Build your own CRM for HVAC companies, no code required
Manage leads, schedule services, and track customer interactions with a customizable CRM tailored to your HVAC business needs.
Customize your CRM around your processes
Build an HVAC CRM that matches the way your team works. Add exactly the tools and views you need, and adjust as your business grows—no code needed.
Lead and client management
Job scheduling and dispatch
Work order tracking
Quote and invoice generation
Equipment and part inventory
Customer communication log
Unify your client data in real time
Connect spreadsheets, CRMs, and HVAC management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your operations.
Custom access for every HVAC team member. Built-in security.
Give field techs, office staff, and clients the access they need in a secure, branded HVAC CRM. Quickly set up roles and permissions—no coding required.
Works on any device
Automate scheduling, updates, and customer notifications by connecting your CRM with tools like Make or Zapier.
Automations
Automate scheduling, updates, and customer notifications by connecting your CRM with tools like Make or Zapier.
User groups
Assign roles for field techs, office staff, and clients so each has access to just the info they need.
Advanced permissions
Control who can view, edit, or assign HVAC jobs and client records—down to the individual field level.
Security
Protect customer and job data in your HVAC CRM. Softr is fully SOC2 and GDPR compliant.
Conditional forms
Collect job details, service reports, or approvals using flexible forms tailored to HVAC tasks.
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An AI assistant for HVAC teams
HVAC staff get instant answers to customer, sales, or job questions—AI works right inside your CRM, saving time every day.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your HVAC CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like scheduling, job tracking, or service reminders as your team’s needs change—no rebuild needed.
Flexible as you grow
Start with a CRM, then add technician portals, dashboards, or forms—all in one place, with no extra tools.
Build a fully custom CRM for HVAC companies in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for HVAC companies in minutes