Pool construction & maintenance CRM: from season opening to project handover pool operations on one dashboard

The pool business runs at two different paces: construction projects that last months and maintenance visits that run all season. The CRM separates the two and manages both in one panel: construction requests move through the pipeline from site survey to handover, with PDF quotes and Gantt timelines; maintenance jobs move through task cards with checklists. Property and hotel clients are separated in the corporate segment, chemical stock alerts at critical levels, and payments stay in due-date tracking. At the start of the season, you reach tagged clients with a single campaign.

No. The system does not send scheduled messages on its own. Here is how to set it up: you tag every customer you service with labels such as “maintenance customer,” “complex,” or “villa.” As the season approaches, you target them in the campaigns module by label and last contact date, and send the opening announcement with a Meta-approved template in one click. Rate control, duplicate blocking, and automatic pausing on error rate protect the send. Replies come back to the panel and turn into appointments.

You set up two separate workflows. Construction projects move through a customizable pipeline with the stages Survey, Quote, Contract, Construction, and Handover. The quote goes out as a PDF with a Gantt timeline, and progress payments and installments are recorded in payment tracking. On the maintenance side, each visit is a task card with a checklist; complex and hotel contract notes live on the customer card. Labels also let you filter the inbox and reports by project vs. maintenance, so the two paces never mix.

You lay out the visits in the contract as cards on a task plan: which pool, which day, which team, with the check steps as a checklist on the card. The due-date notification puts today’s visit in front of the team, and finished work is closed out with a photo. The system does not generate visits on its own — you set up the plan at the start of the season. In return, upcoming visits appear on the calendar, and you answer the “nobody came last week” argument with the dated record on the card. The pre-visit notice goes out in one click with a template.

Corporate customers are segmented with the “complex” and “hotel” labels. Contract scope and special price notes live on the card, and price lists are kept by segment in the product catalog. Month-end payments are recorded in due-date tracking; overdue collections stand out in the panel, and AI detects them when a receipt comes in. Even if management changes, all correspondence and work history stays on the company card. You open tasks for contracts nearing renewal, so no renewal slips by unnoticed.

Yes. Phone numbers, addresses, contracts, and payment records are stored in line with KVKK requirements. With role-based permissions, field teams see only the details of their own jobs, while pricing and collection data stays with authorized users. Access is logged, and data deletion requests are handled from the panel. In bulk seasonal campaigns, duplicate blocking prevents a second message to the same person, and rate control keeps sending safe.

In practice they describe the same need. Businesses usually search for "Pool construction & maintenance software", "Pool construction & maintenance software", "Pool construction & maintenance job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.