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Toolsey

by Toolsey

Powerful sales tools to win more deals.

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Media

toolsey.com
Toolsey - website image

About This Product

Toolsey is a software solution designed to convert leads into revenue for HVAC businesses through features like scheduling, lead management, and document management. The platform includes an AI chat receptionist and notification systems to support operational workflows.

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
6.0
Features
5.1
Support
5.0
Value
5.0
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

22 features confirmed across 9categories· Showing confirmed capabilities only

CRM & Sales6features

Lead ManagementLead ManagementMap Based Property Centric ViewAI Lead AssignmentSales AutomationAutomated Customer Touchpoints And SequencesData Enrichment

Reporting & Analytics4features

ReportingDaily Field ReportsAudit Report GenerationInsurance Profit Checker

Customer Communication3features

NotificationsAutomated Follow-upsSMS MessagingAI Chat ReceptionistInstant Responses

Mobile & Field Tools3features

Digital FormsDigital FormsImage Capture And TaggingLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment

Platform & Customization2features

Drag And Drop Form BuilderDocument ManagementPhoto & Document Handling

Scheduling & Dispatch1feature

SchedulingCalendar & Scheduling

Estimating & Quoting1feature

Project Cost Estimation

Technician Management1feature

Team Management

Equipment & Asset Management1feature

AlertsInstant Lead Notifications

Integrations 9 across 5 categories

Marketing 4
Angi
Facebook

Facebook

Porch

Porch

Thumbtack

Thumbtack

Productivity 2
Calendly

Calendly

Google Calendar

Google Calendar

CRM 1
Salesforce

Salesforce

Field Service 1
CompanyCam

CompanyCam

Data & Automation 1
Zapier

Zapier

Pricing

Model
Custom
Starting at
Contact for pricing