Customer Relationship Management
(Pool and Spa CRM)

Our pool and spa CRM gives you the tools to create an exceptional customer service experience that will keep customers engaged.

Whether sales, construction or service, our pool and spa CRM connects all aspects of interaction that your company has with its customers. RB Retail & Service Solutions software offers mobile solutions in addition to online integrations with your website for selling online.

Customer Relationship Management
(Pool and Spa CRM)

Customer Loyalty Reporting

Make business decisions based on facts, not speculation!
Track important customer information (i.e. purchase history) to determine which customers are loyal, which are at risk, and how to adjust your marketing and advertising accordingly.

Follow-Ups

Create timely follow-ups with customers to strengthen relationships and track the sales process.

Integrations

Mailchimp – a FREE email marketing online software that makes it easy to export lists and create effective email flyers.
OpenStreetMap – directions to customers’ homes are automatically saved in the system and updated as needed, which will optimize daily routes for employees working in the field.

Communication

Integrate your RB software and your water analysis software to provide faster service to customers.
Utilize the scheduler system, follow-up call tracking, and integrated internal communication tools to better meet the needs of both customers and employees.

Unlimited Customer Database

Maintain a cleansed database with our pool and spa CRM.
Build upon your mailing and email lists by tracking all sales and customers.
Import new or purchased customer lists.
Categorize customers through user-defined fields, and create targeted advertising campaigns.
Distribute personalized maintenance calendars and chemical tip sheets to customers, to keep them engaged and entice them back to your store for chemicals.

Automatic Alerts

Communicate information about customers to co-workers.
Inform customers with outstanding balances, available in-store credit, open quotes, and open transactions (with RB Online Bill pay, they can conveniently pay invoices online).
Attach pictures and files to specific customers and organize all of the customers’ unique equipment data and serial numbers in one place.

Check out our FREE eBook, ‘Your Ultimate Guide to Running a Smooth & Streamlined Pool & Spa Business'

Get ideas for effective up-selling

Learn how to tailor customer in-store experience

Discover automated ways to regulate your inventory

Download the ebook

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