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Average Ratings 0 Ratings

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Description

Outline the specifics regarding seasonal pool passes and guest passes, establishing options for complimentary passes or pricing for each type while enabling purchases via a mobile application. Include the community pool regulations in a PDF format and provide a timetable for pool usage. Distribute the link to all residents via email so they can request their pool passes. Additionally, facilitate the importation of resident data from either Excel or Google Sheets. Approve any pending applications with a simple click, triggering an automated email that guides residents on how to download and activate their passes. A free mobile app is accessible on both the Apple App Store and Google Play Store, allowing residents to download and activate their pool passes directly on their smartphones. Upon reaching the pool, they can check in using their mobile devices. Property managers have the authority to suspend pool passes for residents with outstanding dues or for other justifiable reasons. Furthermore, residents have the capability to view real-time occupancy levels at the pool at any time, ensuring they are informed about availability before arriving. This streamlined process enhances the overall experience for residents and promotes efficient management of pool access.

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

Google Sheets Yes 
Microsoft Excel Yes 

Integrations

Google Sheets No 
Microsoft Excel No 

Pricing Details

$85 per month
Free Trial No 
Free Version Yes 

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 Yes 
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 No 
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 Entry

Website

www.poolentry.com

Vendor Details

Company Name

PoolCRM

Founded

2024

Country

United States

Website

thepoolcrm.com

Product Features

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
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