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features
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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

The Service Pilot serves as a comprehensive CRM and automation solution tailored for service-oriented businesses, seamlessly integrating leads, quotes, scheduling, invoicing, payments, customer feedback, communication, reporting, and growth processes. This platform is designed to enhance efficiency for various home-service sectors such as window cleaning, pressure washing, gutter maintenance, lawn care, HVAC, plumbing, roofing, cleaning services, contractors, and pool maintenance, enabling them to provide quicker quotes, better scheduling, automated follow-ups, streamlined payment collection, and foster customer loyalty all from a single interface. By simplifying these essential tasks, the Service Pilot empowers businesses to focus on delivering excellent service while driving growth and maintaining strong customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$297 per month
Free Trial No 
Free Version No 

Pricing Details

$147/month
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 No 
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 No 
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

The Service Pilot

Website

theservicepilot.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

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Field Service Management

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

Alternatives

No Alternatives

Alternatives