Build your HVAC sales software, no code required
Track leads, generate quotes, and manage schedules in an AI-powered HVAC sales software built with AI to fit your team's field workflow.
Tailor your HVAC sales software to your needs
Customize your HVAC sales software setup with exactly the tracking and quoting views your team needs. Add features as workflows evolve.
Lead and contact management
Sales pipeline tracking
On-site quote generation
AI-powered revenue forecasting
Appointment and site scheduling
Contract and file uploads
Unify your sales and job data in real time
Connect customer lists, lead pipelines, and service history from spreadsheets or CRMs—or manage it all in Softr Databases. Create one source of truth for your HVAC business.
Custom access for every role. Built-in security.
Let sales reps, office managers, and techs log in to a fully branded system. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your sales operations with Softr Workflows for appointment reminders, lead status updates, and contract notifications that trigger instantly.
Automations
Automate your sales operations with Softr Workflows for appointment reminders, lead status updates, and contract notifications that trigger instantly.
User groups
Assign roles for sales reps, field techs, or managers—each gets access to the lead pipelines and schedules they need to do their jobs.
Advanced permissions
Control who can view, edit, or approve sales quotes—and keep customer financial data restricted to only those who need it.
Security
Keep customer contact and contract data safe. Softr is fully compliant with SOC2 and GDPR regulations to protect your HVAC company.
Conditional forms
Capture site details, unit specifications, or customer signatures using flexible form blocks tailored to each unique HVAC installation task.
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
Build your HVAC sales software in minutes with AI—no dev time or complex configuration needed for your team.
Consolidate your stack
Add features like site scheduling, revenue forecasting, or file uploads as your sales process grows.
Flexible as you grow
Start with a CRM, then add quote generators and client portals—all in one place, with no extra tools to buy.
Generate a fully custom HVAC sales software with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your HVAC sales software in minutes
Describe what you need. Softr's AI builds your custom HVAC sales software in minutes.