Chalk CRM

Chalk CRM

ChalkCRM
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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.

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.

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

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

Audience

Contractors and service businesses: painting, fence staining, pressure washing, landscaping, cleaning, remodeling, handyman, pool care

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

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

Pricing

$297 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

PoolCRM
Founded: 2024
United States
thepoolcrm.com

Alternatives

Alternatives

Chalkbox

Chalkbox

ChalkBox

Categories

Categories

Pool Service Supported

Integrations

Apple Calendar Supported
Google Calendar Supported
Microsoft Outlook Supported
Quo Supported
Stripe Supported

Integrations

Apple Calendar Not Supported
Google Calendar Not Supported
Microsoft Outlook Not Supported
Quo Not Supported
Stripe Not Supported
Claim Chalk CRM and update features and information
Claim Chalk CRM and update features and information
Claim PoolCRM and update features and information
Claim PoolCRM and update features and information