{"id":79414,"date":"2025-09-26T11:05:43","date_gmt":"2025-09-26T10:05:43","guid":{"rendered":"https:\/\/invoicefly.com\/?p=79414"},"modified":"2026-02-12T17:39:38","modified_gmt":"2026-02-12T16:39:38","slug":"software-crm-aire-acondicionados-calefaccion-y-ventilacion","status":"publish","type":"post","link":"https:\/\/invoicefly.com\/es\/academy\/hvac-crm-software\/","title":{"rendered":"Mejor software CRM para HVAC: Nuestras 6 opciones para 2025"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"79414\" class=\"elementor elementor-79414\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6abb22a4 e-flex e-con-boxed e-con e-parent\" data-id=\"6abb22a4\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-21b7be2d elementor-widget elementor-widget-text-editor\" data-id=\"21b7be2d\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\n<p>The HVAC industry is a cornerstone of modern life, a market valued at over <a href=\"https:\/\/www.statista.com\/outlook\/cmo\/diy-hardware-store\/heating-cooling\/united-states\" target=\"_blank\" rel=\"noreferrer noopener\">$129 billion annually<\/a> in the U.S. alone. For any HVAC professional, running a successful business goes beyond just fixing a faulty air conditioner. It comes down to managing customer relationships, streamlining business operations, and positioning your company for long-term growth.<\/p>\n\n<p>This is where a robust CRM system becomes a game-changer. A CRM is one of the smartest investments you can make, acting as the engine that helps you manage customer relationships, boost productivity, and build a profitable business for years to come.<\/p>\n\n<p>This guide breaks down the best HVAC CRM platforms for 2025, including:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>The seven best HVAC field service CRM platforms for 2025<\/li>\n\n<li>Their features, pricing and ideal use cases<\/li>\n\n<li>When to invest in a CRM system<\/li>\n\n<li>How to choose<\/li>\n<\/ul>\n\n<p>We&#8217;ll help you find a solution that not only meets your current needs but also helps in growing your HVAC business for years to come.<\/p>\n\n<h2 id=\"h-what-is-a-hvac-crm-system\" class=\"wp-block-heading\"><strong>What Is a HVAC CRM System?<\/strong><\/h2>\n\n<figure class=\"wp-block-image size-full is-style-rounded\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1000\" height=\"668\" class=\"wp-image-79421\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/crm-system-dashboard.jpg\" alt=\"What Is an HVAC CRM System?\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/crm-system-dashboard.jpg 1000w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/crm-system-dashboard-300x200.jpg 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/crm-system-dashboard-768x513.jpg 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/crm-system-dashboard-710x474.jpg 710w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n<p><em>Source: <a href=\"https:\/\/www.freepik.com\/\">Freepik<\/a><\/em><\/p>\n\n<p>A <a href=\"https:\/\/www.investopedia.com\/terms\/c\/customer_relation_management.asp\" target=\"_blank\" rel=\"noreferrer noopener\">CRM<\/a> (Customer Relationship Management) system is a powerful management tool that helps HVAC companies handle every aspect of their customer interaction. From the first point of contact with potential customers to scheduling maintenance for existing clients, a CRM centralizes your customer data, automates tasks, and gives you a clear overview of your entire sales process.<\/p>\n\n<p>By centralizing all your client data and automating routine tasks, a CRM frees up your time to focus on keeping your customers happy and their homes comfortable.<\/p>\n\n<p>For those just starting out, see our <a href=\"https:\/\/invoicefly.com\/academy\/how-to-start-an-hvac-business\/\" target=\"_blank\" rel=\"noreferrer noopener\">How To Start Your Own HVAC Business: Step-by-Step Guide<\/a>.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-rounded\"><img decoding=\"async\" width=\"1024\" height=\"341\" class=\"wp-image-28042\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-02-1024x341.jpg\" alt=\"Download Invoice Fly Today!\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-02-1024x341.jpg 1024w, https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-02-300x100.jpg 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-02-768x256.jpg 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-02-710x237.jpg 710w, https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-02.jpg 1050w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h2 id=\"h-what-criteria-we-used-to-evaluate-the-crm-software-for-hvac-businesses\" class=\"wp-block-heading\"><strong>What Criteria We Used to Evaluate the CRM Software For HVAC Businesses<\/strong><\/h2>\n\n<p>To make this list as useful and impartial as possible, we evaluated each platform on several factors:\u00a0<\/p>\n\n<ul class=\"wp-block-list\">\n<li>overall feature set<\/li>\n\n<li>ease of use<\/li>\n\n<li>mobile accessibility<\/li>\n\n<li>integration with other business tools<\/li>\n\n<li>reporting and analytics capabilities<\/li>\n\n<li>customer support quality<\/li>\n\n<li>and cost-effectiveness.<\/li>\n<\/ul>\n\n<p>We also considered whether the CRM could scale with a growing HVAC business and how well it supports technicians in the field.<\/p>\n\n<p>Let\u2019s get into it!<\/p>\n\n<h3 id=\"h-1-nutshell-the-all-in-one-crm-for-small-businesses\" class=\"wp-block-heading\"><strong>1. Nutshell: The All-in-One CRM for Small Businesses<\/strong><\/h3>\n\n<p><a href=\"https:\/\/www.nutshell.com\/company\" target=\"_blank\" rel=\"noreferrer noopener\">Nutshell<\/a> stands out as an easy-to-use and affordable CRM, ideal for smaller HVAC contractors and growing businesses. Unlike other platforms built for enterprise-level operations, Nutshell is designed to get you up and running quickly without a steep learning curve. It provides a comprehensive suite of features that combine HVAC marketing and sales automation in one tool.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Key Features<\/strong>: Centralized contact management, automated follow-up emails, lead tracking, multiple pipeline views (including map view), and a strong mobile app for field technicians.<\/li>\n\n<li><strong>Pricing<\/strong>: Starts at around $13\/user\/month (annual billing).<\/li>\n\n<li><strong>Best For<\/strong>: Small to mid-sized HVAC companies that want an affordable all-in-one CRM.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full is-style-rounded\"><img decoding=\"async\" width=\"800\" height=\"409\" class=\"wp-image-79425\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/nutshell-crm-dashboard.png\" alt=\"Nutshell HVAC CRM software\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/nutshell-crm-dashboard.png 800w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/nutshell-crm-dashboard-300x153.png 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/nutshell-crm-dashboard-768x393.png 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/nutshell-crm-dashboard-710x363.png 710w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/figure>\n\n<p><em>Source: <a href=\"https:\/\/www.nutshell.