Chalk CRMChalkCRM
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Related Products
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About
Chalk CRM is a web-based field service CRM for contractors and service businesses that quote and schedule work. It organizes customer records and leads, creates estimates from a price book, sends quotes by text or email, collects signatures and deposits, and converts approved work into scheduled jobs. The schedule offers day, week, month and route-map views, with crew scheduling, visit reminders, time tracking and job photos. Users can invoice customers, accept card or bank payments through Stripe, track balances, and automate reminders. Chalk also includes two-way texting, a customer portal, team permissions, reports, and data import and export. The AI plan adds ChalkBot for customer replies, booking and quote follow-ups; a developer API is available on that plan. It serves businesses such as painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman and pool care.
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About
PoolCRM is a pool service CRM built by a former pool company owner. Route software like Skimmer and Pool Brain runs the day. PoolCRM handles the customer side: getting the lead, closing the quote, and keeping the account.
Features:
- Missed call text back in 10 seconds from the company's own number
- Quote follow-up automation on day 1, 3, 7, and 14 until the customer replies
- Google review requests after every completed job, with a feedback gate
- Two-way texting, website chat, and Google Business Profile messages in one inbox
- Lead pipeline: New, Contacted, Quoted, Won, Lost
- Seasonal campaigns for openings, closings, and filter cleans
- 60-day win-back messages for cancelled accounts
- Reporting on missed calls, quotes, and reviews
- Zapier and webhooks to Skimmer, Pool Brain, Jobber, and QuickBooks
Built for one to ten truck pool service companies. Works alongside existing route software. Setup done by the vendor in three business days.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Contractors and service businesses: painting, fence staining, pressure washing, landscaping, cleaning, remodeling, handyman, pool care
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Audience
Pool service and pool cleaning companies with one to ten trucks, plus home service businesses such as lawn care, pest control, HVAC, plumbing, and window cleaning that run recurring routes or quote jobs by phone
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$49/month
Core is $49 per month or $490 per year; AI is $99 per month or $990 per year, with two months free on annual billing. Additional team seats are $14 per user per month. Customer card payments are processed through Stripe at Stripe's standard rates.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$297 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationChalkCRM
United States
chalkcrm.com
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Company InformationPoolCRM
Founded: 2024
United States
thepoolcrm.com
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Categories |
Categories |
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Integrations
Apple Calendar
Supported
Google Calendar
Supported
Microsoft Outlook
Supported
Quo
Supported
Stripe
Supported
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Integrations
Apple Calendar
Not Supported
Google Calendar
Not Supported
Microsoft Outlook
Not Supported
Quo
Not Supported
Stripe
Not Supported
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