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Average Ratings 1 Rating
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
Integrations
Google Earth
No
Microsoft Excel
No
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