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Nutshell<\/a><\/em><\/p>\n\n<h3 id=\"h-2-service-titan-the-industry-leader-for-enterprise-growth\" class=\"wp-block-heading\"><strong>2. Service Titan: The Industry Leader for Enterprise Growth<\/strong><\/h3>\n\n<p>Often considered the &#8220;gold standard&#8221; in HVAC CRM software, Service Titan is a powerful and comprehensive platform for growing your HVAC business. It is an all-in-one solution that includes everything from call booking and dispatching to integrated payroll and advanced business analytics.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Key Features<\/strong>: <a href=\"https:\/\/www.servicetitan.com\/industries\/hvac-software\" target=\"_blank\" rel=\"noreferrer noopener\">Service Titan<\/a> provides a massive feature set that covers every aspect including booking, dispatching, integrated payroll, commission tracking, advanced reporting, and field-based estimate building.<\/li>\n\n<li><strong>Pricing<\/strong>: $250\u2013$500+\/month per technician.<\/li>\n\n<li><strong>Best For<\/strong>: Large HVAC companies needing a feature-rich, scalable CRM.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"972\" height=\"676\" class=\"wp-image-79266\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/servicetitan-roofing-crm-example.png\" alt=\"ServiceTitan roofing CRM interface\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/servicetitan-roofing-crm-example.png 972w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/servicetitan-roofing-crm-example-300x209.png 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/servicetitan-roofing-crm-example-768x534.png 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/servicetitan-roofing-crm-example-710x494.png 710w\" sizes=\"(max-width: 972px) 100vw, 972px\" \/><\/figure>\n\n<p><em>Source: <a href=\"https:\/\/www.servicetitan.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Service Titan<\/a><\/em><\/p>\n\n<p>Running your own HVAC company? Get paid faster with <a href=\"https:\/\/invoicefly.com\/product\/invoice-maker\/\" target=\"_blank\" rel=\"noreferrer noopener\">Invoice Fly\u2019s Invoice Maker<\/a> \u2014 it\u2019s free!<\/p>\n\n<h3 id=\"h-3-kickserv-a-budget-friendly-option-with-a-free-plan\" class=\"wp-block-heading\"><strong>3. Kickserv: A Budget-Friendly Option with a Free Plan<\/strong><\/h3>\n\n<p><a href=\"https:\/\/www.kickserv.com\/tools\/service-made-simple\" target=\"_blank\" rel=\"noreferrer noopener\">Kickserv<\/a> is a great entry-level option for small teams or a one-man show getting started in the hvac industry. It provides essential tools for managing jobs, customers, and invoices, all within a straightforward interface.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Key Features<\/strong>: Estimating, job management, invoicing, and a mobile app for time tracking and job details.<\/li>\n\n<li><strong>Pricing<\/strong>: Free for up to two users; paid plans start at <a href=\"https:\/\/www.kickserv.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">$19\/month<\/a>.<\/li>\n\n<li><strong>Best For<\/strong>: New contractors or one-person operations.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-large is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"735\" class=\"wp-image-79428\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/kickserv-hvac-crm-software-1024x735.png\" alt=\"KickServ - HVAC CRM Software Dashboard\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/kickserv-hvac-crm-software-1024x735.png 1024w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/kickserv-hvac-crm-software-300x215.png 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/kickserv-hvac-crm-software-768x551.png 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/kickserv-hvac-crm-software-1536x1103.png 1536w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/kickserv-hvac-crm-software-710x510.png 710w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/kickserv-hvac-crm-software.png 1903w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p><em>Source: <a href=\"https:\/\/www.kickserv.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Kickserv<\/a><\/em><\/p>\n\n<h3 id=\"h-4-service-by-workwave-field-first-efficiency\" class=\"wp-block-heading\"><strong>4. Service by WorkWave: Field-First Efficiency<\/strong><\/h3>\n\n<p>As a field service management system, <a href=\"https:\/\/www.workwave.com\/industries\" target=\"_blank\" rel=\"noreferrer noopener\">Service by WorkWave<\/a> focuses on helping HVAC professionals streamline their on-the-go operations. The platform is designed to improve productivity and efficiency for technicians, ensuring they have all the information they need to complete jobs successfully.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Key Features<\/strong>: Drag-and-drop scheduling, route optimization, real-time job updates, billing, and payments.<\/li>\n\n<li><strong>Pricing<\/strong>: <strong>Custom quote<\/strong> only.<\/li>\n\n<li><strong>Best For<\/strong>: <strong>HVAC companies<\/strong> prioritizing mobile-first field management.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full is-style-rounded\"><img decoding=\"async\" class=\"wp-image-79430\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/work-wave-hvac-crm-software-dashboard.svg\" alt=\"WorkWave HVAC CRM Software - Dashboard\" \/><\/figure>\n\n<p><em>Source: <a href=\"https:\/\/www.workwave.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">WorkWave<\/a><\/em><\/p>\n\n<p>Check out our <a href=\"https:\/\/invoicefly.com\/academy\/hvac-technician-salary-guide-2025\/\" target=\"_blank\" rel=\"noreferrer noopener\">Average HVAC Salary Guide for Technicians in 2025<\/a> to see how pay varies in the industry.<\/p>\n\n<h3 id=\"h-5-aptora-the-accountant-s-choice-for-contractors\" class=\"wp-block-heading\"><strong>5. Aptora: The Accountant&#8217;s Choice for Contractors<\/strong><\/h3>\n\n<p><a href=\"https:\/\/www.aptora.com\/total-office-manager?srsltid=AfmBOorKDgFw240yTgb6WcsyTPKTfRSvqvjrBa94TtLIIjFO1J6EH_bh\" target=\"_blank\" rel=\"noreferrer noopener\">Aptora&#8217;s Total Office Manager<\/a> is a unique offering that combines a full-featured CRM with comprehensive accounting and business operation management tools. This makes it an excellent choice for hvac business owners who want to handle everything from payroll to job costing within a single platform.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Key Features<\/strong>: Inventory tracking, certified payroll, warehouse management, dispatch board, and reporting.<\/li>\n\n<li><strong>Pricing<\/strong>: Plans start at <a href=\"https:\/\/www.aptora.com\/pricing-software-and-services-aptora\" target=\"_blank\" rel=\"noreferrer noopener\">$700\/month.<\/a><\/li>\n\n<li><strong>Best For<\/strong>: Established companies that want one system for both operations and accounting.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"572\" class=\"wp-image-79432\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/aptora-hvac-crm-software.png\" alt=\"Aptora HVAC CRM Software - Dashboard\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/aptora-hvac-crm-software.png 1000w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/aptora-hvac-crm-software-300x172.png 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/aptora-hvac-crm-software-768x439.png 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/aptora-hvac-crm-software-710x406.png 710w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n<p><em>Source: <a href=\"https:\/\/www.aptora.