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Podium Messaging

by Podium

Last updated Mar 29, 2026 · 1 revision

AI-powered text messaging and lead conversion platform for HVAC contractors with reviews, payments, and webchat.

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About This Product

Podium consolidates SMS, Facebook, and Google My Business messages into one inbox for streamlined contractor communication. Features text marketing with high open rates, automated review requests, text-based payment collection, and AI-powered lead generation. Trusted by over 100,000 local businesses including HVAC contractors.

Capabilities

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

Mobile app
Available
Free trial
Yes
Free tier
No
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Trains AI models on your data

"We may also create inferred or derived data, such as a summary of information included in content processed by our artificial intelligence features."
Confidence: high Source

Shares data with third parties

"Podium does not “sell” personal information in the traditional sense. We do, however, provide personal information collected on and activity from the marketing pages of our Website to third parties for the purpose of displaying advertisements for Podium to you on other platforms (otherwise known as “targeted advertising” or “cross-context behavioral advertising”)."
Confidence: high Source

Data export available on request

"If you are a Client or Authorized User, you may access, change, or correct certain Podium account information at any time by logging into your account."
Confidence: medium Source

Data deletion honored on request

"Clients wishing to delete or exercise other choices about the Customer data Podium processes on their behalf in a service provider/processor capacity may do so by submitting a request"
Confidence: medium Source

Primary policy document: https://podium.com/privacy

FSH Score Breakdown

Ease of Use
7.0
Features
9.0
Support
6.0
Value
4.5
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

93 features confirmed across 9categories· Showing confirmed capabilities only

Customer Communication32features

Automatic STIR/SHAKEN VerificationAvailability Status (BLF)Call HistoryCall ParkingCall parkingCall Participant Addition on MobileCall Search and FilteringConfigurable Call Page Default FiltersCarrier Calling For Mobile SoftphoneCarrier Calling for Mobile SoftphoneChat History and Search
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Contact Card AutomationCordless Phone SupportCustomer SupportCustomizable Desk Phone ButtonsDual Path Audio ControlExpanded Ring All GroupsExplicit Opt-In For Marketing TextsFlexible Hold TimesIndividual Voicemail InboxesIntelligent NotificationsPersonalized NotificationsMention Notifications and Dedicated ViewMissed Calls And Voicemails Email NotificationsOmni-Channel InboxSmarter Email ThreadingSoftphone Status MonitoringTeam MessagingUnified Messaging InboxAI Chat ReceptionistAI Employee (conversational AI for sales and scheduling)Automated Status UpdatesCall Transfers and ExtensionsChat FeatureDesk Phone Assignment with Personalized VoicemailCall Flip To TextCall Flow Automationcall flip

CRM & Sales22features

Interaction HistoryWebsite Click-Path HistoryAdvanced Audience SegmentationAI Lead AssignmentAI Outreach to Unconverted LeadsAutomated Customer TouchpointsProactive customer follow-up for repeat businessAutomated Customer Touchpoints And SequencesDrip CampaignsAutomatic Contact Profile IdentificationAutomatic Lead Source Attribution
Show 14 more
Call PopCall PopCase ManagementMultiple Conversation AssigneesContact Information SynchronizationContact ProfilesContact ProfilesFunnel AnalysisGoogle ReviewsHot Leads ListInactive Contact CleanupInactive contact cleanupInstant Web Lead Parsing And Follow UpPodium Email Lead DetectionIntelligent Review RoutingSingle-site review invitation routingReview Site IntegrationDirect review site redirectionAI Assisted MarketingLead ManagementLead conversion automationContact Import

AI & Automation22features

AI EmployeeAutomatic AI RepliesAutomatic AI RepliesAI Agent Custom InstructionsAI Agent conversation monitoring permissionsAI Agents for Engagement, Qualification, and ConversionAI Automation SummaryAI Employee Escalation RoutingAI Employee for Automated Lead Response and Appointment SettingAI Employee Mobile Monitoring View
Show 14 more
AI Employee SourcesAI Employee SourcesAI Escalation with Assigned UsersAI Escalation with Assigned UsersAI Feedback AnalysisVoice AI FeedbackAI Generated Call NotesAI Generated Response DraftsAI Note Taker ModeNote Taker mode for Voice AIAI Powered Review Response AutomationAI Reputation SpecialistCall SummarizationExplainable AISource citation for AI-generated messagesFeedback for Voice AI CallsFeedback for Voice AI callsVoice AI Natural Background SoundsAI Review ResponsesAutomated review managementAI Driven Text MessagingAI SupportAI Employee

Platform & Customization8features

AI Text Rewriting And TranslationPrompt-to-textBulk Record Update And DeleteInternal note deletionCustom Email AddressDesktop AppField Data IntegrationShared Team AccountTeam AccessSupport Ticket ManagementBrowser ExtensionsChrome extension

Technician Management3features

Automated Sourcing And Nurture CampaignsLeads Funnel and Drip CampaignsBulk Applicant MessagingLocation-filtered bulk messagingAgent ScorecardsAI scorecards

Invoicing & Payments2features

Payment ProcessingSMS-based customer paymentsDedicated Payments Window

Reporting & Analytics2features

AI Powered Call Tracking and AnalyticsConversion and Response Time Metrics

Scheduling & Dispatch1feature

Job Status Tracking with Time Tickers

Mobile & Field Tools1feature

Link Notes And Photos To Customers, Sites, Work Orders, Or EquipmentMentions

Integrations 30 across 9 categories

CRM 7
HubSpot API
Pipedrive API
Podium
Reynolds and Reynolds Focus

Reynolds and Reynolds Focus

Salesforce API
VinSolutions

Vinsolutions CRM

Zoho CRM API
Field Service 5
FieldEdge Partner
Housecall Pro Partner
Jobber Partner
Service Fusion Partner
ServiceTitan Partner
Marketing 4
Facebook Native
Google Business Profile Native
Instagram API
Mailchimp

Mailchimp

Productivity 4
Boulevard
Calendly API
Google Sheets

Google Sheets

Microsoft Excel

Microsoft Excel

Payment Processing 3
PayPal Native
Square Native
Stripe Native
Communication 3
Gmail

Gmail

Outlook

Outlook

Slack

Slack

eCommerce 2
BigCommerce API
Shopify API
Accounting 1
QuickBooks Online Native
Data & Automation 1
Zapier Zapier

Pricing

Related Products 10 across 1 category