How HVAC Companies Can Benefit from CRM Software

As an HVAC specialist, interacting with customers is an essential skill for success. Using software to help take your customer interactions to new heights can give your business a competitive edge.

This article will explain CRMs and discuss the benefits of using CRM software for HVAC companies and how Townsquare Interactive’s business management platform can help. Read on to learn more.

What Exactly is a CRM?

Before we discuss the perks of using a CRM, let’s define the Customer Relationship Management (CRM) system. As an HVAC company, you likely have ongoing relationships with many of your clients. You may handle their annual maintenance, upgrades to new units when needed, and any troubleshooting issues that arise.

Keeping track of all these touchpoints and interactions for each individual account is hard. Especially without a proper system in place. A CRM is an all-in-one software solution for managing these all-important customer relationships.

With HVAC CRM software like Townsquare Interactive, you can handle the following from one centralized hub:

• Lead generation
• Scheduling
• Invoicing
• Marketing
• And more

In short, it’s the command center for your HVAC business.

The Benefits of CRMs For HVAC Companies

We often hear the saying, “If it ain’t broke, don’t fix it.” But as an HVAC specialist, you know that’s not always true.

Let’s say you have a client with an older AC unit that’s not very efficient. It still works, but it’s costing them more money to operate. Upgrading to a newer, high-efficiency model could save them money in the long run, even though their current unit isn’t “broken.”

It’s the same idea with your HVAC customer management system. You might feel like your current way of doing things works fine. But, implementing CRM software can provide some significant perks for your HVAC company. Let’s explore a few key benefits:

Improved Customer Service

Customer service is critical for service-based businesses like HVAC. You want clients to think of you beyond that one time when they need a new unit. They should keep returning for annual maintenance and when it’s time to upgrade their HVAC equipment. The best way to encourage loyalty is by providing top-notch customer service.

According to Deloitte, personalization leaders have 1.5 times higher customer loyalty rates than their peers. With a CRM, you can easily offer these personalized interactions. The software records each customer’s preferences, past conversations, purchase history, etc.

An HVAC CRM also helps you stay on top of follow-up tasks so that no inquiries or issues slip through the cracks. When clients feel you respect their time, needs, and business, they’ll make you the go-to.

Centralized Data Management

When you’re first starting out, keeping track of a small number of local clients isn’t too hard. But what happens when your business grows and that client list gets longer? Things can get complicated fast as you scale up.

With HVAC CRM software, all your essential business data is centralized in one easy-to-access place. No more jumping between different documents, software, and sticky notes to find what you need! Even better, Townsquare Interactive has a mobile app that lets you tap into your data anytime, anywhere.

For companies with multiple employees, it also keeps everyone aligned by housing data in a shared system. Everyone can quickly get up to speed on each customer, so clients don’t have to repeat themselves. There’s nothing more frustrating than explaining an issue to one rep, calling back later, and having to repeat the whole story to someone else.

Streamlined Business Processes

We’ve touched on the many valuable features of Townsquare Interactive’s CRM, which we’ll explore in more detail soon. But the bottom line is that all these features work together to seriously streamline your business processes.

An integrated HVAC Customer Relationship Management solution minimizes errors and inefficiencies by centralizing data and tools for each step of the process under one roof.

6 Ways to Use Townsquare Interactive’s CRM Solution for HVAC Companies

There are lots of CRM platforms out there. Which should you choose? Townsquare Interactive offers a solution tailored for home service businesses like HVAC companies. Let’s look at some of the top features:

Online Scheduling

As an HVAC technician, you likely need to schedule various appointments. There are the initial evaluations, installs, and seasonal maintenance. Maybe even a few emergency repairs. Your HVAC business juggles a lot of appointments.

Townsquare Interactive allows you to keep track of all scheduled jobs in an online calendar. You can quickly check availability before booking appointments and avoid double-booking jobs by having a centralized scheduling system.

Contact/Lead Management

Every lead is a potential customer. But to turn that “potential” into a paying client, you must gather and leverage information strategically. How you communicate with a lead depends greatly on the details you collect, like their budget, timeline, and specific HVAC needs.

These insights allow you to provide personalized and relevant follow-up to turn more leads into customers. They also help ensure that your team has the necessary background to offer five-star service on every job.

Streamlined Billing

After completing a job comes the most rewarding step: getting paid. You want this step to get done quickly and efficiently! Our HVAC CRM enables you to create customized estimates and invoices and send them directly to clients with just a few clicks.

You can also accept credit card payments via the secure client portal in seconds or allow customers to pay online at their convenience. And there are tools for automatically sending payment reminders as needed.

Track Customer History

Providing a personalized experience relies heavily on understanding each customer’s unique needs and preferences. Townsquare’s detailed customer profiles enable you to log relevant details like:

• Preferred brands of HVAC equipment
• Typical maintenance times/dates
• Assigned technicians
• Previous issues and resolutions

Email & SMS Marketing

Running marketing campaigns to generate new leads has a great ROI (up to $44 for every $1 invested), but it can be tricky without a background in marketing. Even if you’re a marketing pro, it takes a lot of time – time you might not have between running your business and serving your clients.

With Townsquare Interactive, you can manage your email communications and send targeted email and text campaigns right from the system. Create the perfect promotion, hit send, and watch the leads roll in! Special offers or announcements get automatically sent out to your subscriber list.

Elevate Your HVAC Company With Townsquare’s Business Management Platform

Today’s HVAC customers expect reliable service, quality work, and professionalism. With Townsquare Interactive’s business management platform, you can elevate your business to meet and exceed these standards. Use it to centralize data, streamline operations, and build strong customer relationships.

Contact us today to get a free demo.