Chalk CRM

Chalk CRM

ChalkCRM
PoolKeeper

PoolKeeper

NexStep Digital
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+

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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

PoolKeeper is self-hosted management software for pool service businesses. It brings customer and pool records, recurring service plans, route scheduling, technician visits, water testing, chemical dosing guidance and LSI calculations into one system. Technicians can use an offline-capable mobile web app to follow routes, record readings, complete checklists and attach service photos. Office users can manage equipment, chemical inventory, jobs, quotes, invoices, payments and business reports, while customers can use a portal to review service history and readings, pay invoices and request or book service. The product also supports multi-branch operations, data export, and two-way synchronization with QuickBooks Online. PoolKeeper is supplied as self-hosted application code for pool service operators and small teams.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises 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 companies.

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 Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

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

No information available.
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

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

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

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

NexStep Digital
Bangladesh
nexstepdigital.online/poolkeeper

Alternatives

Alternatives

Chalkbox

Chalkbox

ChalkBox
QuoteIQ

QuoteIQ

5.0 out of 5 stars
SplashIQ

SplashIQ

SplashIQ LLC
Pool Service Software (PSS)

Pool Service Software (PSS)

5.0 out of 5 stars

Categories

Categories

Pool Service Supported

Integrations

Apple Calendar Supported
Google Calendar Supported
Microsoft Outlook Supported
QuickBooks Online Not Supported
Quo Supported
Stripe Supported

Integrations

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