As a business owner, you must’ve heard about CRM. In earlier days, business staff had to carry out a lot of stuff on their own which consumed time and effort unnecessarily. Moreover, it made productivity less. This issue was severely affecting businesses but CRM changed this scenario entirely.
Customer relationship management (CRM) software helps businesses manage and track their interactions with customers. This includes data such as contact information, purchase history, and support tickets.
CRM software also helps businesses automate tasks, such as sending follow-up emails or creating reports. Besides, it helps businesses segment their customers and target them with personalized marketing campaigns.
Therefore, in this blog, we will talk about some of the top CRM for HVAC contractors. Read them and choose the best out of all the available ones.
1. Housecall Pro
Housecall Pro is a CRM software designed specifically for home service businesses, including HVAC contractors. One good thing about Housecall Pro is that it offers a variety of marketing tools to help contractors reach new customers and stay top-of-mind with existing customers.
Its review management feature allows you to easily collect reviews on Google, Facebook, and your website.
Most importantly, it helps you better understand your customers’ needs and preferences. This information can then be used to provide more personalized and responsive customer service. You can integrate Google Calendar to manage your scheduling.
For example, you can use the CRM to remind yourself to follow up with customers after a service appointment, or to send them targeted marketing campaigns. Overall, it also accepts credit card & bank payments in person, online, or over the phone.
Housecall Pro also tracks your sales pipeline and identifies opportunities to upsell and cross-sell to existing customers. You can use this CRM to identify customers who are due for a maintenance check-up, or who may be interested in a new HVAC system.
Some of the features included in Housecall Pro are:
- Scheduling
- Dispatching
- Job costing and invoicing
- Marketing
- Pipeline
- Estimating and quoting
- Past-due reminders
- Automated maintenance alerts
- Automated Emails
- Review management
- Integration
- Analytics and Reporting
- HCP Assist for call answering
- Online booking
- Recurring service plans
- On My Way Texts
Pros:
- Organization and ease of use
- Helpful Automated reminders
- Great community and customer service
- Integrates easily with QuickBooks
Cons:
- Some advanced reporting features are missing
- Initial learning curve
- Scheduling a job takes a bit longer
- On the pricier side
2. UpKeep
UpKeep is a mobile-first CRM software for field service businesses. The software is made to be used on mobile devices, so technicians can access their work orders and customer information from anywhere. This can be helpful for staying organized and providing excellent customer service.
Moreover, UpKeep CRM helps businesses provide better customer service by providing a central place to track all customer interactions and work orders. This allows businesses to quickly and easily respond to customer requests and resolve issues.
It also automates many tasks associated with customer relationship management, such as sending work orders to technicians, tracking progress, and generating reports. This frees up businesses to focus on other important tasks. Lastly, it reduces downtime by helping them to proactively maintain their assets.
Features included are:
- Work order management
- Parts and inventory management
- Safety and compliance management
- Asset management
- Preventive maintenance
- Analytics & Reporting
- Integrations
Pros:
- Extensive customization
- Easy to use and adapt
- Customer service is good
- Allows uploading pictures and repair manuals
Cons:
- Expensive
- Lacks scheduling option
- Learning curve
- Connection issues during uploads
3. HoneyBook
HoneyBook, considered the most preferable CRM for HVAC contractors, is a client management software that helps businesses streamline their booking, client communication, and invoicing processes.
HoneyBook offers a variety of features in one place, including client management, project management, invoicing, and online payments, which eliminates the need to use multiple different tools, which can save time and money.
Also, it automates many repetitive tasks, such as sending follow-up emails, booking appointments, and creating invoices. This can free up users’ time to focus on more important tasks, such as growing your HVAC business.
Features included are:
- Online payment
- Online branded invoicing
- Booking & Scheduling
- Online contracts
- E-signatures
- Legally-vetted templates for contracts
- Automatic payment reminders
Pros:
- Allows you to connect with other local pros
- Provides real-time client communication
- Easy to create proposals with built-in templates
- Easy integrations
Cons:
- Limited features
- Only for small businesses
- Calendar sync is glitchy
- Weaker UI
4. ServiceM8
ServiceM8 is a cloud-based CRM software designed for field service businesses, including HVAC contractors. It provides detailed reports on customer activity, sales, and marketing performance. This information can be used to improve decision-making and identify areas for improvement.
It also helps businesses to improve their efficiency by automating many tasks, such as scheduling jobs, sending reminders, and generating reports. This makes your employees focus on more important tasks, such as completing jobs and providing customer service.
Besides, it provides better customer service by providing a central place to store all customer information, including contact details, job history, and preferences.
Features included are:
- Job management & scheduling
- Real-time staff location tracking
- Task checklists
- Electronic forms
- Asset management
- Online booking
- On-site Quoting & PDF Invoicing
- Emails and SMS notifications
- On-site Photo and video capture
- Digital payments
- Client signature
- Integration for Accounting
- Centralized storage for client details
Pros:
- Super easy to use
- Stable integrations
- Mapping is great
Cons:
- Slower tech support
- Redundant entry issues
5. RazorSync
Another best CRM for HVAC contractors is RazorSync. RazorSync is a field service management software that helps businesses manage their customer relationships, dispatch technicians, and track work orders.
