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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.

Description

Our innovative software add-ins for pool design will significantly enhance your ability to create and estimate personalized pool projects using Excel and other widely-used applications. With this tool, you can effortlessly and quickly achieve precise and cost-effective designs for custom pool projects, whether in one dimension or immersive virtual 3D. Generate comprehensive designs for pools and backyards, along with detailed estimates, proposals, and job schedules directly in Excel. Create tailored sales and construction plans featuring instant 3D, 2D layouts, and animated presentations! You can assess pool projects in just minutes, adapting to any type of pool or construction endeavor. The software allows for customizable templates, formulas, and materials, giving you the ability to incorporate landscaping and water features seamlessly. Additionally, it supports the importation of plot plans and Google Earth maps, enabling the conversion of any scale, including hand-drawn sketches! You can create detailed layouts, plumbing, and electrical plans while personalizing all forms and pricing within Excel, instantly calculating and estimating all necessary areas and costs for both new builds and renovations. It even accommodates imports of plot plans and surveys, is compatible with free Google Earth Maps, and works seamlessly with Oculus Rift 3D goggles for an enhanced viewing experience! This makes it the ultimate tool for anyone involved in pool design and construction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Google Earth No 
Microsoft Excel No 

Integrations

Google Earth Yes 
Microsoft Excel Yes 

Pricing Details

$297 per month
Free Trial No 
Free Version No 

Pricing Details

$495 one-time payment
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

Business Hours Yes 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PoolCRM

Founded

2024

Country

United States

Website

thepoolcrm.com

Vendor Details

Company Name

PoolTemplates

Founded

1997

Country

United States

Website

www.pooltemplates.com

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 

Product Features

Alternatives

No Alternatives

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