Commercial refrigeration work is won account by account: restaurants, grocers, convenience stores, cold storage and hotels. We compared 10 prospecting tools on how they find those accounts, what they cost, and what happens after the first call.
The best prospecting software for commercial refrigeration businesses in 2026 is QuoteIQ. Its Atlas lead generator finds restaurants, property managers and other business types in your service area for $0.12 to $0.25 per business, and the same account then carries each lead through door knocking, estimates, e-signed proposals and recurring maintenance invoices. ServiceTrade is the stronger pick for pure commercial refrigeration service workflow. Convex, ConstructConnect and ZoomInfo go deeper on property, project and contact data. The rest of this guide shows where each one fits.
| Rank | Platform | Best For | Pricing (checked Oct 2026) | Prospect Data |
|---|---|---|---|---|
| #1 | QuoteIQ | Refrigeration contractors who want lead gen, bids and maintenance agreements in one system | $29.99 to $699.99/mo; leads $0.12 to $0.25 each | Business lists by type and area; property details by ZIP |
| #2 | ServiceTrade | Commercial service contractors running deficiency quotes and recurring service | Quote only | None. Works leads you already have |
| #3 | Convex | Commercial property, permit and intent data | Demo only | Property records, permits, contacts, intent signals |
| #4 | Salesgenie (Data Axle) | Budget SIC and NAICS business lists | $99 / $149 / $299 | Business lists with executive names, phones, addresses |
| #5 | ConstructConnect | New-build and remodel project leads | From $129/mo per market per seat | Projects, bid dates, bidder contacts |
| #6 | Apollo.io | Low-cost named contacts and email outreach | Free plan; paid seats (third-party snapshot) | B2B contact database |
| #7 | ZoomInfo | Deepest contact data at an enterprise price | Quote only; third-party median near $33,500/yr | Contacts, org charts, intent |
| #8 | LinkedIn Sales Navigator | Reaching facilities and operations managers at larger accounts | $119.99 / $159.99 per month | LinkedIn profiles and alerts |
| #9 | SPOTIO | Field teams of five or more reps working routes | Quote only | Lead sourcing through a Google Places integration |
| #10 | HubSpot Sales Hub | Teams already running HubSpot | Free tools; Professional from about $90/seat/mo | Prospecting workspace on Pro and up |
Pricing was checked on vendor pages on October 8 and 9, 2026. Where a vendor does not publish prices, the table says so, and any third-party figure in this guide is labeled with its source and date. Prices change often, so confirm on the vendor’s site before you buy.
We are QuoteIQ. We wrote this list and we put our own product first, so here is exactly how we judged it and where the other tools beat us. Five criteria drove every ranking decision:
Scope matters here. The broad field service leaders (Jobber, Housecall Pro, ServiceTitan, FieldEdge and Workiz) do not sell prospect data, so they are not ranked. Pay-per-lead marketplaces for homeowners are left out because commercial refrigeration buyers do not shop there. Convex is owned by ServiceTitan, which the ServiceTitan company announced in April 2024, and we rank it as its own tool.
Every competitor detail below comes from vendor pages, public review sites or dated third-party snapshots. We did not run hands-on tests of the other nine tools, and we say so wherever a claim rests on a vendor’s own description. The trade itself is sizable: the U.S. Bureau of Labor Statistics counts 440,900 heating, air conditioning and refrigeration mechanics and installers, and notes that some specialize in commercial refrigeration for grocery stores, hotels and restaurants.
“Most contractors who buy software never turn the automation on.”
— Justin Rogers, Co-Founder of QuoteIQ
That quote shaped how we scored the middle of this list. A prospecting tool only helps if your team keeps using it after the first month, so we favored tools that hand a lead to a quote and a follow-up without a second login.
QuoteIQ is the only tool on this list that covers the whole commercial refrigeration sales loop in one account: find the prospect, knock the door, price the job, get the proposal signed, and bill the maintenance agreement every quarter. Prospecting starts in Atlas, QuoteIQ’s prospecting map. It shows your customers and jobs on one map, finds new businesses to sell to in the areas you work, and lets you buy them as leads.
