From first inquiry to a lasting customer relationship.

Keep customer details, sales consultations, quotes, and follow-up work connected. H2O Pro Suite brings the people, water systems, and sales activities your team needs into one business workspace.

Explore the Customer & Sales Workflow

Built for water treatment dealerships, sales teams, and service professionals.

One connected customer record

Keep contact details and customer context available across the work your team performs.

From opportunity to next step

Link consultations, water assessments, proposals, and follow-up to the customer relationship.

HOW IT WORKS

One customer relationship. A connected sales process.

Follow each opportunity from the first conversation through assessment, proposal, and the next customer interaction—without treating every step as an isolated record.

Capture the inquiry

Create or identify the customer, record their contact information, and retain the context for the next conversation.

Schedule and consult

Manage the appointment or sales call, capture discovery details, and document property and water-use requirements.

Assess and propose

Connect relevant water-test findings and treatment choices to the consultation, then prepare a customer quote or proposal.

Follow through

Track the outcome, follow-up dates, and related business records so the customer relationship continues after the sale.

CUSTOMER INFORMATION THAT STAYS CONNECTED

See the customer, their water systems, and the work behind every visit.

A customer record is more than a name and telephone number. H2O Pro Suite connects business activity with relevant customer sites, installed equipment, and work history.

Contacts and customer details

Maintain the contact, company, address, and account information your team needs when working with a customer.

Locations and installed equipment

See customer locations and associated water-treatment equipment, including available brand, model, and service details.

A connected customer history

Review relevant quotes, projects, invoices, payments, tasks, and other available records from the customer context.

FROM CONSULTATION TO CUSTOMER PROPOSAL

Give your sales team the full picture.

H2O Pro Suite connects the consultative sale to the water-treatment work itself. Staff can review the customer situation, evaluate suitable options, and move forward with a documented proposal.

Guided sales consultations

Record consultation stages, customer concerns, water source, site conditions, appointment details, and the outcome of the call.

Water results and treatment decisions

Connect the consultation to recorded field-test results, treatment requirements, selected systems, and reviewable recommendations.

Quotes and proposals

Prepare itemized customer quotes, review pricing, issue documents, and connect selected solutions to the proposal workflow where available.

Appointments and follow-up

Keep appointments, follow-up dates, tasks, and the next customer action visible as the sales opportunity progresses.

CONNECT SALES TO THE WORK THAT FOLLOWS

Keep the relationship going after the quote.

Customer records, sales consultations, proposals, water-treatment evaluations, and ongoing service belong in one connected business process. See how H2O Pro Suite supports your team from the first visit onward.

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