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Full Stack HVAC Full Stack HVAC

Modernize

by Modernize (a QuinStreet company)

Last updated Mar 29, 2026 · 1 revision

HVAC lead generation marketplace connecting contractors with homeowners ready for system replacement

Modernize - by Modernize (a QuinStreet company) - CRM Platforms software - logo 5.6 Good See breakdown →

Highlights

71 Features
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Media

About This Product

Modernize is a contractor lead generation marketplace that connects HVAC contractors with homeowners actively seeking system replacement, central air installation, furnace replacement, and heat pump installation. Leads are qualified via homeowner-submitted data and machine learning verification, with live transfer options available. Modernize specifically focuses on higher-intent replacement leads rather than repair calls.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

FSH Score Breakdown

Ease of Use
5.0
Features
6.7
Support
5.0
Value
5.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

71 features confirmed across 13categories· Showing confirmed capabilities only

CRM & Sales22features

CRMCRM integrationSales AutomationDynamic lead pricing based on expected valueSEO OptimizationAd Performance And ROAS TrackingPerformance tracking and optimizationAnswer Engine OptimizationAnswer Engine OptimizationContractor NetworkVerified Contractor NetworkDedicated Success ManagerDedicated account managerMarketing and Sales ConsultingSales and marketing consulting
Show 14 more
Marketing ProgramsBranded programsPaid AdsProgrammatic AdsPaid And Organic Social MediaPaid and Organic Social MediaSEO ServicesSEOSmart MatchingSmart MatchingAI Lead ScreeningHigh-intent lead generationBuyer Intent DataExclusive High-Intent LeadsAI Website BuilderAutomated Multi-Channel Campaign ExecutionBuyer Intent SignalsIntelligent Lead GenerationLocal Landing PagesMarketing and Lead GenerationReal Time Lead Data Retrieval as JSON

AI & Automation9features

AI Agents for Engagement, Qualification, and ConversionLead qualification using machine learning algorithmsAI Powered Matching AlgorithmContractor matching for homeownersAI EstimatesAI Field Auto-FillForm-Fill Lead CaptureAI Powered Marketing Automation for Customer EngagementPerformance marketing servicesAI Feedback AnalysisData Feedback LoopMachine LearningLead qualification via machine learningAI Powered OptimizationPerformance-optimized calls
Show 1 more
Automation RulesCampaign optimization

Reporting & Analytics8features

AnalyticsReportingCall TrackingCaller ID Reputation ToolDepartmentalized Performance TrackingPerformance analyticsData Feedback LoopData Feedback LoopMarketing Analytics DashboardAI Powered Call Tracking and AnalyticsEnd-to-end call tracking and QANet Promoter Score (NPS) TrackingFeedback solicitation

Customer Communication7features

Call Transfers and ExtensionsLive call transfersClient PortalContractor portalSMS MessagingText messagingCall RoutingCall routing optimized for conversionIn-App Customer MessagingIn-app messaging between pros and homeownersCall Flow AutomationLive call transfersVoIP Phone SystemLive call transfers

Platform & Customization5features

Approval ManagementInstant pre-approvalIntegrations MarketplaceMarketplace SolutionsCustom TemplatesCustom landing pages and adsDrag And Drop Form BuilderForm-Fill Lead CaptureThird-Party IntegrationData Feedback Loop

Invoicing & Payments4features

Customer Financing SolutionsConsumer FinancingIntegrated financing solutionsDynamic Pricing RulesPrice BookRight Pricing

Scheduling & Dispatch3features

Weather Data IntegrationSmart Job Matching by Location, Skill, and AvailabilitySmart matching and routing by project type, location, and campaign settingsProject ManagementProject matching

Estimating & Quoting3features

Quoting & EstimatesCalculator estimatesAdjustable Pricing FactorsProject Cost EstimationProject cost estimation

Technician Management3features

Business Account DashboardAccount managementSubcontractor ManagementContractor matchingTraining CoursesContractor Resources

Compliance & Safety3features

AI for TCPA ComplianceTCPA compliance verificationAuto and Bulk Verification SupportLive transfer lead verificationAudits And Compliance

Equipment & Asset Management2features

Equipment SelectionDemand Management And Peak Forecasting

Mobile & Field Tools1feature

Label GenerationLead generation

Training & Education1feature

Educational Resources and Planning ToolsEducational Resources and Planning Tools

Pricing

Model
Per Job
Starting at
Contact for pricing
Notes
HVAC lead pricing averages $105/lead; major markets (CA, NY, FL, TX) 20-50% above national norms

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