Quotations
Quotation generator
Make swimming pool quotations from your own product list — equipment or full construction — in minutes.
Branded quotation PDF
Your logo, colours, cover page, terms and quotation numbers by financial year. Download or share as PDF.
GST calculation
GST rate on every line, GST total and grand total worked out for you.
Quotation tracking & follow-up
Every quotation has a status (open, won, lost) and a follow-up date that appears on your daily list.
Product catalogue & equipment price list
Your items with photos, categories, units, rates and GST. Import a price list from CSV and upload photos in bulk.
Free quotation format
A sample swimming pool quotation with every section explained.
Leads, clients & sales
Lead management & lead tracking
Add, import and assign enquiries. Record the lead source and see which sources bring business.
Sales pipeline
Pool-specific stages from new enquiry, site visit and design to quotation, negotiation and order confirmed.
Follow-up reminders
Each morning your team sees who to call today — leads and open quotations together.
Client database & customer history
One page per client with timeline, calls, notes, quotations, payments, visits and WhatsApp messages.
Site visit scheduling
Mark site visits as scheduled or done, and send field staff to visit a lead with a visit task.
Projects, payments & AMC
Project tracking
Track every pool project stage after the order: agreement, design, excavation, structure, plumbing, finishing, equipment, testing, handover.
Payment tracking
Contract value, part payments, dues, payments due this week and payments received.
AMC module
Keep AMC and maintenance clients in their own stage with follow-up and payment due dates.
WhatsApp & team
WhatsApp sharing
Send quotation PDFs, follow-ups and payment reminders on the official WhatsApp Business Platform, and reply from one inbox.
Team tracking
Field employees check in with GPS and a selfie, log site visits with photos, and managers see attendance and routes on a map.
Team chat & notifications
Built-in chat for staff, with a notifications bell for mentions and messages.
Reports & analytics
Dashboard of quoted vs won, quotation status, lead funnel, lead sources and team performance.
Access, security & platform
Multi-user access
Give every team member their own login.
Role-based access
Admin, manager, employee and field roles, with extra rights per person.
Data security
21 security layers including HTTPS, 2-step login codes, lockouts and complete separation between companies.
Multi-company platform
Every company works in its own private workspace on the same platform, with its own branding.
Mobile access, no installation
A web-based CRM that works in the mobile browser and can be added to the home screen like an app.
Custom branding
Your logo, brand colours and company details on screen and on every quotation.
Benefits for your pool business
- Faster quotations: minutes instead of an hour, with no calculation mistakes.
- No lost leads: every enquiry has an owner and a next follow-up date.
- Faster collections: stage payments and dues are visible to the whole team.
- A professional image: branded quotations and WhatsApp messages build trust with clients.
- Control from anywhere: see the whole business on your phone.
See every feature with your own pool projects.