What you can do
Send quotation PDFs
Send the quotation PDF straight from the CRM with an approved message: client name, quotation number and your company name are filled in.
Follow up
Send a quotation follow-up template in one tap from the quotation or client page.
Payment reminders
Remind clients of upcoming dues by hand, or automatically a set number of days before the due date.
One shared inbox
All WhatsApp conversations of your company in one inbox, linked to the right lead or client, with delivery and read status.
New leads from WhatsApp
An unknown number messaging you can become a new lead automatically.
Staff logins
Share CRM login details with new staff on WhatsApp using an approved template.
Sales follow-up automation for pool contractors
Quotation follow-up automation
Every saved quotation gets its follow-up date automatically, and a WhatsApp follow-up is one tap away.
Automated payment reminders
WhatsApp payment reminders can go out on their own, a set number of days before each due date.
No missed leads
New WhatsApp enquiries become leads automatically, and unassigned leads and overdue follow-ups are highlighted in the menu.
Lead source & conversion tracking
See where leads come from and how much was quoted versus won each month.
Sales team tracking
The dashboard shows each sales executive's quotations and wins this month — useful for telecallers and field sales alike.
Lead nurturing for small business
Notes, calls, quotations and messages on one timeline, so every follow-up continues the last conversation.
How it works
- Connect your own WhatsApp Business number by adding its details from your Meta WhatsApp Business account to the CRM. You stay the owner of your number and account.
- Get templates approved by Meta for quotations, follow-ups and payment reminders. The CRM gives you the exact text to submit in WhatsApp Manager.
- Send and reply from the CRM. Meta bills WhatsApp messages directly to your business.
Why a pool-specific WhatsApp CRM?
Generic WhatsApp tools send messages; they don't know what a quotation, a site visit or a stage payment is. In PoolCo CRM, WhatsApp is connected to the work itself: the quotation PDF you send is the one you just made, the reminder amount comes from the client's real dues, and the reply lands on the client's timeline where your whole team can see it.
Frequently asked questions
Is this the official WhatsApp Business API?
Yes. Messages are sent through Meta's official WhatsApp Business Platform (Cloud API). You connect your own WhatsApp Business number from your Meta WhatsApp Business account, and you remain the owner of the number and account.
Who pays for WhatsApp messages?
Meta charges WhatsApp message fees directly to your business, according to Meta's current pricing for your country and message category.
What can I send?
Quotation PDFs, quotation follow-ups and payment reminders using templates approved by Meta, plus free-form replies within 24 hours of the customer's last message.
What happens when an unknown number messages us?
If you switch it on, the CRM creates a new lead automatically when an unknown number sends you a WhatsApp message, so no enquiry is lost.
Can I use the CRM without WhatsApp?
Yes. Quotations, leads, follow-ups and payments all work without WhatsApp. You can connect it whenever you are ready.
Send your pool quotations where your customers already are.