Template preview

HVAC Lead & Follow-Up Recovery Dashboard

HVAC template for track new leads, missed follow-ups, open opportunities, and next actions.

For HVAC teams

AC replacementno-cool servicemaintenance renewal

ROI angle

Helps reduce lost opportunities by keeping follow-up visible.

HVAC

HVAC Lead & Follow-Up Recovery Dashboard

Revenue Recovery

HVAC template for track new leads, missed follow-ups, open opportunities, and next actions.

Sample Business

KPI Command Center

New leads

324

↑ 12% this week

Needs follow-up

$127k

↑ 12% this week

Open opportunities

Estimated value

42%

Quick actions

+ Add Lead

New Quote

Helps reduce lost opportunities by keeping follow-up visible.

Dashboard sections

Contacts

Leads

Follow-ups

Tasks

AI message drafts

Customer portal invites

Included with template

Customer Portal Type

Lead & customer status view

Best For

Best for service, sales, and support teams

Plan comparison

Free

$0/month

📊 20 contacts/leads

🌐 2 customer portal accounts

👥 1 internal user

Starter

$20/month

📊 250 contacts/leads

🌐 25 customer portal accounts

👥 2 internal users

Remove SourcifyDigital watermark

Team

$49/month

📊 1,000 contacts/leads

🌐 100 customer portal accounts

👥 Up to 5 internal users

Branded dashboard and customer portal

Pro

$99/month

📊 5,000 contacts/leads

🌐 500 customer portal accounts

👥 Up to 10 internal users

Full white-label branding and favicon