Personalized, Done-for-You Marketing for Home Service Contractors
Marketing from the person they remember. Calls to the company they trust. All managed for you. ContractorHalo sends marketing in the name of the technician or salesperson your customer already knows, with your company’s branding, license number and office phone number, so the calls come to your team. Halo writes, designs, personalizes, schedules and sends it. Personalization is included in every plan.
Prefer to talk? Call 1-248-669-6900 or email sales@haloprograms.com.
Built on 35+ years serving residential HVAC contractors. Open to plumbing, electrical, roofing and other home-service companies.

Trusted by
Stay remembered between service calls. Be their first call when the next need comes.
Homeowners do not need service every month. ContractorHalo keeps your company, and the technician they met, in front of them between visits. Every plan personalizes your marketing to the technician or salesperson your customer knows. Customer information comes from a contact list we import for you or, on the Enterprise plan, from your dispatch system through a supported connection. Our team handles the copy, creative, design, personalization, scheduling and sending. Your company controls the program.
Prospects
ContractorHalo automatically sends a variety of marketing and other communications to your past and potential customers to keep you top-of-mind when they need services or home improvements, resulting in more booked jobs and new opportunities. 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 home visit. 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.
Why contractors use ContractorHalo
- They call the person they remember. A homeowner remembers the technician who treated them well. Marketing in that technician’s name, with your branding and your office number, brings the next call to your company.
- Your AC customer could be your next plumbing customer. Many homeowners know a company for one service and do not realize it also does plumbing or electrical work. Introducing the services you offer can create work sooner than the next equipment replacement.
- Marketing keeps going when you are busy. A heat wave fills the phones, the office is stretched, or the person who handles marketing is out. The program still goes out on schedule.
- Less for your team to coordinate. No separate software, writer, designer and campaign manager to line up. Our team does that work.
- More from each customer relationship. Repeat service calls, additional services and referrals can help recover what it cost to win a customer and grow what that relationship is worth.
- New business too. Neighborhood mail around completed jobs, and follow-up with prospects who have not bought yet.
How it works
- Your customer information comes in from a contact list we import for you or, on the Enterprise plan, from your dispatch system through a supported connection.
- Our team writes and designs each piece, then personalizes it with the technician or salesperson, your company’s branding, your license number and your office phone number.
- It goes out on schedule, whether or not your office is busy that week.
- Homeowners call your office, and email replies come to your inbox.

Your All-In-One CRM Solution for Residential Contractors
ContractorHalo includes a CRM for your customer relationships: contact records, a profile for each team member set up for personalized marketing, and office staff who can manage on their behalf. It works alongside your dispatch software and does not replace it. ContractorHalo does not dispatch, estimate or invoice.
Plans, and what happens after you sign up
In every plan: marketing personalized to your technician or salesperson, with your company’s branding, license number and office phone number. Dispatch integration is a separate capability and is part of Enterprise.
- Standard plans (Starter, Growth and Pro): managed email marketing, priced by the number of users and contacts. Starter is $299 a month or $2,999 a year (up to 3 users and 1,000 contacts). Growth is $449 a month or $4,499 a year (up to 6 users and 2,500 contacts). Pro is $599 a month or $5,999 a year (up to 10 users and 5,000 contacts). Includes account setup, a personalized profile for each user, contact list import, email verification, monthly delivery, replies to your inbox and live support. You can sign up and pay online.
- Enterprise: adds connections to supported dispatch systems, custom neighborhood postcards, custom install programs, automated thank-yous, customer satisfaction surveys and multi-location setup. Priced for your company, so it starts with a demo.
- Additional campaigns: print mail, Every Door Direct Mail and on-demand pieces are ordered through the Marketing Store when you want them, and are priced separately from your plan.
After you pay online:
- You complete a short onboarding form.
- Our team builds your account.
- You review and approve it.
- You send us your contact list.
- We launch your marketing.
Our customer service team may call or email you during setup.
Or call 1-248-669-6900 or email sales@haloprograms.com.
Real Measurable Results
Halo Programs has operated since 1973, including 35+ years serving residential HVAC contractors through the program now called ContractorHalo. Homeowners do not need service constantly, so part of the return depends on when the next need comes. Cross-selling and referrals can create opportunities sooner. Consistent marketing can increase a contractor’s repeat-customer rate up to threefold over 3 to 4 years.
Features of the Best CRM for Contractors

Automated Marketing
Set It and Forget It
Get all the lead generation and relationship marketing you need to nurture customer relationships—bringing in new customers, creating more opportunities, and generating repeat business.

CRM
Empower Your Team
Customer Relationship Management is an important part of your business, so empower your team to excel in it. Every team member gets a profile set up for personalized marketing, and office staff can manage everything for them so they can focus on serving customers and closing more jobs.

Co-Marketing
Optimize Your Exposure
Our Co-Marketing Platform allows you to easily partner with manufacturers, distributors, and other industry partners to help share the costs of your marketing campaigns. We help keep everything compliant by adding partner logos and branding when required for co-op approval.

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.
Why Residential Contractors Love Us
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 – sales staff, managers, and office personnel. 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.
Our Partners
Have a question? See the ContractorHalo FAQ.




