ContractorHalo
by ContractorHalo Inc.
Turn past customers into new equipment sales
Highlights
Capabilities
Media
haloprograms.com
About This Product
HVAC-specific marketing automation CRM from Halo Programs (50+ years in customer retention). Drives repeat business through automated post-service satisfaction surveys, equipment replacement campaigns, direct mail (EDDM postcards), email marketing, and review/testimonial collection with social media promotion. Includes lead capture, opportunity flagging (furnace/AC/referral), contact management, and on-demand print marketing. Cloud-based with API for custom integrations. Targets small-to-mid residential HVAC contractors seeking retention-focused marketing without full FSM complexity.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- Yes
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 8.3
Support 5.0
Value 7.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
102 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales41features
CRMContact ManagementAutomated Review RequestsReputation ManagementLead ManagementWebsite lead form integrationMaintenance Agreement ManagerAutomated Customer TouchpointsAutomated Email Marketing for RenewalsAutomated Localized Forms and SurveysCo-Branded Printable Marketing Materials
Show 33 more
Consultant AccessDynamic Territory ManagementTerritory ManagementHot Lead FlaggingInstant Web Lead Parsing And Follow UpIntegrated Marketing CampaignsIntelligent Follow-UpsMarketing and Lead GenerationNeighborhood Radius / Proximity PostcardsReal Time Opportunity NotificationsSMS and Email MarketingSales AutomationClient follow-up systemAI Lead ScreeningLead QualificationAI Lead AssignmentAutomated Multi-Channel Campaign ExecutionAutomated Social Media PostingDirect Mail MarketingDownloadable Marketing AssetsMarketing Tool LibraryContract ManagementContract expiry date managementAd ManagementMarketing ToolsOn-demand marketing material orderingAd Performance And ROAS TrackingCustomer Gap AnalysisIntelligent Lead GenerationCustomer Referral PlatformReferral GenerationReferral TrackingAd Platform IntegrationAdvanced Audience SegmentationAutomated Customer Touchpoints And SequencesBulk ProspectingCustomer Journey MappingImage And Video SharingRatings And Reviews
Platform & Customization12features
Third-Party IntegrationDispatch system integrationCustom Branding24/7 AccessMobile-First DesignUser Permission Controls for Ordering and PricingCustom TemplatesEmail templatesRole-Based Access ControlGranular financial data access controlsCustom FieldsCustomizable Fields
Show 4 more
Data ImportData Import/ExportDocument ManagementDocument StorageDepartments And PermissionsIntegrations Marketplace
Customer Communication10features
NotificationsAlerts/NotificationsCall SurveysMessage PersonalizationOn-Demand Marketing LibraryDedicated Phone NumberOn-Demand Email BlastsCentralized Multi-Channel CommunicationCustomer SupportCall center capabilities
Show 2 more
Email IntegrationEmail ManagementVoIP Phone SystemCall center capabilities
Reporting & Analytics7features
ReportingAutomated reportingAnalyticsActivity DashboardKPIs and ReportingMarketing Analytics DashboardNet Promoter Score (NPS) TrackingSatisfaction measurement toolsReporting ForecastingForecastingCall TrackingInteraction tracking
Technician Management7features
Time Trackingtime trackingEmployee Satisfaction TrackingTeam ManagementCertification ManagementAutomatic program renewalsAutomated Sourcing And Nurture CampaignsTraining CoursesTraining for entire teamInternal Employee CommunicationInternal Chat Integration
Training & Education5features
Contractor Training and Support IncludedEducational Content DistributionGroup Training SolutionsMobile-Friendly LearningMobile AccessTraining Center Network
AI & Automation4features
Automation RulesAutomated lead generationAI Driven Workflows with TemplatesAI Follow-Up TasksAI Review ResponsesReputation management module
Scheduling & Dispatch3features
SchedulingCalendar/Reminder SystemProject Managementtask managementOnline BookingOnline sign up
Equipment & Asset Management3features
Air Filter Change RemindersAlertsPrepay balance threshold monitoringAsset ManagementComprehensive contact management
Accounting Integration3features
Job CostingItemized billing for materials and laborCo-op Fund ManagementAccounting Integration2-way data synchronization with accounting software
Compliance & Safety3features
Audits And ComplianceData EncryptionCode ComplianceCompliance with industry regulations
Invoicing & Payments1feature
Voucher Codes and Promotions
Estimating & Quoting1feature
Quoting & EstimatesQuotes/Estimates
Fleet & GPS Management1feature
Mileage TrackingAgent mileage and travel time billing
Mobile & Field Tools1feature
Technician Mobile AppMobile Access
Integrations 5 across 2 categories
Industry-Specific 3
Calyx LOS
Service Roundtable
Skyslope
Accounting 2
QuickBooks Online
QuickBooks
Reckon
Reckon
Pricing
- Model
- Subscription
- Starting at
- Contact for pricing
- Notes
- Subscription-based. Contact for pricing. Focused on equipment replacement campaigns.
Related Products 10 across 1 category
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