CRM for HVAC, plumbing, roofing & more
Apexor Trades CRM
The CRM built for your trade — from $45 per user.
A CRM made for trade businesses. Pick your trade and it comes ready with the right questions to ask customers, the right sales stages and the right job steps — so your office and your technicians are working in it on day one.
From $45 per user / month
6 days free · cancel anytime · we set it up for you
Ready now? Create your account →
Any feature you need, added and customized for you.
Illustration · sample data
- Calls come in while you're on a job and the customer calls the next company
- Estimates go out and nobody follows up
- Job details live in texts, notebooks and the office manager's head
- Happy customers never get asked for a review
- HVAC companies
- Plumbers
- Roofers
- Electricians
- Pest control companies
- Landscapers
- Cleaning companies
Apexor Trades CRM replaces the spreadsheets, sticky notes and disconnected tools with one system.
A CRM made for your industry.
Pick your industry and Apexor Trades CRM comes ready with your words, your customer questions and your sales stages.
HVAC
System type and age, repair vs replace, maintenance plans and equipment records.
Plumbing
Leaks, drains, water heaters and repipes — emergency jobs flagged first.
Roofing
Roof inspections, storm damage, insurance claims and roof size.
Electrical
Panel upgrades, EV chargers, lighting and permit numbers.
Pest Control
Pest type, one-time or recurring plans, treatments and follow-ups.
Landscaping
Lawn care, design, irrigation, property size and visit frequency.
Cleaning
Cleaning type, rooms, pets and recurring clients.
Take Apexor Trades CRM for a spin.
This is a working mini-version with sample data. Go ahead and click things.
Drag a card, or tap the arrow to move it forward.
The whole journey, in one place
- 01Call or form
- 02Lead
- 03Estimate visit
- 04Estimate sent
- 05Job booked
- 06Job done
- 07Invoice
- 08Review
Everything you need, nothing you don't.
Made for your trade
Your trade's questions, sales stages and job steps are ready from day one — and you can change any of them.
Estimates to jobs
Track every lead from first call to estimate, booked job, invoice and payment.
Scheduling that can't double-book
Working hours, time off and travel buffers per technician — only real free times are offered.
Missed-call text-back
Miss a call on a job? The customer gets a text right away so you don't lose them.
Reminders & reviews
Customers get reminders before the visit, and a review request after the job.
One inbox
Texts, emails and calls with each customer in one place, for the whole team.
Need a feature that isn't listed? We'll build it.
Apexor Trades CRM isn't a fixed, one-size-fits-all package. Tell us how your business works and we'll add any feature you need, customized to fit your team.
- New features built on request
- Your own fields, stages and reports
- Your branding, roles and permissions
- Connections to the tools you already use
Questions, answered.
From $45 per user per month. You only pay for the people on your team who use it.
See Apexor Trades CRM working for your business.
Try any of our CRMs free for 6 days and cancel anytime. We'll set it up for your business so your team can use it for real.
Need a feature that isn't listed? Tell us and we'll build it into your CRM or app, customized to the way you work.