Contractor – Arrow

Automated Contractor Marketing & Lead Generation System

Request a free demo today to learn about residential HVAC CRM software with automated customer retention marketing!

Customer Relationship Management (CRM)

Meet the simplest residential contractor CRM software. Gain the key to growing your HVAC business. Protect your customers from the competition with MyCustomerDashboard.

It’s fully integrated with the most powerful contractor marketing campaigns and allows you to follow-up with contacts effortlessly.

The easy-to-use HVAC CRM helps you save time and money with automated campaigns. It also generates leads, referrals, and testimonials for contractors. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction.

Need Pricing For Your Company?

View Benefits of a Company Account & Request a Quote Today

Individual Contractor Account


Trusted By

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Don't Be Forgotten

This is where it all comes together. This intuitive, cloud-based CRM allows residential HVAC Contractors to keep track of their database and automatically generated leads. Make sure your customers don't forget you when they need service!
MyCustomerDashboard Homepage
MyCustomerDashboard Hot Leads
MyCustomerDashboard Reviews
MyCustomerDashboard Dashboard
MyCustomerDashboard Contacts
MyCustomerDashboard Storefront

Keep In Touch with Your Prospects and Customers

Automated Monthly Email Marketing

Personalized on behalf of each Comfort Advisor

HVAC Contractor Email Marketing

Retain Install Customers & Cross-Sell


Turn-key system for residential HVAC Contractors. ½ direct mail, ½ email. Communicate with your customers, promote your maintenance plan, and cross-sell other services. All leads are exclusive to you and emailed to you daily.
3 Year5 Year7 Year
HVAC Customer Retention Program


Why Bother?

Return On Investment

  • Invest $500 in 10 Connections™ Programs
  • 4 additional customers return as a result
    of the programs, for multiple service calls
  • 12 additional sales at…
    • – $600 average ticket / sale = $7,200; ROI = 14:1
    • – $700 average ticket / sale = $8,400; ROI = 17:1
    • – $800 average ticket / sale = $9,600; ROI = 19:1

Win The Neighborhood


Target the area of your recent customers with eye-catching radius/proximity mailings. Our library of designs include QR Codes and personalized URLs for online lead generation. Free recyclable UV Coating!
Contractor & HVAC Postcards


Saturate Your Service Area


Upload your prospect list or generate a list through our print and direct mail online products. Many geographic and demographic selections are available. Customize your mailing using a design from our gallery or upload your own. Free recyclable UV Coating!
Contractor Direct Mail Marketing



Improve Customer Experience

Appreciation & Satisfaction

Personally thank your customers and ask for their opinion after the service or install. The third-party survey generates honest feedback along with a steady stream of referrals and testimonials.
Contractor Appreciation & Satisfaction Program

Contractor Appreciation & Satisfaction Program


Communicate Your Way

Do-it-yourself Email Blasts

Keep in touch and generate leads from your contact list with easy email marketing.
Contractor Email Marketing

Contractor Email Marketing

Leads & Feedback Generated
HVAC with Plumbing Survey with Testimonials and Referrals HVAC Online Survey with Leads Contractor PURL Response with a New Client Lead HVAC Response Card with Leads and Referrals

HVAC Email with Lead Generation

Proudly Partnered With

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