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CRM Platforms

Customer relationship management tools built for HVAC service companies to track leads, jobs, and customer history.

20 products

Angi logo

Angi

Angi Inc. (IAC)

4.2 - Fair

Home services lead generation marketplace covering HVAC repair, installation, and maintenance contractor leads

Per Job · Contact for pricing Free Tier
BidBook logo

BidBook

BidBook

5.5 - Good

The AI Cloud Operating System for Construction

Custom · Contact for pricing Strength: 45
Chiirp logo

Chiirp

Chiirp

5.1 - Good

Automated marketing that drives revenue for contractors

Subscription · $397/mo
ContractorHalo logo

ContractorHalo

ContractorHalo Inc.

6.5 - Good

Turn past customers into new equipment sales

Subscription · Contact for pricing Free Trial Free Tier Strength: 95 Owned by Halo Programs (formerly Continuity Programs, est. 1973)
Convex logo

Convex

Convex (ServiceTitan)

5.5 - Good

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

Custom · Contact for pricing Strength: 82
Followup CRM logo

Followup CRM

Followup Inc.

5.4 - Good

CRM built for HVAC and mechanical contractors

Quote Only · $55/mo Free Trial Strength: 48
Hatch logo

Hatch

Hatch

6.1 - Good

AI-powered customer engagement for home services

Subscription · Contact for pricing *** AI-Powered Strength: 36 Owned by Yelp Inc.
HubSpot CRM logo

HubSpot CRM

HubSpot Inc.

7.1 - Excellent

Grow better with a free CRM

Freemium · Free Free Trial Free Tier Public
Joist logo

Joist

Joist Inc.

5.8 - Good

Estimates and invoices for contractors

Freemium · $18/mo Free Trial Free Tier * AI-Assisted Owned by EverCommerce
LeadPerfection logo

LeadPerfection

LeadPerfection Inc.

5.9 - Good

CRM and lead management for home improvement contractors

Subscription · Contact for pricing Owned by RJR Technology
M

Modernize

Modernize (a QuinStreet company)

5.7 - Good

HVAC lead generation marketplace connecting contractors with homeowners ready for system replacement

Per Job · Contact for pricing
Nutshell CRM logo

Nutshell CRM

Nutshell Inc.

6.2 - Good

The CRM that grows with your HVAC business

Per User · $16/mo Free Trial Strength: 100 Owned by WebFX (acquired)
OnCall Air logo

OnCall Air

OnCall Air

5.7 - Good

Close more replacement sales

Subscription · $49/mo Strength: 33
Pipeline CRM logo

Pipeline CRM

Pipeline Software Inc.

6.3 - Good

Sales CRM built for contractors and service businesses

Per User · $25/mo Free Trial Strength: 70
Prokeep logo

Prokeep

Prokeep Inc.

6.0 - Good

AI-powered text/SMS order engine for HVAC distributors. Text-enables branch phones so contractors can order parts, get quotes, and check inventory via SMS.

Quote Only · Contact for pricing Free Trial ** AI-Enhanced
QuoteIQ logo

QuoteIQ

QuoteIQ

6.0 - Good

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

Subscription · $30/mo Free Trial Strength: 38
SMS-iT CRM logo

SMS-iT CRM

SMS-iT

5.2 - Good

All-in-one CRM for HVAC businesses.

Custom · Contact for pricing Strength: 50
Thumbtack logo

Thumbtack

Thumbtack

6.1 - Good

Home services lead marketplace for HVAC contractors with pay-per-lead bidding and profile visibility

Per Job · Contact for pricing Free Tier
Toolsey logo

Toolsey

Toolsey

5.2 - Good

Powerful sales tools to win more deals.

Custom · Contact for pricing Strength: 40
Volca logo

Volca

Volca

5.7 - Good
Custom · Contact for pricing