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Are your HVAC company’s sales efforts falling flat? Are you looking for a more efficient way for technicians to look up customer data on each call? Investing in a customer relationship management (CRM) system can increase your business’s efficiency, effectiveness, and profitability.

Keep reading to learn more about the top CRMs for HVAC companies in 2024! Plus, we’ll dive into more info about CRMs and how to choose the right system for your company.

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5 best HVAC CRM platforms in 2024

On the lookout for a CRM that can help you improve your marketing and sales processes, so you can sell more of your heating and cooling services?

Here are five of the best HVAC CRMs this year:

  1. Nutshell
  2. Jobber
  3. Housecall Pro
  4. Service Trade
  5. Zoho

1. Nutshell

Nutshell CRM for HVAC sales report


Starting at $16 per user per month


Nutshell is a hassle-free CRM designed to help small to medium-sized businesses (SMBs) thrive. Its user-friendly interface makes it incredibly easy to navigate and use, so your whole team can use it to maximize your revenue.

Here are just some of the amazing features Nutshell has to offer:

  • Web form collection
  • Sales automation
  • Pipeline management
  • Contact management
  • Reporting and analytics
  • Team collaboration
  • Email marketing and automation
  • And more

2. Jobber

Jobber CRM for HVAC homepage


Starting at $9 per month


Jobber is another excellent HVAC CRM system since it’s designed with home services businesses in mind. It comes equipped with the following features:

  • Client management
  • Scheduling and dispatching
  • Invoicing and follow-ups
  • Online book
  • A client hub
  • Customer communication management
  • Job forms
  • Job quoting
  • Email marketing
  • Credit card processing
  • Reporting

3. Housecall Pro

Housecall Pro CRM for HVAC homepage


Starting at $49 per month


Next on our list of the best CRMs for HVAC companies is Housecall Pro. Housecall Pro helps you work simpler and manage your business easily, so you can grow smarter.

Some of the features you’ll get access to in Housecall Pro include:

  • Scheduling and dispatching
  • Invoicing and estimations
  • Online books
  • Analytics and reporting
  • Customer management
  • Review management
  • Marketing automation
  • And more

4. Service Trade

Service Trade CRM for HVAC homepage


Starting at $89 per year


Help your HVAC technicians perform their best work and ensure you meet the needs of your customers with Service Trade. Service Trade is well known for its ability to help companies operate efficiently and easily schedule and dispatch technicians.

With Service Trade, you’ll get access to:

  • A customer portal
  • Accounting integrations
  • Scheduling and dispatching features
  • Project management abilities
  • Business reporting
  • And more

5. Zoho

Zoho CRM for HVAC homepage


Starting at $10 per user per month


Looking for a CRM that can do it all, from tracking your leads to earning new customers to implementing smart marketing strategies? Then look no further than Zoho.

This HVAC CRM comes with the following features:

  • Sales enablement and automation
  • Process management
  • Marketing automation
  • Team collaboration
  • Reporting and analytics
  • Contact management
  • And more

What is a CRM for HVAC?

A CRM for HVAC companies is a tool for managing your company’s current relationships and interactions with potential customers. An HVAC CRM aims to help companies connect with their clients, streamline processes and improve business relationships.

When people discuss a CRM in the HVAC industry, they typically refer to a tool that helps store customer and job information in one place. As an HVAC company, you have large amounts of customer data, such as phone numbers and email addresses. Utilizing a CRM system allows you to enhance your customer relationships and increase the overall potential of your business.

When to invest in a CRM for HVAC companies

If your HVAC company has four or more technicians, over 25 clients, or more than 15 jobs each week, it’s in your business’s best interest to invest in CRM software. CRM software may also be a good idea if your business is just starting out, as it enables you to outsource repetitive tasks.

Since HVAC CRM software can help with scheduling and job assignments, it’s ideal for keeping track of larger teams. CRM software can also help you keep track of client history, preferences, and previous conversations, making it an effective tool for organizations with several clients.

Trying to track all client data manually will slow down your company as your employees spend time on projects that will not advance the overall company.

Businesses with more than 15 jobs per week also benefit from HVAC CRM software as it allows you to automatically send reminders and receipts, keep track of job histories, and enable team members to coordinate task assignments.

