11 Best CRMs For HVAC Businesses

The table below shows a quick price comparison of all the HVAC CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Hubspot CRM	Free plan available	Free plan available
Thryv	$199	14 day
ClickUp	Free plan available then $7	No free trial available
Nutshell	$16	14 day
Pipeline CRM	$29	14 day
Orgzit	$29	30 day
ServiceTrade	Not stated	No free trial available
ServiceTitan	Not stated	No free trial available
Service Fusion	$165	No free trial available
FieldEdge	Not stated	No free trial available
Kickserv	Free plan available then $47	Free trial offered but length not stated

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. HubSpot

They offer an all-in-one sales, marketing and service platform that can cater for HVAC companies to increase leads.
It is an AI-powered customer platform that can connect your teams, customers and data on a single platform.
The platform gives a unified view of your customers and enables you to monitor them at every stage of their journey.
It can aid you in generating leads and nurturing them into becoming customers.
They provide campaign management and automation tools to help you manage your marketing more effectively and efficiently.
It enables you to tailor messages and personalize them to your contacts using the insights that you have gained.
They also provide the tools to create web forms and ads to assist you in attracting leads.
You can integrate the software with other software and apps to expand its capabilities.
It enables you to measure your results and monitor your KPIs in real-time to gain insight into your business.
A free plan is available for up to five users which can allow you to use it as a trial as well.

Website: https://www.hubspot.com/case-studies/viessmann

2. Thryv

Offers software that is built for HVAC businesses which is an all-in-one system to aid with managing your business.
It brings all your customer data together in one place to make it easier to manage your customers across your team.
The software helps you to communicate with your customers and send out email and text messages to engage them with your services and send reminders.
It can assist you in managing your reputation and online listings so that it can aid with bringing in more leads.
They offer appointment booking that enables customers to schedule, reschedule and cancel appointments online.
You can synchronize your team calendars so their availability is visible and you can maximize your productivity.
The software can enable you to send estimates and invoices easily and process payments online.
You can access the software remotely through a mobile device to manage customer accounts from anywhere.
It can be integrated with apps that you use frequently to enable seamless connections and data transfer.
A 14-day free trial and demo are available of the software so you can explore how the software works.

Website: https://www.thryv.com/industries/hvac-software/

3. ClickUp

They offer a customizable CRM system that caters for HVAC companies to help them optimize their workflows.
It is designed to assist with streamlining communications, tracking customers and boosting sales efficiency all in one platform.
The CRM enables you to easily track and manage your customer accounts and engage them using sales pipelines.
It allows you to streamline your customer onboarding processes, track leads, qualify and nurture them.
You can set up reminders and follow up with customers by email to save admin and ensure timely communication.
They provide a customer ticketing system to assist with managing service requests and assigning tickets as well as tracking status.
It can help you with scheduling maintenance appointments, keeping track of service history and sending reminders.
The CRM can also be used to track your equipment, contracts, referrals and assist in identifying cross-selling opportunities.
It provides analytics and reporting facilities which include customer segmentation, performance metrics tracking, and monitoring your marketing activities.
They offer a free plan that is for personal use only but could be used to trial the software.

Website: https://clickup.com/features/crm/hvac-companies

4. Nutshell

Offers a CRM for HVAC businesses that helps you to manage your customers and improve your operations.
It centralizes your customer data and enables you to stay on top of your leads and all interactions with your contacts.
They provide customizable sales pipelines for your jobs so you can visualize what is happening and track progress.
The CRM enables you to streamline your lead collection through the use of custom forms and web booking calendars.
They provide email automation with intuitive templates and personalization to help you engage prospects and communicate with customers.
It can automate processes and streamline sales processes to aid lead management, manage bookings and carry out follow-up appointments to reduce admin tasks.
You can stay connected with your technicians on jobs using the CRM as it is available on mobile devices.
It also can assist with job scheduling, website forms and invoicing to make your operations more efficient and run smoothly.
The CRM provides reports that are easy to produce on your leads, their value and what is happening in your business.
Offers a 14-day free trial of the CRM to allow you to see what the software can do.

Website: https://www.nutshell.com/lp/hvac-crm

5. Pipeline

They offer CRM that is built for plumbing and HVAC contractors that aid with managing everything for your jobs.
It is designed to manage everything from initial estimates to completed jobs with happy customers.
The CRM helps you to manage all the moving parts and workers involved in a project more easily.
They provide sales pipelines that enable you to monitor and track everything that is happening on your projects and jobs including your resources and timelines.
You can track all your admin tasks, schedules and inventory in the CRM to reduce admin and keep everything in one place.
The CRM can track all your bids and estimates and ensure that nothing gets lost.
You can evaluate your leads and assign tasks to your team members based on set criteria.
They provide a mobile app which enables your field workers to access the CRM remotely to see customer and job information as well as add notes.
You can access detailed reports to assess your sales activities and see what is happening in your business to aid you in making informed decisions.
Access a 14-day free trial of the software to learn more about it.

