A pipeline that matches pool projects
Generic CRMs stop at "won". A pool contractor's real work starts there. Every lead and client in PoolCo CRM moves through stages you already use:
Enquiry & sales
- New enquiry
- Contacted — requirement understood
- Site visit scheduled
- Site visit done
- Design / 3D drawing shared
- Quotation sent
- Negotiation
Project
- Order confirmed — advance received
- Agreement / work order signed
- Drawing & design approved
- Marking & excavation
- Steel, shuttering & concrete
- Plumbing & filtration piping
- Waterproofing, tiling & finishing
- Equipment installation
- Water filling & testing
- Handover
- Final payment pending
After handover
- Completed
- AMC / maintenance contract
- Closed
Never miss a follow-up
Most pool enquiries are lost not to a competitor but to silence. Every lead and open quotation in PoolCo CRM can carry a follow-up date. Each morning your team sees who to call today, and every call or note is saved on the client's timeline — so whoever picks up the phone knows the full history. When a lead goes cold, close it with a reason (budget, postponed, lost to competitor) and learn from the pattern.
Everything about a client on one page
- Timeline of every call, note, quotation, stage change and payment.
- Quotations sent to the client, with status and amounts.
- Payments received against the contract value and what is still due.
- Field visits with notes and photos from site.
- WhatsApp conversation with the client, if you have connected WhatsApp.
Lead management software for pool companies
Enquiry management, lead tracking, customer management and a sales pipeline in one place — client management software built for construction companies that work in stages. Every pool site's progress is tracked as construction milestones, from marking and excavation to water filling, testing and handover, with follow-up reminders at every step.
Built for your whole team
Roles & permissions
Admin, manager and employee roles. Employees see their own leads; managers see their team; extra rights are granted per person.
Lead sources
Record where each lead came from and see, on the dashboard, which sources bring enquiries over the last 12 months.
Field team
GPS check-in with selfie, site visits with photos, live map, daily route and attendance for your field staff.
Team chat
A built-in chat for your staff, so project updates stay inside the business.
Frequently asked questions
Why do pool contractors need a CRM?
A pool project runs for weeks or months, from the first enquiry and site visit to handover and final payment. A CRM keeps every lead, quotation, call note, payment and project stage in one place, so nothing depends on one person remembering it.
Can I import my existing leads?
Yes. Import leads from a CSV file. Numbers that already exist are skipped, and imported leads are assigned to you or to the person you choose.
Can each salesperson see only their own leads?
Yes. Employees see their own leads, managers see their team, and the admin sees the whole company. Extra rights can be given person by person.
Does it track field staff?
Yes, if you switch on Field Tracking. Field employees check in with GPS and a selfie, record site visits with notes and photos, and check out. Location is recorded only while they are on duty with the app open.
Is it only for swimming pools?
It is designed around swimming pool projects, but the leads, follow-ups, quotations and payments work for any contractor or small business that quotes before it builds.
See your pool leads and projects in one place.