them better then adds more of his and his team's amazing ideas on top! With HubSpot and RBP's support I believe that whatever we can think of HubSpot and RBPs help on implementation it can help us do it and I've witnessed it first hand. We have great communication between the field and the office, allowing for less frustration in Production as to what adjustments were made on the day and the sales team have more quality time with homeowners as inside sales are handling their follow up. A lot of our decisions can now be data driven as we have endless dashboards of data and can track things in new ways we had never even dreamed of before. Adam Sands has great passion for technology and is clearly leading a great team who love working with him. His training sessions are inspirational and funny and cover a fantastic array of subjects from Sales, Production, Marketing, AI, AP, AR, business management, finances, helping us implement great working practices for our success! Thanks to their expertise, we've seen immediate improvements in team efficiency, lead tracking, and marketing performance. Simply put, this has been a game-changer for our business and our customers are appreciating the modern professional customer experience we are now providing. If you’re considering bringing on a HubSpot expert — stop searching. You’ve found the one.

RBP TO THE MOON! 🌙

Roofing Business Partner has been an integral part of our journey to successfully scaled growth. Working with Austin Nguyen has been a treat to support our team in making adjustments and ideas that really help us succeed in our market! We are really grateful to all the work and support that RBP offers through their extensive services provided. If I need it, they make it happen! Thanks RBP! Rockets only 🚀🌕

The best Roofing Business Partner in the industry!

I cannot express how fortunate I feel to have partnered with Roofing Business Partner for my roofing business's CRM implementation, custom API integrations, HubSpot onboarding, and programmable automation needs. Their expertise and dedication have been nothing short of exceptional, and they've truly transformed the way we operate. CRM Implementation: Roofing Business Partner hit the ground running when it came to implementing a robust CRM system for our roofing business. They meticulously analyzed our workflow, understood our unique requirements, and customized the CRM to align perfectly with our needs. As a result, we now have a seamless and efficient system in place for managing leads, customer interactions, and project statuses. Our team's productivity has soared, thanks to their expertise. Custom API Integrations: The roofing industry relies heavily on data integration, and Roofing Business Partner demonstrated their prowess by seamlessly integrating custom APIs into our existing systems. This integration has facilitated real-time data sharing between various platforms, streamlining our processes and minimizing errors. Their attention to detail in this aspect is commendable, as they ensured all the integrations were secure and error-free. HubSpot Onboarding: Roofing Business Partner made transitioning to HubSpot a breeze. They not only helped us onboard the platform but also provided comprehensive training to our team members. Their guidance and expertise in utilizing HubSpot's powerful marketing and sales tools have significantly improved our lead generation and conversion rates. Our marketing efforts are now more targeted and effective than ever, thanks to their support. Programmable Automation: One of the most impressive aspects of our partnership with Roofing Business Partner has been their ability to design and implement programmable automation solutions tailored to our specific needs. They leveraged cutting-edge technology to automate repetitive tasks, freeing up our team to focus on high-value activities. This automation has enhanced our efficiency, reduced human errors, and improved customer engagement. Overall Experience: Working with Roofing Business Partner has been a game-changer for our roofing business. Their expertise, dedication, and commitment to our success have made them an invaluable asset to our team. They have not only met but exceeded our expectations in every aspect of our partnership. Their ability to understand our business inside-out and translate that understanding into actionable solutions sets them apart. In conclusion, I wholeheartedly recommend Roofing Business Partner to any roofing business looking to enhance their CRM, API integrations, HubSpot onboarding, or automation capabilities. Their exceptional service has catapulted our business to new heights, and I am confident they can do the same for others. Thank you, Roofing Business Partner, for being a true partner in our success.

RBP integration and development of workflows for new processes in our company

The team at RBP has been second to none in helping develop and adjust our new workflows and creating new processes for our team, and especially my department in the claim's world. All I have to do is come to the table with an idea or a "what if" and RBP takes those thoughts and turns them into reality. They new systems that we have in place simplify the entire process of getting a new claim through all the stages from sale to production. These systems also allow us to manage our data and track events in a much more user-friendly manner. RBP's knowledge of the CRM is always above par, and they never shied away from setting up a new system within the CRM that had never been done. I look forward to continuing to work with and learn from their team in the future.

RBP's Outstanding Expertise and Dedication Transform Our HubSpot Experience

We've been working with RBP to enhance our team's utilization in HubSpot to streamline our processes. The experience was nothing short of outstanding. Their expertise, dedication, and top-notch training services. From the initial consultation to the hands-on training sessions, RBP demonstrated a deep understanding of HubSpot's capabilities and how it could be tailored to meet our specific business needs. Their team of experts exhibited remarkable patience, ensuring that every member of our team felt comfortable and confident navigating the platform. What truly sets RBP apart is their commitment to streamlining processes. They took the time to understand our existing workflows and identified opportunities for improvement. The implementation phase was smooth, and RBP provided ongoing support to ensure a seamless transition. I am grateful for the positive transformation they have brought to our operations and team overall.