Website: https://pipelinecrm.com/industries/hvac-crm/

6. Orgzit

Offers a CRM that caters for HVAC businesses to aid them in managing their workflow more effectively.
It centralizes all your customer data so that all your team members can access the same information to manage your customers.
The CRM can track and monitor every customer interaction so it is easy for anyone to support the customer or see what is happening with them.
It provides automated quoting tools that can streamline your processes and produce accurate and timely quotes.
The CRM can automate your scheduling, optimize your technician dispatch and send real-time updates through the CRM between the field and the office.
It enables you to automate your communications to send timely follow-up messages and collect customer feedback.
The CRM allows you to send personalized communications that can increase customer satisfaction.
You can also manage your inventory through the CRM to ensure you have optimal stock levels and minimize carrying costs.
You can create customizable reports from your data to analyze your sales and customers to aid decision-making.
They offer a 30-day free trial of the CRM so you can see for yourself what the CRM can do.

Website: https://orgzit.com/blog/parameters-for-crm-application-a-case-study-of-hvac-workflow/

7. ServiceTrade

They offer CRM software for HVAC companies that helps you streamline your sales processes and aid your conversion rates.
You can manage your sales pipeline and monitor your progress on accounts and where your sales are in the process.
It helps you to streamline your processes so that you can reduce admin tasks and save time.
The CRM can simplify the creation of proposals with prebuilt or customizable pricing models and the use of templates.
You can monitor your contracts with contract performance tools and set contract pricing to ensure the prices are charged at the agreed rates.
They offer an online portal for customers so they can access their service history.
It can help guide your field technicians through their tasks with a task list to perform maintenance and assist them in recording repair opportunities with accompanying pictures, videos and notes.
You can create personalized communications and use two-way communication tools to manage your customers and record interactions.
It can report on your sales and track your KPIs such as sales volumes, the performance of your activities, how labor hours are spent and quotes converted to sales.
You can arrange a demo of the CRM to learn more about the software.

Website: https://servicetrade.com/hvac-crm/

8. ServiceTitan

Offer HVAC contractor software that includes CRM tools to manage customers and boost the productivity of your business.
They provide an all-in-one platform that can be configured to your needs and it can optimize your workflows to improve your processes to make them more efficient.
It can help you connect your field and office teams to deliver a better service to your customers with shared information in a centralized platform.
They can assist you in dispatching the right technicians to each job and handle scheduling.
It allows your customers to book jobs online, through chat and over the phone with their booking software.
They provide estimating software to aid your teams in the office and in the field to build estimates as well as providing invoicing facilities.
It is available on a mobile app so that you can access the software remotely and stay up to date.
The software is scalable so that it can grow with your business and it provides the tools to aid you in taking advantage of every opportunity.
They provide real-time reports that enable you to monitor profit margins, performance and other important information to track your business performance.
You can book a demo of the software to see how it works.

Website: https://www.servicetitan.com/industries/hvac-software

9. Service Fusion

They offer HVAC service software that helps businesses manage their customers, scheduling and dispatch.
It provides a field service management suite of tools to assist in managing your customer-facing and back-office functions with online payments and communications tools.
The software centralizes your customer data and job history to create easy access for everyone.
They enable you to have greater visibility and control of your jobs through the software which can help you maximize your technician time and monitor their time in the field.
You can automate your processes so that you can make day-to-day tasks easier and more efficient.
They provide a customer web booking portal to book appointments and can send automated pre-job text notifications.
It can support estimates with flexible options to print or email them and speed up agreements with eSign.
The software can help you support your field workers with access to job information through the mobile app and the ability to send information to them by text.
It can be synchronized with other software such as QuickBooks to allow automated updates of data.
They offer a free demo of their software so you can learn more about it.

Website: https://www.servicefusion.com/hvac-software

10. FieldEdge

Offers HVAC software for heating and cooling businesses that can aid them in growing their business.
It brings together your client information so that it can empower your team with the information they need to sell services and handle customers so you can grow your revenue.
Customer information includes work histories, service agreements, quotes, invoices, equipment and more.
The software can assist in streamlining your operations to improve efficiency and save you time.
You can set up automated reminders to assist your customers and you to stay on top of servicing and appointments.
They provide scheduling and dispatching software that enables you to assign technicians to jobs based on their skill sets and location.
The software provides invoicing facilities to enable you to update invoices in the field and send them by email to customers.
They provide a mobile app so that you can access information in the field and update the information in real-time.
It can be integrated with QuickBooks so that your data can flow between the software seamlessly and be updated in real-time.
You can schedule a demo of the software to find out more about it.

Website: https://fieldedge.com/hvac-software/

11. Kickserv

They claim to offer the number one rated software for service professionals and they offer HVAC and mechanical business software to assist with streamlining your operations.
It allows you to store and manage all of your customers and job details to make it easy to access by all the team.
They provide a planner tool to assist you in scheduling jobs and seeing employee availability.
It provides a Customer Center where your customers can log in to request services, reschedule appointments, leave notes for technicians and pay invoices.
The software enables your technicians to create estimates and invoices in the field as well as take payments.
You can set up automated reminders for your customers to prompt them to take action.
It allows you to tag and categorize your data so it can be segmented to aid targeting and reporting.
You can synchronize the software with QuickBooks so that you can see when payments have been made.
It provides reporting and analysis facilities so you can monitor your marketing activities and track your performance.
They offer a free plan for two users and they offer a free trial of their paid plans.

Website: https://www.kickserv.com/industries/hvac-mechanical