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Aptora<\/a><\/em><\/p>\n\n<h3 id=\"h-6-simpro-project-management-and-efficiency\" class=\"wp-block-heading\"><strong>6. Simpro: Project Management and Efficiency<\/strong><\/h3>\n\n<p><a href=\"https:\/\/www.simprogroup.com\/company\/about-us\" target=\"_blank\" rel=\"noreferrer noopener\">Simpro<\/a> is a highly versatile <strong>field service<\/strong> management system that is popular across various trades, including HVAC. It is known for its ability to manage the entire workflow from quoting and scheduling to invoicing and maintenance.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Key Features<\/strong>: End-to-end project management, cost tracking, real-time updates, quoting, and scheduling.<\/li>\n\n<li>Pricing: Custom quote only.<\/li>\n\n<li>Best For: Companies balancing day-to-day HVAC service and larger project work.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"494\" class=\"wp-image-79433\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/simpro-hvac-crm-software-dashboard.png\" alt=\"Simpro HVAC CRM Software's Dashboard\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/simpro-hvac-crm-software-dashboard.png 1000w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/simpro-hvac-crm-software-dashboard-300x148.png 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/simpro-hvac-crm-software-dashboard-768x379.png 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/simpro-hvac-crm-software-dashboard-710x351.png 710w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n<p><em>Source: <a href=\"https:\/\/www.simprogroup.com\/\">Simpro Group<\/a><\/em><\/p>\n\n<p>If you\u2019re new to the industry, see <a href=\"https:\/\/invoicefly.com\/academy\/how-to-get-an-hvac-license\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Get your HVAC License<\/a> for licensing requirements.<\/p>\n\n<h2 id=\"h-comparison-table-7-top-hvac-crm-platforms\" class=\"wp-block-heading\"><strong>Comparison Table: 6 Top HVAC CRM Software<\/strong><\/h2>\n\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<tbody>\n<tr>\n<td><strong>CRM Platform<\/strong><\/td>\n<td><strong>Best For<\/strong><\/td>\n<td><strong>Standout Feature<\/strong><\/td>\n<td><strong>Pricing<\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong>Nutshell<\/strong><\/td>\n<td>Small to Mid-Sized Businesses<\/td>\n<td>Sales Automation &amp; Marketing<\/td>\n<td>Starts at $13\/user\/month (annual billing)<\/td>\n<\/tr>\n<tr>\n<td><strong>Service Titan<\/strong><\/td>\n<td>Large Enterprises<\/td>\n<td>Comprehensive All-in-One Suite<\/td>\n<td>Custom Quote (Known to be high)<\/td>\n<\/tr>\n<tr>\n<td><strong>Kickserv<\/strong><\/td>\n<td>Small &amp; Startup Businesses<\/td>\n<td>Affordable with Free Plan<\/td>\n<td>Starts at $19\/month (paid plans)<\/td>\n<\/tr>\n<tr>\n<td><strong>WorkWave<\/strong><\/td>\n<td>Mobile-First Teams<\/td>\n<td>Field Dispatching &amp; Tracking<\/td>\n<td>Custom Quote<\/td>\n<\/tr>\n<tr>\n<td><strong>Aptora<\/strong><\/td>\n<td>Finance-Focused Operations<\/td>\n<td>Integrated Accounting &amp; Payroll<\/td>\n<td>Starts at $700\/month (hosted)<\/td>\n<\/tr>\n<tr>\n<td><strong>Simpro<\/strong><\/td>\n<td>Mixed Service &amp; Project Work<\/td>\n<td>End-to-End Project Management<\/td>\n<td>Custom Quote<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n\n<p>For protecting your business finances, read <a href=\"https:\/\/invoicefly.com\/academy\/hvac-business-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">HVAC Contractor Insurance: How to Choose the Right Coverage &amp; Save in 2025<\/a>.<\/p>\n\n<h2 id=\"h-when-to-invest-in-a-crm-software-for-your-hvac-company\" class=\"wp-block-heading\"><strong>When to Invest in a CRM Software for Your HVAC Company?<\/strong><\/h2>\n\n<p>If your HVAC company is juggling too many spreadsheets, losing track of customer data, or struggling with scheduling and follow-ups, it\u2019s time to consider a CRM. Investing in CRM software becomes essential when you want to grow your customer base, improve efficiency, and deliver consistent service across all jobs.<\/p>\n\n<h2 id=\"h-how-to-choose-the-hvac-crm-that-best-fits-you\" class=\"wp-block-heading\"><strong>How to Choose the HVAC CRM that Best Fits You<\/strong><\/h2>\n\n<p>When selecting a CRM, focus on what will actually move the needle for your team today and scale with you tomorrow.<\/p>\n\n<h3 id=\"h-data-storage-and-collection\" class=\"wp-block-heading\"><strong>Data storage and collection<\/strong><\/h3>\n\n<p>Your CRM should securely capture and organize all customer, job, and asset data from contact information and service history to estimates, invoices, and photos and make it accessible in real time across web and mobile devices.<\/p>\n\n<h3 id=\"h-benefits-of-the-platform\" class=\"wp-block-heading\"><strong>Benefits of the platform<\/strong><\/h3>\n\n<p>To ensure a strong ROI, evaluate these capabilities:<\/p>\n\n<h4 id=\"h-ease-of-use\" class=\"wp-block-heading\"><strong>Ease of use<\/strong><\/h4>\n\n<p>A clean, intuitive interface shortens onboarding and helps techs and office staff adopt the system quickly with minimal training.<\/p>\n\n<h4 id=\"h-automation\" class=\"wp-block-heading\"><strong>Automation<\/strong><\/h4>\n\n<p>Automate routine tasks like follow\u2011ups, maintenance reminders, scheduling, and invoicing so your team spends more time serving customers and less time on admin.<\/p>\n\n<h4 id=\"h-sales-process-management\" class=\"wp-block-heading\"><strong>Sales process management<\/strong><\/h4>\n\n<p>Get full pipeline visibility from lead capture to won jobs, with estimates, approvals, and upsells tracked in one place.<\/p>\n\n<h4 id=\"h-analytics-and-reporting\" class=\"wp-block-heading\"><strong>Analytics and reporting<\/strong><\/h4>\n\n<p>Use dashboards and custom reports to monitor profitability, technician performance, close rates, and customer trends. And more importantly make data\u2011driven decisions.<\/p>\n\n<h4 id=\"h-mobile-app\" class=\"wp-block-heading\"><strong>Mobile App<\/strong><\/h4>\n\n<p>Field technicians need reliable mobile access to work orders, customer notes, checklists, photos, and signatures, ideally with offline mode and GPS.<\/p>\n\n<h4 id=\"h-training-and-support\" class=\"wp-block-heading\"><strong>Training and support<\/strong><\/h4>\n\n<p>Look for robust onboarding, tutorials, and responsive support (chat\/phone\/email) so issues don\u2019t stall your operations.<\/p>\n\n<h4 id=\"h-capterra-g2-get-app-industry-software-reviews\" class=\"wp-block-heading\"><strong>Capterra \/ G2 \/ Get App Industry Software Reviews<\/strong><\/h4>\n\n<p>Validate vendor claims by checking ratings and <a href=\"https:\/\/www.capterra.com\/hvac-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">HVAC\u2011specific reviews<\/a> from contractors who use the software day to day.<\/p>\n\n<h2 id=\"h-how-do-i-get-customers-with-an-hvac-crm\" class=\"wp-block-heading\"><strong>How do I get customers with an HVAC CRM Software?<\/strong><\/h2>\n\n<p>An HVAC CRM helps you attract and keep customers by automating key processes and centralizing all client information. It allows you to:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Capture and track leads:<\/strong> Automatically collects and organizes inquiries from various sources, helping you identify which marketing efforts are working.<\/li>\n\n<li><strong>Improve communication:<\/strong> Sends automated follow-up messages to new leads and personalized offers to existing clients, boosting conversion and retention.<\/li>\n\n<li><strong>Organize operations:<\/strong> Manages scheduling, estimates, and invoicing, freeing up your time and improving efficiency.