Free CRM for hvac businesses

Keep service inquiries, quotes and customer history together

Track an equipment-replacement inquiry from first call to quote. Keep the customer's contact details and previous jobs attached to the same record.

Make the customer record useful

• Tag replacement, repair and maintenance inquiries separately.
• Record the customer's equipment notes and requested timeframe.
• Keep estimates and the next follow-up alongside the job.

Start with the core CRM

Keep unlimited contact records and CRM users, lead stages, tags, CSV import/export and basic job organization. Specialized dispatch, payments, automated messaging and accounting depend on paid modules and connected services. Check current availability.

Account email verification is being connected. Explore the sample CRM and use the free templates now. No card is collected for a free-CRM request.