Funding
Funding not disclosed
Founders
Product
Problem
HVAC contractors often struggle with inefficient quoting and proposal processes, leading to missed sales opportunities and reduced profitability. Manual pricebook management and inconsistent sales presentations hinder the ability of all team members to effectively close deals.
Solution
SetSale offers an AI-powered sales platform designed to streamline the quoting and proposal generation for HVAC contractors. The platform enables users to rapidly construct dynamic price books by uploading distributor price lists, with AI automatically identifying equipment and costs. It then generates optimally priced, multi-tiered package options to enhance deal size and profitability. SetSale also facilitates the creation of customized, interactive homeowner presentations that highlight product differentiation and company value. The system supports remote deal closing through proposal sharing, activity tracking, and automated follow-ups, aiming to transform all team members into effective sales closers.
Target Audience
The primary target audience is HVAC contractors seeking to improve sales efficiency and profitability across their entire sales team, from technicians to back-office staff.
Features
- AI-driven pricebook generation from uploaded distributor PDFs, automatically detecting equipment and costs.
- Configurable custom rules for overhead, markup, and pricing strategies.
- Automated generation of multi-tiered, profit-optimized quote packages.
- Interactive, presentation-ready sales proposals with equipment-specific content and company branding.
- Customer activity tracking and automated follow-up sequences to improve close rates.
- Integrated financing partner connections for customer qualification.
- Remote customer sign-off capabilities.