Build crm software for hvac companies, no code required
Manage customer relationships, streamline workflows, and enhance service quality with a custom CRM tailored for your HVAC business.
Customize your CRM around your processes
Build a CRM that fits your HVAC business. Add only the views and tools your team needs, and update your setup as your workflows evolve.
Lead intake and tracking
Job scheduling and dispatch
Customer and equipment records
Quote and invoice management
Service request management
Technician task tracking
Unify your client data in real time
Connect spreadsheets, CRMs, and scheduling tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your HVAC business.
Custom access for every HVAC role. Built-in security.
Give techs, office staff, and clients secure access to a branded CRM portal. Quickly set up roles, permissions, and mobile access—no code required.
Works on any device
Integrate with your scheduling and invoicing tools to automate dispatch, reminders, and customer notifications.
Automations
Integrate with your scheduling and invoicing tools to automate dispatch, reminders, and customer notifications.
User groups
Assign roles for field technicians, dispatchers, and clients—each group gets access tailored to their HVAC workflow.
Advanced permissions
Control who can view, edit, or assign work orders, customer records, and schedules, down to job or client level.
Security
Protect sensitive customer and job information. Softr meets SOC2 and GDPR compliance for peace of mind.
Conditional forms
Capture job details, service reports, or approvals with customizable forms designed for HVAC tasks.
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AI assistant for HVAC sales teams
Sales teams and techs can ask AI for client info, job history, or next steps—answers appear right in your CRM portal.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your HVAC CRM in minutes with drag-and-drop blocks and tailored templates.
Consolidate your stack
Add job tracking, scheduling, or customer requests as your HVAC business changes—no rebuild needed.
Flexible as you grow
Start with a CRM, then add service forms or technician dashboards—all in one place, no extra tools.
Build a fully custom CRM for HVAC companies in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for HVAC companies today