Personalized, Done-for-You Marketing for Home Service Contractors

HVAC Best Automated CRM

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CONTRACTOR CRM HELPING YOUR COMPANY THRIVE

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.

HVAC Prospecting
Customer Follow-Up

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.
Example Heating & Air | License #000000

A note from Chris, your technician

Thank you for having me out to service your air conditioner in June. Did you know we also do plumbing and electrical work? If something comes up, our office can get you on the schedule.

Call our office: (555) 010-0100

Sample for illustration only. The company, technician, license number and phone number are fictional. Every piece carries three things: the person the homeowner knows, your company’s branding and license number, and your office phone number.

How it works

  1. 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.
  2. 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.
  3. It goes out on schedule, whether or not your office is busy that week.
  4. Homeowners call your office, and email replies come to your inbox.
All-In-One CRM for HVAC

Your All-In-One CRM Solution for Residential Contractors

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:

  1. You complete a short onboarding form.
  2. Our team builds your account.
  3. You review and approve it.
  4. You send us your contact list.
  5. 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.

CRM ADOPTION RATE
CUSTOMER SATISFACTION RATING
CUSTOMER SURVEY RESPONSE RATE
EMAIL OPEN RATE

Features of the Best CRM for Contractors

HVAC Marketing Automation

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.

Best HVAC CRM

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.

Market with manufacturers and distributors

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.

Order marketing on-demand

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

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.

Our Partners

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Have a question? See the ContractorHalo FAQ.