Every rupee, on every project
Contract value
Set the total amount to receive from each client when the order is confirmed.
Part payments
Record each advance and stage payment with date and mode. The balance updates itself.
Payments due
Your dashboard lists payments due today and in the next 7 days, so collection calls happen on time.
Payments received
See which clients paid this month and how much came in, for the whole company or only your own clients.
Payment reminders on WhatsApp
Connect your WhatsApp Business number and send a polite, approved payment reminder in one tap: client name, your company, amount and due date are filled in for you. Or let the CRM send reminders automatically a few days before each due date — you choose how many. Replies arrive in your CRM inbox, next to the client's payment history.
Payment stages your client understands
Construction quotations in PoolCo CRM include stage-wise payment milestones — for example booking advance, structural work, guniting and waterproofing, plaster and tiles, and final handover. When the client agrees to the quotation, they already know what is due at each stage, which makes collection far easier.
Frequently asked questions
How does payment tracking work?
Enter the contract value for a client, then record each part payment as it comes in. The CRM shows what has been received, what is still due, and which payments fall due today and in the next 7 days.
Can the CRM send payment reminders on WhatsApp?
Yes. If you connect your WhatsApp Business number, you can send a payment reminder template from the client page, or switch on automatic reminders that go out a set number of days (0 to 7) before the due date.
Does it collect payments online?
The CRM records and tracks the payments your clients make to you by bank transfer, UPI, cheque or cash. It does not take payments from your clients on your behalf.
Collect pool project payments on time, without awkward calls.