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 close more mortgages. Empower your team to do what they do best!

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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.

Streamline Your Customer Relationship Building

Get the Best CRM Software for HVAC Professionals

Contact Management

Hot Leads!

Cross-Selling Opportunities

Future Leads

Cross-Selling Opportunities

Reputation Management

Future Leads

On-Demand eMail Blasts

Automated Social Media Review Posting

FREE SMS Texting Features

Co-Op Marketing

Reputation Management

Multilevel Automated Reporting

Company & Employee Management

ContractorHalo Has You Covered

Cloud Based

Systems Integration

Custom Development

Staff Training & Support

Data Encryption

Industry Compliant

Supercharge Your Sales Pipeline!

Features

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