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 Residential Contractors
Successful contractors know referrals from current customers can be one of their most effective marketing strategies. Our CRM solution keeps you top-of-mind with existing customers while engaging new leads. By improving the quality of your communications, you can generate more new customers from your satisfied clients.
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 service, project, or referral. And if your team member doesn’t connect within 2 days, we’ll remind them!
Cross-Selling Opportunities
Connect with past and potential customers regarding additional services or project opportunities they may 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!
Reputation Management
Generate a steady stream of testimonials and reviews! Evaluate your customers’ satisfaction and use the in-depth feedback to address any customer experience issues that need attention.
Future Leads
Have a 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 customer 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, team members can easily text customers from within the CRM dashboard to save conversations and manage all communications in one place.
Co-Op Marketing
Leverage co-op marketing funds and partner programs by sending approved marketing campaigns while strengthening your relationships with manufacturers, distributors, and other partners.
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 team member data.
Company & Employee Management
Update company and user information, set user permissions and controls, and easily reassign customers to different team members.
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 dispatch system, seamlessly syncing with your customer 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 – 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.