H2O Leads Pro · The #1 CRM for Water Treatment Sales Reps

How many leads did you lose or forget this week?

Your entire territory.
Organized.
Close more. Drive less.

Leads, routes, appointments, notes, activities all in one place. Show up prepared at every door.

The water treatment CRM built for reps who work the doors. Load your leads, plan your route in 30 seconds, and hit every house in the right order. Whether you sell softeners, RO systems, or whole-home filtration, H2O Leads Pro tracks every door-to-door water treatment visit so you never lose a prospect again. Stop winging it. Start closing.

iOS · Android · Web
+42%
Close rate
Follow-up speed
10k+
Leads managed
+28%
Appointments
123456789
Territory · West Phoenix
9 stops · 47 mi · 6h 12m
Next stop · 12 min
Aisha Patel
1847 Mesa Verde Dr
N
Today · visits
14
doors visited today
7
Closed
12
Demo
21
Contacted
Optimized route
10:30
Aisha Patel
Next
11:30
Coyle, J.
1:00
Tom Schaeffer
Trusted by closers at
Kinetico
EcoWater
Culligan
Rayne
US Water
Aquasana
Real results · water treatment sales pros

What changes in the first 90 days.

+0%
Close rate
Across 2,400 closers tracked Q1–Q3 2026.
0×
Faster follow-up
From first knock to second visit.
0+
Leads managed
Per closer, per year, on average.
+0%
More appointments
Booked in the same hours worked.

I used to lose half my second-visit leads in a notebook. Now my route auto-loads in the morning and I just go.

Marcus D.
RO closer · Phoenix

Water hardness, last system quoted, kids' names it's all in my pocket before I knock. Conversion went through the roof.

Sandra K.
Water treatment rep · Tampa

First CRM that didn't make me feel like I was using software built for someone selling insurance.

Jay R.
Softener specialist · Dallas
Why Water Treatment Reps Choose H2O Leads Pro

Generic CRMs treat you like
someone else's salesperson.

You've got 12 houses in your head and your next water softener prospect 3 blocks away. You need a water treatment CRM that thinks like you: optimized routes, visit history at a tap, lists that sort themselves. Not empty fields waiting to be filled. Salesforce doesn't know you go door to door. HubSpot doesn't optimize your route to save gas. None of them were built for water treatment lead management. H2O Leads Pro was — and it shows.

Generic CRM

Salesforce, HubSpot, Pipedrive, SalesRabbit, Circuit, Excel spreadsheets. Whatever you've tried that never clicked.

  • Built for SaaS, real estate, or B2B
  • Routes? Enter addresses manually in Google Maps
  • No custom fields related to water
  • Notes scattered across your head, phone, email, paper, and glove box
  • Follow-ups die in someone else's calendar
  • Static lists no smart segments, no auto-filters
  • Forces a 'team' workflow on a solo closer
  • $80–$150/seat. You don't even use 15% of it.
H2O Leads Pro H2O Leads Pro

The first CRM built for the water-treatment closer.

  • Built for one closer working their zones every day
  • Optimized route from the start up to 25 stops in the right order in 4 sec
  • Log custom water-related activities
  • Full visit history and complete prospect details
  • Smart lists & dynamic segments by priority, zone, city, zip code, age, and more
  • Designed for personal use, not a team keep your work documented and track your effort's stats
  • Free for 100 leads · $99.99 pro · $199 enterprise
"Finally someone built software for our industry."
Route Optimization for Water Treatment Sales Reps

Drive smarter.
Visit in the right order and the shortest route.

Load your leads, the app sorts them into an optimized route ready to go. No extra detours. No time wasted deciding who to visit first. Up to 40 minutes back in your day, every day.

123456789
Territory · West Phoenix
9 stops · 47 mi · 6h 12m
Next stop · 12 min
Aisha Patel
1847 Mesa Verde Dr
N
Saved today
47 min
Today's optimized route
9 stops · West Phoenix loop
8:30
Ramirez Family
WHF + RO quote
9:45
Marcus Bell
RO follow-up
10:30
Aisha Patel
Quote review
Next
11:30
Coyle, J.
First demo
1:00
Tom Schaeffer
Softener install Q
2:15
DelaCruz
Free water test
Auto-optimizer
Lead temperature, appointment windows, and live traffic recalculated in 4 seconds.
Navigate with your preferred app
Add up to 25 stops per route. Tap any stop and launch turn-by-turn navigation directly in Google Maps, Apple Maps, or Waze.
Google Maps
Apple Maps
Waze
01

Territory planning

Draw zones, assign to your weekday, lock in coverage.
02

Daily auto-routes

Up to 25 stops, optimal order, 4-second recompute.
03

Live GPS view

Where you are, where you're going, what's next.
04

Appointment-aware

Locks 2:30 PM stops while reshuffling the rest.
Smart lead management · Lists · Smart Lists

Every lead, every list,
every reason to follow up.

Drag-drop pipeline tuned for in-home water sales. Every lead carries water hardness, iron, current system, and the last thing they actually said to you. Organize them into Lists you save by hand, or Smart Lists that fill themselves.

