Everything it takes to follow up on HVAC leads

Open ORYNZA and see what needs doing, in order of urgency.

• New leads awaiting contact
• Overdue follow-ups and follow-ups due today
• Estimates awaiting a response
• Upcoming appointments
• Unassigned leads and leads without a next action
• Automations that failed and need a look

Every enquiry in one place, in a table or a kanban board.

• Statuses: New → Contact pending → Contacted → Qualified → Appointment requested → Estimate pending → Won / Lost / Not interested
• Assign leads to team members
• Notes and a full activity history on every lead
• CSV import with preview and duplicate detection
• CSV export

Keep one record per customer, with duplicate prevention so repeat callers do not split into several records.

• All leads and appointments for a customer together
• Duplicate checks on phone and email

Never rely on memory for a callback again.

• Due today, overdue, upcoming and failed views
• Reschedule, reassign, complete or retry in one click

Book estimates and service visits without clashes.

• Time zone handling for your business
• Double-booking detection per technician

Rules that create the right task at the right time.

• Contact task for every new lead
• Estimate follow-up reminders
• Overdue alerts for managers
• Appointment confirmation tasks
• Pause, edit and review run history
• Optional approval before a task goes live

Drafts for AC repair, furnace installs, estimate follow-ups, appointment reminders and more — filled in with the customer's details.

• Copy to clipboard in one click
• Paste into your phone or email

ORYNZA does not send SMS or email itself. Direct sending integrations are on the roadmap.

A suggested next step for every open lead, with the reason shown.

• Rule-based and explainable — you can always see why
• Optional AI model support on Growth and Pro plans when configured

Simple numbers an owner can trust.

• Time to first contact, conversion, win rate, follow-up completion and more
• Every metric has a written definition next to it

Give each person the access they need.

• Owner, Manager and Agent roles
• In-app notifications for assignments and overdue work

Start with the leads you already have.

• Import from a spreadsheet as CSV
• Preview and fix before anything is saved

Your data stays yours.

• Each business's data is isolated from every other
• Hashed passwords and encrypted connections