Pool Business Software Built for Custom Pool Builders
From New Lead to Completed Build — Run Your Pool Company in One System
Poollogix gives custom swimming pool builders one operating system for sales, design, proposals, contracts, construction, project communication, tasks, change orders, subcontractors, marketing, and management.
Instead of running your company through disconnected CRMs, spreadsheets, text messages, calendars, whiteboards, and project management apps, Poollogix keeps the entire customer journey connected.
Capture the lead. Schedule the consultation. Manage the design. Close the contract. Build the pool. Keep everyone informed.
Built Around How Pool Builders Actually Work
Most business software forces pool builders to adapt their company to generic CRM or construction software.
Poollogix works the other way around.
The platform follows the actual workflow of a custom pool company:
- Lead→
- Consultation→
- Design→
- Proposal→
- Contract→
- Deposit→
- Sold→
- Construction→
- Completion
Sales information does not disappear when the contract is signed.
Design information stays connected to the project.
Project managers can see what sales promised.
Office staff can see what construction needs.
Customer communication stays attached to the customer and project.
Management gets one place to see what is happening across the company.
Never Lose Track of Another Pool Lead
Every new inquiry becomes part of an organized sales process instead of another name buried in someone's phone, inbox, or spreadsheet.
Poollogix CRM tracks:
- Customer name, phone, email, and property address
- Lead source and campaign
- Lead owner
- Project type
- Budget
- Desired pool style and features
- Project timeline
- Lot information
- Notes and consultation information
- Tags and customer segments
- Spouse and household information
- Preferred communication method
- Referral source
- Customer lifecycle
Duplicate detection checks phone numbers and email addresses during lead entry so your team is less likely to create multiple records for the same customer.
Every customer gets a complete activity history showing calls, text messages, emails, notes, meetings, site visits, appointments, and major system events.
One Customer Record. One Complete History.
Your team can see what happened, who handled it, and what needs to happen next without hunting through multiple systems.
Turn Your Sales Process Into a Repeatable System
Poollogix gives your sales team a structured pipeline specifically designed for the way custom pools are sold.
Opportunities progress through defined sales stages instead of relying on salespeople to remember what comes next.
Stage transitions can require important milestones before the opportunity moves forward.
For example:
Design approval before Proposal
Committed proposal before Contract
Executed contract and received deposit before Sold
When an opportunity moves stages, Poollogix can automatically create the next action, assign a due date, and create a task.
That means your sales process becomes part of the software instead of something written in a training manual that nobody follows.
Know Exactly Why Deals Are Won — or Lost
Not every prospect becomes a customer.
Poollogix lets your team properly manage opportunities that are:
- Actively progressing
- Being nurtured
- Waiting for a future follow-up
- Lost to another builder
- Disqualified
- Reopened later
Lost opportunities can record the reason and competitor.
Nurture opportunities can have a future check-in date.
Disqualified leads can record why the project was not a fit.
Management gets better data instead of a pipeline filled with dead opportunities.
Schedule Consultations Without Calendar Chaos
Manage consultation appointments, design reviews, and proposal presentations directly from the sales process.
Poollogix tracks:
- Designer availability
- Available weekdays
- Appointment duration
- Scheduling conflicts
- Confirmations
- Reschedules
- Cancellations
- No-shows
- Completed appointments
- Appointment outcomes
Appointment outcomes can automatically move the opportunity to the appropriate sales stage.
A consultation can start the design process.
A design review can trigger revisions.
An approved design can move the customer toward proposal.
The schedule and the sales pipeline stay connected.
Manage Pool Designs and Revisions
Custom pools rarely go from first concept to signed contract without revisions.
Poollogix keeps design versions organized inside the opportunity.
Each design version can include:
- Version number
- Design status
- Design brief
- Due date
- Revision summary
- Customer comments
- Pricing impact notes
- Design approval
Your team can see how the design evolved without trying to reconstruct the history from emails and text messages.
Build and Track Proposals Without Losing the History
Poollogix creates numbered proposal versions tied directly to the appropriate design.
Each proposal can track:
- Proposed price
- Scope
- Allowances
- Payment structure
- Exclusions
- Proposal narrative
- Presented date
- Proposal status
- Customer objections
- Competitor information
- Estimated cost
- Margin
- Approval status
Older versions remain part of the opportunity history instead of being overwritten.
Your sales team can see exactly how the deal changed before the customer committed.
Control the Handoff From Sales to Construction
One of the most dangerous moments in a pool project happens after the sale.
Sales knows what was promised.
Design knows what was approved.
Construction needs to know exactly what needs to be built.
Poollogix connects those stages.
A sold opportunity can become a construction project using the customer, project, contract, and sales information already stored in the system.
No re-entering the customer.
No separate project spreadsheet.
No trying to figure out what sales promised three months ago.
Manage Every Active Pool Build
Each Poollogix project becomes the operational record for the job.
Track:
- Customer and project address
- Construction phases
- Target completion
- Phase status
- Overdue phases
- Phase checklists
- Project specifications
- Project photos
- Field notes
- Documents
- Project comments
- Project contacts
- Subcontractors
- Budget information
- Cost catalog
- Draw schedules
- Permit requirements
- Project notifications
Projects can use standardized company templates so every build follows the same operating process.
