Easy CRM

Easy CRM

Shoppias
+
+

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About

When your business looks at every transaction through the eyes of the customer, you cant help but deliver a better customer experience, which in turn increases loyalty to your company. Easy CRM software brings together all information from different departments throughout the company to give one, holistic view of each customer in real time. Manage and invoice projects with the powerful project management feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Build professionals and great looking invoices. Attach files and send directly to your clients. A subscription and audience management platform that automates accounting, fulfillment and operations. Kicks off the sales process to identify potential leads, and prepare for the forecasting of those sales in production in minutes. Win more business, Get paid faster. Forget about never ending sales process.

About

Manage your pool business from the pool to the shop. Jobs, staff, customers, invoicing and water testing. Pooltrackr lets you rip through everyday tasks, invoice on the spot and get paid faster. Get complete financial oversight of all your franchises with automated marketing and warehouse integration. Streamline pool servicing, water testing, point of sale, online store, accounting and marketing – in one digital platform. One system manages your pools, customers, services, inventory, POS, and accounting. Smart pool tech app with GPS tracking and on-the-spot invoicing. Water testing with chemical calculator and dosage recommendations. Pooltrackr lets you rip through everyday tasks using a single platform to manage jobs, staff, customers, invoicing, water testing, point-of-sale, accounts and marketing. Easy water testing with inbuilt chemical calculator that works with all products.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looking for a software solution for their project management, sales management, support management, and customer management needs

Audience

Pool businesses wanting a pool service software solution to keep track of their customers, repairs, and financial operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version
Free Trial

Pricing

$45/month
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Shoppias
Founded: 2016
Argentina
www.easycrmsystem.com

Company Information

Pooltrackr
Founded: 2016
Australia
pooltrackr.com

Alternatives

Alternatives

ROI 360 by TALONOID

ROI 360 by TALONOID

TALONOID Technologies
StaffTimerApp

StaffTimerApp

Staff Timer LTD

Categories

CRM

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Pool Service Features

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Integrations

Windcave

Integrations

Windcave
Claim Easy CRM and update features and information
Claim Easy CRM and update features and information
Claim Pooltrackr and update features and information
Claim Pooltrackr and update features and information