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