RoofNote AI

It took 80 dials to get someone on the phone.
RoofNote makes sure that call is never wasted.

You did the hard part. RoofNote handles everything after: transcribes the call, extracts the buyer/seller details, drafts your follow-ups, turns it into your next three actions, pushes a clean contact to your CRM, and reminds you before the lead goes cold.

3 days free, full access. No credit card required. Then $29/mo, cancel anytime.

Five apps. One call. None of them talk to each other.

This is what following up on a single lead actually looks like today:

Voice memo
Half the details forgotten by Tuesday
CRM
Contact re-typed by hand, budget missing
Email
Follow-up written from scratch, an hour later
Texting app
Its own thread, no record anywhere else
Reminder app
Set once, dismissed, lead goes cold

RoofNote replaces all five. One upload in, everything out.

reyes-call.m4a · 12:04
Agent: …what’s got you two looking right now?
Marcus: Relocating from Austin, need in before school starts.
Danielle: Pre-approved up to 850, hoping to stay closer to eight. 3 bed minimum, Marcus needs an office.
Marcus: Walkable if we can. Rates make me nervous though…
▍
→
CRM-ready leadMoxiEngage-ready
Danielle & Marcus Reyes
Buyers · relocating from Austin
Budget$780k–$850k · pre-approved
TimelineClose before September
Must-have3bd · office · walkable
ConcernNervous about rising rates
✓ Follow-up drafted  ·  ✓ Reminder set for Thursday
21x

Leads contacted within 5 minutes are up to 21x more likely to become a qualified opportunity than leads contacted 30 minutes later.

MIT / InsideSales.com lead-response study. RoofNote hands you the CRM-ready lead before you’ve hung up on the next call.

Not another transcript app.

Transcription tools stop at notes. RoofNote turns the call into a drafted follow-up, a reminder, and a CRM-ready contact, automatically.

Capture

Upload audio or video from any call. We transcribe it automatically.

Structure

Buyer/seller type, budget, locations, timeline, motivation and constraints, extracted for you.

Follow up & never forget

Auto-drafted email & SMS in your tone, automatic daily reminders of every lead awaiting follow-up, and a MoxiEngage-ready export, plus CSV or any CRM.

The enterprise suite

Sold to your brokerage. Someday.

  • Negotiated per-brokerage contracts, tiered by headcount
  • Book a demo, talk to an expert, wait for onboarding
  • Six modules to learn; you use two
  • Surfaces contacts from a database you already built
RoofNote AI

Yours in the next minute.

  • Self-serve signup, transparent price, cancel anytime
  • Upload a call now, nothing to install, nobody to call
  • One job, done well: conversation → CRM-ready lead
  • Captures new intelligence from the calls you're already on

You don’t need to leave MoxiWorks. You need what it doesn’t log for you: what actually happened on the call. RoofNote exports a MoxiEngage-ready contact with the whole call captured in the notes, plus CSV and Zapier/Make webhooks for everything else.

3 days free. Then one simple price.

No credit card to start. Cancel anytime.

RoofNote Pro

3-day free trial
$29/ month

Free for 3 days, then $29/mo. Cancel anytime.

  • Unlimited call uploads → structured lead profiles
  • AI transcription, summary, budget/timeline/motivation extraction
  • Email + SMS follow-up drafts in your tone
  • Automatic daily reminders by email & SMS - never drop a lead
  • Next-action task lists for every call
  • MoxiEngage-ready export, plus CSV & Zapier/Make
  • Escrow & closing timelines with contingency deadlines

No credit card required.