What should a pool builder's CRM track?
A pool sale can run for weeks between the first visit and a signed option. During that time you need to know who the homeowner is, which yard it is, which options went out and at what price, whether the homeowner opened them, what they asked, and when you said you would call back.
What does PoolQuote's quote CRM keep?
Each record sits on a project, and the activity on that project's proposal lands in the same place.
- Customers and their projects. A customer's page shows their segment, how many projects they have and the price range of their live options.
- Requests that create the customer and project for you. A private request link, or a request form on your own website that the PoolQuote team sets up, brings in yard photos, the pool the homeowner has in mind, extras, a budget and notes.
- A stage for every project, worked out from its options: Draft, Sent, Viewed, Interested, Won or Lost. The Projects list totals the value still in play.
- Proposal activity on the project: when the link was sent, its views and last open, questions, change requests and approvals.
- Follow-ups: a call, email or text reminder with a date, a time and a note, which comes due on Today.
- Today's "Needs you now" list of homeowners waiting on a reply, asking for a call, or quiet for 3 days.
- Customer import and export as CSV or XLSX.
What does it leave to other software?
PoolQuote covers the sale up to the approved option. It does not schedule crews, send invoices, take payments on the proposal page or run the build. For that you can keep a field service or construction tool and use PoolQuote for the visual sale and its follow-up. Our Jobber and Housecall Pro pages show how the two fit together.
Worked example: one week with one homeowner
Sample Pool Company is fictional, and so are the homeowner and the numbers.
- Monday: a homeowner fills in the request form on the company's website with four yard photos and a budget of $70,000 to $90,000. PoolQuote creates the customer and the project.
- Tuesday: the salesperson sends one proposal link with two options. Option A is a 16 by 32 pool at $60,850. Option B adds a raised spa and LED pool lights at $78,120. The project moves to Sent.
- Wednesday: the homeowner opens the link twice and asks whether the spa can sit closer to the house. The project shows as Viewed, and the question appears under "Needs you now" with Reply.
- Thursday: the salesperson answers and schedules a call for Friday at 10:00 titled "Call about the Option B spa". The homeowner presses "I'm interested, call me" on Option B, and the project moves to Interested.
- Friday: the reminder comes due on Today, the call happens, and the homeowner approves Option B. The project is Won, and the office opens the job in its operations software.
How do you start?
Select Get started to choose a plan, add a customer or send a request link, and send your first proposal from a real property. The pricing page lists current plans, or you can book a demo.