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Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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features 0 out of 5 stars
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What is PoolTemplates Pro-Suite?

Our cutting-edge software add-ins for pool design will greatly improve your capacity to create and assess customized pool projects using Excel and other popular applications. This tool allows you to swiftly achieve accurate and budget-friendly designs for bespoke pool projects, whether in simple 2D or engaging immersive 3D formats. You can produce thorough designs for pools and outdoor spaces, including detailed estimates, proposals, and project timelines directly within Excel. Tailored sales and construction plans can be developed featuring immediate 3D visuals, 2D layouts, and dynamic presentations! Evaluate pool projects in mere minutes, adaptable to any pool type or construction scenario. The software offers customizable templates, formulas, and materials, enabling you to easily integrate landscaping and water features. Moreover, it facilitates the import of plot plans and Google Earth maps, allowing for the conversion of various scales, including hand-drawn sketches! You have the ability to create intricate layouts, plumbing, and electrical plans while customizing all forms and pricing directly in Excel, instantly calculating and estimating all required areas and costs for both new constructions and renovations. With support for importing plot plans and surveys, compatibility with complimentary Google Earth Maps, and the ability to function seamlessly with Oculus Rift 3D goggles for an enhanced viewing experience, this software stands out as the ultimate resource for professionals engaged in pool design and construction. Additionally, its user-friendly interface ensures that both new and experienced users can maximize their design capabilities efficiently.

What is Chalk CRM?

Chalk CRM is an online customer relationship management system tailored for contractors and service-based companies that require efficient task estimation and scheduling. It adeptly handles customer data and leads, produces estimates with a pricing guide, and allows quotes to be sent through text or email, while also streamlining the collection of signatures and deposits, thereby converting approved estimates into scheduled tasks. The system includes a variety of scheduling views such as daily, weekly, monthly, and route-map options, and also accommodates crew scheduling, visit reminders, time tracking, and the uploading of job-related images. Invoices can be sent directly to customers, and payments can be processed effortlessly through Stripe, accepting both card and bank transfers, all while keeping track of outstanding balances and automating reminders for payments. Furthermore, Chalk encompasses features such as two-way text messaging, a customer portal, team permissions management, detailed reporting, and data import/export capabilities. The advanced AI offering introduces ChalkBot, which aids in managing customer responses, booking appointments, and following up on quotes; developers also have access to an API under this plan. This adaptable platform serves a wide range of service industries like painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman services, and pool maintenance, positioning it as a comprehensive solution for diverse business requirements. Ultimately, Chalk CRM is designed to optimize operations, elevate customer interactions, and enhance overall efficiency for service-oriented enterprises, ensuring they remain competitive in a rapidly evolving market. With its extensive functionalities, Chalk CRM not only simplifies management tasks but also empowers businesses to focus more on delivering quality service to their clients.

Media

Media

No images available

Integrations Supported

Google Earth
Microsoft Excel

Integrations Supported

Apple Calendar
Google Calendar
Microsoft Outlook
Quo
Stripe

API Availability

API Availability

Has API

Pricing Information

$495 one-time payment

Pricing Information

$49/month
Core is $49 per month or $490 per year; AI is $99 per month or $990 per year, with two months free on annual billing. Additional team seats are $14 per user per month. Customer card payments are processed through Stripe at Stripe's standard rates.
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

PoolTemplates

Date Founded

1997

Company Location

United States

Company Website

www.pooltemplates.com

Company Facts

Organization Name

ChalkCRM

Company Location

United States

Company Website

chalkcrm.com

Categories and Features

Pool Design

Not specified

Categories and Features

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