The Salty CRM · Heating & Cooling
The CRM built for heating & cooling.
From installs to seasonal servicing, the Salty CRM catches every call, moves quotes to paid, and keeps service customers on the books year after year.
Sound familiar?
The work slipping through your heating and cooling business.
The everyday leaks that cost you clients — and exactly how the CRM plugs them.
Peak-season calls you can't all answer
When the first cold snap hits, the phone doesn't stop. Missed-call text-back catches the overflow so no install walks to a competitor.
Service customers who drift away
Annual servicing is recurring revenue you have to remember. Automated reminders rebook it for you, every year.
Install quotes that go quiet
Bigger system quotes need following up. The pipeline does it automatically until the job's won.
What it does
Everything your heating and cooling business needs, in one place.
One platform that catches the lead, wins the review, and gets you paid — no patchwork of apps.
Never miss a lead
Missed-call text-back replies instantly, so a missed call never turns into a lost customer.
Reviews on autopilot
Automated requests turn happy customers into five-star reviews that win you the next ten.
Quote to paid, faster
One pipeline moves every deal from enquiry to quote to invoice — nothing slips through the cracks.
Rebooking built in
Follow-ups and repeat work are scheduled automatically, so revenue keeps coming back.
One inbox
Calls, texts, email and web chat land in one place — answer from your phone or your desk.
See what's working
Dashboards show where your leads come from and what they're worth, in plain numbers.
Built for every business
Other trades we build for.
See the CRM on your heating and cooling business.
Book a 20-minute demo and we'll show you exactly how it would run your day.