In the Lead Generator you pick a business type (restaurants and property managers are the examples QuoteIQ gives) and an area, either a ZIP code or a shape you draw on the map. The search is free and returns the exact count of matching businesses as locked pins. Buying unlocks every business in the search with its name, address, phone number and website. Pricing is tiered per business: $0.25 for the first 100, $0.20 for 101 to 500, $0.15 for 501 to 2,000 and $0.12 beyond that, with a $25 minimum purchase. By QuoteIQ’s worked examples, 100 businesses cost $25 and 1,000 cost $180. Those tiers come from QuoteIQ’s documentation, so confirm current rates in the app before you budget, and check which business categories cover grocers, convenience stores, bars and hotels in your area.
Atlas also scores each lead on how well the business fits your work, how close it is, and how many of your existing customers are nearby. For a refrigeration contractor that last factor matters, because a maintenance account is only profitable when the next stop is a short drive away.
Walking in works in this trade, especially for restaurants, bars and convenience stores where the owner or manager is on site. Atlas lets you drop a pin on any business and give it a status. The seven starting statuses are Not Home, Knocked — No Answer, Contacted, Interested — Follow Up, Not Interested, Do Not Knock and Appointment Set, and you can rename, recolor or reorder them. Notes stay on the pin, one tap saves it as a QuoteIQ contact, and you can export the list to CSV.
The lead card is where QuoteIQ pulls ahead of the pure data tools. From a lead you can start a deal, an estimate, an invoice, a job, a task or a reminder without leaving the app. Proposals and estimates come in standard, quick, options and package types, so a good-better-best maintenance agreement is one document, and e-signatures are on every plan. Proposal sends use IQ Credits on the lower plans (the Proposals page lists 100 credits per estimate), so check the credit math for your volume. On Elite and Max, Pipelines give you a board with custom stages such as New Lead, Site Walk, Proposal Sent and Agreement Signed, plus probability-weighted deal values for a realistic forecast. Elite includes up to five pipelines and Max is unlimited.
Once a site says yes, QuoteIQ keeps the account. Invoice subscriptions handle recurring service plans on every plan, so a quarterly coil-cleaning and inspection agreement bills itself. QuoteIQ Cam and inspection forms, available from the Beginner plan, let a tech document a walk-in cooler or a reach-in line with photos and a PDF report. That report doubles as a low-pressure reason to come back. On the Pro plan, ClientHub (a business phone number with calling and texting inside the app) and email and text automation handle follow-up. Mike Vidan is specific about why that timing matters:
“Forty-eight hours is the window where you’re still in their decision process without looking like you need the job.”
— Mike Vidan, Co-Founder of QuoteIQ
QuoteIQ is not a commercial refrigeration compliance system. It does not track refrigerant by cylinder or log leak-rate calculations the way a purpose-built commercial service platform does, and Atlas lists are business-level records. Atlas does not return named facilities managers or email addresses, so if your plan depends on emailing procurement contacts at regional chains, run ZoomInfo, Apollo or Sales Navigator beside it. Atlas also does not advertise leaderboards or territory assignment for large outbound teams.
Plans are Essentials at $29.99 a month (1 user), Beginner at $99.99 (2 users), Pro at $199.99 (4 users), Elite at $299.99 (10 users) and Max at $699.99 (20 users). Extra users cost $25 a month, annual billing is ten times the monthly price (two months free), and every plan has a 14-day trial. Atlas is available on every plan; only its Routing and Employees sections need Elite or Max. Optional property-owner details unlock by ZIP code ($99), five ZIP codes ($299) or a whole state ($997).
Best for: Independent commercial refrigeration contractors with 1 to 20 users who want to find, win and bill small and mid-size commercial accounts without stitching together a data tool, a CRM and a proposal tool.
Pros
Cons
Verdict: If your growth plan is more restaurants, grocers and convenience stores within a driving radius, QuoteIQ is the shortest path from a map pin to a signed maintenance agreement. If your plan is national accounts and named buyers at headquarters, pair it with a contact database.
