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Average Ratings 0 Ratings
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
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