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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Individual Contractor Account

$8.99/month

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Trusted By

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!

CUSTOMER RETENTION SOLUTIONS

Retain A Thriving Maintenance Customer Base

HVAC Maintenance Plan Retention Program

Brought to you in partnership with Ruth King at HVACChannel.tv

*No extra charge for printing, postage, mailings and emails! Pricing includes all Thank You Cards, Postcards, Renewal Cards and Emails.

Download Maintenance Plan Retention Program Flyer

Retain Install Customers & Cross-Sell

Connections^™

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.

Contractor Marketing 5-Year Campaign Samples

Generate Exclusive Leads All Year Long

Database Marketing Program

Automatically stay in touch with your customers. Sell more services and equipment during off-peak seasons.

*No extra charge for printing, postage, mailings and emails! Pricing includes all Thank You Cards, Surveys, Postcards, eCards and Emails.

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

PROSPECTING SOLUTIONS

Win The Neighborhood

SurroundMail^™

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

Saturate Your Service Area

TargetMail^™

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!

SURVEY SOLUTIONS

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.