HVAC Estimate Follow-Up CRM

HVAC Estimate Follow-Up CRM is an HVAC sales pipeline for heating, cooling and replacement contractors that tracks every open estimate. It replaces sticky notes and memory of which quotes to call. A free page shows the revenue that follow-up adds. Signed in, comfort advisors work each open estimate on a 2, 7 and 21 day call plan. Made for a sales manager. Clone it free and start with sample data.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 4 projects & knowledge bases, 2 AI agents, and 4 automations & workflows — ready to run or customize after you clone.

Team Taskade published this crms app in the Taskade Community Gallery.