<\/li>\n\n<li><strong>Build a strong reputation:<\/strong> Automates requests for customer reviews, which helps attract new clients through positive word-of-mouth.<\/li>\n<\/ul>\n\n<p>For pricing strategy, see our <a href=\"https:\/\/invoicefly.com\/academy\/hvac-pricing-guide-made-simple\/\" target=\"_blank\" rel=\"noreferrer noopener\">HVAC Pricing Guide: How to Charge Confidently<\/a>. For upsell ideas, read <a href=\"https:\/\/invoicefly.com\/academy\/hvac-services\/\" target=\"_blank\" rel=\"noreferrer noopener\">Best HVAC Service List To Offer To Your Customers in 2025<\/a>.<\/p>\n\n<h2 id=\"h-the-future-of-hvac-crm-what-s-next\" class=\"wp-block-heading\"><strong>The Future of HVAC CRM: What&#8217;s Next?<\/strong><\/h2>\n\n<figure class=\"wp-block-image size-full is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"560\" class=\"wp-image-79434\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/the-future-of-hvac-crm.jpg\" alt=\"\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/the-future-of-hvac-crm.jpg 1000w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/the-future-of-hvac-crm-300x168.jpg 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/the-future-of-hvac-crm-768x430.jpg 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2025\/09\/the-future-of-hvac-crm-710x398.jpg 710w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n\n<p><em>Source: <a href=\"https:\/\/www.freepik.com\/\">Freepik<\/a><\/em><\/p>\n\n<p>The future of HVAC CRM will be driven by technology that enhances efficiency and customer experience.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>AI Integration:<\/strong> Artificial intelligence will be increasingly used to predict customer needs, automate lead scoring, and help technicians with troubleshooting in the field.<\/li>\n\n<li><strong>Smarter Systems:<\/strong> CRMs will connect with smart HVAC systems to get real-time data, enabling proactive maintenance and improved service.<\/li>\n\n<li><strong>Enhanced Customer Experience:<\/strong> The focus will shift to providing a seamless customer journey, with the CRM serving as the central tool for managing personalized and efficient interactions.<\/li>\n<\/ul>\n\n<p>For marketing insights, check our <a href=\"https:\/\/invoicefly.com\/academy\/hvac-marketing-strategy\/\" target=\"_blank\" rel=\"noreferrer noopener\">HVAC Marketing Strategy: Increase Marketing Profits in 2025<\/a>.<\/p>\n\n<figure class=\"wp-block-image size-large is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"341\" class=\"wp-image-28043\" src=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-03-1024x341.jpg\" alt=\"Try Invoice Fly for Free!\" srcset=\"https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-03-1024x341.jpg 1024w, https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-03-300x100.jpg 300w, https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-03-768x256.jpg 768w, https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-03-710x237.jpg 710w, https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/08\/Invoice-Fly-Blog-Banner-03.jpg 1050w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h2 id=\"h-a-crm-is-an-investment-in-your-business\" class=\"wp-block-heading\"><strong>A CRM is an Investment in Your Business<\/strong><\/h2>\n\n<p>Choosing the right HVAC CRM software is one of the most important decisions you can make to set your business up for long-term success. It\u2019s not just a tool for tracking leads or scheduling jobs; it\u2019s a strategic investment that helps you manage customers, increase productivity, and build a thriving, profitable business.<\/p>\n\n<p>By centralizing your customer data, automating routine tasks, and giving you the insights to make smart decisions, a CRM can free up your time to focus on what matters most: keeping your customers home comfortable and building a strong reputation.<\/p>\n\n<p>Running your own contracting business? Try <a href=\"https:\/\/invoicefly.com\/product\/invoicing-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">Invoice Fly\u2019s Invoicing Software<\/a> or <a href=\"https:\/\/invoicefly.com\/product\/invoice-maker\/\" target=\"_blank\" rel=\"noreferrer noopener\">Invoice Maker<\/a> today.<\/p>\n\n<p>\u00a0<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d0585ca e-flex e-con-boxed e-con e-parent\" data-id=\"d0585ca\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f5adbec elementor-widget elementor-widget-heading\" data-id=\"f5adbec\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">FAQs about HVAC CRM Software<\/h2>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fedf4a9 e-flex e-con-boxed e-con e-parent\" data-id=\"fedf4a9\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2336ef3 elementor-widget__width-initial elementor-widget elementor-widget-elementskit-accordion\" data-id=\"2336ef3\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-accordion.default\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\n        <div class=\"elementskit-accordion accoedion-primary\" id=\"accordion-69f2a2cb336f8\">\n\n            \n                <div class=\"elementskit-card active\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-0-2336ef3\">\n                        <a href=\"#collapse-8065b3c69f2a2cb336f8\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-8065b3c69f2a2cb336f8\" aria-expanded=\"true\" aria-controls=\"Collapse-8065b3c69f2a2cb336f8\">\n                            \n                            <span class=\"ekit-accordion-title\">1. What is the best CRM for HVAC?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-8065b3c69f2a2cb336f8\" class=\" show collapse\" aria-labelledby=\"primaryHeading-0-2336ef3\" data-parent=\"#accordion-69f2a2cb336f8\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p><span style=\"font-weight: 400\">The best CRM for HVAC depends on your business size and needs. Tools like <\/span><b>Service Titan<\/b><span style=\"font-weight: 400\"> are popular for large enterprises, while <\/span><b>Nutshell<\/b><span style=\"font-weight: 400\"> and <\/span><b>Kickserv<\/b><span style=\"font-weight: 400\"> are more affordable for smaller contractors. Each option comes with unique strengths in automation, scheduling, and customer management.<\/span><\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card active\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-1-2336ef3\">\n                        <a href=\"#collapse-d5b379969f2a2cb336f8\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-d5b379969f2a2cb336f8\" aria-expanded=\"true\" aria-controls=\"Collapse-d5b379969f2a2cb336f8\">\n                            \n                            <span class=\"ekit-accordion-title\">2. What is a CRM in HVAC?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-d5b379969f2a2cb336f8\" class=\" show collapse\" aria-labelledby=\"primaryHeading-1-2336ef3\" data-parent=\"#accordion-69f2a2cb336f8\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p><span style=\"font-weight: 400\">A CRM in HVAC is a Customer Relationship Management system designed specifically for HVAC contractors. It centralizes customer data, streamlines scheduling and dispatching, automates follow-ups, and provides analytics to improve business operations.