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Integrate your apps
Integrate your apps
CRM for Plumbers and HVAC Contractors
Pipeline CRM ensures your team stays aligned and clients stay happy.
CRM for Plumbers and HVAC Contractors
Know what bids are in the works
Keep track of what bids and estimates are in the works all in one place. When you close a new deal, put it at the top of mind for the crew handling it to ensure a smooth handoff. Pipeline CRM helps you to plan ahead for upcoming jobs to integrate them into your current routes and make sure they get the resources they need. See all of our CRM features.
Manage your accounts and record every interaction to ensure a job well done. Keep track of resources, timelines, and customer expectations in one integrated job profile. Track a deal from estimate to completion in a centralized location so those who need it can access it.
Bay Area Underpinning increased sales 15-20% by using Pipeline CRM.
Marketing consulting firm, A David Creation, helped painting contractors reach their sales & marketing goals by using Pipeline CRM.
CRM software helps plumbers keep all business operations on track.
With so much scattered information to manage from various projects, it’s easy to get lost. But with a CRM, plumbers will always have the clearest visibility to meet the goals.
For example, you can use CRM to evaluate leads carefully and see which ones still need an extra push and which are ready to close. Then, you can assign tasks based on the team’s capacity, manage inventory and delivery dates, and collaborate to tackle the roadblocks together. All things plumbers need to finish a project efficiently and timely are available in a CRM.
Pipeline CRM offers industry-specific tools and a clean, intuitive interface, making it an ideal solution for plumbing businesses.
With our mobile CRM app, field techs and installers can access job details, update statuses, and communicate with office staff or clients in real time. Every update is recorded and shared instantly, streamlining everything from project updates to invoicing.
Plus, Pipeline CRM is built for ease of use. Whether you’re in the office or out in the field, the platform’s simple layout ensures your whole team can get up and running quickly, without a steep learning curve.
💡 Success story: a family-owned construction company improved time-to-close by over 50% after using Pipeline CRM. Read the full story here.
Pipeline CRM offers tailored features that enhance your plumbing business, including:
