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!




  • 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


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

StarterMarketing ProEnterprise
Activation FeeIndividual User TrainingCustom Company Exclusive User Training
Record Limit
Co-Marketing Limit
Individual Training
Online Training center
Cloud-Based CRM
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