HVAC Lead Management Software Built for Installation Sales Teams
Track every HVAC lead from first contact to signed contract. Visual pipeline, automated follow-up, financing status tracking, and automatic project creation when a deal closes — one platform from first knock to final install.
See the Pipeline Live
Every Lead. Every Rep. One Pipeline.
Visual sales pipeline
Every HVAC lead moves through a visual pipeline — from first contact through proposal presented, financing submitted, and contract signed. Managers see the full team's activity without status update emails.
Financing status in the pipeline
GoodLeap, Sungage, and LightReach approval status updates directly in the lead record. Reps and managers always know which deals have approved financing and which need a follow-up call.
Rep leaderboards
Close rate, average deal size, and pipeline velocity by rep — visible to the whole team. No more end-of-week spreadsheet updates or guessing who is on track.
Auto handoff to ops
When a lead closes, SubcontractorHub automatically creates an installation project with all deal details pre-loaded. No re-entry. No missed details. Operations sees the job the moment it closes.
The CRM Built for How HVAC Sales Actually Works
Generic CRMs like Salesforce or HubSpot were designed for B2B software companies. Adapting them to an HVAC installation sales cycle takes months and still doesn't fit right. Your reps are in the field, running same-day appointments, presenting proposals on-site, and tracking financing approvals in real time.
Sales Velocity was built for that workflow. Pipeline stages that match your actual sales cycle. Mobile-first so reps log leads and updates from the field. Financing status visible in every lead record so managers don't have to chase for updates.
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No More Handoff Emails Between Sales and Ops
The moment a lead moves to Closed Won in the pipeline, SubcontractorHub creates an installation project in project management with the proposal details already loaded. System specs, customer address, financing approval status, and agreed schedule — all there, automatically.
Your installation team sees the new job immediately. No rep calls the office to dictate the details. No ops manager re-types the system model from an email. The jobs your team closes today are scheduled and ready to run tomorrow.
See the Handoff in ActionSubcontractorHub is the right fit if:
Sales Velocity was built for specialty contractors who are scaling beyond spreadsheets and disconnected tools.
Talk to the TeamYou run an HVAC installation sales team (D2D or inside sales)
You're managing 5+ reps and have no visibility into who's actually closing
Leads fall through the cracks between the rep's first visit and a follow-up call
Financing approval status is tracked in a spreadsheet or group text
Sales closes deals and ops never gets the details until the job is almost late
You also run roofing or solar and want one CRM for all three trades
Common Questions
What is HVAC lead management software?
HVAC lead management software tracks every prospect from first contact through signed contract. The best platforms include a visual pipeline, automated follow-up, financing approval tracking, and rep leaderboards. SubcontractorHub's Sales Velocity was built for HVAC installation sales — not adapted from a generic CRM.
How is HVAC lead management different from general CRM software?
Generic CRMs are built for B2B software sales cycles. HVAC lead management needs to handle same-day appointments, on-site quoting, financing applications, and automatic handoff to installation project management. SubcontractorHub pipeline stages match the real HVAC sales cycle.
Does HVAC lead management software track financing applications?
Yes — SubcontractorHub tracks GoodLeap, Sungage, and LightReach application status directly in every lead record. Managers can see which deals have approved financing and which need follow-up from the pipeline dashboard.
Can it work for D2D HVAC sales teams?
Sales Velocity was built with D2D teams in mind. Reps log leads, add notes, and track follow-up tasks from the field on mobile. Managers see the full team's pipeline activity in real time — doors, leads, proposals, and close rate — without daily check-in calls.
When an HVAC lead closes, what happens next?
SubcontractorHub automatically creates an installation project with all proposal details pre-loaded — system specs, financing status, customer address, and schedule. Operations sees the new project immediately. No re-entry, no handoff emails.
Ready to See Your HVAC Pipeline in One Place?
Book a demo and see how Sales Velocity gives your managers real-time visibility into every HVAC lead, every rep, and every deal — from first contact to signed contract.
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