Streamline Your Customer Relationship Building
Our advanced, cloud-based software automatically does all the lead generation and relationship marketing your team needs, giving them the forward-edge to nurture relationships and sell more equipment. Empower your team to do what they do best!
Get the Best CRM Software for HVAC Professionals
Successful Comfort Advisors and HVAC companies know referrals from current customers can be one of their most successful marketing tactics. Our CRM Solution keeps you top of mind with current customers while engaging with new leads. By improving your quality of communications, you gain more new customers from your current happy customers!
Contact Management
Quickly and easily locate, track and manage all of your contacts’ information and communications from one dashboard.
Hot Leads!
Immediate opportunities are generated and flagged as furnace, air conditioner, or referral. And if the Comfort Advisor doesn’t connect in 2 days, we’ll call to remind them!
Cross-Selling Opportunities
Connect with past and potential customers regarding additional services or equipment deals you think they might be interested in, along with notifications for birthdays, anniversaries and more.
Future Leads
Easily send out personalized eMail blasts that deliver when you decide, including eCards, eNewsletters, and more!
Cross-Selling Opportunities
Receive weekly reminders that can include cross-selling opportunities for multiple product offerings to your clients, as well as notifications for birthdays, anniversaries and more.
Reputation Management
Generate a steady stream of testimonials and reviews! Evaluate your clients’ Satisfaction Surveys and use the in-depth feedback to address any customer experience issues that need attention.
Future Leads
Customer not quite ready to move forward? No problem – we’ll automatically remind you when to tactfully contact them at a future date!
On-Demand eMail Blasts
Send personalized eMail blasts whenever for whatever reason you choose. Thank-you notes, Holidays, birthdays, special offers – it’s all up to you!
Automated Social Media Review Posting
Automatically push client Satisfaction Survey reviews to social media so you can promote your services and boost your reputation to win more business.
FREE SMS Texting Features
To make a personal connection, Comfort Advisors can easily text their customers from within the CRM dashboard to save conversations and manage all communications in one place.
Co-Op Marketing
Leverage Co-Op Marketing dollars by sending manufacturer- and/or distributor-approved marketing campaigns and strengthen your partnerships!
Reputation Management
Evaluate your clients’ Satisfaction Surveys and use the in-depth feedback to address any customer experience issues that need attention.
Multilevel Automated Reporting
Review KPIs and response results to measure and evaluate the performance of your team, including client survey data and Net Promoter Scores. See office personnel and Comfort Advisor data.
Company & Employee Management
Update company and user information, set user permissions and controls, and even reassign customers to different Comfort Advisors or Representatives.
ContractorHalo Has You Covered
We’re continuously improving our applications, database, processes and systems to give your team the best tools available.
Cloud Based
Our applications are mobile friendly, ensuring you have access to contacts, reporting, data and functions from anywhere at anytime!
Systems Integration
We integrate into your business’ Loan Origination System, seamlessly syncing with your client data and business software.
Custom Development
Our advanced Application Programming Interface (API) allows us to work with any software, customizing marketing campaigns and creating workflows to make your enterprise run smoother.
Staff Training & Support
Our ContractorHalo Software Specialists will train your entire team- Comfort Advisors, Sales Managers, Service Reps – We’re always here and ready to help!
Data Encryption
All your data is protected with military-grade encryption, where it is securely stored, archived and never deleted.
Industry Compliant
Our technology remains up-to-date on all industry regulations and standards. Your license number is added as needed and co-op marketing meets all manufacturers standards and requirements, circumventing any compliance issues.