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features
design
support

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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

ProBase is a no-cost field service management tool designed specifically for independent pool service and lawn care experts. Tailored for individual operators and small teams, ProBase enables you to manage your entire business from any device—be it a phone, tablet, or computer—without the need for app installations, subscriptions, or credit card details. You can easily schedule both one-time and recurring tasks, enhance your driving routes with one-tap directions from Google Maps and Apple Maps, and oversee customers, properties, and equipment all in one integrated platform. Create on-site quotes, invoice directly from the field, and accept payments online via Stripe and Venmo. The AI Service Notes feature transforms basic notes into well-organized service records, and pool professionals can automatically log chemical levels and monitor water readings such as pH, chlorine, and alkalinity. In addition, you can send customized service reports and generate leads through an automated contact form. Remarkably, ProBase is completely free on a monthly basis, with sustainability supported by an optional home-services marketplace, allowing you to only incur costs when you decide to accept additional job offers. This innovative platform ensures that managing your business is not only efficient but also cost-effective, providing valuable tools that cater to the specific needs of service professionals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Stripe Connect No 

Integrations

Stripe Connect Yes 

Pricing Details

$297 per month
Free Trial No 
Free Version No 

Pricing Details

$0/month. Forever.
One plan. Everything included.
Free Trial Yes 
Free Version Yes 

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

Customer Support

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

Vendor Details

Company Name

PoolCRM

Founded

2024

Country

United States

Website

thepoolcrm.com

Vendor Details

Company Name

ProBase

Founded

2026

Country

United States

Website

www.probaseapp.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

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management No 

Alternatives

No Alternatives

Alternatives