Increased sales through strong customer relationships.

Poool CRM gives you a 360° view of all your contacts: it brings together leads, existing customers, and suppliers in one central system. Manage your customers efficiently and strengthen your customer relationships in the long term.

Start demo
Function overview

Customer Relation Management

No more searching for contact details in emails. No more awkwardly asking absent colleagues about lead status. Experience the numerous benefits of Poool CRM for your business. Reduced to the essentials. Perfected for your everyday work.
Turn won deals into projects
Turn won deals into projects

Deal closed? Seamlessly convert the won order and the stored quote into a completely new project, or add the new tasks to an existing project as a budget extension. This saves you from having to manually transfer all offered services into ticket management.

Always keep an eye on everything.<br>With your filter.
Always keep an eye on everything.
With your filter.

The filter and tagging system in Poool is ingenious and sophisticated across all systems. Create your own filters and switch between sorting options with a single click. This will make your sales process even more effective.

Manage all your customer data in one place.
Manage all your customer data in one place.

With Poool CRM, searching for contact details in stacks of business cards is a thing of the past. Store all relevant information about companies, individuals, locations, partners, and more—and gain the comprehensive overview you've always wanted.

Always stay up to date
Always stay up to date

In Poool CRM, you have the option of documenting all points of contact with the lead. This allows you to stay up to date and never lose sight of the agreements you have made.

Customize your customer data
Customize your customer data

Whether individual prices, foreign sales tax, dedicated contact persons, or reminder settings—Poool CRM enables detailed customer profiles for every special feature.

Download
Load entire feature list.

Download our list of features. It contains all the important information about our range of functions and direct contact details for our consultants should you have any questions.

Download list of functions
Tag the world the way you like it.
Tag the world the way you like it.
Use the pool's own tagging system to make your leads visually identifiable.

Our tagging system allows you to strategically optimize your customer relationships. You can easily sort your customers, divide them into specific value-added groups, and thus address them in a more targeted manner. You can configure the tags intuitively and precisely according to your requirements.

Progress bar for optimal lead tracking

Always keep an eye on the status of a lead.

Thanks to the progress bar, you always have an overview of the status of your pipeline. This makes processing easier and provides an efficient overview of all potential orders.
For even more flexibility
Connect third-party providers if needed.
For even more flexibility

Want to get even more out of your CRM? Then seamlessly connect Poool with the software solution of your choice. Thanks to the REST API, you can fully automate data updates, ensuring that you always have the latest data available in every system.

Komm ins Team der glücklichen ERP-Nutzer!

Get started now for free!
Start your free 14-day-trial