  • 01
    Stage-by-stage pipeline. New → Contacted → Demo → Closed. Mirror your real flow, not Salesforce's.
  • 02
    Lists you save by hand. "August knockers", "Old quotes to revive" drop leads in, work them as a batch.
  • 03
    Smart Lists that auto-fill. "Hot leads in Tempe, >30 days old" defined once, fed forever.
  • 04
    Full lead history. Every visit, every note, every log with time and date in one timeline per prospect.
Auto-syncing
All Leads1247
Lists
August knockers86
Old quotes to revive34
No-shows to recover12
Referrals · this Q9
Smart Lists
Hot leads · Tempe · >30d24
Hardness142
RO-ready households18
30+ days untouched47
+New smart list…
Hot leads · Tempe · >30d
24 leads · auto-updating · last refresh 2 min ago
Smart
WHEREtemp = hotANDcity = TempeANDlast_touch > 30d
Lead
Address
Status
A
Aisha Patel
8910 E. McDowell
hot
R
Ramirez Family
4218 W. Cactus
hot
D
DelaCruz, M.
521 E. Apache
hot
Showing 3 of 24Export · Add to route · Bulk message
May 2026
10 citas este mes
Día
Semana
Mes
Mo
Tu
We
Th
Fr
Sa
Su
3
Hoy
7
Semana
10
Mes
3
Pendientes
Today · May 28
3 citas
10:30
AM
Aisha Patel
4521 W Camelback Rd
confirmed
2:00
PM
Tom Schaeffer
7200 W Thomas Rd
confirmed
4:15
PM
Coyle, J.
5150 N 67th Ave
pending
confirmed
pending
cancelled
done
Appointment engine

Schedule it once.
H2O Leads Pro makes sure you never forget it.

No paper notes. No loose alarms on your phone. Every appointment lives in the prospect's profile, shows up in your calendar, and anchors your day's route.

  • 01
    Schedule from anywhere. Directly from the prospect screen, the map, or right after finishing a visit without leaving the flow.
  • 02
    Reminders for you. Notifications before each appointment so you show up prepared, not rushing.
  • 03
    Manage appointment status in one tap. Confirm, cancel, or reschedule any appointment instantly without losing the history.
  • 04
    Your full schedule at a glance. See past appointments, today's, this week's, or the whole month all in one view.
Syncs with your calendar
Connect Google Calendar or Apple Calendar and every appointment syncs automatically in both directions.
Google Calendar
Apple Calendar
Activities & history

The story of every prospect,
told back to you.

Six months later, you open the profile and see exactly what happened: how many times you visited, what they said, whether they need follow-up or are already a customer. H2O Leads Pro remembered it for you.

  • 01
    Instant visit notes. What they said, what objections came up, if there's a dog in the yard or the owner wasn't home saved to the profile, searchable, forever.
  • 02
    Visit and activity timeline. Every contact logged in order: in-person visit, telemarketing note, pending follow-up, scheduled appointment, completed demo. Full history at a glance.
  • 03
    Tags that set your prospect apart. Mark what matters: needs follow-up, interested but hesitating, wife is traveling, asked to call back in 2 weeks. Filter your list by that later and never let a lead fall through.
A
Aisha PatelQuote review2d ago
4521 W Camelback Rd · West Phoenix
(602) 555-0142
Needs follow-up
Interested, hesitating
Hard water confirmed
+ tag
Activity timeline · 6 events
🚪
In-person visit
2nd visit
May 27 · 3:15 PM
Interested in RO system. Husband wants to think about it. Good candidate.
📅
Appointment scheduled
May 25 · 10:00 AM
📞
Call attempt
May 24 · 11:42 AM
💧
Demo completed
Quote: $8,400
May 20 · 2:00 PM
🚪
First visit
May 15 · 4:30 PM
Lead created
May 15 · 4:28 PM
Real results

Stop guessing if
you're making progress.

Your numbers, up to date. No spreadsheets, no late reports. Open H2O Leads Pro and know exactly how your week went.

  • 01
    Your personal scoreboard. How many visits, appointments scheduled, deals closed this week, this month, today so far. Your pace, not your manager's dashboard.
  • 02
    Lead to install. See how many prospects you contacted, how many moved to appointment, how many became customers. Spot where your funnel drops and fix it.
  • 03
    History that never lies. Every demo logged, every install, every open follow-up. When the monthly review comes, you already have everything by month, by week, by day no reconstructing from memory.
My Stats
This month
91
Visits
28
Appts
8
Closed
42%
Close rate
Visits per week
+2
W1
18
+3
W2
24
+1
W3
21
+2
W4
28
Visits
Deals closed
Conversion funnel
Contacted
91
Appointment
28
Demo
14
Closed
8
🔥
12 days
Active streak
42%
Close rate
Thursday
Best day
Import leads
leads_phoenix_may26.csv · 6 rows
Auto-detected · 6 of 6 matched
first_name
First name
last_name
Last name
street_address
Address
city
City
zip
Zip code
phone_number
Phone
Import & organize

Upload a CSV.
Leave with a route.

Old Excel list? Sheet from another rep? Drag it in. H2O Leads Pro turns it into prospects ready for the map — no copy-pasting, no manual formatting.

