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 6.5
Support 5.0
Value 5.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
93 features confirmed across
16categories· Showing confirmed capabilities only
CRM & Sales38features
Automated Review RequestsReputation ManagementAdvanced Audience SegmentationSegmentationAI Lead ScreeningLead QualificationDirect Mail MarketingDirect mail marketingIntegrated Marketing CampaignsTargeted email campaignsReferral TrackingReferral TrackingMaintenance Agreement ManagerAutomated Customer Touchpoints
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Automated Email Marketing for RenewalsAutomated Localized Forms and SurveysCo-Branded Printable Marketing MaterialsConsultant AccessDynamic Territory ManagementTerritory ManagementHot Lead FlaggingInstant Web Lead Parsing And Follow UpIntelligent Follow-UpsMarketing and Lead GenerationNeighborhood Radius / Proximity PostcardsReal Time Opportunity NotificationsSMS and Email MarketingAd Performance And ROAS TrackingMarket ReportingSales AutomationClient follow-up systemAutomated Customer Touchpoints And SequencesCustomer retention programsAI Lead AssignmentAutomated Multi-Channel Campaign ExecutionAutomated Social Media PostingDownloadable Marketing AssetsMarketing Tool LibraryContract ManagementContract expiry date managementAd ManagementCustomer Gap AnalysisIntelligent Lead GenerationCustomer Referral PlatformReferral GenerationAd Platform IntegrationBulk ProspectingCustomer Journey MappingImage And Video SharingRatings And Reviews
Platform & Customization11features
Custom FieldsCustomizable FieldsData ImportData Import/ExportDocument Managementdocument sharingCustom Branding24/7 AccessMobile-First DesignUser Permission Controls for Ordering and PricingDispatch Or FSM Software IntegrationSeamless software integration
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Role-Based Access ControlGranular financial data access controlsDepartments And PermissionsIntegrations Marketplace
Customer Communication8features
NotificationsAutomated appointment remindersVoIP Phone SystemCall center capabilitiesCall SurveysMessage PersonalizationOn-Demand Marketing LibraryDedicated Phone NumberOn-Demand Email BlastsCustomer SupportCall center capabilities
Technician Management7features
Internal Employee CommunicationInternal Chat IntegrationTime Trackingtime trackingAutomated Sourcing And Nurture CampaignsPersonalized email campaignsEmployee Satisfaction TrackingTeam ManagementCertification ManagementAutomatic program renewalsTraining CoursesTraining for entire team
Reporting & Analytics5features
AnalyticsReporting/AnalyticsKPIs and ReportingMultilevel Automated ReportingReporting ForecastingForecastingMarketing Analytics DashboardNet Promoter Score (NPS) TrackingSatisfaction measurement tools
Scheduling & Dispatch3features
SchedulingCalendar/Reminder SystemProject Managementtask managementOnline BookingOnline sign up
Equipment & Asset Management3features
AlertsPrepay balance threshold monitoringAir Filter Change RemindersAutomated maintenance remindersAsset ManagementComprehensive contact management
Accounting Integration3features
Job CostingItemized billing for materials and laborAccounting IntegrationCo-op Fund Management
Compliance & Safety3features
Audits And ComplianceCompliance with industry regulationsData EncryptionData EncryptionCode ComplianceCompliance with industry regulations
AI & Automation3features
AI Driven Workflows with TemplatesAI Follow-Up TasksAI Review ResponsesReputation management module
Training & Education3features
Educational Content DistributionContractor Training and Support IncludedStaff training and supportTraining Center Network
Mobile & Field Tools2features
Label GenerationLead GenerationTechnician Mobile AppMobile Access
Invoicing & Payments1feature
Voucher Codes and Promotions
Estimating & Quoting1feature
Quoting & EstimatesQuotes/Estimates
Fleet & GPS Management1feature
Mileage TrackingAgent mileage and travel time billing
Inventory Management1feature
Inventory ManagementTerritory Management
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.
