Residential. Commercial. Bring It On.
CRM for HVAC Companies. Your Customers Are Different. Your CRM Should Be Ready for Both.
Your phone rings. It's a homeowner whose AC picked the hottest day of the year to quit. Five minutes later, a commercial customer needs service at one of their locations. Just another perfectly relaxing day in HVAC. When they call again six months from now, “Okay... remind me what we did last time?” probably isn't the customer experience you're going for. LinearCRM is a CRM for HVAC companies that keeps customer history, conversations, jobs, and everything in between together, while giving residential and commercial relationships the different structure they need.
We Built the CRM We Wished Existed. You're Welcome.
One Price. Every Feature.
No starter tier. No enterprise maze. Get the whole CRM without paying extra every time you discover a feature you actually need.
15 Minutes. You're Basically Ready.
Our Setup Wizard gets you configured without an implementation project, expensive consultant, or engineering degree. Follow the steps and get to work.
Everything Together. Finally.
Calls, forms, chats, appointments, proposals, contracts, photos, tickets, payments, and activity live together on the customer record. One timeline. One source of truth.
Turns Out, “I Know It's Around Here Somewhere” Isn't a Great CRM Strategy.
An HVAC company can generate a ridiculous amount of information before anyone even grabs a wrench. A new lead calls. An estimate gets sent. An appointment gets scheduled. Someone takes equipment photos. A job gets completed. An invoice goes out. Six months later, that customer calls again and suddenly everyone is trying to remember who did what, what was recommended, and where the heck somebody put the details. LinearCRM keeps the customer, conversations, estimates, jobs, photos, documents, payments, and history connected, so “I know it's around here somewhere” can officially retire.
And then there's the fun of doing both residential and commercial HVAC. A homeowner might have one property, years of service history, and an eventual system replacement. A commercial account could have multiple locations, several contacts, recurring maintenance, open proposals, and an accounting person who magically appears whenever an invoice is involved. LinearCRM gives your HVAC business B2B and B2C capabilities in the same CRM, so each relationship can be managed the way it actually works. One HVAC CRM. Both sides of your business. No duct tape required.
Your HVAC CRM Should Do More Than Remember Phone Numbers. A Lot More.
Oh, you mean the calls, leads, estimates, appointments, installations, tune-ups, customer history, photos, invoices, and approximately 47 other things happening at once? Funny you should ask. LinearCRM was built to connect the moving parts around your customers without making your team work harder to manage the thing that's supposed to make work easier.
Residential + Commercial
Manage homeowners and commercial accounts together while giving each relationship the structure it needs. One CRM. No picking sides.
Marketing + Lead Sources
See whether a lead came from a call, form, chat, or marketing effort and follow what actually turned into business. Goodbye, educated guessing.
Estimates + Proposals
Build pricing for repairs, replacements, and installations, then keep approvals and next steps connected. No disappearing estimates allowed.
Appointments + Calendars
Keep appointments, job dates, and follow-ups together, then sync with Google or Microsoft calendars. Two calendars ignoring each other? Hard pass.
Jobs + Service History
Keep current and completed work connected to the customer so your team can quickly see what happened last time. No detective work required.
Maintenance + Recurring Work
Keep tune-ups, maintenance agreements, and recurring service moving for residential and commercial customers. Future You says thanks.
Photos + Documents
Keep equipment photos, agreements, contracts, and important files connected to the right customer. Your technician's camera roll can finally relax.
Invoices + Payments
Send invoices and collect card or ACH payments right inside LinearCRM. Yep, your CRM can actually take the payment. Do the work. Send the invoice. Get paid. Beautiful.
Get Started with LinearCRM. No Nonsense. Just CRM.
We Didn't Need Another CRM. We Needed a Better One.
There's a Reason We Did Things Differently.
We've spent more than 20 years working alongside small and medium sized businesses, and let's just say we developed a pretty good list of things we wanted from a CRM... and things we absolutely did not. See why we built LinearCRM differently, what we left out on purpose, and why we're pretty darn excited about what made the cut.
Okay, But What Does LinearCRM Actually Do? Glad You Asked.
This is where we get into the good stuff. LinearCRM is packed with CRM features small businesses need to manage what happens from the first “I'm interested”, through everything it takes to turn that person or business into a customer and keep the relationship moving. Some features help you stay organized. Some save you from paying for another system. Some simply eliminate the daily “Where the heck did that go?” hunt. All of them are included. All of them connect. And yep, it's still $19.99 per user.
Talk CRM to Us. We Promise to Speak Human.
