Services for HVAC Businesses
A CRM System Built for Where Your Business Is Right Now
Whether you’re just getting your systems in place or ready to scale past manual follow-up entirely, Root&Flow builds the CRM, automation, and support structure to match — so no lead gets lost along the way.
No generic packages. Every build starts with a look at your business first.
What’s Included in Every Build
Three Services. One System That Works Together.
CRM Setup & Optimization
Your CRM gets built around how your business actually runs — pipelines, stages, and fields mapped to your real sales process. No generic templates, no clutter you’ll never use.
Lead Capture & Automation
Every call, text, form fill, and
referral gets captured and followed up on automatically — usually within minutes. Leads stop slipping through the cracks between jobs.
CRM Management & Support
Systems drift if no one’s watching them. We stay in yours — monitoring performance, fixing what breaks, and adjusting automations as your business changes.
Find Your Right Fit
Packages Built Around Your Stage of Growth
You don’t need an advanced system on day one — and you shouldn’t be stuck with a basic one once you’ve outgrown it. Each package builds on the last, so you can start where you are and grow into more as you need it.
The Root Package
Best for: Startups & newer HVAC businesses
You’re building your foundation. This package gets your CRM set up right from the start — so you’re not duct-taping systems together as you grow.
Includes:
CRM Setup & Optimization (pipelines,
stages, custom fields built for HVAC)
Core Lead Capture Automation (calls, texts, and web forms captured automatically)
Basic follow-up sequences for new leads
30-day setup support
Starting at [Price] /month
The Flow Package
Best for: Scaling businesses ready to stop losing leads to manual follow-up
You have steady leads coming in now the system needs to keep up. This is the full Root&Flow Growth System: setup, automation, and ongoing support working together.
Includes:
Full Lead Capture & Automation across all channels (calls, texts, forms, referrals)
Multi-step automated follow-up sequences (not just first-touch)
Appointment reminders & no-show follow-up
Ongoing CRM Management & Support (monthly check-ins and adjustments)
Performance reporting so you can see what’s working.
Starting at [Price] /month
The Canopy Package
Best for: Advanced clients with established, higher-volume operations
Your business has outgrown “good enough.” This package layers in deeper automation and hands-on management, so your system scales with you instead of becoming a bottleneck.
Includes:
Advanced automation workflows (multi-crew routing, custom triggers, dynamic follow-up logic)
Priority CRM Management & Support (faster response, proactive monitoring)
Custom reporting dashboards
Quarterly system audits & optimization
Direct access for strategy and system planning
Starting at [Price] /month
Not Sure Which Package Fits?
Grow Further, When You’re Ready
Add-Ons That Build on Your Foundation
Once your core system is running, these three add-ons are where most Root&Flow clients see the next level of growth. They’re built to layer onto any package above.
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Review & Reputation Automation
Turn happy customers into 5-star reviews automatically — no more chasing people down after the job’s done.
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Lead Reactivation Campaign
Reopen conversations with old leads and past customers who are ready to book again, but haven’t heard from you in a while.
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AI Conversation & Appointment Assistant
Let automation handle the back-and-forth of scheduling — so appointments get booked without you or your team stuck texting all day.
Your Next Lead Is Coming In
Right Now.
Will your system catch it — or will it go to voicemail?
20 minutes. No pressure. Just a clear look at where your leads are going — and how to stop losing them.