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 60/159 tools
See all 159 toolsFrom 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.
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.