Foam set calculator, AI takeoff, estimating, crew pack list, scheduling and card & ACH invoicing — built only for insulation work. Items tagged CRM Pro belong to the optional add-on.
One unbroken pipeline. Every step feeds the next — no double entry, no leads slipping through the cracks.
A lead form on your own website drops new customers straight into your CRM — name, phone, and the plans they uploaded, all attached and saved for good. No sticky notes. No lost texts.
Speed-to-lead wins jobs. IZZY's Sales Coach ranks every rep's day — hottest new leads first, overdue follow-ups next — and even drafts the message. Owners see win/loss across the whole team.
Upload a plan PDF or photo and IZZY measures every zone, recommends the assembly, and prices it from your real supplier costs. The foam set calculator and bill reader keep your numbers honest.
Won estimates drop onto a 2-week calendar. Every job carries its own crew pack list, so the truck leaves loaded — and the field crew runs the whole thing from a phone.
Every invoice carries a card and ACH payment link. Choose per invoice whether you absorb the processing fee or pass it on — something QuickBooks Desktop simply can't do. Collect in minutes, not weeks.
Payments deposit under your name, white-label start to finish — your customer never sees a third-party brand. Approved timecards sync to payroll and export clean to QuickBooks, so payday is handled too.
Features marked CRM Pro — IZZY Sales Coach, website lead capture, Sales Calendar & Pipeline Health — belong to the optional CRM Pro add-on, from $49/mo with team-based pricing. CRM Pro and Marketing Hub are separate add-ons to the base subscription; each requires its own activation. The base trial does not activate either add-on.
IZZY knows your supplier specs, building codes, PPE requirements, and foam board feet math. Ask anything, inside the app on any page — or right here on the website.
| Feature | InsulatorOS | Per-User CRMplatforms | Legacy Toolsinsulation-specific | Desktop OnlyWindows software | Generic Appsfield service |
|---|---|---|---|---|---|
| Monthly pricePer company · flat rate, no per-user | From $89/mo flat | $99+ per user | $400–$600/mo | $500+ upfront | $25–$200/mo |
| Foam set calculatorYour supplier invoice data | ✓ Your supplier | ✗ | Partial | Generic | ✗ |
| AI assistant trained on insulationKnows your trade, not just construction | ✓ IZZY — 24/7 | ✗ | ✗ | ✗ | ✗ |
| Website-to-CRM lead captureSite form → new lead in your pipeline | ✓ Embed form | Add-on | ✗ | ✗ | Varies |
| AI sales coach + follow-up draftsRanks each rep's day, writes the message | ✓ IZZY | ✗ | ✗ | ✗ | ✗ |
| Client plan & document vaultPlans, photos & signed docs per customer | ✓ Per customer | Generic | ✗ | Local files | Generic |
| Crew pack list — auto-generatedWhat to load before dispatch | ✓ Per job · per role | ✗ | ✗ | Work orders | ✗ |
| AI-assisted takeoffIZZY proposes measurements from a plan PDF, you confirm | ✓ Exclusive | ✗ | ✗ | ✗ | ✗ |
| Supplier bill readerUpload invoice → prices auto-update | ✓ Exclusive | ✗ | ✗ | ✗ | ✗ |
| Online payments — card + ACH | ✓ | ✓ | Limited | ✗ | ✓ |
| Choose who pays the processing feeAbsorb it, or pass card/ACH fees to the customer — per invoice | ✓ Your choice | Rare | ✗ | ✗ QuickBooks Desktop can't | Rare |
| Mobile — phone + tablet ready | ✓ Auto-activates | Limited | ✓ | ✗ Desktop only | ✓ |
| Role-based accessOwner / Manager / Sales / Crew / Installer | ✓ 5 roles | 2–3 roles | Basic | Basic | 2–3 roles |
| The honest truth | Built BY insulation contractors. Every feature serves the trade. | Good for sales. Not built for field ops. | Good estimates. No AI. Dated UI. | Insulation-specific but stuck in 2005. | Any trade, not yours specifically. |
Comparing us to a specific platform? See the detailed head-to-head breakdowns:
Short, practical posts written by IZZY for working insulation contractors — no fluff.
From the first website lead to money in the bank — one system runs the whole job. Free 14-day trial, no credit card. CRM Pro and Marketing Hub are separate optional add-ons.
Plans from $89/month after trial — or lock the $79/mo founding rate forever while spots last · Cancel anytime · No contracts