HVAC Lead Recovery Packages
Choose the setup that fits your HVAC business. Every company has different lead sources, systems, and follow-up needs, so the best next step is to request a free demo and see which option makes sense.
What Each Package Includes
Each HVAC business has different systems, lead sources, and follow-up needs. Open-ended setup recommendations are based on what your business actually needs.
Starter Lead Hub
For HVAC companies that want a simple place to organize incoming leads.
- Basic CRM dashboard setup
- Website/demo form lead capture
- Lead source labeling
- Basic follow-up task setup
- Simple lead tracking view
Lead Recovery System
For HVAC companies that want to capture, organize, and follow up with leads faster across multiple sources.
- Everything in Starter
- Website form lead capture
- Missed call lead tracking
- Facebook/Instagram lead organization
- SMS/email follow-up workflow
- Follow-up task creation
- CRM dashboard customization
- Ongoing support and system adjustments
AI Voice Add-On
For HVAC companies that want automated call handling added after the main lead recovery system is in place.
- AI voice receptionist setup
- Inbound call answering flow
- Lead intake questions
- Missed call recovery support
- Booking/intake handoff logic
- Monthly maintenance and optimization
Service FAQs
Custom setup recommendations are based on your current website, CRM, lead sources, and follow-up process.
How does the lead recovery automation work?
We automatically capture leads from Facebook, Instagram, SMS, and missed calls. Our system then triggers a follow-up sequence directly within your CRM dashboard.
What types of leads are included in the recovery?
The system can be set up to capture or organize leads from sources like website forms, missed calls, Facebook, Instagram, SMS, and email, depending on your current setup.
Do I need to install any software on my phone?
No. We provide a web-based dashboard accessible from any device. You manage all leads through a clean, intuitive interface without any complex setup.
How long does it take to see results?
Setup time depends on your current website, CRM, lead sources, and follow-up process. During the demo, we’ll walk through what would be needed for your business and what timeline makes sense.
Is the CRM dashboard customizable?
Absolutely. We allow you to set up custom fields, tags, and workflows that match your specific HVAC business operations and customer journey.