ServiceTrade is a field service platform for commercial contractors who sell inspection, testing and recurring service, and it publishes a dedicated refrigeration industry page. By its own description it covers refrigerant tracking (including R22 and ammonia), deficiency capture in the field, and online quotes a customer can approve. It is not a prospecting tool in the data sense. ServiceTrade does not sell lead lists, so you bring the prospects.
Where it earns the number two slot is the stage after the lead. ServiceTrade’s SalesManager product covers estimating, proposals and a sales pipeline, and ServiceTrade says office users are free, which changes the math for contractors with a bigger back office. The plans (Select, Premium and Enterprise) are quote-only, and the Select plan is aimed at companies with five or more technicians. We found a third-party per-user estimate, but it rested on unnamed sources, so we are not printing it.
Public reviews are strong but not spotless. ServiceTrade shows 4.6 on Capterra from 344 reviews and 4.5 on G2 from 59 as of October 2026. Recent Capterra complaints mention unreliable offline sync (April 2026), add-on and scaling costs (May 2026), and clunky setup and QuickBooks invoicing (December 2024). Older reviews say deeper reporting requires the Enterprise tier.
Plan on pairing it with a list source. Many commercial service contractors run ServiceTrade for work in progress and buy lists from Salesgenie, Apollo or ZoomInfo for outbound. That stack works, but you pay for two or three systems and move data between them by hand.
Best for: Commercial refrigeration companies with five or more technicians whose revenue is already mostly service contracts, and who need deficiency quotes and refrigerant records more than lead lists.
Pros
Cons
Verdict: ServiceTrade is the stronger operations platform for larger commercial refrigeration service teams. QuoteIQ is the stronger starting point when finding customers is the bottleneck.
Convex is a sales intelligence platform for commercial service companies. According to ServiceTitan’s product page (ServiceTitan announced its acquisition of Convex in April 2024), it combines property records, building permits, about 146 million contacts and intent signals to help service companies find and prioritize commercial buildings. Convex’s own site lists 11 industries: HVAC, security, elevators, facilities, fire and life safety, restoration, building automation, waste, roofing, grounds and pest. Commercial refrigeration is not on that list, so you would be adapting a tool built for neighboring trades.
That adaptation is realistic. A supermarket or a cold-storage building is still a commercial property with an owner, a permit history and a facilities contact, and HVAC-style filters such as building type, size and age carry over. What to test in a demo is whether it can isolate restaurants, supermarkets and warehouses reliably, because users report data quality gaps.
Pricing is not published, and the purchase is demo-led. Convex shows 4.6 on Capterra from 19 reviews and 4.5 on G2 from 5 as of October 2026, which is a small sample. Capterra reviewers cite outdated contacts and thin rural coverage (May and June 2024), a 40-record export cap per page (October 2024), slow maps and a weaker mobile experience. Convex does not do quoting, so each lead has to move into another tool. It is also unclear whether Convex is still sold as a standalone product or mainly alongside ServiceTitan, so ask in the demo. For context on the parent company, see our QuoteIQ vs ServiceTitan comparison.
Best for: Mid-size and larger commercial service companies that sell by building and want property, permit and ownership data behind every call.
Pros
Cons
Verdict: Convex is a strong data source if you sell to buildings rather than to individual owners. Budget for a second tool to quote and track the work.
Salesgenie is Data Axle’s list-building tool. You filter businesses by SIC or NAICS code, geography, employee count and sales volume, then export the result. For commercial refrigeration that maps neatly onto the work: pull eating places, grocery stores or refrigerated warehousing by code inside your service radius. Records can include an executive name and title, phone, address, employee count, sales volume and an email where available.
Pricing is published. Basic is listed at $99 a month and Pro at $149 a month. Team is listed at $299, and the page we checked does not state its billing period, though G2 shows the same figures. A Buyer Intent add-on is listed at $50 a month. Plans carry a 12-month term and then renew monthly, and exports use credits, so the real price of a large list depends on how many credits your plan includes.
