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.
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MyCustomerDashboard.com
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!






Retain A Thriving Maintenance Customer Base
HVAC Maintenance Plan Retention Program
Retain Install Customers & Cross-Sell
Connections™



Generate Exclusive Leads All Year Long
Database Marketing 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
SurroundMail™
Saturate Your Service Area
TargetMail™
Improve Customer Experience
Appreciation & Satisfaction™
Communicate Your Way
Do-it-yourself Email Blasts
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