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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
No images available
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