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What is PoolKeeper?

PoolKeeper is an all-encompassing software solution specifically tailored for pool service businesses, allowing them to self-host their operations. This platform integrates numerous features such as customer management, pool oversight, scheduling recurring services, planning routes, tracking technician visits, conducting water tests, providing chemical dosage guidelines, and performing LSI calculations. Technicians enjoy the convenience of a mobile web application that functions offline, enabling them to follow their routes, document readings, finish essential checklists, and upload service photos seamlessly. Meanwhile, office staff can efficiently manage equipment, oversee chemical stock, coordinate jobs, generate quotes, issue invoices, process payments, and produce comprehensive business reports. Customers also benefit from an exclusive portal that allows them to check their service history and readings, pay invoices, and arrange or request additional services. In addition, the software accommodates operations across multiple locations, supports data export, and features two-way synchronization with QuickBooks Online. PoolKeeper is offered as self-hosted application code, making it ideal for pool service operators and smaller teams aiming to optimize their business workflows. This user-friendly solution ultimately seeks to improve both productivity and organization within the pool service sector while ensuring that all stakeholders have the tools they need to succeed.

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.

Media

Media

No images available

Integrations Supported

QuickBooks Online

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$297 per month

Supported Platforms

On-Prem

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

NexStep Digital

Company Location

Bangladesh

Company Website

nexstepdigital.online/poolkeeper

Company Facts

Organization Name

PoolCRM

Date Founded

2024

Company Location

United States

Company Website

thepoolcrm.com

Categories and Features

Pool Service

Not specified

Categories and Features

Pool Service

Not specified

Popular Alternatives

No Alternatives

Popular Alternatives

Pool Service Software (PSS) Reviews & Ratings

Pool Service Software (PSS)

5.0 out of 5 stars