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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
UpBuoy transforms pool service operations by consolidating scheduling, routing, billing, and customer management into a single, easy-to-use platform. Using AI-driven route optimization, it saves pool professionals more than two hours daily by creating perfect, fuel-efficient schedules that improve service punctuality. The platform automates billing with features like instant invoicing, AutoPay, and two-way QuickBooks sync to accelerate cash flow and reduce accounting errors. UpBuoy enhances customer experience with real-time AI-powered service summaries, geo-tagged photos, and a customer portal where clients can view history and manage payments anytime. Field teams benefit from the mobile app’s offline capabilities, enabling work without internet and syncing instantly when back online. The system also tracks chemicals, parts, and services to ensure nothing is missed or lost. Transparent, scalable pricing allows businesses of all sizes to benefit, with no hidden fees and a 30-day risk-free trial. Thousands of pool service companies rely on UpBuoy to reduce admin workload, improve payments, and boost operational efficiency.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
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
Free Trial
No
Free Version
Yes
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
Yes
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
UpBuoy
Founded
2025
Country
United States
Website
www.upbuoy.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
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