HVAC CRM software for calls and quotes

An HVAC CRM is software that keeps a heating and cooling company's customer records, calls, messages, quotes and follow-up in one place. It shows who called, which replacement quotes are still open and which customers are due for service. Field-service software is a different tool: it handles dispatch, technician routing and job costing. Some shops use both. A small shop that schedules from a shared calendar can use a CRM on its own.

HVAC CRM software should include fast lead response, missed-call text back, service reminders, quote follow-up, customer history, review requests, and pipeline tracking for repairs, maintenance, and replacements.

Startup is $97/month ($970/year) with 2 users. Professional is $297/month ($2,970/year) with unlimited users. Both plans include unlimited contacts. Texts, calls and email sends are billed by usage beyond the monthly credit, which is $10 on Startup and $98 on Professional. AI Employee is an optional add-on at $97 or $147 a month. 60-day money-back guarantee for new Startup and Professional customers. Terms apply.

Yes. Startup includes 2 users and Professional has unlimited users. A shop that books visits from a shared calendar can run on SMBcrm alone: it texts back missed callers, keeps conversations in one inbox, sends estimates, invoices and payment links, and asks for reviews. Texts and calls are billed by usage beyond the monthly credit. If you later need dispatch, routing or job costing, add field-service software and keep SMBcrm for calls and follow-up.

Not for a shop that depends on dispatch. SMBcrm has no dispatch, technician routing, GPS tracking, job costing, price book, truck inventory, equipment records or technician payroll. If you use those, keep your field-service software and run SMBcrm beside it for calls, messages, quote follow-up, service reminders and review requests. SMBcrm can stand alone for a shop that schedules from a shared calendar and needs estimates, invoices and payment links.

With Housecall Pro, yes. SMBcrm workflows can start from Housecall Pro events, such as a job being scheduled or completed, and can create a customer in Housecall Pro. These are premium workflow steps, billed each time they run. QuickBooks is listed on the SMBcrm integrations page. SMBcrm does not list a direct connection to Jobber or ServiceTitan. Other tools can connect through Zapier or the API where both sides support it. Before you build on a connection, confirm it fits your account and plan.

Yes. SMBcrm can automatically text missed callers, route conversations into a shared inbox, and trigger follow-up workflows so HVAC leads do not disappear after one missed call. Calls and texts are billed by usage beyond your plan's monthly credit.

Yes. You set up workflows in SMBcrm that send text or email reminders for AC tune-ups, heating checks and maintenance-plan renewals on the schedule you choose. Texts and emails are billed by usage beyond your plan's monthly credit.

Yes. SMBcrm can organize replacement opportunities in a pipeline and trigger text or email follow-ups after a quote is sent so prospects continue hearing from your team.

Yes. SMBcrm has iOS and Android apps in addition to the web app. A technician can look up a contact's history, send and answer messages, and update a pipeline from a phone. Each person who signs in needs a user seat: Startup includes 2 users and Professional has unlimited users. The app does not replace a field-service app for work orders or dispatch.

No. SMBcrm works for single-truck HVAC contractors that need better follow-up and for larger HVAC companies that need consistent communication across multiple technicians.