Our client, a prominent IT services provider, faced a pressing challenge: recovering revenue lost due to missed opportunities with Marketing Qualified Leads (MQLs). These leads were not converting into Sales Qualified Leads (SQLs), resulting in diminished potential revenue. Despite their success in generating leads, the gap in converting MQLs was a significant hurdle that required immediate attention.
This case study outlines how we developed a custom-built CRM platform from scratch for George McPherson, the owner of Hales AC, Abraham AC, and Climate Control Services — three leading HVAC companies across Florida. The solution provides complete operational visibility, automated customer communication, and intelligent campaign management, integrating with SuccessWare APIs, GoHighLevel CRM, and Power BI to create a unified ecosystem for data-driven decision-making.
2 Developers
Custom CRM Development
10 Weeks
20-12-2024
We leverage a powerful combination of modern tools and platforms to deliver high-performance, data-driven, and scalable digital solutions. Our technology stack focuses on analytics, platform efficiency, SEO optimization, and social media integration to ensure measurable growth and seamless user experiences.
Created a unified CRM where all three HVAC companies can be managed separately using dynamic filters and secure role-based access.
Enabled automated technician bio sharing, job-completion review requests, and real-time updates synced directly from SuccessWare.
Built consolidated pages to manage reviews, technician activity, campaigns, and field operations, all in one streamlined interface.
Connected SuccessWare, GoHighLevel, and Power BI to automate workflows, sync customer data, and deliver clear performance analytics.
I Built a unified CRM allowing leadership to manage operations for Hales AC, Abraham AC, and Climate Control Services seamlessly while keeping data fully segregated and secure.
Automated technician job assignment processes, bio-sharing, and review-request workflows to eliminate manual tasks and improve customer transparency.
Implemented automated email/SMS workflows and integrated GoHighLevel CRM to re-engage inactive customers and improve long-term retention.
Integrated analytics dashboards and Power BI visualizations to help management track technician performance, customer satisfaction, campaign results, and ROI trends.
Keeping data separate for three HVAC companies while allowing a unified admin view required advanced filtering and access-control logic.
SuccessWare API delays and inconsistencies made accurate technician tracking and automation triggers challenging.
Coordinating bios, SMS/email alerts, and review requests across multiple APIs needed precise validation to avoid failures or duplicate sends.
Coordinating bios, SMS/email alerts, and review requests across multiple APIs needed precise validation to avoid failures or duplicate sends.
Different data formats from GoHighLevel and Power BI made it hard to combine marketing spend, conversions, and retention metrics into one dashboard
Different data formats from GoHighLevel and Power BI made it hard to combine marketing spend, conversions, and retention metrics into one dashboard.
Handling thousands of monthly emails, SMS logs, and technician events required a strong logging system to maintain performance and transparency.
We delivered exceptional results: 22,000 active users (1,189% YoY growth), 1,349% organic traffic increase, and site health improved to 96% (top 10% globally). High-performing content pages achieved 6.3K-11.4K views with increases up to 1,672%. Social channels expanded significantly—Instagram reached 27K followers while Pinterest grew from zero to 17.7K audience with 199% more impressions, creating a powerful digital presence that consistently attracts and converts qualified audiences interested in trauma-informed leadership and somatic therapy.
