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.

Pricing

Price Starts At:
$297 per month

Integrations

No integrations listed.

Screenshots and Video

Get Started

Company Facts

Company Name:
PoolCRM
Date Founded:
2024
Company Location:
United States
Company Website:
thepoolcrm.com

Product Details

Deployment
SaaS
Windows
Mac
Training Options
Online Training
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

PoolCRM Categories and Features