5 Best CRM Software For HVAC Contractors In 2024

1. CALL BOOKING AND CUSTOMER PAGES

ZenHVAC begins improving customer service when a call arrives at the office. Before a customer service representative even answers the phone, they can see the customer’s name and phone number, which the software provides through an automated process. As a result, the CSR can address the customer by name, providing a more personalized experience.

ZenHVAC can automatically provide information about the caller’s property, revealing valuable information about potential sales opportunities.

Whether the caller is a long-time customer or brand new to your company, all their customer information is automatically logged and stored in one place—rather than in a disjointed system of spreadsheets and file folders.

As previously stated, ZenHVAC connects all of the core elements of an HVAC business, including scheduling and dispatching, work order management, job management, and more.

All centrally stored, cloud-based customer data is easily and instantly accessible for marketing, follow-ups, and service agreement management, to name a few possibilities.

2. IMPROVES CUSTOMER SERVICE AND EXPERIENCE

It is a powerful customer service tool that provides much better service than you could otherwise.

A CRM platform centralizes all of your information, making it easy to access any information if you disagree or have a problem with one of your clients. You can quickly resolve the issue and save your customer from annoyance and frustration.

Automation can also improve customer service by immediately providing specific information to your clients, eliminating the need for them to wait for quotes, contracts, and other documents.

3. FOLLOW-UPS

Following up on unsold estimates is critical for an HVAC specialist. As service industry veterans know, business owners frequently lose a lot of income simply by forgetting or failing to pursue potential jobs.

Trying to track and follow up on bids that are frequently delivered to different customers in different formats—by hand or mail, or as a PDF, via email—can be difficult, especially without the help of a CRM. ZenHVAC also allows users to automate SMS text reminders for recurring service events. Contractors can use this feature to free up their CSRs’ time to book more jobs and eliminate the need to call customers to remind them to schedule the service visits they’ve paid for as part of their maintenance agreements.

Text notifications are an excellent way to ensure that those visits do not slip through the cracks, ensuring that customers are satisfied that they are getting their money’s worth.

Reminder campaigns, delivered via text and/or email, can also be created to notify customers about upcoming maintenance agreement renewals and expirations. These campaigns assist contractors in maintaining a consistent revenue flow throughout the year, even during slower seasons.

4. GENERATE MORE SALES

Many CRMs are explicitly designed to aid in sales. Their unique features can significantly improve your sales approach and lead to more customers or more extensive sales with your current clients! Many of these features are helpful because they are automated or will notify you of specific events, such as when you receive a response.

This lets you focus on other business aspects without worrying about sales. CRM software also includes analytics, which enables you to examine what isn’t working in your sales strategy. You can also use them to identify your top customers to provide the best experience and service levels when closing a sale.

5. INCREASES EFFICIENCY

One of the most important benefits of a CRM system is increased efficiency. This efficiency can be applied to various aspects of your business, such as communication and sales.

Because your CRM collects and stores information in a centralized location, you can easily access it with a button rather than searching through documents or file cabinets. With the help of our QuickBooks integration, your operations can become more efficient.

Most CRMs include automation, which allows you to save time by automating specific tasks. Administrative tasks like contract sending are examples.

6. IMPROVES MARKETING

Creating effective email marketing campaigns for service businesses can be a time-consuming and often confusing process of sifting through customer data and attempting to sync email platforms with CRM software. Without a centralized platform, contractors trying to email marketing manually frequently produce imprecise results: spray-and-pray rather than precisely targeted.

We can create campaigns in Marketing Pro for any purpose. Still, some of the most popular choices for HVAC contractors include unsold estimate follow-ups, membership agreement renewals, and equipment replacement.

7. INCREASES COLLABORATION

If you are a sole proprietor, you are most likely in charge of every aspect of the process, from sales to the HVAC work you are hired to do. A CRM can help you collaborate more effectively if you have just one other person working with you, such as an office worker who handles your sales communications.

CRM software can assist you in passing information back and forth because it is all in one location. As a result, it allows you to collaborate and manage the complex customer life cycle.

Pros

• Optimizes workflows, cuts administrative overhead, and elevates customer service, driving productivity and profitability for plumbing organizations.
• AI Estimation tools for customized evaluation of estimates and invoices.
• Smart calling features that allow immediate communication between technicians.
• One-step digital transformation, ensuring a smooth transition with minimal disruption.
• Technicians can update information at any location with solid offline capabilities.

Cons

• Longer onboarding process for integration of software
• It does not offer a free version

Pricing

ZenHVAC offers a custom pricing plan based on the number of HVAC technicians who will use the CRM software.