HVAC CRM software is the memory of the business. It stores every customer, property, installed unit, past visit, and open quote, so whoever picks up the phone knows the history. It also tracks leads and follow-ups, which is where most contractors quietly lose revenue.
Below are field service platforms with strong CRM built in, alongside dedicated CRMs that trades businesses adopt. Filter by pricing and business size to compare.
60 tools compared
Showing 60 tools
From Custom (~$245/tech/mo)
The enterprise-grade platform built for high-volume HVAC, plumbing, and electrical businesses that want to scale operations, marketing, and reporting in one place.
From $59/mo
A polished, easy-to-use platform for growing residential HVAC contractors who want scheduling, payments, and marketing together in one simple app.
From $29/mo
Simple, affordable field service software that owner-operators and small HVAC teams can run without training or a full-time office admin.
From Free / $187/mo
A dispatch-first platform with a built-in phone system and communication tools, popular with HVAC, appliance, and garage-door shops.
From $208/mo (unlimited users)
Flat-rate, unlimited-user field service management for established HVAC companies that don't want to pay per technician.
From Custom pricing
A long-standing HVAC and plumbing platform with deep, real-time QuickBooks integration and strong service-agreement management.
From From ~$99/mo
A fast-growing all-in-one platform for small and mid-size HVAC teams that want CRM, scheduling, and estimates without enterprise pricing.
From $49/route/mo
Route-based scheduling and automation software that keeps solo operators and small HVAC crews organized for a low monthly price.
From $60/mo (up to 5 users)
A straightforward, affordable CRM and job-management tool for small HVAC businesses that run their books in QuickBooks.
From Custom pricing
Purpose-built for commercial HVAC and mechanical contractors focused on service, inspections, and recurring maintenance agreements.
From Custom pricing
A modern platform for commercial HVAC and mechanical contractors managing service, projects, and preventive maintenance at scale.
From $15/mo
Email marketing automation platform with a built-in CRM and sales pipeline, used by home service businesses that want to combine customer nurturing with deal tracking.
From Custom pricing
AI marketing and revenue platform for HVAC, plumbing, and electrical contractors that integrates with ServiceTitan. Uses machine learning to find leads and prevent churn.
From Custom pricing
AI-powered CSR that answers inbound calls 24/7, books jobs, and routes emergencies for HVAC, plumbing, and electrical companies. Built for larger home-service operations.
From $49/user/mo
Route planner and mapping app for outside sales and field teams. Helps field reps optimize territory routes and manage customer visits on the road.
From Custom pricing
Cloud job management platform combining CRM, scheduling, live tracking, and financial management for field service teams. Used by HVAC, plumbing, and maintenance contractors across the UK.
From Custom pricing
AI platform for local service businesses that generates reviews, captures web-chat leads, and manages customer messaging. Aimed at home-service pros wanting simple automation.
From Free
Simple, easy-to-learn CRM with light project tracking, suited to small home service businesses that want contact management without a steep learning curve.
From Custom pricing
Field service management platform for mid-sized HVAC, plumbing, and electrical companies. Emphasizes polished customer communication, job costing, and workflow management.
From Free
All-in-one contractor app for estimating, invoicing, and job management. Built for solo and small HVAC and home-service contractors, with an AI estimate builder.
From $649/mo
AI-driven field-service management platform with flat-rate unlimited-user pricing. Provides dispatch, scheduling, mobile forms, and billing for service teams.
From $199/mo
Field-service management and routing platform for pest control, lawn, and service businesses. Handles scheduling, routing, billing, and customer management at scale.
From $25/user/mo
Affordable field service management app that automates scheduling, dispatch, and invoicing with live tracking. Built for small field-service teams wanting low per-user pricing.
From $30/mo
Australian paperless business platform built around smart mobile forms with CRM, scheduling, and job management. Popular with inspection, pest control, HVAC, and field service trades.
From Free
AI-assisted sales CRM from Freshworks with a generous free tier, built for small teams managing calls, emails, and deals.
From $97/mo
All-in-one CRM, marketing, and pipeline automation platform widely used by agencies and home service contractors to capture leads, nurture them by text and email, and book jobs.
From Custom pricing
AI voice, SMS, and email customer engagement platform for home-service and home-improvement contractors. Automates lead follow-up and nurtures existing customers.
From Free
Free-forever CRM with contact and deal tracking, email tools, and web forms, scaling into a full marketing and sales platform as a home service business grows.
