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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

SplashIQ serves as an online platform designed for managing pool service operations, catering specifically to businesses involved in pool cleaning, maintenance, and repairs. It consolidates various functions such as customer and property management, recurring service schedules, route planning, technician assignments, estimates, work orders, invoicing, and service histories into one collaborative interface. Field teams have the capability to document visit details and water-chemistry readings, monitor pool equipment and service records, attach relevant photos and notes, and maintain productivity even when there are temporary connectivity issues. Homeowners benefit from a dedicated portal that provides summaries of visits, visual documentation, chemistry logs, estimates, and past invoices. Additionally, the platform offers features such as role management for team members, operational reporting, automated reminders, CSV data import and export, and API access available through the Growth plan. Users can also take advantage of a seven-day trial period with the paid plans, allowing them to explore all functionalities before committing. Overall, SplashIQ aims to streamline and enhance the efficiency of pool service management for businesses and their clients alike.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

QuickBooks Online No 

Integrations

QuickBooks Online Yes 

Pricing Details

$297 per month
Free Trial No 
Free Version No 

Pricing Details

$99/month
Plans start at $99 per month. Paid plans include a seven-day free trial.
Free Trial Yes 
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 Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
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) No 
In Person No 

Vendor Details

Company Name

PoolCRM

Founded

2024

Country

United States

Website

thepoolcrm.com

Vendor Details

Company Name

SplashIQ LLC

Country

United States

Website

splashiq.ai

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

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