CRM & Lead Management

Avoca AI

Avoca AI

6.0 - Good

AI workforce for HVAC contact centers — answers calls, texts, and chats, with outbound campaign automation

Chiirp

Chiirp

4.2 - Fair

Automated marketing that drives revenue for contractors

ContractorHalo

ContractorHalo Inc.

4.0 - Fair

Turn past customers into new equipment sales

Convex

Convex (ServiceTitan)

5.9 - Good

AI-powered commercial HVAC sales intelligence platform for finding and qualifying building leads

Followup CRM

Followup Inc.

4.6 - Fair

CRM built for HVAC and mechanical contractors

Hatch

Hatch

4.6 - Fair

AI-powered customer engagement for home services

Housecall Pro

Housecall Pro

7.1 - Excellent

The #1 home services software

HubSpot CRM

HubSpot Inc.

5.7 - Good

Grow better with a free CRM

LeadPerfection

LeadPerfection Inc.

3.2 - Fair

CRM and lead management for home improvement contractors

Nutshell CRM

Nutshell Inc.

4.8 - Fair

The CRM that grows with your HVAC business

OnCall Air

OnCall Air

4.6 - Fair

Close more replacement sales

Payzerware

WEX Inc.

6.0 - Good

Payments-first HVAC CRM with integrated credit card processing, custom pricebooks, and QuickBooks sync.

Pipeline CRM

Pipeline Software Inc.

4.6 - Fair

Sales CRM built for contractors and service businesses

QuoteIQ

QuoteIQ

6.3 - Good

AI-powered CRM with self-quoting, property measurement, and virtual call team for home service contractors.

Sameday AI

Sameday AI

6.2 - Good

AI phone answering and booking agent built specifically for home service and HVAC contractors

ServiceTitan

ServiceTitan

6.6 - Good

The operating system for the trades

Smith.ai

Smith.ai

6.1 - Good

24/7 AI and live virtual receptionist service for HVAC contractors — books service calls, qualifies leads

ZoomInfo

ZoomInfo Technologies Inc.

3.1 - Fair

B2B intelligence for go-to-market teams