<\/span><\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card active\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-2-2336ef3\">\n                        <a href=\"#collapse-cd09c8369f2a2cb336f8\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-cd09c8369f2a2cb336f8\" aria-expanded=\"true\" aria-controls=\"Collapse-cd09c8369f2a2cb336f8\">\n                            \n                            <span class=\"ekit-accordion-title\">3. Which is the most commonly used CRM software?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-cd09c8369f2a2cb336f8\" class=\" show collapse\" aria-labelledby=\"primaryHeading-2-2336ef3\" data-parent=\"#accordion-69f2a2cb336f8\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p><span style=\"font-weight: 400\">Among HVAC companies, Service Titan is one of the most commonly used CRM platforms, especially for larger organizations. For small to mid-sized businesses, Kickserv and Nutshell are widely adopted due to their affordability and ease of use.<\/span><\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card active\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-3-2336ef3\">\n                        <a href=\"#collapse-460c24b69f2a2cb336f8\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-460c24b69f2a2cb336f8\" aria-expanded=\"true\" aria-controls=\"Collapse-460c24b69f2a2cb336f8\">\n                            \n                            <span class=\"ekit-accordion-title\">4. What software to use for HVAC?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-460c24b69f2a2cb336f8\" class=\" show collapse\" aria-labelledby=\"primaryHeading-3-2336ef3\" data-parent=\"#accordion-69f2a2cb336f8\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p><span style=\"font-weight: 400\">HVAC contractors can choose from specialized CRM platforms such as Service Trade, Simpro, or Aptora, depending on whether they prioritize field service, project management, or accounting integration. The right software should fit your workflow, budget, and growth plans.<\/span><\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                \n                <div class=\"elementskit-card active\">\n                    <div class=\"elementskit-card-header\" id=\"primaryHeading-4-2336ef3\">\n                        <a href=\"#collapse-10f451369f2a2cb336f8\" class=\"ekit-accordion--toggler elementskit-btn-link collapsed\" data-ekit-toggle=\"collapse\" data-target=\"#Collapse-10f451369f2a2cb336f8\" aria-expanded=\"true\" aria-controls=\"Collapse-10f451369f2a2cb336f8\">\n                            \n                            <span class=\"ekit-accordion-title\">5. Which is the easiest CRM to use?<\/span>\n\n                            \n                                <div class=\"ekit_accordion_icon_group\">\n                                    <div class=\"ekit_accordion_normal_icon\">\n                                        <!-- Normal Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-down-arrow1\"><\/i>                                    <\/div>\n\n                                    <div class=\"ekit_accordion_active_icon\">\n                                        <!-- Active Icon -->\n\t\t\t\t\t\t\t\t\t\t<i class=\"icon icon-up-arrow\"><\/i>                                    <\/div>\n                                <\/div>\n\n                            \n                                                    <\/a>\n                    <\/div>\n\n                    <div id=\"Collapse-10f451369f2a2cb336f8\" class=\" show collapse\" aria-labelledby=\"primaryHeading-4-2336ef3\" data-parent=\"#accordion-69f2a2cb336f8\">\n\n                        <div class=\"elementskit-card-body ekit-accordion--content\">\n                            <p><span style=\"font-weight: 400\">For HVAC businesses looking for simplicity, Kickserv is often considered the easiest to use because of its free plan and straightforward interface. Nutshell is also praised for its intuitive design and minimal onboarding time.<\/span><\/p>                        <\/div>\n\n                    <\/div>\n\n                <\/div><!-- .elementskit-card END -->\n\n                                                        <script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"1. What is the best CRM for HVAC?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<p><span style=\\\"font-weight: 400\\\">The best CRM for HVAC depends on your business size and needs. Tools like <\/span><b>Service Titan<\/b><span style=\\\"font-weight: 400\\\"> are popular for large enterprises, while <\/span><b>Nutshell<\/b><span style=\\\"font-weight: 400\\\"> and <\/span><b>Kickserv<\/b><span style=\\\"font-weight: 400\\\"> are more affordable for smaller contractors. 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This [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":79314,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[168,162,156,157],"tags":[],"ppma_author":[101],"class_list":["post-79414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-hvac","category-industries","category-manage-your-business","category-start-your-business","author-ellie-mckenna"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.8 (Yoast SEO v25.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Best HVAC CRM Software: Our 7 Picks for 2025 - Invoice Fly<\/title>\n<meta name=\"description\" content=\"Discover the best HVAC CRM software for 2025. Compare features, pricing, and benefits of top platforms like ServiceTitan, Nutshell, Simpro, and more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/invoicefly.com\/es\/academia\/software-crm-aire-acondicionados-calefaccion-y-ventilacion\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Best HVAC CRM Software: Our 6 Picks for 2025\" \/>\n<meta property=\"og:description\" content=\"Discover the best HVAC CRM software for 2025. 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Based in Barcelona and hailing from Ireland, Ellie specializes in transforming complex ideas into clear, engaging, and results-driven content. Her work spans industries like lifestyle, finance, travel, and technology, with a portfolio featured in prestigious publications such as TimeOut, The Mirror, and The Telegraph. With a BSc in Business Advertising and an MSc in Digital Marketing, Communications, and Leadership, Ellie blends creativity with strategic insight to deliver content that resonates with audiences and drives conversions. Known for her quick wit and outside-the-box thinking, she\u2019s trusted by clients like Pfizer, Giorgio Armani, LVMH, and Vistaprint for her ability to make the content creation process seamless and impactful. When not writing, Ellie can be found exploring craft shops, diving into a new hobby, or reading the latest Dolly Alderton novel. Qualifications Master of Science in Digital Marketing, Communications, and Leadership, University of Ulster, UK (Graduated 2019) Bachelor of Science in Business Advertising, University College Dublin, Ireland (Graduated 2018) Professional Development: SEO Copywriting Certification (2022) Voice-Over and Animation Scriptwriting Workshop (2021) Google Ads and Analytics Training (2020) Areas of Specialization Content Writing: Long-form blog posts, articles, and press releases optimized for SEO and engagement. Copywriting: Persuasive website copy, email campaigns, social media content, and PR materials that convert. Voice-Over &amp; Technical Animation Scripts: Polished scripts for video content, including explainer videos and branded series (for example: Armani\u2019s visual search videos). SEO Content Strategy: Crafting keyword-driven