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features
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support

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Description

PoolCRM is a customer relationship management tool specifically designed for pool service businesses by someone who previously owned a pool company. While route management systems like Skimmer and Pool Brain manage daily operations, PoolCRM focuses on customer engagement: capturing leads, finalizing quotes, and maintaining account management. Key features include: - Automatic text responses to missed calls within 10 seconds from the company's designated number. - A structured follow-up automation for quotes on days 1, 3, 7, and 14 until a customer responds. - Solicitation of Google reviews after each job completion, accompanied by a feedback filter. - An integrated inbox for two-way texting, website chat, and messages from the Google Business Profile. - A lead management pipeline consisting of stages: New, Contacted, Quoted, Won, and Lost. - Seasonal marketing campaigns tailored for pool openings, closings, and filter cleaning services. - A 60-day win-back messaging strategy for accounts that have been canceled. - Comprehensive reporting capabilities covering missed calls, quotes, and customer reviews. - Compatibility with Zapier and webhooks, allowing integration with Skimmer, Pool Brain, Jobber, and QuickBooks. Designed for small to medium-sized pool service companies operating one to ten trucks, it seamlessly integrates with existing routing software and can be set up by the vendor within three business days, making it an efficient solution for enhancing customer relationship management. This innovative approach not only boosts productivity but also significantly improves customer satisfaction through timely communication and follow-up.

Description

TextBack offers a solution for local businesses that rely on phone communication by allowing them to automatically respond to missed, busy, and after-hours calls with text messages and a collaborative inbox. Callers can engage in a two-way dialogue, request callbacks, obtain quotes, send images, or schedule appointments based on available time slots. The platform accommodates conversations in both English and Spanish, features AI-generated responses that require business approval prior to dispatch, and includes follow-up communications, reminders for quotes and appointments, as well as requests for reviews once services are completed. Additionally, businesses gain access to a built-in website, a lead-form inbox, and an option for directory listings. To enhance operational efficiency, TextBack delivers weekly activity summaries and urgent message notifications tailored for trades such as HVAC, plumbing, electrical work, and roofing, among other local service sectors, ensuring that businesses stay connected and responsive to customer needs. This comprehensive service not only streamlines communication but also helps businesses enhance customer relationships and improve service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$297 per month
Free Trial No 
Free Version No 

Pricing Details

$49/month
The founding plan costs $49 per month, locked while subscribed. A one-time $25 carrier-registration fee applies when registration is filed. The 7-day free trial starts when the service texts back the first missed call; cancel before the trial ends to avoid the subscription charge.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PoolCRM

Founded

2024

Country

United States

Website

thepoolcrm.com

Vendor Details

Company Name

GoTextBack

Country

United States

Website

gotextback.com

Product Features

Pool Service

Billing & Invoicing No 
Chemical Readings No 
Customer Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Work Order Management No 

Product Features

Alternatives

Alternatives

No Alternatives