Best Pool Service CRM 2024: Tested for SMBs
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Running a pool business without a CRM can feel like treading water in the deep end. Sure, you can stay afloat, but you’ll never reach your full potential as you mismanage leads and watch your sales plummet. I’m AJ, and I’ve seen it all while building my business (over the last decade) to a multiple seven-figure exit . Since selling my business, I’ve made it my mission to help fellow entrepreneurs succeed and achieve financial freedom. So, let’s dig into my list of the best pool service CRM platforms— guaranteed to help your business reach new heights . At the end, I offer some crucial tips to help you decide! After years of SBB testing, here is our list of the best pool service CRMs: Best Pool Service CRM For Integrations: HubSpot Best Pool Service CRM For Expense Tracking: Jobber Best Pool Service CRM For Scheduling Calendar: HouseCall Pro Best Pool Service CRM For Telephony: Freshsales Best Pool Service CRM For Mobile: FieldPulse Best Pool Service CRM For Google Users: Copper CRM Best Pool Service CRM For Beginners: Less Annoying CRM
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.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} How Did We Test The Best CRM For Pool Service Businesses?
My team and I put each CRM platform through the paces (over six months). Here are the metrics we looked at:
Scalability
Ease of Use
Feature Assessment
Customer Support
Hands-On Experience
Third-Party Reviews
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
HubSpot CRM: Best for Integrations
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Bonfire Rating: 4.8/5 HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.
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HubSpot
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Why We Picked HubSpot CRM
HubSpot is an absolute powerhouse of a CRM platform. It’s got tons of features for service professionals to take advantage of. Some of the most impressive include: Native (and third-party) integrations Campaign management Workflow automation Lead management Client management Mobile app HubSpot is the perfect pool service software for scaling because it’s powerful, easy to use, and 100% free forever!
HubSpot CRM Features
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Integrations
HubSpot is tough to beat when it comes to integrations. The HubSpot App Marketplace (shown below) offers over 500 unique native integrations. Here are just a few integrations that are great for pool service businesses: MailChimp Google Meet Calendly QuickBooks Xero Slack HubSpot makes it easy to search for exactly what you need, ensuring you find the perfect integrations for your business. Plus, the setup process requires just a few clicks (and is incredibly beginner-friendly). The icing on the cake is HubSpot’s Zapier pairing, which allows for an additional 6,000 third-party integrations . This means that if you need an integration, HubSpot can make it happen.
Workflow Automation
If you’re not using automation to scale your business, you’re leaving money on the table. Automation can essentially replace tedious tasks with fast, efficient actions. HubSpot’s automation is impressive because it’s easy to set up (even if you’re a beginner). Here are some of the automated processes HubSpot can handle: Sending emails Creating tasks & events Adding contacts to lists Scoring leads Updating lead status Sending notifications Updating contact info Assigning leads Creating deals HubSpot provides fantastic pre-made automation templates (screenshot below) to take any guesswork out of the equation. These templates make it easy to create powerful automation right out of the gate (no coding knowledge needed)! HubSpot also provides a convenient visual editor to easily customize and build your automation processes. Here’s how it looks (to give you a better idea). The automation creation process takes just a few minutes (and saves countless hours in the long run). Our take: HubSpot offers some of the best automation in the game. If you need beginner-friendly, powerful, and customizable automation, you’ve come to the right place.
Client Management
Without customers, you’re just a person with a truck and some pool cleaning supplies. That’s why you need a powerful, comprehensive solution to help manage your clients. HubSpot’s client management is top-notch, with features like the following: Conversation history Custom field creation Deal tracking Appointment scheduling Task & event creation Detailed contact profiles Creating a new contact is as easy as one click. Here’s a new contact card (for reference). Each card allows you to easily view (and edit) the following info: Name Contact owner Job title Email & phone Lifecycle stage Lead status Tags & notes Description Attachments Custom fields One of the best things about HubSpot is that it will automatically track and store interactions with your clients in each individual contact card. This information is invaluable for providing personalized service and building strong customer relationships. With all your clients added you can easily get an overview of your entire customer base with the client dashboard (shown below). This dashboard is fully customizable, easy to use, and powerful enough for enterprises to use effectively. At the end of the day, HubSpot offers some of the best client management capabilities. Take advantage of it for free—you can thank me later.
HubSpot CRM Pricing
HubSpot CRM offers a free plan in addition to three paid plans: Free Plan – Free Forever Starter CRM Suite – $30/Month Professional CRM Suite – $1,335/Month Enterprise CRM Suite – $5,000/Month Check out our in depth HubSpot pricing guide!
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align-items: center;
gap: 0.5em;
}
#uc_ue_table_elementor_35100c40 .ue-table-icon {
position: relative;
display: flex;
justify-content: center;
align-items: center;
cursor: pointer;
padding: 5px;
}
.ue-table__templates-container {
display: none;
}
#uc_ue_table_elementor_35100c40 .tabulator-cell {
white-space: normal;
}
#uc_ue_table_elementor_35100c40 .tabulator-responsive-collapse {
white-space: normal;
}
#uc_ue_table_elementor_35100c40 .tabulator .tabulator-header .tabulator-col {
color: #000000;
background-color: #FFFFFF;
}
#uc_ue_table_elementor_35100c40 .tabulator .tabulator-header .tabulator-col:hover {
background-color: ;
}
#uc_ue_table_elementor_35100c40 .tabulator .tabulator-header .tabulator-col,
#uc_ue_table_elementor_35100c40 .tabulator .tabulator-header .tabulator-cell,
#uc_ue_table_elementor_35100c40 .tabulator .tabulator-row .tabulator-col,
#uc_ue_table_elementor_35100c40 .tabulator .tabulator-row .tabulator-cell {
border-left-style: solid;
border-left: none;
}
#uc_ue_table_elementor_35100c40 .tabulator-col-resize-handle {
border-width: 1px;
border-left-color: #555555;
border-left-style: solid;
}
@media screen and (max-width: 1024px) {
#uc_ue_table_elementor_35100c40 .tabulator-col-resize-handle {
border-width: ;
}
}
@media screen and (max-width: 767px) {
#uc_ue_table_elementor_35100c40 .tabulator-col-resize-handle {
border-width: ;
}
}
#uc_ue_table_elementor_35100c40 .tabulator-headers .tabulator-col:last-of-type,
#uc_ue_table_elementor_35100c40 .tabulator-row .tabulator-cell:last-of-type{
border-right: none !important;
}
#uc_ue_table_elementor_35100c40 .tabulator-col-resize-handle:last-of-type {
display: none;
}
.tabulator-col,
.tabulator-row,
.tabulator-cell,
.ue-table-column__button {
transition: all .2s ease-in-out;
}
.ue-table-column__button {
display: inline-block;
}
/*
.tabulator-headers>.tabulator-col:not([class*='elementor-repeater-item']),
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column']) {
width: 100px !important;
}
*/
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column'])
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