Build hvac sales software, no code required
Streamline sales, track leads, and close deals faster with a custom app tailored to fit your HVAC business processes and goals.
Customize your HVAC sales tool
Add only the features and views your HVAC sales team needs to manage leads, quotes, and deals. Adapt your setup as your workflows change—no code needed.
Lead capture and management
Quote generation and sharing
Appointment scheduling
Sales pipeline tracking
Document and file storage
Customer communication log
Bring all your sales data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your HVAC sales.
Custom access for every role. Built-in security, no dev time.
Let HVAC sales reps, managers, and clients log in to a branded CRM. Set up permissions and personalized access in minutes—no code required.
Works on any device
Connect with your sales tools to automate follow-ups, reminders, and status updates for your HVAC pipeline.
Automations
Connect with your sales tools to automate follow-ups, reminders, and status updates for your HVAC pipeline.
User groups
Assign roles for sales reps, managers, and customers—each gets access to the features and data they need.
Advanced permissions
Control who can view, update, or assign leads—down to the field or pipeline stage level.
Security
Protect client and sales data. Softr ensures your CRM is SOC2 and GDPR compliant.
Conditional forms
Capture lead details, job site notes, or approvals using flexible form blocks tailored to your HVAC sales process.
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Put AI to work for sales teams
Sales reps can ask AI about leads, quotes, or follow-ups—getting instant answers right inside your CRM-powered 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 sales CRM in minutes with drag-and-drop blocks and templates—no coding needed.
Consolidate your stack
Easily add quoting, scheduling, or customer follow-ups as your HVAC sales process evolves.
Flexible as you grow
Start with your CRM, then add job tracking, proposals, or service forms—all in one place.
Build a fully custom HVAC sales software 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 HVAC sales software CRM today