Pool Construction CRM and Lead Management Software

Effortless Lead Creation

Generate leads manually, capture them directly from your website forms, or upload them seamlessly from CSV files.

Empowered Sales Teams

Prequalify your leads, capture the notes from the first touch, and assign leads to salespersons.

Custom CRM Stages

Tailor your lead tracking process with customized stages that align perfectly with your business operations.

Estimates & Proposals

Easily create professional estimates and proposals based on local pricebooks and price groups.

Multiple Viewing Options

Choose from kanban view, list view, pivot table view, and activity-driven view to get the best perspective on your data.

Color Coding & Tagging

Easily identify high-priority leads, those needing immediate attention, and specific lead types with our intuitive color coding and tagging system.

A Single Source of Truth for Communications

Keep all your emails and SMS interactions in one place, ensuring nothing slips through the cracks.

Templatized Emails

Create email templates for every stage in your sales cycle. Reinforce your commitment to the customer’s experience with reliable delivery of needed information.

Detailed Change Logs

Every interaction is recorded, providing a thorough history for each lead.

Task-Driven Follow-Up

Stay on top of your leads with task-driven processes that define the next steps for every prospect.

Build Custom Dashboards and Reports

Create sales charts, drill down into pivot tables by zip code or city, and tighten up leaky sales processes. Track what matters and keep the data on your custom dashboard.

Track Contract Potential

Monitor potential contract amounts and the probability of closing deals, giving you clear insights into your sales pipeline. Forecast revenue and allocate marketing resources more effectively.

Software

QUARTERLY SUBSCRIPTION

$279/mo

$837 | Billed Every 3 Months ($279/mo)

-- No Set-up Fee --

Select the Annual Plan to save even more!

Log Notes and Add Pictures from any Device

Take a picture of notes and add your site pictures directly to the Lead record from your phone before driving to your next appointment.

Real-Time Sync

All changes and updates are synced in real-time, ensuring your team is always working with the most current information.

Easy to Use

Enjoy a seamless and intuitive user experience across all devices, whether you’re in the office, on-site, or on the go.



Contact Management

Store and manage all contact information in one place. Easily access details about clients and leads, including contact history, marketing source, and communication preferences.

Integration Capabilities

Seamlessly integrate with other tools and platforms you use, such as email marketing software, accounting systems, and more. Poologics CRM works in harmony with your existing tech stack.

Pipeline Management

Visualize your sales pipeline, track the progress of each deal, and identify bottlenecks. Move leads through the sales funnel with drag-and-drop simplicity.