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What is PoolCRM?

PoolCRM is a specialized customer relationship management platform tailored for pool service enterprises, developed by an individual with prior experience running a pool company. In contrast to route management solutions like Skimmer and Pool Brain that prioritize operational efficiency, PoolCRM places a strong emphasis on fostering customer relationships by effectively managing leads, generating quotes, and overseeing account details. Some notable features include: - Instant automated text replies to missed calls within 10 seconds from a designated company number. - A systematic follow-up automation process for quotes that spans days 1, 3, 7, and 14, ensuring customer engagement until a response is received. - The collection of Google reviews after each service completion, along with a mechanism for filtering feedback. - A unified inbox facilitating two-way texting, website chat, and messages sourced from the Google Business Profile. - A comprehensive lead management pipeline with stages designated as New, Contacted, Quoted, Won, and Lost. - Seasonal marketing initiatives targeting pool openings, closings, and filter maintenance services. - A 60-day win-back messaging campaign aimed at re-engaging canceled accounts. - Detailed reporting features that track missed calls, quote statistics, and customer reviews. - Integration capabilities with Zapier and webhooks, ensuring compatibility with systems like Skimmer, Pool Brain, Jobber, and QuickBooks. Aimed at small to medium-sized pool service firms operating one to ten trucks, it not only integrates smoothly with existing routing software but can also be configured by the vendor within a timeframe of three business days. This forward-thinking solution not only enhances productivity but also significantly elevates customer satisfaction through prompt communication and diligent follow-up efforts, ultimately driving business growth and customer loyalty.

What is FieldRoutes?

FieldRoutesâ„¢ is a cloud-based mobile platform designed for field service operations that empowers your business to expand rapidly, scale intelligently, and serve clients with unwavering dedication. By utilizing FieldRoutesâ„¢, you can simplify your workflows, enhance your daily operations, and operate a more efficient and profitable enterprise. This solution equips you with the tools necessary to outpace your rivals while delivering exceptional services. Moreover, it optimizes your entire business process through straightforward and effective tools that ensure you meet your objectives efficiently. Additionally, our comprehensive marketing services are tailored to assist you in attracting new customers and boosting your sales figures. With robust lead progression features, you can effortlessly track, manage, and nurture potential clients. By automating various aspects of your business, you can save valuable time and reduce your daily workload significantly. Furthermore, it minimizes the hours you spend commuting, simplifies scheduling, and automates repetitive tasks, while features such as automated follow-ups, an intuitive customer portal, and integrated payment systems facilitate faster payments and decrease the likelihood of delinquencies. Ultimately, adopting FieldRoutesâ„¢ not only streamlines your operations but also enhances customer satisfaction and drives business growth.

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Integrations Supported

Integrations Supported

Enzy
QuickBooks Online
RepCard
Rosie
Sameday
Siro

API Availability

API Availability

Pricing Information

$297 per month

Pricing Information

$199/month
Our monthly plan for the Operations Suite starts at $199 for your first 1,000 active customers. No need to purchase extra licenses for the office or seasonal workers. We make it easy to grow your business, not your headcount.
Free Version

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

PoolCRM

Date Founded

2024

Company Location

United States

Company Website

thepoolcrm.com

Company Facts

Organization Name

FieldRoutes, a ServiceTitan company

Date Founded

2012

Company Location

United States

Company Website

www.fieldroutes.com

Categories and Features

Pool Service

Not specified

Categories and Features

Lawn Care

Billing & Invoicing
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing

Not specified

Pool Service

Billing & Invoicing
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

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