How do I get more leads without wasting money on ads?

HVAC CRM software is a customer relationship management tool designed specifically for HVAC businesses. It helps manage leads, schedule jobs, track customer interactions, and streamline communication. With an HVAC CRM, you can automate key processes, organize your service history, and enhance customer satisfaction through personalized service and follow-ups.

Does door-to-door still work for HVAC?

Yes, especially during peak seasons or in targeted neighborhoods. HVACBase makes it effective by tracking canvassing zones, logging leads instantly, and scheduling follow-ups so no knock is wasted.

How do I keep my customers coming back every year?

Retention is a big struggle. HVACBase solves this with automated seasonal reminders, tune-up emails, and service plan offers that keep your business top-of-mind.

How can I get more referrals from happy customers?

Most owners know referrals are gold, but they’re hard to track. HVACBase automates this with referral links, QR codes, and built-in reward tracking, no spreadsheets needed.

How do I know which marketing channel actually works?

Owners often can’t tell if jobs came from ads, canvassing, or referrals. HVACBase gives you a marketing ROI dashboard that shows booked revenue per channel so you know exactly where to invest.

Does HVACBase replace my email or texting tools?

Yes. HVACBase includes built-in email and drip campaigns. You can send seasonal promotions, service reminders, warranty renewals, and upsell offers — without needing Mailchimp, Constant Contact, or third-party texting apps.

HVAC Marketing Software

All Your HVAC Marketing in One Place
Stop juggling five different tools. HVACBase helps you run door-to-door campaigns, manage digital ads, send drip emails, and grow referrals — all in a single platform.

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What is HVAC Sales Software?

HVAC Marketing Software helps contractors generate leads, stay connected with customers, and grow referrals through both offline and online campaigns. From door-to-door canvassing and digital ads to automated email and drip campaigns, it brings all your marketing into one place. With built-in reminders, referral tracking, and ROI dashboards, it ensures you book more jobs, keep customers loyal, and never waste marketing spend.

Why Choose HVACBase Marketing?

Streamlines your marketing efforts — from door knocks to digital ads — so you never miss a lead, a referral, or a repeat customer.

Built for HVAC Marketing Workflows

Specifically designed for HVAC companies, HVACBase supports door-to-door canvassing, digital ads, referrals, and email campaigns.

Automate Email & Drip Campaigns

Send seasonal promotions, tune-up reminders, and upsell offers automatically. HVACBase nurtures leads for you while your team stays busy in the field.

Generate More Leads, Everywhere

Track results from canvassing, ads, and website forms. Know exactly which channels bring the most booked jobs so you can invest smarter.

Boost Referrals & Reviews

Turn happy customers into promoters. Send referral links with rewards, request Google reviews after jobs, and keep your reputation shining.

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Core Sales Features — Designed for HVAC Success

Door-to-Door Marketing

Keep canvassing organized, efficient, and measurable.

Assign canvassing zones & track reps in real time
Capture homeowner info & hot leads instantly
Schedule follow-ups on the spot
Sync all leads directly into your CRM

Digital Marketing Integration

Connect your online marketing with your HVAC CRM.

Connect Google Ads, Facebook Ads & website forms
Track ROI down to booked jobs, not just clicks
Auto-create leads tagged by campaign source
Cut wasted ad spend by focusing on winners

Email & Drip Campaigns

Stay in front of your customers all year long.

Automate seasonal tune-up reminders & promotions
Build drip sequences to nurture new leads
Send warranty & service renewal alerts
Track opens, responses & conversions

Referral & Review Marketing

Turn your happy customers into promoters.

Send referral links & QR codes to customers
Automate rewards for referrals
Request Google reviews after jobs
Capture private feedback to protect your brand

Marketing Analytics & ROI Tracking

Know where your dollars are working.

Compare cost per lead across all channels
See revenue tied to canvassing, ads & referrals
Visual dashboards for campaigns & ROI
Make data-driven marketing decisions

Stop wasting leads. Start maximizing every channel.

With HVACBase, your marketing works together — door-to-door, digital, and referral — to keep jobs flowing all year long.

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