SMA Support Services
ProLine CRM Data Migration & System Integration
Simplify workflows, increase speed-to-lead, and manage billing and payments with ProLine.
If you're a growth-minded contractor, you know how challenging it can be to keep track of quotes, send timely follow-ups, and manage invoices. Once your business reaches a certain size, an outdated CRM will waste time you don’t have to spare.
If you still use a CRM you’ve outgrown because you’re worried about losing years of customer history, accidentally double-texting old leads, or having your team sit idle during migration, don’t let your apprehensions continue to hold you back. SMA Support can migrate your organization to ProLine so you can focus on the higher-value work of selling and producing.
ProLine Platform Features
ProLine allows users to create tailored workflows that streamline the full lifecycle of each job, from initial outreach to billing and beyond. Within the platform, users can leverage automated follow-ups to ensure every lead and customer receives timely, personalized responses.
The all-in-one platform streamlines the following tasks:
Quoting
Easily create and send custom quotes and receive signatures.
Call & Text
Automate communications pipelines and place calls and texts within the CRM.
Scheduling
Create, manage and toggle between production and sales calendars.
Billing
Create custom invoice templates, send bills, and accept payments.
Reporting
View data and reports and make informed business decisions.
The SMA Migration Process
The Data Scrub
We don't just move records; we clean them. Before anything touches ProLine, we identify duplicate leads, dead files, and incomplete data in your old system.
Precision Field Mapping
We map your trade-specific data – insurance claim numbers, adjuster contact information, and custom project stages – from your old CRM into ProLine.
The "Quiet Switch"
We manage the transition behind the scenes. This ensures your old database isn't accidentally triggered with automated "welcome" messages or follow-ups during the import process.
Workflow Validation
We verify that every lead and job is accounted for and that your files are in the right spot, before your team starts using it.
SMA doesn’t just set you up and then walk away. We provide the infrastructure needed to keep the engine running.
After migration is complete, an SMA virtual assistant (VA) can manage your ProLine environment – from lead intake to automated follow-ups to AR tracking and beyond – ensuring you never fall back into administrative chaos.
The ProLine Impact
Recovered Revenue
Most clients recoup the cost of migration within 90 days by using our “Lead Rehash” campaigns to re-engage the old database we migrated.
Speed-to-Lead
We ensure every new lead is touched in under 60 seconds through a mix of ProLine automation and SMA follow-up.
AR Velocity
By migrating open invoices and claim data accurately, we help you tighten your billing cycle and get paid faster.
"We’ve been incredibly impressed with ProLine since we switched over to them a couple of months ago. They have everything you’re looking for in a CRM, but it’s their automation – especially their text automation – that is out of this world. They had a very thorough onboarding process where they did pretty much everything for us. The support has been phenomenal on the back end, and they’re constantly rolling out new features. Highly recommend ProLine as your CRM for your roofing company."
Frequently Asked Questions
Schedule a Profit Leakage Audit
SMA Support is committed to helping contractors stop profit leakage, scale their businesses, and reclaim their time with front- and back-office support. To learn more about how SMA can help you win more jobs and get paid faster, schedule a profit leakage audit.
Schedule Your AuditFrequently Asked Questions (FAQ)
Explore common questions about our support services and how they can transform your business.
SMA offers significant cost savings compared to hiring in-house staff. You don't have to worry about overhead costs like benefits, office space, or equipment. Our team members are already trained professionals with expertise in roofing and home remodeling operations. Plus, you get the support of our dedicated management team and quality assurance department to ensure consistent, high-quality service without the burden of training and managing employees yourself.
Most clients are up and running within 30 to 45 days. That said, we can schedule your free process audit right away. During this audit, we'll take a look at your current workflows and create a customized implementation plan. The faster you provide us with your processes and systems access, the quicker we can get your dedicated team member trained and working for you.
Your satisfaction is our top priority. Each client has a dedicated account manager who regularly checks in to ensure you're happy with the service. Our quality assurance team monitors performance and provides ongoing training to maintain excellence. We work on flexible terms and are committed to making adjustments as needed to ensure the partnership works for your business.
While we specialize in roofing and home remodeling businesses (we have deep expertise in industry tools like ProLine, Roofle, and CompanyCam), we can definitely support related industries in the home services sector. Our team understands the unique challenges of field service businesses, including project management, insurance claims, and customer communications. Feel free to reach out and we can discuss your specific needs.
Quality is built into everything we do. We have a dedicated Quality Assurance department that monitors all work and provides continuous feedback. Our team receives ongoing training (both daily and weekly) to stay sharp and up to date with best practices. Every team member follows documented processes and scripts to ensure consistency. Plus, each client has a US based account manager who oversees operations and serves as your primary point of contact.