---
title: PoolCRM Reviews
meta_title: 'PoolCRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how PoolCRM works for a business like yours.
date_modified: '2026-09-19'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# PoolCRM Reviews
**Vendor:** BJG Digital  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About PoolCRM
PoolCRM is a pool service CRM built for one to ten truck pool companies by someone who ran one. It handles the part route software leaves out: getting the customer and keeping them. Missed call text back: when a call goes unanswered, the caller gets a text from your business number within seconds, before they call the next company. New callers become a contact and a pipeline card automatically. Quote follow-up: every quote gets a text or email on day 1, 3, 7, and 14 until the customer answers, then it stops. Review automation: every customer is asked once for a Google review after the job, with a one-tap link. Weekly accounts are never nagged. Also included: two-way texting from your existing number, website chat that texts you the lead, a lead pipeline, Google Business Profile messages in the same inbox, seasonal campaigns for openings, closings, and filter cleans, win-back messages for cancelled accounts, and reporting on missed calls, quotes, and reviews. PoolCRM connects to Skimmer, Pool Brain, Jobber, and QuickBooks through Zapier and webhooks. Keep your route software. Add the phone layer.






- [View PoolCRM pricing details and edition comparison](https://www.g2.com/products/poolcrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-19+13%3A02%3A39+-0500&secure%5Bsession_id%5D=28f8c7c1-3524-4207-a43a-64e4a5ec10d7&secure%5Btoken%5D=fc45a6e0bd9e56ed46d34e7656590c1ce9d46ad9969d7f071336b07c5cbb4d4e&format=llm_user)

## PoolCRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top PoolCRM Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,114 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,260 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,669 reviews)