content to boost search rankings and backlinks. Brand Messaging: Developing authentic, human-centered brand voices for startups and global companies. Content Marketing: Creating campaigns that secure coverage in high-profile outlets like TimeOut and The Telegraph. Professional Experience Copywriter | Vistaprint, Barcelona, Spain (Apr. 2024 \u2013 Present) Create copy for email campaigns, blog posts, PR, social media, and marketing experiences (MX) for a global printing and marketing brand. Collaborate with design and marketing teams to develop cohesive, conversion-focused content. Optimize content for SEO, contributing to increased user engagement and click-through rates. Voice-Over and Technical Animation Script Copywriter | Propulse Video (TransPerfect), Barcelona, Spain (Jan. 2022 \u2013 Present) Write concise, engaging scripts for branded video series, including a three-part visual search video for Giorgio Armani. Ensure scripts align with client tone and objectives, delivering luxurious yet accessible messaging. Contribute to creative development, from narrative planning to post-production feedback. Freelance Copywriter | EMCK Creative Copywriting, Remote (Jan. 2022 \u2013 Present) Provide copywriting and content services for global clients, including Pfizer, LVMH, Samsung, and M\u00e9decins Sans Fronti\u00e8res. Specialize in voice-over scripts, SEO blogs, and brand messaging for women-led and women-focused brands. Secure backlinks and coverage in publications like TimeOut, The Mirror, and The Telegraph through strategic content marketing. Communication and Engagement Officer | Department for Communities, Belfast, UK (Nov. 2023 \u2013 Apr. 2024) Developed communication strategies and content for community engagement initiatives. Produced internal and external communications, including reports and public-facing materials. Content Marketing Executive | Minty Digital, Barcelona, Spain (Jan. 2023 \u2013 Nov. 2023) Created long-form SEO content for lifestyle, finance, and travel sectors, securing backlinks in global publications. Managed content calendars and collaborated with clients to align content with marketing goals. Utilized Google Analytics to optimize content performance, increasing organic traffic by 20% for key campaigns. Marketing and Communication Officer | Northern Ireland Civil Service (DAERA NI), Belfast, UK (Dec. 2020 \u2013 Jan. 2023) Produced marketing materials and communications for agricultural and environmental programs. Led content creation for digital and print campaigns, enhancing public awareness and engagement. Affiliate Marketing and Content Executive | Westwood One, Greater New York City Area, USA (Oct. 2018 \u2013 Sep. 2019) Developed affiliate marketing content and campaigns for a leading media company. Wrote blog posts, emails, and social media content to drive affiliate conversions. Previous Achievements Secured backlinks and coverage in TimeOut, The Mirror, and The Telegraph for lifestyle, finance, and travel content at Minty Digital. Wrote a three-part voice-over script series for Giorgio Armani\u2019s visual search functionality, praised for its luxurious tone and clarity. Increased organic traffic by 20% for Minty Digital\u2019s content campaigns through SEO optimization (2023). Published content for Vistaprint that improved email campaign click-through rates by 15% (2024). Recognized by B\u00e9im Digital\u2019s CEO for delivering \u201cremarkable\u201d content that drove tangible results. References Eamon Corcoran, CEO, B\u00e9im Digital: \u201cEllie\u2019s ability to turn ideas into compelling copy is nothing short of remarkable. Her content resonates and drives results.\u201d Available Upon Request: Additional references from clients like Propulse Video and Vistaprint. Contact For collaboration inquiries or to discuss your project, reach out to Ellie at emckcreativesolutions@gmail.com or connect via LinkedIn. 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Afincada en Barcelona y procedente de Irlanda, Ellie est\u00e1 especializada en transformar ideas complejas en contenidos claros, atractivos y orientados a resultados. Su trabajo abarca sectores como el estilo de vida, las finanzas, los viajes y la tecnolog\u00eda, y ha aparecido en prestigiosas publicaciones como TimeOut, The Mirror y The Telegraph. Licenciada en Publicidad Empresarial y con un m\u00e1ster en Marketing Digital, Comunicaci\u00f3n y Liderazgo, Ellie combina la creatividad con la visi\u00f3n estrat\u00e9gica para ofrecer contenidos que resuenen entre el p\u00fablico y generen conversiones. Conocida por su ingenio y su pensamiento creativo, clientes como Pfizer, Giorgio Armani, LVMH y Vistaprint conf\u00edan en ella por su capacidad para hacer que el proceso de creaci\u00f3n de contenidos sea fluido e impactante. Cuando no est\u00e1 escribiendo, a Ellie se la puede encontrar explorando tiendas de artesan\u00eda, sumergi\u00e9ndose en un nuevo hobby o leyendo la \u00faltima novela de Dolly Alderton. Cualificaciones M\u00e1ster en Marketing Digital, Comunicaciones y Liderazgo, Universidad de Ulster, Reino Unido (Graduada en 2019) Licenciatura en Publicidad Empresarial, University College Dublin, Irlanda (Graduada en 2018) Desarrollo profesional: Certificaci\u00f3n de redacci\u00f3n publicitaria SEO (2022) Taller de escritura de guiones de voz en off y animaci\u00f3n (2021) Formaci\u00f3n en Google Ads y Analytics (2020) \u00c1reas de especializaci\u00f3n Redacci\u00f3n de contenidos: Entradas de blog de formato largo, art\u00edculos y comunicados de prensa optimizados para SEO y compromiso. Redacci\u00f3n publicitaria: Textos persuasivos para sitios web, campa\u00f1as de correo electr\u00f3nico, contenidos para redes sociales y materiales de relaciones p\u00fablicas que conviertan. Guiones de doblaje y animaci\u00f3n t\u00e9cnica: Guiones pulidos para contenidos de v\u00eddeo, incluidos v\u00eddeos explicativos y series de marca (por ejemplo: los v\u00eddeos de b\u00fasqueda visual de Armani). Estrategia de contenidos SEO: Creaci\u00f3n de contenidos basados en palabras clave para mejorar las clasificaciones de b\u00fasqueda y los v\u00ednculos de retroceso. Mensajes de marca: Desarrollo de voces de marca aut\u00e9nticas y centradas en el ser humano para startups y empresas globales. Marketing de contenidos: Creaci\u00f3n de campa\u00f1as que garantizan la cobertura en medios de alto perfil como TimeOut y The Telegraph. Experiencia profesional Redactor | Vistaprint, Barcelona, Espa\u00f1a (Abr. 2024 - Presente) Crear textos para campa\u00f1as de correo electr\u00f3nico, entradas de blog, relaciones p\u00fablicas, redes sociales y experiencias de marketing (MX) para una marca global de impresi\u00f3n y marketing. Colaborar con los equipos de dise\u00f1o y marketing para desarrollar contenido cohesivo y enfocado a la conversi\u00f3n. Optimizar el contenido para SEO, contribuyendo a aumentar la participaci\u00f3n del usuario y las tasas de clics. Voice-Over and Technical Animation Script Copywriter | Propulse Video (TransPerfect), Barcelona, Espa\u00f1a (Ene. 2022 - Presente) Escribir guiones concisos y atractivos para series de v\u00eddeo de marca, incluyendo un v\u00eddeo de b\u00fasqueda visual de tres partes para Giorgio Armani. Garantizar que los guiones se alineen con el tono y los objetivos del cliente, transmitiendo mensajes lujosos pero accesibles. Contribuir al desarrollo creativo, desde la planificaci\u00f3n narrativa hasta los comentarios