Running an HVAC business means juggling emergency calls, seasonal demand spikes, and multi-visit jobs that can span weeks. You’re dealing with a technician shortage, meanwhile customers expect rapid response times when their AC fails or their furnace breaks. Customer relationship management (CRM) software solves these challenges by centralizing customer data, automating routine tasks, and streamlining operations. Just look at this Richmond-based HVAC company. Their team leveraged Hubspot’s automated email campaigns to generate new leads and signups within six months. The global HVAC market was valued at approximately $165.88 billion in 2024, and is expected to reach $256.95 billion by 2032, […]

As a mortgage professional, your livelihood depends on leads — how well you generate, capture, manage, and nurture them. And at some point, those spreadsheets just don’t cut it anymore. A CRM can help you with almost all of those aspects (depending on the CRM), which is why choosing the best mortgage CRM is crucial. To help you decide, we’ve done the research, assisted by ChatGPT and Claude, and put together this best mortgage CRM guide. This article was fact-checked and revised by a HubSpot staff writer before publication. A CRM like HubSpot, for example, has advanced marketing tools built […]

Landscaping companies juggle seasonal crews, multiple job sites, and weather-dependent schedules — all while trying to track customer communications, quotes, and service histories. That’s a tough job, and without the right software to stay organized, you may miss opportunities and lose revenue. You need a flexible CRM that matches your daily reality. A CRM built for landscaping solves these pain points by keeping customer information, job details, and crew schedules in one place. You can organize leads, send appointment reminders, and track invoices fast. Then, you can spend more time doing what you love. This guide shares five CRMs with […]

Running a roofing business is tough. You’re juggling estimates, managing crews, and trying to keep customers happy. On top of that, most roofing companies struggle to find a CRM that works for their unique needs. Roofing CRM challenges are different from those in other industries. You need tools that handle weather delays, insurance claims, and seasonal fluctuations. You need systems that work from the roof to the office. And, you need software that helps you convert leads fast — because in roofing, speed wins. This guide breaks down the seven best CRMs for roofing businesses in 2025. We‘ll cover comparison […]

Human Resources firms face a unique set of challenges when managing client relationships. From tracking candidate pipelines and coordinating with hiring managers to managing client accounts and compliance documentation, HR workflow is multifaceted and high-touch. Traditional tools like spreadsheets or generic databases quickly fall short when firms scale, leaving communication gaps, workflow inefficiencies, and lost opportunities. That’s where Customer Relationship Management (CRM) systems offer a transformative solution. While CRMs were originally designed for sales and marketing teams, today’s platforms have thoughtfully expanded to support specialized industries like HR with purpose-built features. Modern CRMs provide customizable recruitment pipelines…

Managing a pest control business means juggling customer appointments, technician schedules, service plans, and follow-ups. A traditional spreadsheet or generic tool simply can’t keep up. That’s why teams are turning to CRMs for pest control — built for these unique needs. A recent study found 30% of field service companies increased customer retention by using a CRM. In fact, Rentokil Initial, a global pest control leader, achieved 671% marketing ROI by implementing HubSpot’s CRM platform. This article compares the top CRM solutions specifically designed to help pest control companies streamline operations, improve customer relationships, and scale their businesses effectively — […]

In the construction industry, managing client relationships isn’t as simple as logging a few notes and tracking emails. With long project cycles, complex stakeholder networks, on-site and off-site coordination, and a steady stream of subcontractors, suppliers, and clients, construction businesses have unique customer relationship management (CRM) needs far beyond the average sales pipeline. That’s where the right CRM can really make a difference. Instead of juggling spreadsheets, emails, and handwritten notes, a CRM helps you keep everything in one place, from client contact details and job timelines to follow-ups and billing info. A CRM makes it easier for construction teams […]

Managing investor relationships isn’t like managing any old leads or sales deals. Investment firms deal with high-stakes portfolios, detailed reporting cycles, and strict compliance rules — all of which require special consideration. To stay competitive, modern firms need investment management CRMs that support fundraising, investor communications, and regulatory workflows and can grow with them. Whether you’re streamlining capital calls, managing client portfolios, or reporting to stakeholders, the right CRM gives your team structure, visibility, and automation. Not convinced? Studies show firms that adopt CRMs see a 29% increase in sales productivity and a 41% revenue boost per salesperson. In this […]