Your job as an HVAC Contractor is to make people more comfortable and, ultimately, happier. Aside from influencing their daily productivity levels, safety, and energy bills, your company can be a powerful source of calm in sometimes stressful situations.

Although having the right tools for the job is second nature to you, you may be overlooking one critical business tool that every contractor requires: an easy-to-use and dependable CRM. CRM Runner offers a comprehensive platform for creating client profiles that save and store all of your critical information.

Benefits of CRM Runner for HVAC Contractors

You need a reliable way to keep track of your business.

Keeping paper and pencil records of all your clients will not suffice in today’s HVAC world. CRM Runner is a comprehensive platform for developing client profiles that save and store all of your most important information.

This information can include their contact information, notes from your last appointment, and other important details that will help you complete the task. Furthermore, your files can be accessed on your computer or mobile device for future reference.

When doing business, make sure your files are not.

CRM Runner can help you organize contracts involving multiple parties, other businesses, secondary contacts, and more, in addition to creating single profiles for each individual within your customer base.

Each file required for the project can be linked to each other so that you have access to the information whenever you need it. This method of project management also saves time spent on administrative tasks and searching through mislabeled computer files.

Keep reference materials accessible with a single click.

Assume you’re installing a new unit for a customer who later needs warranty information but can’t decipher their own product number. You can avoid going to their home or business by quickly retrieving the documents from your HVAC CRM.

Customer profiles also include a section for important documents, such as those we don’t realize we need until it’s too late. Bonus: Your company will put your customers at ease and establish greater trust in the long run, resulting in customers for life.

Increase sales through proper follow-up and client tracking.

CRM Runner can also assist you in keeping track of all interactions your customers have with you or your brand. After a while, it can be difficult to remember whether you actually followed up with one person or thought you did.

With good reason, attention to detail is one of the most highly sought-after skills in quality customer service practices. Having a bird’s-eye view of where everyone is in your sales pipeline will assist you in providing the kind of memorable service that people will return for.

You will also reduce the amount of effort required for each sale. Following up with the right piece of information at the right time can give you a significant advantage over competitors when you know exactly where your prospect has just come from and where they intend to go.

Whether you’re new to CRMs entirely or are looking for a product upgrade, be sure to check out CRM Runner’s 14-day free trial here and see what you’ve been missing out on. Call us at 877.590.0040 to schedule a demo.