posteriores a la producci\u00f3n. Freelance Copywriter | EMCK Creative Copywriting, Remote (Jan. 2022 - Present) Proporcionar servicios de redacci\u00f3n y contenido para clientes globales, incluyendo Pfizer, LVMH, Samsung, y M\u00e9decins Sans Fronti\u00e8res. Especializada en guiones de voz en off, blogs SEO y mensajes de marca para marcas lideradas por mujeres y centradas en mujeres. Conseguir backlinks y cobertura en publicaciones como TimeOut, The Mirror y The Telegraph mediante marketing de contenidos estrat\u00e9gico. Communication and Engagement Officer | Department for Communities, Belfast, UK (Nov. 2023 - Abr. 2024) Desarroll\u00f3 estrategias de comunicaci\u00f3n y contenidos para iniciativas de compromiso con la comunidad. Producci\u00f3n de comunicaciones internas y externas, incluyendo informes y materiales de cara al p\u00fablico. Ejecutivo de Marketing de Contenidos | Minty Digital, Barcelona, Espa\u00f1a (Ene. 2023 - Nov. 2023) Creaci\u00f3n de contenidos SEO de largo formato para los sectores de estilo de vida, finanzas y viajes, asegurando backlinks en publicaciones globales. Gestion\u00e9 calendarios de contenido y colabor\u00e9 con los clientes para alinear el contenido con los objetivos de marketing. Utilic\u00e9 Google Analytics para optimizar el rendimiento de los contenidos, aumentando el tr\u00e1fico org\u00e1nico en 20% para campa\u00f1as clave. Marketing and Communication Officer | Northern Ireland Civil Service (DAERA NI), Belfast, UK (dic. 2020 - ene. 2023) Produjo materiales de marketing y comunicaciones para programas agr\u00edcolas y medioambientales. Dirig\u00ed la creaci\u00f3n de contenidos para campa\u00f1as digitales e impresas, mejorando la concienciaci\u00f3n y el compromiso del p\u00fablico. Affiliate Marketing and Content Executive | Westwood One, Greater New York City Area, USA (Oct. 2018 - Sep. 2019) Desarroll\u00f3 contenidos y campa\u00f1as de marketing de afiliaci\u00f3n para una empresa l\u00edder en medios de comunicaci\u00f3n. Escribi\u00f3 publicaciones de blog, correos electr\u00f3nicos y contenido de redes sociales para impulsar las conversiones de afiliados. Logros anteriores Asegur\u00f3 backlinks y cobertura en TimeOut, The Mirror y The Telegraph para contenido de estilo de vida, finanzas y viajes en Minty Digital. Escribi\u00f3 una serie de guiones de voz en off de tres partes para la funcionalidad de b\u00fasqueda visual de Giorgio Armani, elogiada por su tono lujoso y su claridad. Aument\u00f3 el tr\u00e1fico org\u00e1nico en 20% para las campa\u00f1as de contenidos de Minty Digital mediante la optimizaci\u00f3n SEO (2023). Publicaci\u00f3n de contenidos para Vistaprint que mejoraron las tasas de clics de las campa\u00f1as de correo electr\u00f3nico en 15% (2024). Reconocido por el director general de B\u00e9im Digital por ofrecer un contenido \u201cextraordinario\u201d que gener\u00f3 resultados tangibles. Referencias Eamon Corcoran, CEO de B\u00e9im Digital: \u201cLa capacidad de Ellie para convertir ideas en textos convincentes es extraordinaria. Su contenido resuena y genera resultados\u201d. Disponible a petici\u00f3n: Referencias adicionales de clientes como Propulse Video y Vistaprint. Contacto Para consultas sobre colaboraci\u00f3n o para hablar de tu proyecto, ponte en contacto con Ellie en emckcreativesolutions@gmail.com o a trav\u00e9s de LinkedIn. Visita elliemckenna.com para explorar su portafolio y servicios.","sameAs":["http:\/\/elliemckenna.com","https:\/\/www.linkedin.com\/in\/ellie-mckenna\/"],"gender":"female","award":["Eamon Corcoran","CEO","B\u00e9im Digital: \u201cEllie\u2019s ability to turn ideas into compelling copy is nothing short of remarkable. Her content resonates and drives results.\u201d Available Upon Request: Additional references from clients like Propulse Video and Vistaprint"],"knowsAbout":["Invoicing","SaaS","Mobile Apps","Accounting","Home Service Industry. Content Writing: Long-form blog posts","articles","and press releases optimized for SEO and engagement. Copywriting: Persuasive website copy","email campaigns","social media content","and PR materials that convert. Voice-Over & Technical Animation Scripts: Polished scripts for video content","including explainer videos and branded series (e.g.","Armani\u2019s visual search videos). SEO Content Strategy: Crafting keyword-driven content to boost search rankings and backlinks. Brand Messaging: Developing authentic","human-centered brand voices for startups and global companies. Content Marketing: Creating campaigns that secure coverage in high-profile outlets like TimeOut and The Telegraph."],"knowsLanguage":["English","Spanish"],"jobTitle":"Copywriter","worksFor":"Copywriter & Content Strategist","url":"https:\/\/invoicefly.com\/es\/academy\/author\/ellie-mckenna\/"}]}},"authors":[{"term_id":101,"user_id":6,"is_guest":0,"slug":"ellie-mckenna","display_name":"Ellie McKenna","avatar_url":{"url":"https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/12\/1713359745033.jpg","url2x":"https:\/\/invoicefly.com\/wp-content\/uploads\/2024\/12\/1713359745033.jpg"},"author_category":"1","first_name":"Ellie","last_name":"McKenna","user_url":"http:\/\/elliemckenna.com","job_title":"Freelance Copywriter and Content Writer; Copywriter at Vistaprint","description":"<h3>Ellie McKenna - Perfil del autor<\/h3>\r\n<p><strong>Nombre<\/strong>: Ellie McKenna\r\n<strong>Correo electr\u00f3nico<\/strong>: emckcreativesolutions@gmail.com\r\n<strong>LinkedIn<\/strong>: linkedin.com\/in\/ellie-mckenna\r\n<strong>Estatuto profesional<\/strong>: Redactora aut\u00f3noma y redactora de contenidos; redactora en Vistaprint\r\n<strong>Ubicaci\u00f3n<\/strong>: Barcelona, Espa\u00f1a (Procedente de Irlanda - Mercado EUA)<\/p>\r\n\r\n<h3>Acerca de Ellie McKenna<\/h3>\r\n<p>Ellie McKenna es una din\u00e1mica redactora y estratega de contenidos con m\u00e1s de cinco a\u00f1os de experiencia en la creaci\u00f3n de narrativas convincentes para marcas globales, agencias y equipos internos. Con sede en Barcelona y procedente de Irlanda, Ellie est\u00e1 especializada en transformar ideas complejas en contenidos claros, atractivos y orientados a resultados. Su trabajo abarca sectores como el estilo de vida, las finanzas, los viajes y la tecnolog\u00eda, y ha aparecido en prestigiosas publicaciones como <em>TimeOut<\/em>, <em>El espejo<\/em>, y <em>El tel\u00e9grafo<\/em>.<\/p>\r\n<p>Con un <strong>Licenciatura en Publicidad Empresarial<\/strong> y un <strong>M\u00e1ster en Marketing Digital, Comunicaci\u00f3n y Liderazgo<\/strong>, Ellie combina la creatividad con la visi\u00f3n estrat\u00e9gica para ofrecer contenidos que resuenen en el p\u00fablico y generen conversiones. Conocida por su ingenio r\u00e1pido y su pensamiento creativo, clientes como Pfizer, Giorgio Armani, LVMH y Vistaprint conf\u00edan en ella por su capacidad para hacer que el proceso de creaci\u00f3n de contenidos sea fluido e impactante. Cuando no est\u00e1 escribiendo, a Ellie se la puede encontrar explorando tiendas de artesan\u00eda, sumergi\u00e9ndose en un nuevo hobby o leyendo la \u00faltima novela de Dolly Alderton.