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Average Ratings 0 Ratings

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features
design
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

Workely is an online platform designed specifically for home-service companies to manage lead responses and generate quotes efficiently. It captures potential customer inquiries via website forms, utilizes the specific pricing rules and limitations of each business to create tailored quotes, and flags requests that require the owner's discretion for further assessment. Business owners have the option to either review and approve quotes before they are sent or to set up automatic sending for streamlined operations. Each quote comes with a booking link, and integration with Google Calendar showcases available time slots for appointments. The platform also engages with leads through follow-ups at one hour, one day, and three days, ceasing communication once a booking is made or if the lead opts out. Additionally, it maintains records of customer interactions, quote details, and job information, seamlessly integrating with existing customer relationship management systems. Targeted at operators in various home-service sectors such as pressure washing, lawn care, cleaning, and pest control, Workely aims to enhance efficiency and conversion rates in lead management. Ultimately, the platform strives to optimize the overall customer experience for service providers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Google Calendar No 
Zapier No 
n8n No 

Integrations

Google Calendar Yes 
Zapier Yes 
n8n Yes 

Pricing Details

$297 per month
Free Trial No 
Free Version No 

Pricing Details

$149/month
Speed to Lead is $149 per month for up to two seats. The first ten founding customers are offered $99 per month, locked for life. The site describes monthly billing and cancellation without a contract.
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 No 

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

Workely

Founded

2026

Country

United States

Website

www.workely.ai/

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

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Alternatives

Alternatives

No Alternatives