--- title: "ContractorHalo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ContractorHalo Software - reviews, pricing plans, popular comparisons to other HVAC products and more." source_url: "https://www.capterra.com/p/10005947/ContractorHalo/" page_type: "product" language: "en" --- # ContractorHalo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) ContractorHalo ## What is ContractorHalo? ContractorHalo is an all-in-one CRM and project management solution designed specifically for contractors, home service businesses, and field professionals who need a smarter way to win and manage jobs. Built with the unique challenges of contractors in mind, ContractorHalo streamlines lead capture, automates follow-up, and centralizes communication so that teams can focus less on paperwork and more on delivering quality service. With ContractorHalo, you can capture new leads from multiple sources—including web forms, inbound calls, and referrals—and never let opportunities slip through the cracks. Automated text and email follow-ups help nurture prospects until they are ready to book, while customizable sales pipelines give you full visibility into every stage of the job. Beyond sales, ContractorHalo empowers your business to schedule crews, manage estimates, send invoices, and track project progress in real time. The platform integrates easily with accounting and communication tools, ## What is ContractorHalo used for? [Marketing Automation](https://www.capterra.com/marketing-automation-software/)[Email Marketing](https://www.capterra.com/email-marketing-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $250 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ContractorHalo?[Manage this product listing](https://www.g2.com/products/contractorhalo/claim_requests/new?auto=true) ## ContractorHalo Overview Updated September 2026 AI summary ContractorHalo offers businesses of all sizes a cloud-based solution that integrates CRM, email marketing, and marketing automation. Organizations can manage contacts, track leads, and oversee the sales pipeline while utilizing features such as customer journey mapping, campaign management, referral tracking, and multi-channel communication. Its deployment via SaaS enables access to reporting, analytics, and mobile tools for team collaboration. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ContractorHalo 0.0 VS. [4.6 (539)](https://www.capterra.com/p/156699/Klaviyo/reviews/) Starting Price $250 Flat Rate, Per Month Starting Price $20 Usage Based, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (3,509) Value For Money 0.0 (0) Value For Money 4.3 (3,086) Customer Service 0.0 (0) Customer Service 4.3 (3,085) ## ContractorHalo alternatives [4.3 (716)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [Brevo Marketing Platform](https://www.capterra.com/p/132996/brevo/) [4.6 (3,521)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132996/brevo/) [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) [4.3 (2,953)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/31898/Constant-Contact/) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about ContractorHalo Overview ### What company size and specific industries is ContractorHalo built for? ContractorHalo is designed for small-to-mid-sized residential heating and cooling companies in the HVAC industry. It is built for contractors that need a CRM tailored to residential service operations, especially businesses focused on heating and cooling work rather than large enterprise organizations or unrelated sectors. Features and Usability ### What are the key features of ContractorHalo? ContractorHalo offers CRM, lead capture, lead generation, and lead management for tracking prospects, plus sales pipeline management and contact management for organizing opportunities. It also includes marketing automation, email campaign management, email templates, multi-channel communication, reporting/analytics, and alerts/notifications for campaign and sales activity. Pricing ### How much does it cost and what fees or limitations are included? ContractorHalo starts at $250 per month for the Starter plan, billed annually, for up to 3 users and 1,000 contacts. Growth costs $375 per month for up to 6 users and 2,500 contacts, and Pro is $500 per month for up to 10 users and 5,000 contacts. A free version and free trial are available. Integrations ### Which third-party tools and platforms does ContractorHalo integrate with? ContractorHalo integrates with 8 third-party tools, including Housecall Pro, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online, QuickBooks Online Advanced, ServiceTitan, SuccessWare, and Zapier. Its catalog spans accounting, field service management, and automation platforms for connecting business operations across common contractor workflows. Getting Started and Support ### What training and onboarding options does ContractorHalo offer? ContractorHalo provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide self-paced viewing. Getting Started and Support ### What customer support options does ContractorHalo offer? ContractorHalo provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Because no support reviews are available, user experience with response speed, helpfulness, or common frustrations cannot be assessed from reviewer feedback. ## Features AI summary Based on 14,838 HVAC reviews Capterra reviewers highlight these as the features buyers care about most when choosing a CRM: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) ContractorHalo supports **Data Security**, which is a key requirement for protecting customer information and keeping records safe. However, it does not include **Customer Database** or **Real-Time Data**. Instead, it offers **Contact Management** (**44%**), which gives teams a way to organize customer details and maintain communication records in one place, helping businesses keep information accessible and manage customer relationships more effectively. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system ContractorHalo 26 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Data Security: Protect sensitive data for digital privacy - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - List Management: Manage contacts across multiple mailing lists - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10005947/ContractorHalo/pricing/) Starter $250.00 Flat Rate,Per Month It includes: - White glove account setup - Personalized profiles - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics & reporting - Marketing Store access - Access to follow-up programs - Live customer support Growth $375.00 Flat Rate,Per Month It includes: - White glove account setup - Personalized profiles - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics & reporting - Marketing Store access - Access to follow-up programs - Live customer support Pro $500.00 Flat Rate,Per Month It includes: - White glove account setup - Personalized profiles - Contact list import - Email address verification - Done-for-you email marketing - Automated monthly delivery - Replies sent directly to your inbox - Direct lead form responses - Email analytics & reporting - Marketing Store access - Access to follow-up programs - Live customer support Custom Call for pricing 248-669-6900 It includes: - Everything in Pro - Custom branding - Custom install programs - Custom neighborhood postcards - Custom marketing - Dispatch integration - Automated thank you's - Customer satisfaction surveys - Executive reporting - Return on investment reporting - Net promoter score - Testimonial capture - Multi-location setup - Hierarchy management - Compliance & encryption ## Integrations [ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)[ SuccessWare](https://www.capterra.com/p/106274/SuccessWare/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.