Solving HVAC Distributors’ Biggest Causes of Lost Revenue with Software

As an HVAC distributor, it’s likely that you face challenges in monitoring your sales teams’ customer or lead visits, as well as tracking goals and KPIs. Relying solely on end-of-month numbers for information can be limiting. What you truly need are effective tools that provide real-time tracking and comprehensive insights, ensuring you stay informed and empowered throughout the process.

To be able to grow and drive improved sales, it’s amazing how much the right software can do for you. You may have taken note of other industries, like retailers, making great use of software systems to increase efficiency and sales, along with improving their e-commerce.

Well, this isn’t just for retailers now, because you can take advantage of distribution-specific software that is built to handle your hefty SKUs and unique processes!

Software for HVAC

SupplyMover is the ONLY CRM, e-commerce, and sales enablement suite made specifically for distributors like you. We’re the perfect fit for HVAC distribution thanks to our industry-specific tools like opportunity tracking, integrated e-commerce, and outside sales enablement like easy prospecting.

Some basic tools we have are: click-to-dial, easy note-taking, automated appointment and activity scheduling, contact/company records with the ability to search and filter them, order entry and invoicing. But there’s much more to it!


With the amount of SKUs you have as an HVAC distributor, sometimes things can slip through the cracks without anyone noticing… and that can mean huge losses. With our sales automations that can handle all of your SKUs, you’ll never have to worry about it again!

  • Sales reps get automatic notifications of any changes or tasks left undone, so nothing is ever forgotten or missed.
  • Keep on top of “at-risk” accounts with notifications when a customer is buying less SKUs, less often, or any other changes that could result in loss. Solve the issue before it goes undetected and results in lost revenue.
  • Our A.I. provides product suggestions tailored to each specific customer. Provide your sales teams with tools that enable them to keep customers purchasing and happy.
  • Workflow and email automations give you the opportunity to apply promotions on products or to send unique offers to customers and prospects. Automated emails like appointment reminders and order confirmations help save reps valuable time.
Plot Customers and Plan Routes

We know HVAC often does outside sales, so you’ll love our Google Maps integration. With the same interface we all know and love, you can easily plot your customers on a map to better visualize their locations, plan sales routes, and even create prospects directly from the map with just a click. You can also drop a pin and use the location and address provided by Google Maps to create leads on-the-go.   

READ MORE: Navigate Sales With SupplyMover’s New Google Maps Integration

Opportunity Tracking

It can be difficult to visualize the sales funnel all the way through, so that’s why we’ve made sure you can effortlessly track opportunities, from the initial stages of prospecting all the way through to close. Our intuitive interface presents all your in-flight deals visually, including outstanding deals, their values, and their current status.

By simplifying the visualization of the sales funnel, you gain a clear understanding of the progress made at every step. As a sales rep, you can bid farewell to any worries of losing track and stay organized like never before.

KPI Tracking and Reports

SupplyMover also has easy KPI tracking and one-click report generation for visibility into individual and team performance at the click of a button. Get vital statistics like total sales, calls, items, and more. You can see vital performance data visualized anytime, anywhere, and make more informed decisions.


With SupplyMover’s B2B e-commerce solution, you can also easily accept online payments, do order entry, and process orders right from the same interface. A fresh and modern-looking interface, at that!

We also provide your customers with a secure shopping portal while also giving your sales team the ability to interact with the same shop in real-time. With this tool, your sales reps can help their customers with any issues and provide additional product recommendations while they’re shopping online, right away.

These are just some of the many tools that make SupplyMover perfect for our HVAC distributors. We also integrate directly with your ERP, VOIP, and other systems to create a seamless single source of truth for your team. If you’d like to learn more, feel free to schedule a demo below!

All in one solution built for distributors


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