Leads
Leads
CallbackMarcus Hill · 2 attempts · last 2 d ago

Cozy World Inc.

HVAC contractor · Toronto, GTA

Boris Sherman, Owner [email protected]
(416) 855-3651
Call now
Recommended build
Unified multi-office dispatch/CRM system + customer booking portal
Type
multiple
Budget
$60-150k
Opening line

A customer calling Cozy World has to already know whether to dial 416-855-3651 for repairs or 416-635-1000 for cleaning - three offices and three inboxes, with no single system tying any of it together.

Why they need it

Cozy World operates three separate offices and splits customer intake across two phone lines by service type and three different email inboxes - a customer has to already know whether their issue is 'repair/install' or 'cleaning/maintenance' before they even know which number to dial. That's a textbook signal of disconnected systems across locations with no shared CRM or dispatch layer. A unified booking and dispatch platform - one intake point that routes internally by service type and nearest office/technician, plus a customer portal showing service history and upcoming appointments - would let a 34-year, three-office operation stop relying on customers self-sorting into the right phone line. Given the multi-office complexity and the named, reachable owner (Boris Sherman), this is a meaningful build: unify three offices' scheduling, technician assignment and customer records into one system instead of the current phone/email-line-per-service-type split.

Tech gaps

Customers must already know which of two phone numbers to call depending on whether they need a repair or a cleaning/maintenance visit, and which of three email inboxes to use - a hard operational tell of fragmented, disconnected systems across three offices; no online booking, no unified customer portal.

Current tech

Runs three physical offices (Toronto, Richmond Hill, Burlington) with two separate phone lines split by service type (416-855-3651 for repair/installation, 416-635-1000 for cleaning/maintenance) and three separate email inboxes (sales@, support@, info@); no unifying booking system or CRM visible.

Selling a portal + ops tool

Playbook

A customer-facing portal and the internal tool behind it, built together so the data is entered once.

  • Lead with whichever side hurts more today; the other side is phase two.
  • One data model means the customer sees exactly what the office sees.
Pricing: $60k to $150k across two phases. Phase one usually 10 to 14 weeks.
Objections (1)
That is a big project.
It is two small ones in a row. You see the first working before you commit to the second.
Open cozyworld.ca