Related Products
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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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About
Puffly is a cloud-based CRM for local service businesses and other small teams that need to organize customer inquiries and follow-up. It brings leads, contacts, companies, deals, tasks and activity history into a pipeline, with customer details, timing and source attached to each request. Businesses can capture inquiries through a hosted or branded lead form, import and sync leads with Google Sheets, manage opportunities, and use booking links and review requests in their workflow. The CRM’s core contact and pipeline tools are available on a free plan. Paid plans add Puff, an AI assistant that reviews leads and open opportunities, helps prioritize next steps and drafts replies or follow-ups for approval. Higher plans offer messaging, booking, review, phone and outreach features. Puffly is designed for owners and teams in local services, trades, agencies, retail and wellness businesses.
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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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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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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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Audience
Local service businesses such as plumbers, HVAC, auto repair shops, salons, handymen and contractors
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
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
Not 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
$297 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
Free
A free plan is available. Paid plans start at $99/month; higher plans are $249, $449 and $649/month. Annual billing is offered at a stated 10% discount. Plans are flat-priced rather than charged per seat. Optional Puff credit top-ups are $15 per 500 credits.
Free Version
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
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationPoolCRM
Founded: 2024
United States
thepoolcrm.com
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Company InformationPuffly
United States
pufflyai.com
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Categories |
Categories |
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Integrations
Google Sheets
Not Supported
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