Why I built Flow CRM

Every HVAC shop I talked to was running on the same three things: a phone that never stops in July, a stack of open estimates nobody has chased since Tuesday, and a maintenance list that lives in somebody's head. The tools on offer were either built for every trade at once, so nothing in them knew what a furnace was, or built for hundred-truck companies with a sales demo and an onboarding project.

The problem is seasonal. A shop makes its year in the summer rush and the first cold snap, and loses it in the shoulder seasons when the phones go quiet. The fix is not more features. It is a customer record that remembers the equipment, quotes that go out from the driveway with good, better and best on them, an invoice the customer can pay by card before you have left the street, and tune-up reminders and agreement renewals that send themselves while you are on a roof.

So Flow CRM only does HVAC. It is priced per technician, office staff are free, and you can drop seats when the season ends. You can sign up and import your customers the same afternoon, and if it is not working out you can take your data with you.

If you run a one-to-ten-truck shop and something here does not fit how you work, I want to hear it. Email me directly at support@flowcrm.com.