Plans

Pricing for HVAC CRM setup and training

Our CRM work runs within the HVAC.Agency family's plans, starting at $2,998 a month, or as scoped work in a written proposal. Software licences are separate and paid directly to your vendor.

Written by Ali Sedighi, MBALast updated:

HVACCRM.ca is part of the HVAC.Agency family, so our published prices are that family's plans: Starter at $2,998 a month, Growth at $4,498 a month and Elite at $8,998 a month, in Canadian dollars plus GST/HST based on your province. CRM setup and training are scoped in writing, either inside a plan or as a defined project. CRM software licences are never included; you pay the vendor directly.

  • Starter

    $2,998 /month

    Website with SEO service pages, Google Business Profile and local SEO, basic Google and Meta ads setup, monthly reporting, hosting and maintenance.

  • Growth

    $4,498 /month

    Everything in Starter plus advanced SEO and content, multi-channel paid ads, retargeting, CRM integration, review generation and weekly reporting.

  • Elite

    $8,998 /month

    Everything in Growth plus video marketing, PR outreach, a dedicated account manager, a real-time dashboard, monthly strategy calls and custom reporting.

Website packages

  • Essential

    $3,500 one-time

    5–7 page custom website in 2–3 weeks, plus $149/month hosting and maintenance.

  • Professional

    $6,500 one-time

    10–15 page conversion-focused website in 3–4 weeks, plus $249/month hosting, maintenance and CRO.

  • Enterprise

    $12,500 one-time

    Unlimited pages and locations in 4–6 weeks, plus $449/month full management.

7-day free trial · no credit card · no lock-in. 7-day free trial: digital marketing audit, website performance check, SEO analysis and competitor benchmarking. No credit card required.

Prices in Canadian dollars. Sales tax is added based on the client's province (as of October 2026, CRA rates): 5% GST in Alberta, BC, Manitoba, Saskatchewan, Yukon, NWT and Nunavut; 13% HST in Ontario; 14% HST in Nova Scotia; 15% HST in New Brunswick, Newfoundland and Labrador and PEI; 5% GST plus 9.975% QST in Quebec. Provincial sales tax (BC, Manitoba, Saskatchewan) only where it applies to the service. See full pricing on hvac.agency/pricing.

The published plans

These are the plans listed on HVAC.Agency's pricing page. They are built for HVAC companies that want marketing and the systems behind it handled together.

Plan Price What it covers
Starter $2,998/month A website with SEO service pages, local SEO and Google Business Profile work, a basic Google and Meta ads setup, hosting, maintenance and a monthly report
Growth $4,498/month All of Starter, with CRM integration added, plus deeper SEO and content, paid ads across several channels, retargeting, review generation and reports every week
Elite $8,998/month All of Growth, plus video marketing, PR outreach, a dedicated account manager, a live dashboard, a strategy call each month and reporting built to your needs

Websites are also available as one-time builds: Essential at $3,500 (plus $149/month hosting and maintenance), Professional at $6,500 (plus $249/month) and Enterprise at $12,500 (plus $449/month full management).

All prices are in Canadian dollars. Sales tax is GST or HST by province. Confirm current prices on the live HVAC.Agency page, which is the reference.

Where CRM work fits

CRM integration is part of the Growth plan, and Elite includes everything in Growth. If you need deeper CRM work than a plan covers, such as a multi-source import, a full rebuild of an abandoned system or an extended training period, we scope it separately and put the deliverables, dates and price in your proposal.

If you only want CRM work and no marketing, say so. The proposal will reflect that.

What drives the cost of a CRM project

Five things decide most of the effort:

  1. Number of data sources. One clean export is quick. Three old systems plus spreadsheets take far longer to match and de-duplicate.
  2. Record volume and age. Ten years of customers and equipment need more cleaning than two.
  3. Number of roles and users. Each role needs its own training session and checklist.
  4. Automation depth. A single reminder sequence is simpler than separate rules for each agreement type, region and season.
  5. Integrations. Connecting call tracking, accounting or texting tools adds setup and testing time.

Costs you pay to others

Be ready for these, which are separate from our fees:

  • CRM or field-service software licences, paid to the vendor;
  • call tracking numbers and usage, if you use a tracking tool;
  • texting or messaging charges, depending on your tools;
  • any paid add-ons or integrations your vendor charges for.

We list the expected third-party items in the proposal so nothing surprises you.

A way to judge whether it pays

Compare the cost against one month of quotes. If you write 40 replacement estimates a month at an average of $10,000, winning two more through better follow-up adds $20,000 a month in sales. The estimate follow-up page shows how that is done, and the services overview helps you decide which piece to fund first.

Questions to ask before you sign

  • Which deliverables are in scope, and which are explicitly out?
  • What will you need from our team, and when?
  • Which third-party costs should we expect, and roughly how much?
  • What happens if we want to pause or stop?

Free trial and terms

The HVAC.Agency family offers a 7-day free trial with no credit card: a digital marketing audit, a website performance check, SEO analysis and competitor benchmarking. There is no lock-in, and the specific terms for your engagement are confirmed in writing.

For questions about scope, see the FAQ or contact us by call, text or email.

Frequently asked questions

Is there a fixed price for a CRM setup?

No single published price covers every CRM project, because scope depends on record volume, number of sources, number of users and which services you need. Your proposal states the price and phases in writing before work starts.

Does the price include the CRM software?

No. You buy licences directly from the software vendor in your company's name, at the vendor's own prices. We don't resell software.

Is there a free trial?

The HVAC.Agency family offers a 7-day free trial with no credit card required. During those seven days you receive a digital marketing audit, a check of your website performance, an SEO analysis and a benchmark against competitors.

Do you charge GST or HST?

Prices are in Canadian dollars. GST/HST is added for your province.

Are we locked into a long contract?

No lock-in is part of how the HVAC.Agency family works. The exact terms for your engagement, including notice periods, are written into your proposal.