Salesgenie shows 4.3 on G2 from 362 reviews and 4.1 on Trustpilot from 556 as of October 2026. The recent Trustpilot reviews are the cautionary part: filters that returned non-matching records (September 2026), charges for records without contact information (September 2026), and extra fees for cell numbers and for credits to rerun lists (August 2026). Test a small export, call ten numbers, and check accuracy before you commit to the 12-month term.
Salesgenie is a list, not a workflow. It has no quoting and no pipeline, so most buyers export to a CRM. Next to QuoteIQ, the practical difference is data richness versus follow-through. Salesgenie’s employee counts and sales volume help you rank a 40-seat restaurant above a single-unit diner. Atlas gives you pay-per-business pricing with the next steps built in.
Best for: Contractors who want a targeted, exportable list of restaurants, grocers or warehouses by SIC or NAICS code and already have a CRM to work it in.
Pros
Cons
Verdict: A solid, low-cost way to build a code-based list. Treat the first month as a test of data quality, not a commitment.
ConstructConnect is a construction project lead database. It tracks planned and active projects, including new construction and remodels, with filters for project type, CSI division trade, stage, value, location and bid date, plus bidder lists with contacts across more than 400 markets. For commercial refrigeration the relevant leads are new supermarkets, restaurant build-outs, cold-storage expansions and food-plant projects, where a refrigeration package is bid long before the doors open. We could not confirm that restaurants, grocery or cold storage appear as dedicated filter options, so expect to search by CSI division and keywords and to verify the fit during a trial.
Pricing is published for Project Intelligence. Starter is $129 a month per market per seat, with a 10% discount for annual billing and no annual commitment. Professional starts at $199 a month per market per seat on an annual contract, and Premium starts at $10,000 a year and is custom.
G2 shows 4.3 from 131 reviews for Project Intelligence as of October 2026. The most repeated complaint, with 21 mentions as of July 2026, is that users cannot narrow results to a single trade. Others cite price, a slow plan viewer and incomplete project details (January 2026).
ConstructConnect finds projects, not service customers. It will not help you sell a quarterly maintenance agreement to the diner down the street. Use it when your growth plan includes bidding refrigeration packages on new builds and remodels, and keep a CRM for the follow-up.
Best for: Refrigeration contractors that bid equipment packages on supermarket, restaurant and cold-storage construction.
Pros
Cons
Verdict: Worth a trial if new-build bidding is a real revenue line. For service and maintenance growth it solves a different problem.
Apollo.io is a B2B contact database with built-in email sequences and a dialer, and it has a free plan. Its filters include SIC and NAICS codes, so you can search by industry code, location and job title (facilities manager, operations manager, owner) and email the people you find. For a refrigeration company targeting regional chains, multi-unit restaurant groups and food distributors, that named-contact access is exactly what Atlas does not provide.
Apollo’s own pricing page, as we retrieved it, showed no dollar figures. A July 28, 2026 snapshot from Zeliq, which sells a competing sales tool, lists Free at $0 with 900 credits a year, Basic at $49 per seat per month billed annually, Professional at $79 and Organization at $119 with a three-seat minimum. A phone number costs 8 credits. Other sources list different figures, so treat all of these as third-party numbers and confirm with Apollo.
Apollo shows 4.7 on G2 from 9,841 reviews and 4.5 on Capterra from 398 as of October 2026. The common complaints are inaccurate data (about 469 mentions on G2), bounced or outdated contacts, and credits that run out fast.
Cold email to businesses is legal in the United States if you follow the CAN-SPAM Act. The FTC’s compliance guide lists penalties of up to $53,088 per violating email and requirements that include truthful header and subject lines, a valid postal address, a clear opt-out, and honoring opt-outs within 10 business days. This is general information, not legal advice.
Best for: Small outbound teams that want named facilities and operations contacts and are comfortable cleaning data themselves.
