Best Business Software for Running Your Pool Company

When it comes to running your pool company, it helps to know which software the pros are all using to run their businesses.

BY MARCUS PACKER

Photo: Volodymyr

BEST CRM FOR SALES TEAMS

Whether you have a small sales team or a large organization, Hubspot enables you with sophisticated lead tracking, reporting, and sales tools that give you instant visibility of where leads are in the sales cycle.

www.hubspot.com

BEST BUNDLED OFFICE SOFTWARE

Doing business is easier with the right tools. Give all of your team members powerful office applications with Microsoft Office 365’s most popular standard applications like Excel, Word, Powerpoint & Outlook.

www.office365.com

BEST FOR POOL CONSTRUCTION

Job Nimbus is becoming more popular with pool contractors due to it’s all-in-one integration as a CRM system and construction management utility. Coupled with accounting integrations, it’s a full featured software that appeals to pool builders.

www.jobnimbus.com

BEST FOR POOL SERVICE TECHS

Routely is incredibly popular with larger pool service companies that have a high number of pools to manage. Routely makes it’s easy to manage pools, employees, leads, and billing at a great price point.

www.routely.com

BEST ACCOUNTING SOFTWARE

Always at the top of the list when it comes to comprehensive accounting software, there is no better choice than Quickbooks. A fully featured accounting suite that syncs with many popular payment processors.

www.quickbooks.com

BEST FOR FLEET MANGEMENT

Fleetio is popular with pool companies looking for a sophisticated fleet tracking and route optimization software for pool companies with lots of vehicles and equipment. Attractive price point puts fleet management at your fingertips for a low monthly fee.

www.fleetio.com

BEST APP FOR GROUPS & TEAMS

Slack allows you to create group chats and threaded conversations between teams. Easily share files, documents, and synchronizes with many of the most popular apps out there. A must for large teams.

www.slack.com

BEST DIGITAL FORMS & SURVEYS

Looking for a way to create highly customized forms and digital documents? Want a way to easily capture form data while out in the field? Formsite is the answer to all of your prayers for digital forms.

www.formsite.com

BEST PROJECT MANAGEMENT

Running a successful organization requires best in class project management tools to ensure that deadlines don’t get missed and balls don’t get dropped. Asana enables organizations to assign projects, tasks and deliverables to team members with astonishing ease.

www.asana.com

BEST TOOL FOR FILE SHARING

Store large files in the cloud, not your hard drive! Quickly send files from your online storage with ease. Tons of digital storage for files, documents, photos, videos, you name it. People are putting it in Dropbox.

www.dropbox.com

BEST SCHEDULING SOFTWARE

Allow your customers to self schedule with you based off of your calendar availability. Calendly helps pool companies book more appointments and easily syncs with iCalendar and Google calendar.

www.calendly.com