Easier HVAC Sales KPI Tracking

ProSight integrates with your CRM to make getting sales team's KPIs and marketing numbers quick and easy.

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What Is ProSight Sales Tracking?

ProSight is a sales KPI tracking software. It generates sales and marketing KPI reporting for residential HVAC business owners or sales managers. Through those reports they can get actionable insights to lead their sales team, marketing, and sales performance. It is designed to pair perfectly with other softwares like ServiceTitan, Housecall Pro, Sera, or others because ProSight's focus is on helping you drive sales close rates, average ticket, revenue per lead, and much more.

What Our Customers Are Saying

Taylor Mast - Topline Administrator

Welcome To Your New KPI Reports

Sales
Marketing
lead Tracking

Sales Performance

See your sale team's performance at a glance. Quickly spot where things are going wrong so you can take action fast and stay in control of performance.

Marketing Performance

Time to keep your marketing accountable. Find out which lead source your team closes the highest with so you can invest where you get the biggest return on your investment.

Lead Tracking

Manage all your team's leads at a glance. Tracking takes less than 1 minute so your reps can track and go in a snap.

Track The Pipeline

See all your open leads so you can spot opportunity in the pipeline
Know how much your open leads are worth to you
Stay on top of leads who's status isn't confirmed, so you can leave no stone unturned

Revenue Generated By Equipment Type

See how much of what each sales rep sells
Know who's close what and who to give your next lead to
Keep an eye on what is selling well now so you can shift your marketing appropriately

Close Rate By Equipment Type

See which equipment types you're selling the best and least in
Spot where you're selling the right ticket price for every type of equipment
Identify which equipment type is bringing the most revenue

Stay On Pace

See if you're on pace with your revenue goals
Identify how much you're off pace by so you exactly how far off you and and can make precise plans to close the gap
Hit your goals more often with tight control over your performance vs targets

Track Leads On The Go

Track leads manually between appointments within just a few seconds
Make sure you never forget a detail between calls
Track leads by phone, tablet, or desktop with ease

Integrate With Your Favorite Tools

Integrate to any HVAC software you're already using. ProSight was designed to work alongside these softwares. That way, we can focus on what we do best - helping you drive sales performance higher.

* ProSight connects with but is not an official integration partner of any of these brands.

Joe Vonakis

Limited Time Offer

Business Plan

$197/mo

Per month

Unlimited Sales Rep Accounts
Unlimited Access to All Current Reports
Unlimited Integrations
Unlimited Storage
Unlimited Support

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Package available for a limited time

The Unlimited Forever Everything Plan

This is a plan for the ages. One price. Get unlimited access to everything ProSight currently has to offer today. Why one price? Because we like simplicity. Our product is powerful because it is simple. And so is our pricing. No hidden fees. No surprises lurking in the shadows.

You've got nothing to lose. Give it a try for 30 days risk free now.

All Your Sales Metrics In One Place

Sales Team Performance
Pace Tracking
Leads Tracking
Marketing Metrics

Get a 360 view of your sales metrics

ProSight is the best software to get a 360 view of your sales metrics.

Find where your biggest opportunity for improvement is in real time so you can maximize sales with reports that are pre-made for Residential HVAC.

Whether you are an owner, sales manager, or a sales rep, ProSight is for you.

Get a 360 view of your sales metrics

ProSight is the best software to get a 360 view of your sales metrics.

Find where your biggest opportunity for improvement is in real time so you can maximize sales with reports that are pre-made for Residential HVAC.

Whether you are an owner, sales manager, or a sales rep, ProSight is for you.

Ready To Get Started?

30-Day Free Trial

Get easier sales reporting & drive revenue higher today

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FAQ

Q: What Does ProSight Integrate With?

A: ProSight is able to integrate with ServiceTitan, Housecall Pro, and any other CRM/FSM that also connects through Zapier. We can quickly set this up for you free if you'd like.

Q: What if I encounter problems setting up ProSight?

A: If you have any issues our team will help fix them at no cost to you.

Q: Is My Team's Size Right For ProSight?

A: For small teams (1-5), ProSight helps establish the right habits that build into high performing teams - whether you want to grow or not.

For larger teams (6-20), ProSight not only helps keep the team in check, but also lets the manager really see what's happening across the team as well as with individuals with just a click.

Q: I want to know more about the software

A: If you still have a concern or something is not clear, you can contact us at [email protected]

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