Try Automated Marketing for More HVAC Leads!
Designed exclusively for Comfort Advisors and residential heating and cooling companies, our powerful marketing automation and CRM tools automatically perform daily marketing tasks. ContractorHalo pulls in new leads and optimizes current customer relationships so you retain customers, sell more equipment and grow more maintenance agreements. You’ll generate more low-cost, high-yield leads and up to 3x more repeat business!
Low Cost of Automating Marketing
Halo Programs offers the best deals on the market for an all-in-one solution helping you simplify your customer acquisition, management and retention. Features such as Co-Op Marketing with manufacturers and the On-Demand Marketing Platform for branded materials increase the reach of your business, ensuring that you are top-of-mind for past and future clients. Still not sure if ContractorHalo is right for you? Start on the path of growth and success by trying our free demo or getting a free Comfort Advisor account today!

Automated CRM Prices Tailored to Your Needs
Whether you are part of a company large or small, you can benefit from the free time and better customer relationships ContractorHalo offers.
Call today to find the best package for your Residential Heating and Cooling business!
Starter
Free
- Up to 500 Contacts
- 5 Co-Marketing Partners
- Cloud-Based CRM
- Agent Branding
- Free Activation
Marketing Pro
$1,899.99 per year or $199.99/Month
- Free Activation
- Up to 1,000 Contacts (+25 per additional 1,000)
- 25 Co-Marketing Partners
- Cloud-Based CRM
- Agent Branding
- Lead Generation & Notification
- Automated Email Campaigns
Enterprise
Based on Agreement Selections
- Activation Quoted Based
- Unlimited Contacts
- Unlimited Co-Marketing Partners
- Cloud-Based CRM
- Agent Branding
- Lead Generation & Notification
- Automated Email Campaigns
- Multi-Level Permissions
- Access to Custom Development
Compare plans & features
Starter | Marketing Pro | Enterprise | |
---|---|---|---|
Activation Fee | – | Individual User Training | Custom Company Exclusive User Training |
Record Limit | |||
Co-Marketing Limit | – | ||
Individual Training | |||
Online Training center | |||
Support | |||
Cloud-Based CRM | |||
Co-Marketing | |||
Moving Coupon Campaigns | |||
Agent Branding | |||
Access to On-Demand EDDM | |||
Access to On-Demand Email Blasts | |||
Lead Generation & Notifications | – | ||
Market Reporting | – | ||
Automated Social Media Review Posting | – | ||
SMS Texting – Dedicated Number | – | ||
Automated Email Campaigs | – | ||
Automated Email Birthday Cards | – | ||
Electronic Thank You Cards & Survey Post-Closing Campaign | – | ||
Access to 3,5,7-Year Post-Closing Client Follow-up Campaigns | – | ||
Access to Just Listed/Just Sold Campaigns | – | ||
Access to Library of Marketing Designs | – | ||
Access to On-Demand Direct Mail | – | ||
Access to On-Demand Printed Media | – | ||
Access to Graphic Design Services | – | ||
Multi-Level Permissions | – | – | |
Data Integrations | – | – | |
Website Integrations | – | – | |
Access to Custom Development Services | – | – | |
Company Branded Downloadle Content | – | – | |
Lead Assignments | – | – |