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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 Plannit?

We support home service professionals in effectively managing requests, work orders, scheduling, billing, and payments, allowing them to savor their evenings and weekends. By significantly cutting down on the number of daily messages that require manual sending, you can greatly decrease the time dedicated to organizing schedules and dispatching jobs. This efficient method has the potential to save you over 40 hours each month, time that was once consumed by administrative duties and collections. All job requests are centralized in a single platform, which seamlessly integrates emails, website inquiries, phone calls, text messages, and Facebook messages into a user-friendly message center. Our advanced job scheduling tools bring together your team calendar, job lists, and routes into a unified view, streamlining the planning process for workdays and job dispatching, ultimately preserving your precious time. Customers also gain from a self-service portal that grants them 24/7 access to their message history and vital documents, such as quotes, contracts, bills, and payment details. Plannit is thoughtfully designed to improve the operational efficiency of home service providers while prioritizing outstanding customer support. By implementing our solutions, home service professionals can dedicate more time to their essential duties, alleviating the strain of administrative tasks. This shift not only enhances productivity but also contributes to higher customer satisfaction and loyalty.

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Integrations Supported

Integrations Supported

Acomba
Facebook
Google Cloud Platform
QuickBooks Online
Sage Accounting

API Availability

API Availability

Pricing Information

$297 per month

Pricing Information

$59 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

PoolCRM

Date Founded

2024

Company Location

United States

Company Website

thepoolcrm.com

Company Facts

Organization Name

Plannit

Date Founded

2021

Company Location

Canada

Company Website

business.plannit.io

Categories and Features

Pool Service

Not specified

Categories and Features

Appliance Repair

Not specified

Cleaning Services

Not specified

Home Services

Not specified

Landscape Management

Not specified

Lawn Care

Not specified

Pool Service

Not specified

Roofing

Not specified

Snow Removal

Not specified

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