Get the ContractorHalo Advantage
Our suite of fully automated marketing and relationship-building tools eliminates the tedious tasks of marketing and advertising. ContractorHalo automatically keeps you in touch with satisfied customers while identifying new opportunities. This helps you book more jobs, generate more referrals, and create more repeat business.


Less time marketing, more time selling!
ContractorHalo’s powerful CRM tools monitor your customer base 24/7, automatically identifying and generating new leads. You spend less time marketing and more time growing your business.

Auto Contact Prospects
Expand and optimize opportunities with personalized eMails sent automatically to new prospects and current customers.

Email Video Marketing
Video continues to be one of the most effective elements in digital marketing. Anything from maintenance and “what-to-look-for” tips to seasonal specials, holiday greetings, and more.

Company Branded
All communications are automatically branded with your company brand including logo, team member’s photo, contact information, etc.

Cross-Selling Opportunities
Connect with past and potential customers about additional services or projects they may be interested in, along with notifications for birthdays, anniversaries, and more.

Team Member Review Pages
Personal URLs for each team member gives contacts easy access to ask a question, leave a review or read testimonials, helping to generate new leads that flow directly into your CRM.

Lead Generation
Grow your contacts and gain new leads with targeted emails, direct mail, client reviews and more. Automatically develop opportunities to grow your business!
Automatic Communication Programs
So many relationships, so many touch-points! Make the most of your database with an automated system that combines eMail and direct mail marketing for constant, meaningful engagement. You’ll always be on the mind of your customers!
Relationship Program
Easily maintain relationships with past customers and current prospects with personalized content – including images – within direct mail and eMail, as well as personalized URLs for communications and surveys. Generate more leads, book more jobs, and grow your repeat business!


Thank You Cards

Satisfaction Surveys

Service Reminder Postcards

Maintenance Reminder Emails

Holiday eCards

Holiday eVideos

Anniversary/Greeting Cards & Letters
Multiple Program Options
Our different program options allow you to choose how many years you’d like to keep in touch with your clients.
3 Year Program
36 Total Touch-Points:
5 Year Program
59 Total Touch-Points:
7 Year Program
82 Total Touch-Points:
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 any time!
System Integration
We integrate into your business systems, seamlessly syncing with your client data and business software. It is easy to get started!
Staff Training & Support
Our CRM Specialists will train you and your entire team including individual professionals and sales managers. We’re always ready to help.
Data Encryption
All your data is protected with military-grade encryption, where it is securely stored, archived, and never deleted. No more worrying about your data!
Industry Compliant
Up-to-date on all industry regulations and standards to help safeguard your brand and avoid any compliance issues. Rest easy knowing that you are protected!
Custom Development
We offer custom development for our platform to API with any software, customize marketing campaigns, and create workflows to make your enterprise run smoother.