ContractorHalo

A customer relationship management system designed exclusively for residential heating and cooling companies and their Comfort Advisors.

Enables a "set it and forget it" approach to lead generation and relationship nurturing, continuously cultivating new and existing customers.

Automatically pulls in new leads and sends various marketing communications to past and potential customers to keep your business top-of-mind.

Tools designed to foster stronger customer relationships, leading to increased customer retention, more equipment sales, and growth in maintenance agreements.

Automatically sends a variety of marketing and other communications, such as neighborhood radius/proximity postcards, Every Door Direct Mail (EDDM), targeted emails, and direct mail to prospects.

Features automated tools that connect with current customers to measure satisfaction after service calls and maintain contact for repeat sales and lucrative referrals.

Facilitates partnerships with manufacturers and distributors, allowing businesses to leverage co-op dollars to share marketing campaign costs while ensuring compliance.

A centralized platform for easily ordering customized marketing materials like business cards, direct mail, and email blasts, pre-populated with company branding and contact information.

Provides each Comfort Advisor with their own personal login for the CRM, while Customer Service Representatives can manage everything on their behalf.

All applications are mobile-friendly and cloud-based, ensuring access to contacts, reporting, data, and functions from anywhere at any time.

Capable of integrating with existing business systems, including dispatch systems, QuickBooks, and all website lead forms.

All data is protected with military-grade encryption, securely stored, archived, and never deleted, ensuring data safety.

Stays up-to-date on all relevant industry regulations and standards, ensuring marketing materials and operations meet compliance requirements (e.g., adding license numbers and co-op approvals).

Utilizes an advanced Application Programming Interface (API) to allow for customization of marketing campaigns and creation of workflows tailored to specific enterprise needs.

Offers training for the entire team, including Comfort Advisors, Sales Managers, and Service Reps, along with continuous support.