PoolCRM VS Tradify

Compare PoolCRM VS Tradify and see what are their differences

Rating: 0 reviews
Pricing: $397 / Monthly

Rating: 0 reviews

Hyperview

DCIM software reinvented. sponsored

Note: These products don't have any matching categories. If you think this is a mistake, please edit the details of one of the products and suggest appropriate categories.

Which is more popular?

Pool Service Management Software popularity: 100% vs 0%
alternatives listed: 8 vs 240+

Base details

Website, pricing, platforms and company facts side by side.

	PoolCRM	Tradify
Website	thepoolcrm.com	tradifyhq.com
Pricing	$397 / Monthly Official pricing	Official pricing
Listed in	CRM Small Business CRM Small Business Tools Pool Service Management Software Reputation Management Task Management Automation Marketing Email Marketing SMS Marketing SaaS +8	Field Service Management Work Management Field Management Software Small Business +1

About PoolCRM and Tradify

In their own words, as submitted to SaaSHub.

PoolCRM

Tradify

PoolCRM is a pool service CRM built by a former pool company owner. Route software like Skimmer and Pool Brain runs the day. PoolCRM handles the customer side: getting the lead, closing the quote, and keeping the account. What it does: - Missed call text back. When a call goes unanswered, the...

Features and specs

What each product offers, as listed by its team.

PoolCRM 7 features

Tradify 5 features

Missed call text back
Caller gets a text from your own number within 10 seconds of a missed call
Quote follow-up automation
Text and email on day 1, 3, 7, and 14, stops when the customer replies
Review automation
One Google review request per completed job, with a feedback gate
Unified inbox
Two-way texting, website chat, and Google Business Profile messages in one place
Lead pipeline
New, Contacted, Quoted, Won, Lost, with follow-ups tied to each stage
Seasonal campaigns
Opening, closing, and filter clean campaigns, plus 60-day win-back texts
Integrations
Zapier and webhooks to Skimmer, Pool Brain, Jobber, and QuickBooks

User-Friendly Interface
Tradify features an intuitive, easy-to-navigate interface, making it accessible for users with varying levels of technical proficiency.
Mobile App
Tradify offers a mobile app, allowing users to manage their tasks, quotes, and invoices on the go, which is particularly useful for tradespeople who are often working at various sites.
Job Management
The platform offers robust job management capabilities, including scheduling, tracking, and reporting, which helps in enhancing operational efficiency and accountability.
Integrations
Tradify integrates well with popular accounting software such as Xero and QuickBooks, facilitating seamless financial management and reporting.
Customer Support
Tradify provides excellent customer support, including live chat, phone support, and a detailed help center, ensuring users can get help when needed.

Possible disadvantages

Cost
Compared to some other options, Tradify can be relatively expensive, which may be a barrier for smaller businesses or individual tradespeople.
Limited Customization
The software offers limited customization options, which might not meet the specific needs of all users.
Learning Curve
Despite its user-friendly design, some users have reported a steep learning curve when it comes to mastering all features and functionalities.
Feature Limitations
Some users have noted that the software lacks certain advanced features that are available in other trade management tools, potentially limiting its utility for larger, more complex businesses.
Reliability Issues
There have been occasional reports of bugs and issues affecting reliability, which can disrupt workflow and impact productivity.

Videos

Walkthroughs and reviews on video.

PoolCRM 0 videos + Add

Tradify 3 videos + Add

No PoolCRM videos yet. You could help us improve this page by suggesting one.

Tradify Demo

Category popularity

How often each product is chosen within a category, 0–100% relative to the other.

Score bands 0–20 21–40 41–50 51–60 61–100

PoolCRM

Tradify

100% 100%

Pool Service Management Software

0% 0%

Field Service Management

100% 100%

SaaS

0% 0%

Work Management

100% 100%

Questions & Answers

As answered by people managing PoolCRM and Tradify.

Who are some of the biggest customers of your product?

PoolCRM's answer

Brilliant Pools, Arizona AZ Best Pool Service and Repair, Arizona Radiance Pools, Arizona

What makes your product unique?

PoolCRM's answer

It's built for the part of a pool company that route software ignores. Skimmer and Pool Brain run the route. PoolCRM texts back the missed call, follows up the quote, and asks for the review, all from the company's own number, without anyone touching the phone. Setup is done by us, on your existing number, in three business days.

Why should a person choose your product over its competitors?

PoolCRM's answer

General CRMs like Jobber or HubSpot make you build the automations yourself. Review tools like Podium only do one job. PoolCRM comes pre-built for how a pool route actually runs: missed call text back in 10 seconds, quote follow-up on day 1, 3, 7, and 14, one review request after each job. One flat price, no per-user fees, and it works alongside the route software you already have instead of replacing it.

How would you describe the primary audience of your product?

PoolCRM's answer

Owner-operated pool service and cleaning companies with one to ten trucks, where the owner still answers the phone and loses jobs to voicemail. It also fits other route-based home service businesses that quote by phone, such as lawn care and pest control.

What's the story behind your product?

PoolCRM's answer

The founder ran a pool service company in Arizona for five years, grew it to 300 accounts and 7 trucks, and sold it. The thing that grew it wasn't route software. It was answering every lead, following up every quote, and asking every customer for a review, and he was bad at all three because he was in a backyard. After the sale he built the system he wished he'd had in year one and started selling it to other pool companies.

Which are the primary technologies used for building your product?

PoolCRM's answer

Cloud-based web and mobile app with carrier-grade SMS and voice, connected to Zapier and webhooks for Skimmer, Pool Brain, Jobber, and QuickBooks.

User comments

Share your experience with using PoolCRM and Tradify. For example, how are they different and which one is better?

Alternatives to PoolCRM and Tradify

When comparing PoolCRM and Tradify, you can also consider the following products.

Jobber
Jobber’s field service scheduling software and app is the best way to organize your service business. Quote, schedule, invoice, and get paid—all in one place. Our easy-to-use app powers your sales, operations, and customer service.

Compare Jobber to PoolCRM or Tradify:

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ServiceM8
ServiceM8 (Service Mate) is cloud software that allows you to manage any service business. Manage jobs, produce mobile quotes and invoices on the go. Get Control.

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HouseCall Pro
HouseCall Pro is a top rated mobile app that will put you in control & delight your customers. Scheduling, dispatching, GPS tracking, invoicing, credit cards & more.

Compare HouseCall Pro to PoolCRM or Tradify:

HouseCall Pro vs PoolCRM HouseCall Pro vs Tradify
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Skimmer
Development and implementation of Business Information Integration. Providing data connectivity products for legacy databases and operational data. Automate manual reporting, without your intervention.

Compare Skimmer to PoolCRM or Tradify:

Skimmer vs PoolCRM Skimmer vs Tradify
Fergus
Job management software for plumbers & electricians

Compare Fergus to PoolCRM or Tradify:

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3D Pool
3D Pool is a Single-player Sports Simulation developed by Z-Software and published by Libredia.

Compare 3D Pool to PoolCRM or Tradify:

3D Pool vs PoolCRM 3D Pool vs Tradify