Automate HVAC Lead Generation with the Best CRM for Contractors

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!

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CONTRACTOR SALES CRM HELPING YOUR HVAC COMPANY THRIVE

Building Relationships. Building Business.

While you’re closing deals and keeping customers happy, it’s automatically identifying and cultivating future customers. You’ll retain more customers, sell more equipment and grow your maintenance agreements!

Prospects

ContractorHalo automatically sends a variety of marketing and other communications to your past and potential customers to keep you top-of-mind for servicing and change-outs, resulting in you selling more equipment! Our customizable media include neighborhood radius/proximity postcards, Every Door Direct Mail (EDDM), targeted eMails, direct mail, and much more.

Active Clients

ContractorHalo’s automated tools connect with customers to measure performance satisfaction after every service call. Our innovative, first in its class retention program includes several contact management features that keep you in touch with all your customers for repeat sales and lucrative referrals.

Your All-In-One CRM for HVAC Solution

ContractorHalo is your all-in-one solution for every marketing & CRM need, built exclusively for the residential HVAC industry. Check out our video to see how our automated marketing solutions can help grow your relationships and supercharge your sales pipeline.

Real Measurable Results

For nearly 25 years, ContractorHalo has been working with contractors, generating more leads, referrals and positive results to win more business. Most importantly, we help you retain customers for life by keeping in touch with them for many years to come.

CRM ADOPTION RATE
MORE REPEAT BUSINESS
CUSTOMER SATISFACTION RATING
CUSTOMER SURVEY RESPONSE RATE
EMAIL OPEN RATE

Features of our Best CRM for contractors

Automated Marketing

Set It and Forget It

Get all the lead generation and relationship marketing needed to nurture all your relationships, creating new customers, selling equipment and writing up more agreements.

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CRM

Empower Your Team

Customer Relationship Management is an important part of your business, so empower your team to excel in it. Every Comfort Advisor gets their own personal login, and Customer Service Representatives can manage everything for them so they can focus on selling!

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Co-Marketing

Optimize Your Exposure

Our Co-Op Marketing Platform allows you to easily partner with manufacturers and distributors to leverage co-op dollars to share the costs of your marketing campaigns. We keep you compliant by adding manufactures logos and branding to assure co-op approval.

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On-Demand Marketing

One-Stop for Customized Marketing

We offer a complete marketing platform to easily order business cards, direct mail, eMail blasts and more, all with your logo, company contact and other relevant information added automatically.

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Why HVAC Professionals Love Us

We have been using ContractorHalo since 2002 and I can absolutely see the benefits. We have had an increase in referrals and an increase in our ‘Gold Plan’ extended service contracts. Most of that has come from the mailings our customers are receiving on a regular basis from your program. The returned surveys have been very valuable. Customers are telling us what we are doing right and what we are doing wrong, giving us an opportunity to correct problem situations and keep our customers satisfied. We are also getting repeat business from many of our new customers! The SurroundMail program has been very beneficial. It has always been a challenge to make the neighbors aware that we are working in their area with one of their neighbors. Sending the postcards to the neighbors works great! With over 70 trucks on the road and a little over 100 employees, we have to spend our money effectively to create new business. I would highly recommend your program to anyone in our industry.

Gary Marowske President
Flame Heating, Cooling, Plumbing & Electrical

We are known in our area as aggressive marketers. We install around 1,500 new advanced systems a year, and complete hundreds of service calls a week. We have been using the Connections Program for almost 10 years. ContractorHalo has helped us grow our customer retention rate, now over 60% and exponentially grow our service agreement business. We also send 50 radius mailers on every install and every resident in our service area gets a least a couple a year reminding them we are the company to call. Our sales staff reference the customer satisfaction analysis done by Continuity, to show our near 100% third party conducted satisfaction ratings. If you really want to grow and build your brand, I recommend you partner with ContractorHalo unless you are in my service area.

Jim Corrion Owner
C&C Heating & Air Conditioning/Hinson Home Comfort Services

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!

System Integration

We can integrate into your business’ dispatch system, QuickBooks and all your website lead forms.

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. You can rest easy knowing that your data is safe.

Industry Compliant

We are up-to-date on all industry regulations and standards. Your license number is added as needed and co-op marketing meets manufacturers standards and requirements, circumventing compliance issues.

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.

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Frequently Asked Questions

It enhances your business by automating marketing tasks, generating leads, optimizing customer relationships, and increasing equipment sales and maintenance agreements.

ContractorHalo employs automated marketing strategies including neighborhood radius/proximity postcards, Every Door Direct Mail (EDDM), targeted emails, and direct mail to engage past and potential customers, keeping your business top-of-mind for HVAC services and equipment needs.

Yes, ContractorHalo has an innovative retention program that connects with customers to measure performance satisfaction after service calls, and its contact management features help maintain communication for repeat sales and referrals.

ContractorHalo is built exclusively for the residential HVAC industry, offering an all-in-one marketing and CRM solution that automates daily marketing tasks, lead generation, and customer relationship management, tailored to the specific needs of HVAC businesses.

The automated marketing feature of ContractorHalo allows you to “set it and forget it,” automating the process of nurturing customer relationships, generating new leads, and increasing equipment sales and service maintenance agreements.

It provides personal logins for Comfort Advisors and allows Customer Service Representatives to manage tasks, enabling the sales team to focus more on selling and less on administrative tasks.

Yes, ContractorHalo’s applications are cloud-based and designed to be mobile-friendly, ensuring you can access contacts, reports, and functions from anywhere at any time.

ContractorHalo can seamlessly integrate with your dispatch system, QuickBooks, and website lead forms, enhancing efficiency and data accuracy.

Yes, ContractorHalo stays up-to-date with industry regulations and standards, including adding your license number as needed and ensuring co-op marketing meets manufacturers’ standards, avoiding compliance issues.

ContractorHalo’s advanced Application Programming Interface (API) allows for custom development, and customizing marketing campaigns and workflows to fit your specific business needs and objectives.