CRM for HVAC
The CRM that fills the slow season and books the busy one.
Track estimates, service agreements, and seasonal demand in one place. Built for HVAC companies that win on follow-up and maintenance contracts.
Built for hvac
Your reality, not a template.
Challenge
Demand swings hard between seasons.
How KudosCRM helps
Maintenance-agreement automations smooth the slow months with recurring, scheduled revenue.
Challenge
Estimates go out and never get a follow-up call.
How KudosCRM helps
Every estimate is a tracked deal with automated follow-up until it closes.
Challenge
Techs in the field can't update the office in real time.
How KudosCRM helps
Mobile CRM updates jobs, notes, and customer history from the van.
Features that fit
The parts of KudosCRM HVAC teams actually use.
Custom pipelines
Stages and fields that match how you actually work.
Custom fields
Capture the data that matters to your vertical.
Automations
Rules that fire reminders, emails, and handoffs automatically.
Reports & dashboards
The KPIs your leadership cares about, live.
Email + sequences
Nurture long cycles without losing the human touch.
Mobile parity
Full-power CRM on the road, on the phone, in the field.
Starter pack
Get the HVAC template.
Pre-built pipeline stages, custom fields, automations, and reports. Ready in one click.
Import templateIndustry-specific pipeline template
Pre-built custom fields
Starter automation workflows
Vertical-specific reporting dashboards
Onboarding playbook for new reps
Kickoff checklist and internal rollout plan
Explore KudosCRM
Everything HVAC teams need, in one CRM.
Sales pipeline & 360° view
Track every deal, contact, and company in one place.
Lead capture & qualification
Turn forms, inbounds, and meetings into scored leads.
Quotes & proposals
Build, send, and e-sign quotes, then convert to orders.
Workflow automation
Automate follow-ups, routing, and busywork.
Reporting & analytics
Dashboards, forecasts, and a command center.
See the full platform
The whole customer journey on one record.
Serving a different vertical? Browse all industries.
FAQ
Frequently Asked Questions
Start free today
Ready to run hvac on KudosCRM?
Start your team on KudosCRM free today.