From Custom pricing
Enterprise field service management suite from IFS, incorporating the former Astea platform. Serves asset-intensive and service-heavy industries including mechanical and building services contractors.
From $29/user/mo
CRM with built-in project management, letting home service companies track leads through to job completion in one system.
From $249/mo
CRM and marketing automation platform combining contact management, email and SMS follow-up, and invoicing for small home service businesses that sell on the go.
From $15/user/mo
Simple, flat-rate CRM built for small businesses and solo operators who want contact management and pipeline tracking without complexity.
From $27/user/mo
Customizable QuickBooks-native CRM that adds leads, estimates, and workflow automation for small businesses. Used by service contractors who want CRM and field data tied to their QuickBooks.
From $95/user/month
Field service application within Microsoft Dynamics 365 for scheduling, work orders, and mobile technician management. Suited to mid-market and enterprise contractors already using the Microsoft ecosystem.
From $12/user/mo
Flexible, highly customizable CRM built on the monday.com work platform, used by contracting businesses to track leads, jobs, and follow-ups on visual boards.
From $13/user/mo
Sales-focused CRM with built-in email marketing and easy pipeline management, popular with small home service and B2B sales teams.
From $39/mo
All-in-one management software for repair shops and service businesses. Handles jobs, inventory, CRM, and invoicing for small field and repair operations.
From $326/mo
All-in-one quoting, CRM, and job management platform for trade and clean energy installers like heat pump, solar, and HVAC contractors. Focused on sales automation and recurring service plans.
From $14/mo
Visual, pipeline-first sales CRM that helps small home service and contracting teams track leads, deals, and follow-ups from first call to signed job.
From $399/mo
AI lead conversion and communications platform combining reviews, web chat, text marketing, and payments. Popular with home-service businesses for converting inbound leads.
From $50/user/month
Enterprise field service management built on the Salesforce platform for scheduling, dispatching, and mobile technician work. Used by large service organizations including HVAC and mechanical contractors.
From $25/user/mo
Salesforce's simplified small-business edition bundling sales, service, and marketing CRM tools, for contractors ready to graduate to an enterprise-grade platform.
From $20/user/mo
Field sales CRM with mapping, canvassing, and lead tracking, used by HVAC, solar, roofing, and other outside and door-to-door sales teams.
From Custom pricing
AI phone answering system for home-service businesses that answers calls, responds to texts, and books jobs. Tuned to each company's services and pricing.
From Custom pricing
SAP's cloud field service management solution, built on the former Coresystems platform, for scheduling, dispatch, and mobile service execution. Suited to enterprises running SAP that need integrated field operations.
From $279/mo
All-in-one business platform with deep marketing automation for recurring home services like lawn care, cleaning, and snow. Aimed at growing companies managing high volumes of recurring accounts.
From Custom pricing
AI call answering and booking assistant built for home-service contractors. It answers every call, books jobs, and logs interactions automatically.
From $89/mo
Field service software with built-in CRM and marketing tailored to residential cleaning pros. Best for carpet and residential cleaning businesses that want industry-specific tools at a flat rate.
From $24/mo
All-in-one field service platform with online booking, scheduling, and payments for home service and trade businesses. Serves maintenance, contracting, and field teams across the UK and Europe.
From $49/mo
End-to-end field service management software for scheduling, dispatch, and billing across many trades. Suited to small and mid-sized service businesses wanting flat-rate unlimited-user pricing.
From $199/mo
AI communications and CRM platform for home-service contractors, using voice agents, SMS, and automated review requests. Helps small businesses respond first to every lead.
From Custom pricing
Deskless workforce scheduling and field service management platform with native Salesforce and ServiceNow integrations. Used by mid-market and enterprise teams to schedule, dispatch, and track mobile workers.
From $49/mo
Field service and business management platform for mid-market HVAC, plumbing, and electrical contractors. Strong at multi-trade maintenance contract and job-cost management.
From Custom pricing
All-in-one field service and back-office platform built for HVAC, plumbing, and electrical contractors. Aimed at residential service shops that want dispatch, pricing, and marketing in one system.
From Custom pricing
All-in-one small business platform combining CRM, scheduling, marketing, and payments. Used by home-service businesses that want customer communication and reputation tools alongside booking.
From Custom pricing
No-code mobile forms and field workflow automation platform, formerly ProntoForms. Used by field service teams to build smart data-collection apps that integrate with major FSM and EAM systems.