Pros
Cons
Verdict: The cheapest way to put real names next to a regional account. Plan on verifying emails and on a separate tool for quotes.
ZoomInfo is one of the best-known B2B contact data platforms, with company profiles, direct dials, org charts and buying-intent signals. Its Professional, Copilot Advanced and Copilot Enterprise packages are sales-led, and it supports SIC and NAICS searches. A free ZoomInfo Lite tier gives 10 credits a month, according to the company’s own blog.
Prices are not published. Vendr’s buyer data (February 2026) puts the median contract near $33,500 a year, with a range from about $7,200 to $156,000. Landbase, which sells a competing product, estimates entry packages near $14,995 a year with three seats (March 2026). Contracts typically run annually, are paid up front and auto-renew with a price uplift that Vendr puts at 5% to 10% and Landbase at 10% to 20%.
ZoomInfo shows 4.5 on G2 from 9,177 reviews and 4.1 on Capterra from 322 as of October 2026. Capterra reviewers in August 2026 complained about outdated data and an expensive, pushed contract.
For a three-technician refrigeration company, ZoomInfo is rarely the right buy. For a regional contractor chasing multi-site restaurant groups, grocery chains or food manufacturers with a dedicated sales rep, it is the deepest option on this list.
Best for: Regional and multi-location refrigeration contractors with a dedicated sales rep who sell to chains and headquarters.
Pros
Cons
Verdict: The strongest data here for chain accounts, at a price that only makes sense with a rep to use it.
SPOTIO is field sales software for teams that walk routes. It offers map-based lead tracking, route optimization (listed under its B2B plan, with routes of up to 150 stops), activity tracking for managers, and a Google Places integration for sourcing businesses, plus a separate lead-sourcing add-on.
Pricing is quote-only. SPOTIO is designed for teams of five or more reps, and its pricing page was inconsistent about license minimums, so ask for the number in writing before you plan a rollout.
G2 shows 4.5 from 400 reviews and Capterra shows 4.3 from 78 as of October 2026. G2 reviewers in 2025 and 2026 cite sync lag, cost per license and renewals, and long setup.
If you employ several reps who canvass restaurant rows and strip-mall tenants all day, SPOTIO’s management layer is more developed than Atlas’s pin-and-status tool. If you are an owner who knocks doors between service calls, it is more software than you need.
Best for: Refrigeration companies with a team of five or more reps who canvass commercial districts every week.
Pros
Cons
Verdict: A real management layer for canvassing teams. Skip it unless you have the reps to justify it.
HubSpot’s Sales Hub is a general-purpose CRM with a prospecting workspace, sequences and a free tier. It has no refrigeration-specific data of its own. HubSpot’s prospecting agent can connect to outside data sources such as Apollo and ZoomInfo, so the data quality you get depends on what you plug in.
HubSpot lists free tools for up to two users. Paid prices vary by tier. The page we checked displayed more than one Starter figure, so we are not printing one. Professional starts at about $90 per seat per month plus a $1,500 onboarding fee, and Enterprise at about $150 per seat plus $3,500 onboarding. The prospecting workspace needs Professional or Enterprise. Each tier includes monthly HubSpot credits (500, 3,000 and 5,000), and extra credits cost $0.01 each.
G2 shows 4.4 from 14,355 reviews and Capterra shows 4.5 from 506 as of October 2026. Reviewers describe pricing that climbs as you add features, tedious workflow setup (Capterra, 2026) and weak prospecting depth (TrustRadius, 2025).
Choose HubSpot when your marketing and sales already run there. Add data from Apollo or ZoomInfo, and expect to build or connect your own flow for recurring service agreements.
Best for: Companies already using HubSpot for marketing that want a prospecting workspace and are willing to bring their own data.
Pros
Cons
Verdict: A sensible add-on if HubSpot is already your system of record. Otherwise it is a lot of setup for a thin prospecting layer.
