FEATURES
Pool Construction CRM and Lead Management Software
Transform Your Lead Management with Poologics
Welcome to the future of customer relationship management with the Poologics CRM module. Designed specifically for pool industry professionals, our CRM system streamlines and enhances every aspect of lead management and follow-up, ensuring you never miss a beat, let alone a lead.
From lead capture and creation to estimates and proposals we cover every step along the customer journey from prospect to customer with a simplicity you expect from modern software. Here’s how Poologics CRM can revolutionize your business and elevate your customer interactions:
Lead Pipeline Management
Effortless Lead Creation
Generate leads manually, capture them directly from your website forms, or upload them seamlessly from CSV files.
Empowered Sales Teams
Prequalify your leads, capture the notes from the first touch, and assign leads to salespersons.
Custom CRM Stages
Tailor your lead tracking process with customized stages that align perfectly with your business operations.
Estimates & Proposals
Easily create professional estimates and proposals based on local pricebooks and price groups.
Advanced Data Views
Multiple Viewing Options
Choose from kanban view, list view, pivot table view, and activity-driven view to get the best perspective on your data.
Color Coding & Tagging
Easily identify high-priority leads, those needing immediate attention, and specific lead types with our intuitive color coding and tagging system.
Contact Us today and we will show you how Poologics will get your business rocking!
Integrated Communication
A Single Source of Truth for Communications
Keep all your emails and SMS interactions in one place, ensuring nothing slips through the cracks.
Templatized Emails
Create email templates for every stage in your sales cycle. Reinforce your commitment to the customer’s experience with reliable delivery of needed information.
Detailed Change Logs
Every interaction is recorded, providing a thorough history for each lead.
Task-Driven Follow-Up
Stay on top of your leads with task-driven processes that define the next steps for every prospect.
Comprehensive Tracking
Build Custom Dashboards and Reports
Create sales charts, drill down into pivot tables by zip code or city, and tighten up leaky sales processes. Track what matters and keep the data on your custom dashboard.
Track Contract Potential
Monitor potential contract amounts and the probability of closing deals, giving you clear insights into your sales pipeline. Forecast revenue and allocate marketing resources more effectively.
Software
ANNUAL SUBSCRIPTION
$249/mo
$2,988 | Billed Annually ($249/mo)
-- No Set-up Fee --
$600 Savings/year by choosing this plan!
Software
QUARTERLY SUBSCRIPTION
$279/mo
$837 | Billed Every 3 Months ($279/mo)
-- No Set-up Fee --
Select the Annual Plan to save even more!
Software
MONTHLY SUBSCRIPTION
299/mo
$299 | Billed Monthly - Cancel Anytime
-- No Set-up Fee --
Select the Annual Plan to save $600!
User-Friendly Across All Devices
Log Notes and Add Pictures from any Device
Take a picture of notes and add your site pictures directly to the Lead record from your phone before driving to your next appointment.
Real-Time Sync
All changes and updates are synced in real-time, ensuring your team is always working with the most current information.
Easy to Use
Enjoy a seamless and intuitive user experience across all devices, whether you’re in the office, on-site, or on the go.
Standard CRM Features You Would Expect
Contact Management
Store and manage all contact information in one place. Easily access details about clients and leads, including contact history, marketing source, and communication preferences.
Integration Capabilities
Seamlessly integrate with other tools and platforms you use, such as email marketing software, accounting systems, and more. Poologics CRM works in harmony with your existing tech stack.
Pipeline Management
Visualize your sales pipeline, track the progress of each deal, and identify bottlenecks. Move leads through the sales funnel with drag-and-drop simplicity.
CRM Includes:
- Support
- Unlimited Contacts | Companies | Vendors
- Lead Capture From
- List, Kanban, Pivot and Chart Views
- Contact and Lead Import
- CRM Dashboards
- Custom Proposal Templates
- Proposal E-signatures
- Gmail Integration
- SMS Messaging
- Pricebook Integration
- Document Management
- Unlimited Users
- Internal Messaging
Project Management
From task management to scheduling to warranties, we've got everything you need to get the job done.
Estimates & Proposals
Simplify the process of creating accurate estimates and compelling proposals for your customers.
Financials
Streamline your financial management, making it easy to handle receivables, bills, and budgets all in one place.
Frequently Asked questions:
CRM
What Type of Pool Builders use Poologics?
Poologics supports all of the major pool builder project types: Gunite/Shotcrete, Fiberglass, Vinyll Liner, and other pre-fabicated builds. We have builders who manage pools only, but many of our customers also offer full-service outdoor living features: walls, firepits, pergolas, casitas, and outdoor kitchens.
How Long Does it Take to Get Poologics Up and Running?
You can begin using Poologics on day one; however, like any business management software you get out of it what you put into it. But to that point we don't leave you hanging. Our customer success team provides training and onboarding calls to get you using the software as quickly as possible.
