Synapsea
Installers · HVAC, heat pumps, solar, security systems

A technical quote often waits for weeks. Who follows it up in the meantime?

Your customers compare, wait for a rebate, ask a relative's opinion. Meanwhile the quote sleeps. Our solution qualifies every lead with the information you need to price, tracks your quotes over time and follows up at the right pace, without you thinking about it.

Request setupSee an example

Setup starting at $450. We call you back within 1 business day.

What you receive on a Thursday morning

New qualified lead

Air-source heat pump · 1,300 sq ft home · current heating: oil furnace · rebates requested: yes

Call back: Mr. L. — available after 6 PM

Follow-up sent on your behalf

Quote #2026-074 (heat pump, $13,200) sent 14 days ago. Follow-up #3 with a reminder of available rebates went out at 8:30 AM.

In practice

What changes in your week

Leads arrive complete

Square footage, current equipment, timeline, rebates: you price without calling back three times.

Long quotes are no longer forgotten

Follow-ups spread over several weeks, matched to your customers' decision cycle.

You stay in control

Every follow-up is visible; you can stop it, edit it or make the call yourself.

Works with your tools

Nothing to learn, nothing to replace

We plug into your inbox, your phone and, whenever possible, the software you already use. No new app, no training.

Gmail / OutlookSMSQuoting and estimating softwareTracking board
Solution

Lead and quote follow-up automation

$450

setup, starting at

Optional care plan: $45/month · cancel anytime

Request setup
Frequently asked questions

What clients ask us

Do follow-ups take rebates and incentives into account?

Yes, messages can remind customers of available rebates; the content is approved with you at setup.

Can leads be qualified with technical questions?

Yes: square footage, existing equipment, roof or home type, whatever you need to price.

How long does setup take?

A 30-minute call, then a few days.

What if I want to stop?

The care plan can be canceled anytime. The setup stays yours.

Tell us what you install and how many quotes you write a month; we call you back within 1 business day.

Request setup