<\/p>\r\n\r\n<h3>Cualificaciones<\/h3>\r\n<p><strong>M\u00e1ster en Marketing Digital, Comunicaci\u00f3n y Liderazgo<\/strong>, Universidad de Ulster, Reino Unido (Graduado en 2019)<\/p>\r\n<p dir=\"ltr\"><strong>Licenciatura en Publicidad Empresarial<\/strong>, University College Dublin, Irlanda (Graduado en 2018)<\/p>\r\n<p><strong>Desarrollo profesional<\/strong>:<\/p>\r\n<p>Certificaci\u00f3n SEO Copywriting (2022)<\/p>\r\n<p>Taller de redacci\u00f3n de guiones de doblaje y animaci\u00f3n (2021)<\/p>\r\n<p>Formaci\u00f3n en Google Ads y Analytics (2020)<\/p>\r\n\r\n<h3>\u00c1reas de especializaci\u00f3n<\/h3>\r\n<p><strong>Redacci\u00f3n de contenidos<\/strong>: Entradas de blog, art\u00edculos y comunicados de prensa de formato largo optimizados para SEO y captaci\u00f3n.<\/p>\r\n<p><strong>Redacci\u00f3n publicitaria<\/strong>: Textos persuasivos para sitios web, campa\u00f1as de correo electr\u00f3nico, contenidos para redes sociales y materiales de relaciones p\u00fablicas que conviertan.<\/p>\r\n<p><strong>Guiones de doblaje y animaci\u00f3n t\u00e9cnica<\/strong>: Guiones pulidos para contenidos de v\u00eddeo, incluidos v\u00eddeos explicativos y series de marca (por ejemplo: v\u00eddeos de b\u00fasqueda visual de Armani).<\/p>\r\n<p><strong>Estrategia de contenidos SEO<\/strong>: Creaci\u00f3n de contenidos basados en palabras clave para mejorar el posicionamiento y los v\u00ednculos de retroceso.<\/p>\r\n<p><strong>Mensajes de marca<\/strong>: Desarrollo de voces de marca aut\u00e9nticas y centradas en el ser humano para startups y empresas globales.<\/p>\r\n<p><strong>Marketing de contenidos<\/strong>: Crear campa\u00f1as que garanticen la cobertura en medios de gran visibilidad como <em>TimeOut<\/em> y <em>El tel\u00e9grafo<\/em>.<\/p>\r\n\r\n<h3>Experiencia profesional<\/h3>\r\n<h4>Redactora | Vistaprint, Barcelona, Espa\u00f1a (Abr. 2024 - Presente)<\/h4>\r\n<p dir=\"ltr\">Crear textos para campa\u00f1as de correo electr\u00f3nico, entradas de blog, relaciones p\u00fablicas, redes sociales y experiencias de marketing (MX) para una marca global de impresi\u00f3n y marketing.<\/p>\r\n<p>Colaborar con los equipos de dise\u00f1o y marketing para desarrollar contenidos coherentes y centrados en la conversi\u00f3n.<\/p>\r\n<p>Optimizar el contenido para SEO, contribuyendo a aumentar la participaci\u00f3n de los usuarios y las tasas de clics.<\/p>\r\n\r\n<h4>Locutora y guionista t\u00e9cnica de animaci\u00f3n | Propulse Video (TransPerfect), Barcelona, Espa\u00f1a (Ene. 2022 - Presente)<\/h4>\r\n<p>Escribir guiones concisos y atractivos para series de v\u00eddeo de marca, incluido un v\u00eddeo de b\u00fasqueda visual de tres partes para Giorgio Armani.<\/p>\r\n<p>Garantizar que los guiones se ajusten al tono y los objetivos del cliente, transmitiendo mensajes lujosos pero accesibles.<\/p>\r\n<p>Contribuir al desarrollo creativo, desde la planificaci\u00f3n narrativa hasta los comentarios posteriores a la producci\u00f3n.<\/p>\r\n\r\n<h4>Copywriter Freelance | EMCK Creative Copywriting, Remoto (Ene. 2022 - Presente)<\/h4>\r\n<p>Prestar servicios de redacci\u00f3n y contenidos para clientes de todo el mundo, como Pfizer, LVMH, Samsung y M\u00e9dicos sin Fronteras.<\/p>\r\n<p>Especializada en guiones de voz en off, blogs SEO y mensajes de marca para marcas dirigidas por mujeres y centradas en mujeres.<\/p>\r\n<p>Conseguir backlinks y cobertura en publicaciones como <em>TimeOut<\/em>, <em>El espejo<\/em>, y <em>El tel\u00e9grafo<\/em> a trav\u00e9s del marketing de contenidos estrat\u00e9gico.<\/p>\r\n\r\n<h4>Responsable de Comunicaci\u00f3n y Participaci\u00f3n | Department for Communities, Belfast, Reino Unido (nov. 2023 - abr. 2024)<\/h4>\r\n<p>Desarrollo de estrategias de comunicaci\u00f3n y contenidos para iniciativas de participaci\u00f3n comunitaria.<\/p>\r\n<p>Elaboraci\u00f3n de comunicaciones internas y externas, incluidos informes y material de cara al p\u00fablico.<\/p>\r\n\r\n<h4>Ejecutivo de Marketing de Contenidos | Minty Digital, Barcelona, Espa\u00f1a (Ene. 2023 - Nov. 2023)<\/h4>\r\n<p>Creaci\u00f3n de contenidos SEO de formato largo para los sectores de estilo de vida, finanzas y viajes, asegurando backlinks en publicaciones mundiales.<\/p>\r\n<p>Gesti\u00f3n de calendarios de contenidos y colaboraci\u00f3n con los clientes para alinear los contenidos con los objetivos de marketing.<\/p>\r\n<p>Utilizaci\u00f3n de Google Analytics para optimizar el rendimiento de los contenidos, aumentando el tr\u00e1fico org\u00e1nico en 20% para campa\u00f1as clave.<\/p>\r\n\r\n<h4>Responsable de Marketing y Comunicaci\u00f3n | Northern Ireland Civil Service (DAERA NI), Belfast, Reino Unido (dic. 2020 - ene. 2023)<\/h4>\r\n<p>Elaboraci\u00f3n de materiales de marketing y comunicaciones para programas agr\u00edcolas y medioambientales.<\/p>\r\n<p>Dirigi\u00f3 la creaci\u00f3n de contenidos para campa\u00f1as digitales e impresas, mejorando la concienciaci\u00f3n y el compromiso del p\u00fablico.<\/p>\r\n\r\n<h4>Ejecutivo de marketing de afiliaci\u00f3n y contenidos | Westwood One, \u00e1rea metropolitana de Nueva York, Estados Unidos (oct. 2018 - sep. 2019)<\/h4>\r\n<p>Desarrollo de contenidos y campa\u00f1as de marketing de afiliaci\u00f3n para una importante empresa de medios de comunicaci\u00f3n.<\/p>\r\n<p>Redacci\u00f3n de entradas de blog, correos electr\u00f3nicos y contenidos para redes sociales con el fin de impulsar las conversiones de los afiliados.<\/p>\r\n\r\n<h3>Logros anteriores<\/h3>\r\n<p>Backlinks asegurados y cobertura en <em>TimeOut<\/em>, <em>El espejo<\/em>, y <em>El tel\u00e9grafo<\/em> para contenidos de estilo de vida, finanzas y viajes en Minty Digital.<\/p>\r\n<p>Escribi\u00f3 una serie de guiones de voz en off en tres partes para la funcionalidad de b\u00fasqueda visual de Giorgio Armani, elogiada por su tono lujoso y su claridad.<\/p>\r\n<p>Aumento del tr\u00e1fico org\u00e1nico en 20% para las campa\u00f1as de contenidos de Minty Digital gracias a la optimizaci\u00f3n SEO (2023).<\/p>\r\n<p>Contenido publicado para Vistaprint que mejor\u00f3 el porcentaje de clics en las campa\u00f1as de correo electr\u00f3nico en un 15% (2024).<\/p>\r\n<p>Reconocido por el director general de B\u00e9im Digital por ofrecer contenidos \u201cextraordinarios\u201d que generaron resultados tangibles.<\/p>\r\n\r\n<h3>Referencias<\/h3>\r\n<p><strong>Eamon Corcoran<\/strong>, director general de B\u00e9im Digital: \u201cLa capacidad de Ellie para convertir ideas en textos convincentes es extraordinaria. Su contenido resuena y genera resultados\u201d.\u201d<\/p>\r\n<p><strong>Disponible previa petici\u00f3n<\/strong>: Referencias adicionales de clientes como Propulse Video y Vistaprint.<\/p>\r\n\r\n<h3>Contacto<\/h3>\r\n<p>Para consultas sobre colaboraci\u00f3n o para hablar de tu proyecto, ponte en contacto con Ellie en emckcreativesolutions@gmail.com o a trav\u00e9s de LinkedIn. Visita elliemckenna.com para explorar su portafolio y servicios.<\/p>"}],"_links":{"self":[{"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/posts\/79414","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/comments?post=79414"}],"version-history":[{"count":1,"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/posts\/79414\/revisions"}],"predecessor-version":[{"id":88663,"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/posts\/79414\/revisions\/88663"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/media\/79314"}],"wp:attachment":[{"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/media?parent=79414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/categories?post=79414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/tags?post=79414"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/invoicefly.com\/es\/wp-json\/wp\/v2\/ppma_author?post=79414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}