ORBISY gives your team one clear system from proposal to follow-up to closed replacement jobs.
This is not a generic CRM. It is purpose-built for HVAC owners and sales teams that need to present options clearly, keep homeowners moving, and recover revenue from missed leads, weak follow-up, and stale estimates.
Proposal software + revenue recovery in one workflow
Everything your HVAC team needs to present options, track intent, and recover jobs that usually slip through the cracks.
Good / Better / Best proposal builder
Build clear replacement proposals with option tiers, pricing, and scope details that make homeowner decisions easier.
Homeowner proposal portal
Send customer-facing proposal links homeowners can review, compare, and accept from any device without long back-and-forth.
Proposal engagement tracking
See views, option focus, and timing signals so your sales team knows which proposal is hot and who needs immediate follow-up.
Automated follow-up
Trigger structured follow-up for stale proposals so opportunities are revived before they disappear from your pipeline.
Revenue recovery dashboard
Track missed opportunities, weak follow-up, stale estimates, and pipeline movement in one view built for HVAC owners and sales managers.
Prospect scoring and website audits
Prioritize high-value prospects, generate outreach drafts faster, and run website audit insights to uncover additional sales opportunities.
From quote to close in five practical steps
ORBISY keeps your team focused on selling, while the platform handles tracking and follow-up signals in the background.
Build the proposal
Create Good / Better / Best replacement options with pricing and scope in minutes.
Send the customer link
Share a clean homeowner proposal link they can open, review, and accept from any device.
Track views and option interest
See engagement events, option focus, and follow-up signals to prioritize next actions.
Follow up automatically
Trigger follow-up sequences on stale proposals so your team does not lose momentum.
Win more replacement jobs
Close more opportunities from the pipeline you already have without adding process overhead.
A simpler, lower-cost alternative to bulky HVAC sales platforms.
ORBISY focuses on the core revenue path: build proposals, understand homeowner intent, automate follow-up, and recover pipeline leaks. You get the capabilities your team uses every day without bloated workflows, long implementations, or enterprise overhead.
What HVAC teams get with ORBISY
- ✓Fast proposal creation with Good / Better / Best selling
- ✓Customer-facing links with acceptance flow
- ✓Engagement tracking for view behavior and option focus
- ✓Automated stale proposal follow-up
- ✓Missed opportunity and pipeline visibility
Revenue recovery outcomes
- ✓Fewer stale estimates
- ✓Stronger follow-up consistency
- ✓Better prioritization of high-intent homeowners
- ✓Clearer sales pipeline visibility
- ✓More replacement jobs closed from existing demand
Replace proposal chaos with a clear revenue recovery system.
Give your HVAC sales team the tools to build better proposals, track homeowner engagement, and follow up automatically before opportunities go cold.