Lead and quote management allows you to manage your project inquiries digitally and store quotes directly in the CRM. In addition, employees can be booked directly to manage your resources perfectly.
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.
In Poool CRM, you have the option of documenting all points of contact with the customer. This allows you to stay up to date and never lose sight of the agreements you have made.
The filter and tagging system in Poool is ingenious and sophisticated across all systems. Create your own filters and switch between results with a single click. This will make your sales process even more effective.
In Poool CRM, you have the option of documenting all points of contact with the customer. This allows you to stay up to date and never lose sight of the agreements you have made.
In Poool CRM, you have the option of documenting all points of contact with the customer. This allows you to stay up to date and never lose sight of the agreements you have made.
With Poool, you can find out directly in the quotation calculation area which of your employees is available for the requested project. This gives you a planning option that goes beyond traditional resource planning.
If you want to connect third-party software to Poool, that's no problem either. Build directly into Poool CRM thanks to the existing Rest API interface. This allows you to connect newsletter tools and much more in no time at all and keep your data up to date.