This CRM for HVAC companies allows you to easily manage service requests, track customer interactions, and stay organized with all your service appointments. The user-friendly template provides a complete set of features to keep track of communication and activities through your entire sales funnel, including managing service appointments, tracking customer preferences, and analyzing service performance.
You can set different view and edit permissions for each group of partners or customers and share with them only relevant information, such as service schedules or special service requests.
All the data within the CRM is organized into directories that can be easily searched and filtered to locate the needed document or contact, such as service records or customer profiles. This way, your colleagues can work together by attaching and sharing notes, logging interactions, and more!
Dedicated CRM tools are often quite expensive and don't allow for much customization. With this modular template, you can easily customize everything to your HVAC company's needs at no additional cost. Whether you need to manage service schedules, track customer interactions, or coordinate with partners, this CRM offers a comprehensive solution tailored to the unique needs of HVAC companies.
