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CRM for HVAC businesses

The CRM built for
HVAC businesses.

Centralize calls and requests, track estimates and appointments, then automate the follow-ups that keep every opportunity moving.

See how it works
Respond to requests fasterAutomate estimate follow-upsBuilt for field teams
Heat pump replacementLaval · Residential
4 850 $
CoolingHeatingInstallation
New lead2 min ago
ML
Marc LavoieCooling • Residential

The air conditioner is no longer cooling.
Available today after 3 PM.

Upcoming follow-upsView all
Estimate follow-upScheduled
Appointment reminderUpcoming
Service#OCL-4821
Wall-mounted heat pumpLaval · Marc Lavoie
Estimate sentFollow-up scheduled
tomorrow
A RELATIONSHIP THAT GOES BEYOND A CALL

From the first request to the next maintenance visit.

An HVAC business does more than handle service calls. It needs to respond quickly, track estimates and stay connected with customers after service.

Before service

Turn every request into a real opportunity.

A call, form or estimate request can become an appointment when your team responds quickly and keeps the right context.

New requestQualificationAppointmentEstimate
During the sale

Keep every estimate moving.

Appointments, estimates, follow-ups and next actions stay grouped in one place.

AppointmentEstimateFollow-upDecision
After service

The relationship continues after service.

Reviews, seasonal maintenance, reactivation and reminders help you stay connected with past customers.

ReviewsMaintenanceReactivationNext need
Why Ocliq?

A CRM built for the daily work
of HVAC businesses.

Centralization

Every request arrives in one place.

Centralize leads from your different channels and see each contact’s history in one record.

WebsiteCallsSMSEmailsAdsForms
Tailored pipelines

See exactly where every opportunity stands.

Structure follow-up around the real journey of each request, from first contact to installation or sold service.

New requestsAppointmentEstimates sentFollow-ups

Service type, address, estimate amount, appointment and next action stay visible in the right place.

Estimates and appointments

Never lose track of an estimate or important reminder.

Plan follow-ups after an estimate and keep appointments visible. Important deadlines can automatically trigger reminders.

Missed callsAppointmentEstimates sentFollow-ups
SMS automatiquesTasksRappelsPost-service follow-up
Reactivation

Your next sale may already be in your database.

Past customers should not disappear after a service visit. Reactivate them before peak seasons and stay present for future maintenance.

Seasonal campaignsMaintenance follow-upsPast customer reactivationPersonalized SMSReviews and referrals
For teams

In the office or in the field. Always organized.

Assign leads, share information, track activity and keep a clear view of each team member’s opportunities.

AI assistant

While you are in the field, Ocliq keeps working.

Your AI assistant can respond to initial requests, collect information and prepare the next action for your team.

HVAC

All your
estimates.
One place.

See estimates, associated leads, amounts, appointments and upcoming follow-ups directly in Ocliq.

Centralized estimates

Every estimate stays connected to the right contact and opportunity.

Every follow-up at the right time

See what is waiting for a reply and what needs follow-up today.

One customer = one complete history

Requests · Estimates · Messages · Appointments · Follow-ups

More than a CRM,
a growth partner.

Estimate HVACThis week
8 open
ML
Marc LavoieWall-mounted heat pump
4 850 $Follow-up today
JT
Julie TremblayAir conditioner replacement
6 200 $Opened yesterday
ÉR
Éric RoyElectric furnace
8 900 $Appointment Friday
SG
Sophie GagnonSeasonal maintenance
289 $Accepted
Simple pricing

A complete CRM for your follow-ups
starting at CAD 140/month.

CRM, pipelines, automations, communications, appointments and support in one platform.

All-in-one
Ocliq subscription

140 CAD/month

Up to 3 users included.

Included
CRM and pipelineAutomated follow-upsSMS and emailsAppointment et rappelsAssistant IAGuided setup
Scalable
Additional user

40 CAD/month

Add users as your team grows.

View all pricing details
FAQ

Your questions, answered.

Find answers to the most common questions about Ocliq for HVAC businesses.

Yes. Ocliq can be configured for heating, ventilation and air conditioning businesses to centralize requests, track estimates, organize appointments and automate follow-ups.

Ready to structure your follow-ups?

You work hard to earn every request.
Do not lose them in follow-up.

See how Ocliq can centralize calls, estimates, appointments and follow-ups in one platform.

Small team or established HVAC business: see how Ocliq adapts to the way you work.