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About

Integration with accounting software. Specialized GL import functionality that back-verifies your ERP accounts. Optimized GL reconciliation processing (saves processing time). Auto-certifies static accounts. Replaces boxes of supporting documents with structured electronic storage. Time-saving in-recon productivity tools. Comprehensive reporting. Financial close process timeline. Enhanced control of month-end close financial processes. Pool-based task allocation. Individual ownership and tracking of entries within the pool. Detailed activities breakdown by individual team members. Detailed historical audit history. Auditors no longer have to rummage through boxes of supporting documents. One-click access to any account for review. Rejection of any account sends recon back to the original preparer. Enhanced oversight of the entire reconciliation process. Report of internal or external auditors' work, ensures audit oversight processes are followed.

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

Companies requiring a general ledger reconciliation solution to manage and improve their financial reporting operations

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

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

Company Information

GreenLine
South Africa
greenline.financial/features/

Company Information

PoolCRM
Founded: 2024
United States
thepoolcrm.com

Alternatives

Alternatives

PoolCarePRO

PoolCarePRO

ArrowStorm

Categories

Financial Audit Supported
Financial Close Supported
General Ledger Supported

Categories

Pool Service Supported

Integrations

QuickBooks Online Supported
Vetspire Supported

Integrations

QuickBooks Online Not Supported
Vetspire Not Supported
Claim GreenLine and update features and information
Claim GreenLine and update features and information
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Claim PoolCRM and update features and information