From $98/user/mo
Field service management platform built for franchise and multi-location service businesses. Provides online booking, scheduling, and centralized management for teams from 5 to 200 technicians.
From $32/mo
Frontline-first CRM and pipeline software for field and sales teams. Lets field staff capture geolocated leads and quotes that sync to a web-based CRM.
From Free
Simplified, pipeline-first CRM from Zoho built specifically for small businesses that find full Zoho CRM too complex.
From Free
Full-featured, budget-friendly CRM with sales automation, analytics, and a large app ecosystem, used by home service businesses that want Zoho's broader suite.
HVAC CRM software is a customer relationship tool built for heating and cooling contractors. CRM stands for customer relationship management. In plain terms, it is one place to keep every customer, every piece of equipment you have serviced, and every job you have run for them. Instead of sticky notes, a shared inbox, and a whiteboard, the shop works from one record per customer.
Good HVAC CRM software stores contact details, service history, past quotes, and equipment models. It reminds you when a maintenance visit is due, tracks who owns each lead, and often ties into scheduling, invoicing, and dispatch. The goal is simple. Fewer missed follow-ups, faster quotes, and repeat business you do not have to chase from memory.
At a glance, it lets you:
We ranked these tools the way a busy shop would. We looked at how each one handles real HVAC work, not generic sales pipelines: equipment records, maintenance reminders, and service agreements. We read independent reviews on G2, Capterra, and Reddit to see what owners and techs actually say after a year of use. We weighed pricing transparency, ease of setup, and fit for small and mid-size contractors, not just the biggest fleets.
Marketing claims did not earn points here.
More on our process: how we review.
History by address, including the equipment installed on site.
Know which quotes are open and who owes a follow-up.
Sequences for unsold estimates and expiring maintenance agreements.
Reviews, email, and text campaigns tied to the customer record.
Start with your shop, not the feature list. Count your office staff and field techs, since most of these tools charge per user. Decide what you need the CRM to fix first, whether that is lost follow-ups, slow quotes, or no service history. A five-truck shop and a solo operator need very different tools. Check that it connects to the software you already use for scheduling and accounting.
Then pick two or three that fit your size and price band, and trial them with a real week of jobs.
Most HVAC CRM software runs between $30 and $300 per user per month. What drives the price is seats, features, and setup fees. Entry plans cover basic contacts, scheduling, and invoicing. Mid tiers add proposals, automation, and reporting, which is where most growing shops land. Enterprise platforms built for large fleets are often quote-only, and they usually add a one-time onboarding fee that can run from a few hundred dollars to several thousand. 5 percent.
Data migration from your old system is another line item that can add $500 or more, so ask about it before you sign.
| Tier | Typical price | Best for |
|---|---|---|
| Entry | $30 to $60 / user / mo | Solo operators and small crews |
| Mid | $100 to $200 / user / mo | Growing shops that need proposals and automation |
| Enterprise | Custom quote (often $300+ / tech / mo) | Large multi-truck operations |
Setup time depends on the tool and how clean your data is. A simple CRM can be live in under a week. You import your customer list, add your team, and your techs are in the field by Friday. Mid-range tools with proposals and automation usually take two to three weeks to configure and train on.
Bigger platforms take longer. Some enterprise systems require five weeks of onboarding, and the most complex ones stretch to eight or twelve weeks before the shop is fully running. What speeds things up is a tidy customer list, a clear owner on your team to lead the rollout, and training a couple of people first who then teach the rest. Messy spreadsheets and no internal champion are what slow it down.
What speeds it up or slows it down:
Free plans are rare in this category, but free trials are common, usually 7 to 14 days. A trial is worth it, and you should always use one before you pay. Run a real week of jobs through it, not a demo. Have a tech use the mobile app on an actual visit and have the office build a quote.
A free plan on its own is usually too thin for a working HVAC shop, since it often caps users, hides the reporting, or leaves out the equipment and service-agreement tracking you bought the tool for.
A quick gut check:
The right HVAC CRM is the one that fits your crew size and fixes your biggest headache, not the one with the longest feature list. Use this page to pick two or three tools in your price band. Then start a free trial with each and run real jobs through them for a week. Pay attention to how fast your team picks it up.
The tool your office and techs actually use every day is the one worth paying for.
A CRM focuses on the customer: contacts, history, leads, and follow-ups. Field service software focuses on the job: scheduling, dispatch, and work orders. Most HVAC tools now combine both, so one platform handles the customer and the job together.