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Ocliq · CRM · Automation · IA

Best CRM for HVAC: compare sales follow-up and field-service needs

Ocliq is a strong fit for HVAC businesses focused on lead capture, estimate follow-up, appointment generation, SMS/email communication, marketing and customer reactivation. If your central need is advanced technician dispatch, parts inventory or fleet management, evaluate dedicated field-service software alongside it.

See your workflow in OcliqView pricing

Choose by the work you need to improve

Four options to consider; order is not a ranking
CRMPrimary evaluation focusDocumented scopePricing model
OcliqSales follow-up, marketing and configurable CRMPipelines, SMS/email sequences, booking, reviews, reactivation and AI-assisted qualification, according to your configured scope.
Product source		CAD 140/month with 2 users included. Additional user: CAD 70/month. One-time setup: CAD 600, with 3 training sessions and assisted migration from your current CRM.
Pricing source
JobberCoordinating jobs and customer-facing field serviceIts HVAC page documents scheduling, dispatch, job history, estimates and customer communications.
Product source		Published USD plans vary by billing term, team size and selected features. Confirm the current plan and add-ons on the pricing page.
Pricing source
ServiceTitanTechnician dispatch and more extensive trade operationsIts documentation describes dispatch boards, technician scheduling and job coordination. Package scope includes trade operations tools.
Product source		Per-technician pricing by quote; its pricing page directs buyers to request pricing.
Pricing source
HubSpot CRMA general CRM foundation to evaluate against your sales requirementsIts CRM product page presents contact management and deal tracking. Validate the marketing, automation and connection tiers required for your workflow.
Product source		A free CRM entry point is advertised; paid scope and the cost of required tools must be confirmed with the provider.
Pricing source

Who should choose Ocliq?

Ocliq is a strong fit for HVAC businesses focused on lead capture, estimate follow-up, appointment generation, SMS/email communication, marketing and customer reactivation. If your central need is advanced technician dispatch, parts inventory or fleet management, evaluate dedicated field-service software alongside it.

What to validate

  • Create an inquiry and track source, owner and next action.
  • Move an estimate into follow-up and inspect the message sequence.
  • Reply, unsubscribe or record a decision; check that reminders stop.
  • Book and reschedule an appointment, then inspect confirmation and reminders.
  • Separate business-hours response rules from any unsupported emergency dispatch promise.

An example lead-to-customer workflow

  1. 1Inquiry
  2. 2Qualification
  3. 3Estimate
  4. 4Follow-up
  5. 5Won / lost
  6. 6Appointment
  7. 7Review
  8. 8Seasonal reactivation

This is a configurable sales workflow, not a dispatch board. Timing, permissions, data sources and stop conditions are defined before activation.

Read the estimate follow-up guide

Pricing and onboarding

CAD 140/month with 2 users included. Additional user: CAD 70/month. One-time setup: CAD 600, with 3 training sessions and assisted migration from your current CRM.

Already using Follow Up Boss or another CRM? Ocliq handles your data migration as part of the setup fee. Our team helps retrieve exports, map fields and import your data into Ocliq.

We review all the data you want to bring over: contacts, lead sources, tags, custom fields, notes, tasks, opportunities and history. Transfer depends on the exports and access your current CRM provides; we confirm what will transfer and any limitations before migration.

  1. Map your sales process, data and tools.
  2. Configure fields, pipelines, permissions and connections in the agreed scope.
  3. Test with sample records, train your team and confirm support arrangements.

Communication usage, AI options, custom work and integrations are specified in your offer. A CRM configuration does not by itself replace specialist operational software.

Method and sources

Published by Ocliq on October 25, 2026 using the official product and pricing sources linked in the table. This is a requirements-based selection guide, not an independent hands-on benchmark. Vendor pricing pages can show personalized or promotional rates; use the linked sources for your country, billing term and required scope. Confirm every critical requirement during a demo.

Start with your real workflow

Bring your lead sources, stages and tools. We define the configuration and scope before implementation.

Plan a demo