Three things follow from those numbers. First, the customer base is large and spread out: the USDA counted gross refrigerated storage capacity up about 7.9% from its 2023 survey, and supermarkets alone number in the tens of thousands before you count restaurants and convenience stores. Second, regulation gives owners reasons to call. The EPA’s technology transitions page covers a May 2026 final rule that affects retail food refrigeration and cold storage, and the EPA’s leak repair page says commercial refrigeration appliances with a full charge of 50 or more pounds of ozone-depleting refrigerant face a 20% leak-rate trigger over 12 months and a 30-day repair deadline. Third, outreach has rules of its own. The rule specifics here come partly from a law-firm summary, and none of this is legal advice, so confirm details with the agencies.
Start with QuoteIQ Essentials at $29.99 a month and use Atlas to buy a small list. By QuoteIQ’s worked examples, 100 businesses cost $25. Knock the ones near your current accounts, save the interested ones as contacts, and send options-style estimates with an e-signature. You will not have Pipelines yet, so the Interested — Follow Up status does the job.
QuoteIQ Pro at $199.99 a month (4 users) adds ClientHub, email and text automation and the Client Portal. Set a follow-up sequence for every proposal and bill agreements through invoice subscriptions. If you already live in ServiceTrade for service work, keep it and add a Salesgenie list for prospecting instead.
ServiceTrade is built for this size, with refrigerant tracking and deficiency quotes, and office users are free according to the vendor. QuoteIQ Elite at $299.99 a month covers 10 users, up to five pipelines and route optimization. Get demos of both and ask each one how a lead gets into the system.
Named contacts matter more than business listings. Sales Navigator ($119.99 or $159.99 a month) and Apollo give you titles and emails, and ZoomInfo gives the deepest data at a quote-only price. Keep proposals and follow-up in a CRM, and read the CAN-SPAM rules before you send a single email.
ConstructConnect’s Project Intelligence starts at $129 a month per market per seat and shows bid dates and bidder lists. Test whether it can isolate supermarket and restaurant projects before you commit, and track every bid follow-up in a CRM so nothing goes quiet.
SPOTIO’s route planning and activity reporting are built for managers who need to see where reps went. It is quote-only, so ask about minimum licenses. QuoteIQ Max at $699.99 a month (20 users) includes a Sales Team Tracker with per-employee commission percentages, though Atlas does not advertise leaderboards.
Sales Hub’s free tools cover basic contact tracking for up to two users, and the prospecting workspace needs Professional at about $90 per seat per month plus $1,500 onboarding. Connect Apollo or ZoomInfo for data, and plan to connect or build your own service-agreement flow.
Defined the prospecting job for commercial refrigeration. We listed the buyers (restaurants, grocers, convenience stores, cold storage, hotels and healthcare sites), the triggers that make them call (a failed walk-in, a refrigerant change, a missed inspection), and the work that follows: quotes, proposals and recurring agreements.
Built the candidate pool from tools commercial contractors actually evaluate. We started with prospecting, list-building, project-lead and commercial service tools found through trade pages and review-site categories, then removed general field service platforms without prospect data and consumer lead marketplaces.
Verified pricing against vendor pages on October 8 and 9, 2026. Where a vendor does not publish prices we wrote quote only or demo only, and every third-party figure is labeled with its source and date.
Read recent public reviews for repeat complaints. We checked G2, Capterra and Trustpilot listings for rating, review count and recurring themes such as data accuracy, cost and setup effort.
Scored each tool on five criteria and disclosed our bias. The criteria were prospect data fit, what happens after the lead, pricing transparency, trade fit and review signal. QuoteIQ is our product, and the other nine entries rest on vendor pages and public reviews, not hands-on testing.
“Intuitive UI, easy tracking, scheduling and sales pipeline.”
“I love QuoteIQ it is by far the best CRM out there and constantly improving.”
“QuoteIQ is by far the best CRM on the market, and I’ve tried them all.”
None of the reviews in our database is tagged commercial refrigeration, so these three come from adjacent and general reviews. Laura_Zellan’s review is tagged plumbing, and the other two are not tagged to a trade. All three describe QuoteIQ in general terms rather than Atlas, and the Google Play review dates from 2023.
