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ContractorHalo

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Automate Leads, Drive Sales & Boost Customer Retention with the best all-in-one HVAC CRM

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ContractorHalo Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting PriceContact Vendor
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
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Product Overview

ContractorHalo Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About ContractorHalo

ContractorHalo is a comprehensive customer relationship management (CRM) software tailored for contractors and service-based businesses. It helps companies manage leads, track customer interactions, schedule appointments, and streamline their sales pipeline. With features like project management, invoicing, and payment tracking, ContractorHalo ensures that contractors can efficiently run their operations while improving customer satisfaction. The platform also offers tools for marketing automation, including email campaigns and follow-up reminders, allowing businesses to nurture client relationships and drive repeat business. Its mobile app ensures that contractors can stay connected to their clients and manage their tasks, even when on the go.
Company Halo Programs
Founded 1973
Headquarters United States
Employees 11-50

Support

NA

Training

NA

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 3 industries available
Advertising & Marketing Financial Services Information Technology & Services
Category-Based Capabilities

ContractorHalo Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

ContractorHalo Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Not available
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Frequently Asked Questions

ContractorHalo FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

ContractorHalo is a comprehensive customer relationship management (CRM) software tailored for contractors and service-based businesses. It helps companies manage leads, track customer interactions, schedule appointments, and streamline their sales pipeline. With features like project management, invoicing, and payment tracking, ContractorHalo ensures that contractors can efficiently run their operations while improving customer satisfaction. The platform also offers tools for marketing automation, including email campaigns and follow-up reminders, allowing businesses to nurture client relationships and drive repeat business. Its mobile app ensures that contractors can stay connected to their clients and manage their tasks, even when on the go.

  • No, ContractorHalo does not offer a free version.

  • Yes, ContractorHalo offers a free trial.

  • No, Credit Card details are not required for the ContractorHalo trial.

  • No, ContractorHalo does not offer an API.

  • ContractorHalo supports the following languages:
    • English

  • Following are the typical users of the ContractorHalo:
    • Self-Employed , Small-Business , Midsize-Business

  • ContractorHalo supports the following deployment:
    • Cloud Hosted

  • ContractorHalo supports the following devices and operating systems:
    • Web-Based
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