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Average Ratings 0 Ratings

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ease
features
design
support

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Description

One-click requests can be made via text messaging, social media and emails. You can request information about bidding without ever leaving your office or job site. Your customer will send video and images from their device to you for use in the bidding process. Be the first to bid and eliminate all competition. You can save time by having the customer enter their data. Efficiency is a priority. You can now be at multiple locations without losing any time. Here's a quick snapshot of the last six months of chemical costs. Your top 50 most expensive customers are listed in order. See a breakdown of the cost of your employees compared to your other employees. You can stack them together to compare their test performance. For a complete list of chemical costs by service stop, search for any customer. One click and you can optimize your employee route! You'll be amazed at how much time you can save by driving less! Reduce gas consumption and reduce driving distance! Automated calculation and route change on demand

Description

PoolCRM is a customer relationship management tool specifically designed for pool service businesses by someone who previously owned a pool company. While route management systems like Skimmer and Pool Brain manage daily operations, PoolCRM focuses on customer engagement: capturing leads, finalizing quotes, and maintaining account management. Key features include: - Automatic text responses to missed calls within 10 seconds from the company's designated number. - A structured follow-up automation for quotes on days 1, 3, 7, and 14 until a customer responds. - Solicitation of Google reviews after each job completion, accompanied by a feedback filter. - An integrated inbox for two-way texting, website chat, and messages from the Google Business Profile. - A lead management pipeline consisting of stages: New, Contacted, Quoted, Won, and Lost. - Seasonal marketing campaigns tailored for pool openings, closings, and filter cleaning services. - A 60-day win-back messaging strategy for accounts that have been canceled. - Comprehensive reporting capabilities covering missed calls, quotes, and customer reviews. - Compatibility with Zapier and webhooks, allowing integration with Skimmer, Pool Brain, Jobber, and QuickBooks. Designed for small to medium-sized pool service companies operating one to ten trucks, it seamlessly integrates with existing routing software and can be set up by the vendor within three business days, making it an efficient solution for enhancing customer relationship management. This innovative approach not only boosts productivity but also significantly improves customer satisfaction through timely communication and follow-up.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

QuickBooks Online Yes 

Integrations

QuickBooks Online No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$297 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Paythepoolman

Founded

2012

Country

United States

Website

www.paythepoolman.com

Vendor Details

Company Name

PoolCRM

Founded

2024

Country

United States

Website

thepoolcrm.com

Product Features

Pool Service

Billing & Invoicing Yes 
Chemical Readings Yes 
Customer Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Work Order Management Yes 

Product Features

Pool Service

Billing & Invoicing No 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Work Order Management No 
PoolCarePRO Reviews

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