Cash flow secured!
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.
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Pipeline in sight.
Cash flow secured!
Cash flow secured!
Progress bar for optimal lead tracking
Always keep an eye on the status of the deal!
Thanks to the progress bar, you always have an overview of the status of your leads. This makes processing easier and provides an efficient overview of all potential orders.
Tag the world the way you like it.
Use our cross-system tagging system to quickly sort and identify your leads.
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.
CRM in Poool
All important features at a glance.
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.
Always stay up to date
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.
Everything at a glance. With filters.
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.
Convert won deals into projects
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.
Improve Winning by Tracking Why You’re Losing
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.
Staffing Tool
With the new staffing tool, employees can be reserved before the signed order lands in the mailbox.
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.
Extract tasks directly from services in the offer.
Let automation work for youIf 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.