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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 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

Google Earth
Microsoft Excel

Integrations Supported

API Availability

API Availability

Pricing Information

$495 one-time payment

Pricing Information

$297 per month

Supported Platforms

Windows

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

PoolTemplates

Date Founded

1997

Company Location

United States

Company Website

www.pooltemplates.com

Company Facts

Organization Name

PoolCRM

Date Founded

2024

Company Location

United States

Company Website

thepoolcrm.com

Categories and Features

Pool Design

Not specified

Categories and Features

Pool Service

Not specified

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