HVAC · CRM and automation

HVAC CRM and Lead Follow-Up Automation

Missed-call text-back, instant follow-up on every form, maintenance reminders, and review requests, running automatically for heating and cooling companies across the country Included with every HelixEdge ad or SEO plan, or set up on its own.

Response time

Minutes, 24/7

Channels

SMS, email, missed-call text-back

Repeat work

Tune-up reminders and review requests

What you get

What Our HVAC CRM and Automation Service Includes

Missed-Call Text-Back

When you cannot pick up, the caller gets a text within seconds so they do not dial the next company on the list.

Instant Lead Follow-Up

Every form and ad lead gets an SMS and email reply within minutes, then a short follow-up sequence if they go quiet.

One Inbox for Every Lead

Calls, texts, forms, and Facebook messages in one place, so nothing gets lost between your phone and your office.

Maintenance Reminders

Spring and fall tune-up reminders go out to past customers automatically. This is where the shoulder months get filled.

Review Requests

After every completed job, the customer gets a request to leave a Google review. More reviews, better map-pack rankings.

Pipeline and Reporting

See every lead from first contact to booked job, and which ad or page produced it.

Ready to see what this looks like for your company?

How it works

What the First 30 Days Look Like With HVAC CRM and Automation

Map Your Lead Flow

We walk through how calls, forms, and messages reach you today and where they fall through.

Build and Connect

The CRM is set up, connected to your phone, forms, ads, and Google Business Profile, and the messages are written in your voice.

Test Every Path

We submit test leads through every channel and confirm the text-back, the email, and the inbox all fire.

Run and Refine

Follow-up runs on its own. We review response times and reply rates monthly and tighten the sequences.

Keep reading

From the HelixEdge Blog

Google Ads for HVAC: 7 Proven Moves That Win More Calls

The 7 moves that make HVAC Google Ads pay: structure, emergency bidding, negatives, seasonal budgets, and call tracking.

Why HVAC Marketing in Mississippi Is Failing Your Business (And How to Fix It)

Most HVAC companies in Mississippi are invisible online or wasting ad spend on the wrong people. Here is what effective…

CRM for Service Business Owners: What Scheduling Software Cannot Do

Scheduling software knows about jobs. Invoicing knows about money that already moved. Here is what a CRM does with everyone…

Other HVAC services

Pair CRM and Automation With the Rest of the HVAC Marketing System

HVAC Google Ads

Catch homeowners the second their AC quits and they search for repair. High intent, calls that book same day.

HVAC Meta Ads

Stay in front of local homeowners on Facebook and Instagram before the breakdown, so you are the name they call first.

HVAC SEO

Rank for HVAC searches in your area and pull in calls month after month without paying for every click.

HVAC Website Design

A fast, editable site built to turn a search into a call, with a page for every service and every town you serve.

HVAC AEO

Get named when a a homeowner whose AC just quit in July asks ChatGPT or Google AI Overviews who to call, not just ranked in the blue links.

Straight answers

HVAC CRM and Automation FAQ

Short, honest answers. If yours is not here, ask us directly.

Still Have a Question?

Book a 20-minute call. You will talk to Brady, not a sales rep, and leave with a straight answer.

Why do HVAC leads go cold so fast?

Because the homeowner has no AC and is contacting three companies at once. Whoever replies first usually books the job. An automated text within minutes beats a callback an hour later almost every time.

Do I need a CRM if I already use a dispatch tool?

Your dispatch tool manages jobs after they are booked. The CRM manages leads before they are booked: the missed calls, the form fills, and the follow-up. The two work together.

Is the CRM included with your ad management?

Yes. Every company that runs ads or SEO with HelixEdge gets the CRM and follow-up automation included. It can also be set up on its own.

Will the automated texts sound like a robot?

No. The messages are written in your company voice, and a real person can jump into any conversation from the inbox at any time.

Ready when you are

Let's Plan Your CRM and Automation Launch

Tell us your city and your average ticket. We will show you what CRM and automation can realistically do for a HVAC company your size, then build it.

We reply within one business day. Your info is never sold or shared.

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