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What is Wise Software Enterprise?
Wise Software is a powerful, industry-focused management platform designed for pool and spa service companies. It combines scheduling, billing, CRM, accounting, inventory, and retail tools into a single unified system. Businesses can automate recurring invoices, payments, and customer communications with ease. Service route management keeps technicians organized whether they are in the office or on the road. Wise enables real-time updates, even in offline environments, with seamless syncing across devices. The built-in CRM tracks customer history, equipment details, warranties, and service records. Integrated accounting tools help businesses manage finances without external software. Wise also includes a retail POS solution tailored for service-focused storefronts. Inventory management integrates with Pool360 to track products across warehouses and service vehicles. The intuitive interface makes complex data easy to access and understand. Wise scales effortlessly from solo operators to multi-location enterprises. It delivers a complete operational solution designed around the real needs of pool and spa professionals.
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
No images available
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
API Availability
Pricing Information
39.99
Pricing Information
$297 per month
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
On-Prem
Supported Platforms
SaaS
Windows
Mac
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Online Training
Company Facts
Organization Name
Wise Software
Date Founded
1987
Company Location
United States
Company Website
www.wisesoftwareinc.com
Company Facts
Organization Name
PoolCRM
Date Founded
2024
Company Location
United States
Company Website
thepoolcrm.com
Categories and Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Work Order Management
Pool Service
Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management
Retail Management
Employee Management
Loyalty Program
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Route Planning
Capacity Planning
Drag & Drop Scheduling
Route Costing
Categories and Features
Pool Service
Not specified