After-hours demand gets buried
A voicemail or web form should become a visible callback task, not tomorrow’s lost opportunity.
Built for HVAC
The CRM + predictive dialer for HVAC companies.
Turn every service request, replacement lead, and maintenance follow-up into a clear next action—without making the office juggle a dialer, inbox, spreadsheet, and pipeline.
✓ CRM + dialer together✓ Direct founder onboarding✓ Consent context built in
S STRATON / HVAC
WORKSPACE READY
Priority queue
Next best actionCalling workspace
01
Emergency service requestNew lead · review now
READY02
Replacement estimate follow-upNext action assigned
QUEUED03
Maintenance renewalFollow-up queue
QUEUEDDialer
Ready
Contact record + script in view
⌕●⋯
The work is not the problem.
The handoffs are.
HVAC teams do not need another disconnected tab. They need a system that makes the next call, next message, and next decision obvious.
Peak season crushes follow-up
When the board is full, unsold estimates and maintenance renewals still need a disciplined cadence.
Office and field lose context
Call notes, texts, estimates, and job history split across tools force customers to repeat themselves.
Consent feels disconnected
Outbound campaigns need the source, consent record, call outcome, and follow-up attached to one contact.
One connected motion
From first signal to the next right action.
Straton brings capture, calling, follow-up, reporting, and consent context into the same operator workspace.
Capture every request
Website forms, imported lists, and inbound conversations land in a shared lead queue with source and consent context.
Call while urgency is high
Route emergency and high-intent replacement leads to the right rep, then work the queue from the built-in dialer.
Keep estimates moving
Trigger SMS and email follow-up around open estimates, tune-ups, and service agreements without losing the human touch.
Prove the full history
Keep notes, recordings, dispositions, pipeline changes, and consent evidence on the same customer record.
Configured around hvac, not a generic demo account.
Start with the workflow your team already uses, then remove the gaps that slow response and hide ownership.
Priority lead routing
Separate no-cool emergencies, replacement opportunities, and maintenance follow-up so the office always sees what comes first.
Power + predictive dialing
Move through aged leads, unsold estimates, and renewal lists without switching out of the CRM.
Estimate follow-up sequences
Build a practical cadence across text, email, and calls for quotes that need another conversation.
Season-ready campaigns
Segment contacts by service need, equipment age, or campaign source before the weather changes demand.
Custom operations reporting
Shape manager views around the outcomes your team actually tracks instead of accepting a generic dashboard.
Consent record in context
Keep proof, source details, and the communication history connected to each lead.
The one real client story
“
Our experience with them has been excellent from the very beginning. The dialer itself is incredibly powerful, and the comprehensive reporting system is one of its strongest features.
April also highlights personalized reports, patient explanations, and support that continued after her independent sales team went live.
April RoseSBC Telemarketing Manager — Independent sales team
Founding-customer advantage: direct access to the builder, white-glove workflow mapping, and hands-on launch support.
HVAC FAQ
Questions worth asking before you switch.
Straton is the CRM, calling, follow-up, and reporting layer for the sales motion. Its field-service tools can support job flow, but Straton focuses on lead response and conversion—not as a claim that it replaces every HVAC operations tool.
Yes. Import or segment the right contacts, assign the list, and move through follow-up calls while dispositions and notes remain attached to the CRM record.
You can separate urgent new requests from lower-priority nurture and renewal work, then give each queue its own routing and follow-up rules.
The workflow is designed around a shared queue, clear next actions, and visible outcomes. Founding customers receive direct, hands-on onboarding.
Yes. A guided rollout can map your fields, tags, sources, and stages before your team starts working from the new system.
Bring the messy version.
We’ll map the better one.
Show us how leads arrive, who calls, what follow-up looks like, and where the handoff breaks for your HVAC company.