Mike co-founded QuoteIQ in 2022 after running service businesses. His YouTube channel (580K+ subscribers) covers field service operations, pricing and contractor business strategy.
Read Mike’s insights →Justin co-founded QuoteIQ alongside Mike. As the operator behind the ForeverSelfEmployed YouTube channel (743K+ subscribers), he has built and scaled service businesses across multiple verticals.
Read Justin’s insights →QuoteIQ is the best prospecting software for most commercial refrigeration businesses in 2026 because one account covers lead search in Atlas, door knocking, estimates, e-signed proposals and recurring maintenance invoices. ServiceTrade is stronger for refrigeration service workflow, Convex and ConstructConnect go deeper on property and project data, and ZoomInfo and Apollo supply named contacts at chains. The right pick depends on whether you sell to single sites, chains or new construction.
Costs range from free to tens of thousands of dollars a year. Apollo and HubSpot have free tiers, Salesgenie starts at $99 a month, ConstructConnect at $129 a month per market per seat, Sales Navigator at $119.99 a month, and QuoteIQ plans run $29.99 to $699.99 a month with Atlas leads at $0.12 to $0.25 each. ZoomInfo, Convex, ServiceTrade and SPOTIO do not publish prices, and third-party data puts the ZoomInfo median near $33,500 a year.
QuoteIQ has no permanent free plan, but every plan starts with a 14-day trial and Atlas searches are free within daily limits, so you pay only when you unlock leads. Apollo.io has a free plan, HubSpot offers free CRM tools for up to two users, and ZoomInfo Lite includes 10 free credits a month. Free tiers are useful for testing data quality, but expect to pay once you need volume.
Most win accounts four ways: a maintenance agreement offer after an emergency call, walking into nearby restaurants and stores, targeted lists of businesses by type and area, and bids on new construction. The strongest operators run all four through one follow-up system. A first-visit equipment inspection, a quote within a day and a follow-up inside 48 hours matter more than which list you buy.
Start where food safety depends on cold: restaurants, bars, supermarkets, convenience stores, bakeries, butcher shops and food distributors. Then add hotels, hospitals and care facilities, schools and cold-storage warehouses. The U.S. had 45,575 supermarkets in 2024 according to FMI and 931 refrigerated warehouses in October 2025 according to USDA, plus far more restaurants. Rank targets by size, equipment age and distance from your existing routes.
Salesgenie is the best budget option for code-based lists, with SIC and NAICS filters from $99 a month. Atlas inside QuoteIQ is the better fit if you want to buy leads by the business and work them in the same app, at $0.12 to $0.25 each. ZoomInfo and Apollo add named contacts. Whatever you choose, test a small export and call a few numbers before you buy a large list.
Yes, in several tools. Salesgenie, ZoomInfo and Apollo all support SIC and NAICS searches. Codes a refrigeration contractor might use include SIC 5812 (eating places), SIC 5411 (grocery stores) and NAICS 493120 (refrigerated warehousing and storage). Atlas uses business types you pick on the map rather than code searches, so check that the categories you need exist in the app.
For chains, use a contact database: Sales Navigator filters by title and company, while Apollo and ZoomInfo provide emails and direct dials. For independent restaurants and stores, the decision maker is usually the owner or general manager, so a phone call or a visit works better than email. Atlas gives you the business phone number and a door-knocking workflow for those sites.
Offer the agreement when the customer feels the risk, right after an emergency call or a failed inspection. Document equipment condition with photos, quote options in good-better-best tiers, and follow up within 48 hours. QuoteIQ’s package estimates, e-signatures and invoice subscriptions are designed for that flow, and ServiceTrade is built around commercial service contracts.
A simple pipeline with five stages works: New Lead, Contacted, Site Walk, Proposal Sent and Agreement Signed. Weight each stage by close probability so your forecast is realistic. QuoteIQ Pipelines on Elite ($299.99 a month, up to five pipelines) and Max (unlimited) support custom stages and weighted values, and HubSpot offers a similar board on its Sales Hub plans.