How to choose a CRM for HVAC

When choosing HVAC CRM software, you want to ensure you select an option to benefit your company’s specific needs. Consider the following criteria to find the best choice.

Data storage and collection

To get the most benefit from your CRM software for HVAC companies, you want to ensure it stores the following information:

  • Contact information: Having an organized place for contact information makes it easy to get in touch with customers whenever you need to.
  • Upcoming jobs and installations: Easily look up upcoming HVAC system installations and repairs by searching a customer’s name to quickly schedule or notify them of an upcoming job.
  • Job history: Having your customer’s job histories easily accessible will enable all representatives to see past appointments and guide future concerns and marketing strategies.
  • Files and other technical information: The ability to store files and technical information in one location allows your company to easily access essential customer data.
  • Communication records: Ensure your technicians follow up with CRM record communications.
  • Service reminders: CRM software that notifies customers when service is due can help your company secure reliable revenue.

Benefits of the platform

When choosing CRM software for HVAC businesses, you want to select a platform that offers the following benefits:

  • Robust customer database
  • Few errors with customer data
  • Easily retrieves technical information
  • Quick access to appliance information
  • Enhances customer communication

Personalization features

The best CRM tools will enhance the customer experience and create greater returns and revenue for you. You want to choose CRM software that sets communication preferences for each contact, so you can communicate with customers in ways that are most beneficial for them.

How do I get customers with an HVAC CRM?

Since most of your work as an HVAC company relies on system check-ups, repairs, and troubleshooting, it’s essential to develop good relationships with current and potential customers to ensure your business is top of mind for their HVAC needs.

Check out the following ways an HVAC CRM can help your business grow.

Stay connected through email

Email marketing is a core feature of CRM software and one of the best ways your company can connect with customers.

CRM for HVAC email features

One way you can use your CRM system to connect with customers is by sending emails with relevant information like:

  • Company news
  • New product information
  • Recall information
  • Special promotions
  • Review requests
  • Appointment reminders and follow-ups
  • Seasonal tune-ups

Provide top-notch customer experiences

Customer experience is a top factor clients consider when deciding if they will continue using a business.

CRM for HVAC contact management features

Using CRM marketing can improve the customer experience by:

  1. Centralizing data: When you have all customer information in one place, any service representative can help a customer and correctly explain their unique service options.
  2. Automated communication: A CRM system can help you connect with clients by automatically sending appointment reminders, follow-ups, and other communication services for a smoother customer experience.

Build your business’s reputation

A positive online reputation is vital to ensure your HVAC company is successful in local markets. CRM software helps build your online reputation by automating review requests to help your business generate positive online reviews and gain more customers.

Run ad campaigns that work

CRM can help your company learn which ad campaigns are working and which require adjustments. You can also use customer data to fine-tune your ad targeting and messaging strategy across different channels.

Measuring the metrics that affect your bottom line.

Are you interested in custom reporting that is specific to your unique business needs? Powered by MarketingCloudFX, WebFX creates custom reports based on the metrics that matter most to your company.

  • Leads
  • Transactions
  • Calls
  • Revenue
Learn More arrow right
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Get the best CRM for HVAC companies with Nutshell

If you’re looking for the best CRM system for your HVAC company, look no further than Nutshell, WebFX’s in-house CRM platform for small to medium businesses.

With our platform, you can track leads and customers to help your HVAC company reach its marketing potential.

Our in-house team of strategists can also help you maximize your marketing efforts. We have over 28 years of marketing experience and look forward to helping your company grow. Call us at 888-601-5359 or complete our online contact form to get started!

We Drive Results for HVAC Companies

  • 24 million leads generated for clients
  • Renowned for our communication and transparency

Get a Quote

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Explore our home repair case studies

Learn how we’ve helped our clients attract leads, generate revenue, and grow their businesses.

Boss Mechanical


Decrease in cost per lead

Bruni and Campisi


Increase in goal completions

Maryland Sunrooms


Increase in ad conversions



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Solving key challenges for HVAC companies

Our website isn’t ranking in the search results for HVAC services

When people need HVAC services in their area, they take to search engines like Google. Ensure your website appears at the top of the results when your target audience needs your services.

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We’re struggling to grow our technician team

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Are people visiting your website but not getting in touch with you? Our expert marketing specialists and web designers can optimize all areas of your website so you can attract and convert more of your target audience to use your HVAC services.

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