Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Pool Service Software that changes everything. A modern “all in one” solution built by industry experts to give you more time, more money and less stress.
You work hard to run a great pool company but still have issues? You aren’t alone. Our pool service software solves these problems and many more with less time, money and stress.
Powerful Features & Automation for Pool Service Companies include Routing & Scheduling, Jobs & Route Stops, Filter Clean Auto-Scheduling, Guided Workflows, Chem use, cost & dosing, Issue Reports, Proof of Service Emails, Automatic Billing, Quotes, Multiple Bodies of Water, Customer Feedback, Custom Alerts, Reports, Graphs & Charts, Route Profit Report, Technician Pay, Equipment Tracking, Customer Portal, App Works with no signal, Quickbooks Sync (2-way), Job Templates, & Technician Scorecards.
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
$49 per month
$10 per month provides Access For
Unlimited Office Users plus $39 per month for each active field technician. All features and Free Setup are included. No hidden costs.
Unlimited Office Users plus $39 per month for each active field technician. All features and Free Setup are included. No hidden costs.
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
No
Mac
No
Linux
No
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
No
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
Pool Brain
Founded
2019
Country
United States
Website
www.poolbrain.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
Alternatives
Alternatives
No Alternatives