  • 01
    Smart column mapping. Auto-detects Name, Address, City, Phone — even if your headers are in any language or format.
  • 02
    No duplicates. Checks against your existing prospects before importing. Your list stays clean from day one.
  • 03
    Group before you import. Sort prospects by city or zip before importing and send them directly to existing lists — or they will appear automatically in your smart lists.
Mobile field experience

Wherever you are.
However you want.

Phone, tablet, or computer — H2O Leads Pro moves with you and works on any screen or device.

Today · 12 leads
Leads
+
R
Ramirez Family
4218 W. Cactus Rd
hot
M
Marcus Bell
1502 N. 7th Ave
warm
A
Aisha Patel
8910 E. McDowell
hot
C
Coyle, J.
327 S. Mill Ave
cool
T
Tom Schaeffer
6603 W. Bell Rd
cool
01

Pipeline in your pocket

Every lead, every status, every dollar one swipe.
Route · West loop
9 stops · 6h
123456789
Territory · West Phoenix
9 stops · 47 mi · 6h 12m
Next stop · 12 min
Aisha Patel
1847 Mesa Verde Dr
N
02

Today's route

Auto-loaded each morning. Tap to navigate.
Thursday · Aug 14
Schedule
9:00
Ramirez · Free water test
11:30
Bell · RO follow-up
1:00
Patel · Quote review
3:30
Coyle · In-home demo
03

Appointments

Booked, confirmed, and reshuffled around you.
Recording · 00:42
“Ramirez has galvanized pipes…
needs whole-home before RO.”
04

Voice notes

Talk it. We transcribe. It lands on the lead.

Lead lands

From CSV, web form, or door knock.
🗺

Routed

Slotted into tomorrow's drive.
🚪

Knock

Notes, hardness, system loaded.
📞

Follow-up

Auto-scheduled at the right cadence.

Closed

Install booked. Commission logged.
Pricing · pay yearly, save ~25%

One closer. One price.
No "contact sales".

14-day free trial on every plan. Cancel anytime, keep your data.

Starter

Free forever

Everything you need to test the workflow on a small territory no card, no expiry.
Freeforever
No card required · keep it as long as you want
  • Up to 100 active leads
  • 5 lists (saved views)
  • 1 smart list (dynamic segments)
  • 10 auto-route generations / mo
  • iOS · Android · Web
  • CSV import + dedupe
Get free plan
Enterprise

For the high-volume operator

For closers running multiple territories, setter teams, or franchise-scale operations.
$199/ mo
billed monthly
  • Unlimited leads
  • Unlimited lists & smart lists
  • Unlimited route generations
  • Unlimited SMS & email
  • Shared multi-device
  • Custom integrations
  • Personalized 24/7 support
Talk to us
● 30-day money back● Cancel from settings● Export your data anytime● US support, 7 days/wk
Questions you're already asking

FAQ.

If your question isn't here, the team replies inside the trial usually in under an hour.

Is H2O Leads Pro really only for water-treatment sales?

Yes. Every field, flow, and screen was built for closers selling softeners, RO systems, whole-home filtration, and water tests. If you sell vacuums or solar door-to-door, this isn't for you and that's the point. Specialization is the feature.

I'm a solo closer. Will it feel like enterprise software?

No. It defaults to solo mode one closer, one territory, one route, one pipeline. No team dashboards guilting you. You can add an appointment setter later if you want. The Pro plan was designed for individuals, not sales floors.

Does the route optimizer actually save time?

Average user saves 38–52 minutes a day across 9–15 stops. The optimizer respects locked appointment windows, prioritizes hot leads, and accounts for live traffic. Re-route runs in about 4 seconds.

What happens to my data if I cancel?

You can export every lead, note, photo, voice transcript, and analytics report as CSV or PDF at any time even on the free trial. Cancel from settings; your data is exportable for 90 days after.

Does it work without internet in the field?

No. H2O Leads Pro requires an internet connection to work. Make sure you have mobile data available when working in the field.

Can I import my existing leads from a spreadsheet?

Drag-and-drop CSV import auto-detects address, name, phone, and any water-related columns (hardness, system type, etc). Dupes flagged before import. Most users are up and running in under 5 minutes with 500–2,000 leads.

Who builds H2O Leads Pro?

Someone who knows both sides: the field and the code. A water treatment salesperson who lived firsthand the frustration of having no tools for this job. No existing tool understands how to document door-to-door prospect visits or how to track them — because they were designed for a generic purpose, not for this trade. Senior software engineer with 15+ years of experience, and enough time in the field to know exactly what a real water salesperson needs.
H2O Leads Pro
One last thing

Stop running
your water business
on someone else's tools.

Every day without a system is a forgotten lead, a missed appointment, a prospect closed by another rep who got there first. Less gas burned on improvised routes. Less time lost reconstructing what happened with who. H2O Leads Pro solves it all in one place. Free for 14 days. Start today.

Start free trialBook a 15-min demoWatch the tour
● Cancel anytime● Imports from anywhere● iOS · Android · Web● Free forever plan · Pro from $99.99/mo