It stores and manages all of your customer contact information in one place, including names, addresses, phone numbers, email addresses, and social media profiles. Further, it generates and tracks leads from a variety of sources, including website forms, email marketing campaigns, and social media.
In addition to this, it tracks your sales opportunities through the sales pipeline, from lead generation to closing, manages customer support tickets, and tracks customer satisfaction.
Features included in RazorSync are:
- Revenue improvement
- Field service tech management
- Schedule organization
- Customer experiences
- Merchant services
- Map view to track jobs
- Centralized customer records
- Text and email reminders
- Pictures, videos, signature attachments
- Customer history
- Recurring service requests
Pros:
- Easy to use even without CRM experience
- Great customer service
- Figures out the best routes
- Easy learning curve
- Great visuals
Cons:
- Weaker reporting
- Limited integrations
6. Kickserv
Kickserv CRM software helps businesses manage their customer relationships, from scheduling and dispatching to invoicing and marketing.
It stores all of your customer data in one place, including contact information, purchase history, and communication history making it easier for you to track customer interactions and provide personalized service.
The good thing is that it helps you plan and execute HVAC marketing strategies across multiple channels, including email, social media, and direct mail. You can track the performance of your campaigns and see what’s working and what’s not.
But, the issue is that Kickserv is not as well-known as some of the other CRM software options on the market. This can make it more difficult to find information and support.
Features included are:
- Lead capturing
- Estimates
- Invoicing & payments
- Integrations
- Job scheduling
- Work history
- Service Request
- Automated communication
- GPS alerts
- Payment reminders
Pros:
- Intuitive interface
- More affordable
- Easy scheduling
Cons:
- Time tracking needs improvement
- Inability to edit the saved contacts
7. BigChange
BigChange CRM is a cloud-based CRM that helps businesses track and manage customer interactions, from initial contact to after-sales support. It also identifies and qualifies new leads, tracks sales opportunities, and creates and manages quotes and proposals, which makes it easier for businesses to close more deals.
Such a CRM also helps businesses reduce costs by eliminating the need for paper-based systems and streamlining their operations. Further, it also provides businesses with a single view of all of their customer interactions.
Additionally, the CRM system can be used to manage customer complaints and to ensure that they are resolved quickly and efficiently.
Features:
- Platform overview
- Job scheduling
- Online booking portal
- Automated quotes & proposals
- Call handling and tracking
- Custom-branded templates
- Financial management
- Business intelligence
- Vehicle tracking
8. Workiz
Workiz, perhaps is the most popular choice for the best CRM for HVAC contractors that will offer you a variety of marketing tools to help contractors reach new customers and stay top-of-mind with existing customers.
It allows customers to book services online, which helps businesses increase bookings and reduce workload. Moreover, it helps businesses schedule and dispatch jobs efficiently, ensuring that technicians are in the right place at the right time.
In addition to this, it provides a variety of reports and analytics to help businesses track their performance and identify areas for improvement.
The top features included are:
- Service plans
- Advance reporting
- Inventory management
- Online booking
- Source detection
- Commissions management
- Pricebook
- Digital Payment
- Automated emails and texts
- Tipping
- Scheduling and dispatching
- Connects with website and social media
Pros:
- Impressive UI
- Quick and simple to learn
- Scheduling and invoicing is easy
- Wide range of integrations
Cons:
- Customer support is not responsive
9. MobiWork
If you are looking for a CRM that can help businesses of all sizes, improve their customer service, increase their sales, improve their efficiency, and reduce their costs, then MobiWork is the best option to choose. Because it offers basic features and is more affordable, it is best suited when starting an HVAC business.
Further, it helps businesses improve their efficiency by automating many of the tasks involved in managing customer relationships. Besides, it leads businesses to increase their sales by providing them with a way to manage their sales pipeline and identify opportunities to close deals.
MobiWork is available on both iOS and Android devices, and it can be integrated with a variety of other business applications, such as accounting software and customer relationship management (CRM) software.
Features included are:
- Reporting and analytics
- Invoicing and payments
- Work order management
- Mobile forms
- Route planning and optimization
- Equipment and inventory management
Pros:
- Great dispatching and work orders
- Seamless integrations
- Highly customizable
Cons:
- The system is not very responsive
- Lacks advanced features
10. FieldEZ
To help businesses with valuable insights into their data, FieldEZ CRM is usually preferred. It can track sales performance, customer churn rates, and field service productivity. This information can then be used to make better business decisions
Moreover, FieldEZ CRM is a cloud-based solution, which means that data is securely stored and accessible from anywhere. This point is very important for field service businesses, as employees often need to access data while they are on the go.
Features of FieldEZ:
- Field marketing promotions
- Field sales management
- Order and delivery tracking
- Location management & attendance
- Document management
- HVAC field scheduling
- Managing inventory
- Customer insights
- Expenses and claims
- Equipment tracking
Pros:
- Great field management
- Attendance and tracking is convenient
- Integrates easily
Cons:
- Lacks frequent updates
- Data loss due to network issues
- UI could be better
Final point:
Therefore, CRM software makes your work much easier than your expectations. It is a tool that will help you manage your interactions with customers in a very smooth way and help increase your productivity and profit. In fact, it helps you save time and money by automating tasks such as lead generation and customer follow-up.
So, if you are looking for a way to improve your business’s customer relationship, CRM software is a good option to consider