It can, especially with independent restaurants, bars and convenience stores where the decision maker is on site. Go outside the lunch and dinner rushes, carry a one-page agreement offer, and log every visit. Atlas lets you pin each business with a status such as Interested — Follow Up or Appointment Set. Check local solicitation rules before you start, since some cities require permits.
ServiceTrade’s SalesManager and QuoteIQ’s estimates, Proposals and Pipelines both track proposals from first quote to signature. ConstructConnect tracks bids on construction projects rather than service work. HubSpot can track deals but is not built around field service. Pick based on whether most of your quotes are service agreements, one-off repairs or construction packages.
The FTC’s CAN-SPAM guide applies to commercial email, including email to businesses. It lists penalties of up to $53,088 per violating email and requirements such as accurate sender and subject information, a valid postal address, a clear opt-out and honoring opt-outs within 10 business days. Calling and visiting follow different rules. This is general information, not legal advice.
Apollo.io is the usual low-cost alternative, with a free plan and paid seats that a third-party snapshot lists from about $49 to $119 a month. Salesgenie works for code-based business lists from $99 a month, and Atlas in QuoteIQ is cheaper if you only need local businesses with phone numbers. ZoomInfo’s median contract is near $33,500 a year according to Vendr, which is hard to justify without a dedicated sales rep.
Convex is the closest alternative for commercial property and permit data, though refrigeration is not one of its listed industries and pricing is demo-only. Sales Navigator can surface expansion news at chains, and Salesgenie can list new businesses by code. If you only need local leads for service and retrofit work rather than new-build bids, Atlas costs less than ConstructConnect’s $129 a month per market per seat.
EPA’s May 2026 final rule on HFC technology transitions, effective July 27, 2026 according to a Beveridge & Diamond summary, sets interim global warming potential limits for new systems, including 1,400 for remote condensing units and 700 for cold storage. Separately, EPA’s leak repair rules apply a 20% trigger rate to commercial refrigeration appliances holding 50 or more pounds of ozone-depleting refrigerant. Both give owners reasons to call a contractor. This is not legal advice, so confirm details with EPA.
Trusted by thousands of verified contractors · 4.7★ average rating · 4,103+ reviews on App Store, Google Play and Google
For most commercial refrigeration contractors in 2026, QuoteIQ is the best prospecting choice because it connects the first lead to the signed agreement without a second login. Atlas finds businesses in your service area for $0.12 to $0.25 each, door knocking logs every visit, and estimates, e-signatures, Pipelines and recurring invoices carry the account forward from $29.99 a month.
The other nine tools are real strengths, each in a narrower lane. ServiceTrade is the better operations platform for larger commercial refrigeration service teams. Convex and ConstructConnect offer deeper property and project data. Salesgenie is the budget list builder, Apollo and ZoomInfo supply named contacts, Sales Navigator reaches corporate buyers, SPOTIO manages field reps, and HubSpot suits teams already living in it.
Refrigerant rules are changing what owners need from their contractors, and the best accounts go to the shop that shows up first with a clear offer and follows up inside 48 hours. A 14-day QuoteIQ trial is enough time to search your ZIP codes, pin a handful of businesses and send one real proposal.
14-day free trial on every plan. Plans start at $29.99 a month.
Start Free TrialSchedule a DemoVendor pricing and product details were checked on vendor pages, G2, Capterra and Trustpilot on October 8 and 9, 2026. Third-party price snapshots are labeled in the text with their source and date.
Tell Google that QuoteIQ is a source you trust. One tap unlocks up to 40% off your annual plan. No free trial — billed in full at checkout.
Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
Facebook User Group
Connect with and get advice from other QuoteIQ users.
Competitor Comparisons
See how QuoteIQ compares to it’s top competitors.
QuoteIQ Partners
Work with trusted partners that support your growth.
Earn 40% commissions by sharing QuoteIQ with others.
Press & Media
Brand assets and coverage about QuoteIQ’s journey.
