Skip to main content

CRMs and when you should get one

  • October 29, 2025
  • 1 reply
  • 58 views

Forum|alt.badge.img+5

Hey everyone,

I’m curious to hear from other pool service companies, when did you decide it was time to bring in a CRM tool to manage your business?

A few specific things I’d love to know:

  • Roughly how many pools/accounts were you managing when you made the switch
  • How many employees or techs you had at that point
  • What CRM features ended up making the biggest difference for your operations
  • And of course, which company or platform you went with

I’ve heard some people using Go High Level as a good budget CRM option, and it sounds like Skimmer might be planning an integration with them, which sounds interesting.

Would love to hear your experiences, what worked, what didn’t, and what you’d do differently if you were starting over.

1 reply

  • New Member
  • January 6, 2026

Hello, 

 I decided on getting a program once my office manager started to have health issues.  I took over a business that was 32 years old and never changed or updated their systems.  I took over 3 years ago and everything was going smoothly the first 2 years.  But once my office manager became ill is when I noticed he was the main key and no one could understand what he did or was doing. 

When we made the switch. We had 60 service accounts, a multitude of maintenance and repair accounts,  and 9 employees. 

Being able to update the customer info, work orders, invoices, etc into one place made everything else and made it easier to make SOPs, etc 

 

We were using QuickBooks for alot of the work and just started using Skimmer which has been a great help!