No automated customer messages
Workspace updates, notes, assignments, appointment changes, recovery tracking, and review-request statuses do not send automated messages to customers. Outbound review requests are unavailable.
CLOSERRA / PRIVATE WORKSPACE
From owner-entered lead to tracked next step.
Closerra’s current HVAC workspace lets an owner add a lead directly, then keep conversation notes, appointments, team assignment, and follow-up tracking together.
Public inquiry intake is unavailable. The public inquiry form is not connected; details entered there are not sent or saved.
OWNER-LED FOLLOW-UP
What the private workspace supports
These are existing workspace actions performed by the team. The demo describes the workflow; it does not create a lead or connect an outside service.
- 01
An owner creates the lead
An owner adds the HVAC lead directly in the private workspace, with service details, contact information, timing, location, and job notes as needed.
- 02
The team keeps conversation context
Add dated conversation notes to the lead history. Notes stay internal and do not contact the customer.
- 03
Next steps stay with the lead
Record an appointment date, time, and status. An owner can assign the lead to an employee who has accepted workspace access.
- 04
Record recovery and review status
The team can track a recovered opportunity and record estimated or verified revenue. After an appointment is completed, the workspace can also store a review-request status.
WHAT THIS DEMO DOES NOT DO
Internal tracking is not customer messaging.
No live external integration is represented
This page shows internal workspace records only. It does not present phone, SMS, CRM, or review-platform connections as live.
PRIVATE TEAM ACCESS
Workspace access is for your team.
Sign in to continue to the private workspace if your account has access.