Standardize Your Construction Process
Create company phase templates for the way your pools are actually built.
Your phases might include:
- Excavation→
- Steel→
- Plumbing→
- Electrical→
- Gunite→
- Tile→
- Decking→
- Equipment→
- Interior Finish→
- Startup
Each phase can contain its own checklist.
When a new project is created, Poollogix can build the project schedule from your company's established process.
Instead of every project manager running jobs differently, your operating standards become part of the platform.
Automate Customer and Team Communication by Construction Phase
Poollogix can trigger communication when construction phases start or finish.
Automation rules can send SMS or email messages to:
- Homeowners
- Co-owners
- Office staff
- Project managers
- Subcontractors by trade
- Custom email recipients
Messages can use company templates and include attachments.
For example:
When excavation is completed, notify the homeowner.
When electrical begins, notify the electrician.
When a phase is ready for inspection, notify the office.
When the next construction stage starts, automatically send the homeowner an update.
Your team does not have to remember every routine notification manually.
Give Field Teams a Job Site View Built for Mobile
Poollogix includes a mobile-focused Job Site workspace for teams working away from the office.
Field staff can quickly access:
- Current project phase
- Project photos
- Field notes
- Project contacts
- Assigned subcontractors
- Customer information
- Project updates
Photos and notes stay connected to the project instead of disappearing into personal phones and text-message threads.
Teams can also send project messages or photo updates to selected recipients and keep a record of who received them.
Keep Customer Communication With the Project
Customer messages should not disappear when the salesperson hands the project to construction.
Poollogix keeps SMS and email conversations connected to the homeowner and project.
Inbound replies can be stored with read status, attachments, and conversation history.
That gives sales, office staff, and construction teams access to the same customer communication history.
Manage Change Orders From Request to Approval
Construction changes happen.
Poollogix makes sure they are documented.
Create numbered change orders tied to the project and construction phase.
Track:
- Change description
- Reason
- Photos
- Dollar amount
- Draft status
- Sent status
- Customer views
- Approval
- Rejection and reason
- Payment status
- Payment method
Customers can receive a secure approval link, and the system records activity surrounding the change order.
The office, sales team, and construction team can all see the same change-order information.
Manage Subcontractors by Trade and Project
Keep your subcontractor network organized inside Poollogix.
Create subcontractor records with:
- Company information
- Contacts
- Trades
- Project assignments
- Phase assignments
- Bid amounts
Trade assignments can also be used by project automations and communication rules.
When a project reaches a specific phase, Poollogix knows which subcontractor is connected to that work.
See What Needs Attention Today
Poollogix is designed to answer one important question every morning:
What does my company need to handle today?
The management dashboard brings together:
- Today's tasks
- Overdue work
- Completed tasks
- Active pool builds
- Pipeline status
- Open leads
- Unread communications
- Tasks due today
- Recent company activity
Tasks can be completed, dismissed, reassigned, or carried forward.
Repeatedly carried tasks retain their carry count, making it easier to see work that keeps getting pushed to another day.
Give the Office Its Own Operations View
Office teams do not need the same screen as salespeople or project managers.
The Poollogix Office workspace focuses on operational items such as:
- Active projects
- Upcoming phase completions
- Materials awaiting approval
- Pending change orders
- Unread communications
- Construction items requiring attention
Instead of checking multiple departments manually, office staff can see the operational exceptions that need action.
Start Every Morning With the Important Information
Poollogix can send each user a personalized morning email digest.
The digest can include:
- Today's tasks
- Overnight customer messages
- Urgent subcontractor messages
- Active projects with warnings
- Pending change orders
Users can select their preferred delivery time and time zone.
The goal is simple:
Start the day knowing where attention is needed.
Built-In Tasks Across Sales and Construction
Poollogix tasks can be created manually or automatically by the system.
Tasks can include:
- Assigned team member
- Due date
- Priority
- Opportunity
- Construction project
- Carry-forward history
Sales pipeline actions, construction processes, and company workflows can create tasks automatically so fewer responsibilities depend on memory.
Keep Your Marketing Connected to the Business
Poollogix also includes marketing tools designed for pool companies.
Connect company social accounts, organize posts by category, attach media, select target platforms, and generate social captions with AI assistance.
Publishing can be routed through your company's connected marketing workflow while maintaining a publishing history inside Poollogix.
Your marketing activity stays closer to the customer system that actually generates the revenue.
Know Where Your Leads Are Coming From
Every opportunity can record its source and source details.
Track leads coming from sources such as:
- Website
- Meta advertising
- Referrals
- Organic search
- Paid search
- Social media
- Existing customers
- Campaigns
- Other marketing channels
Because the lead source remains connected to the opportunity, Poollogix creates the foundation for understanding which marketing channels are creating real pool opportunities — not just clicks and form submissions.
Built for Multiple Teams Without Giving Everyone Access to Everything
Poollogix is a multi-tenant SaaS platform built for individual pool companies.
Each company operates inside its own secured environment.
Administrators can control access by user and module.
Permissions can determine whether a user can view or fully manage specific areas of the system.
Modules can also be enabled or disabled by company.
Your salesperson does not need the same access as your project manager.
Your project manager does not need the same controls as your administrator.
Configure Poollogix Around Your Company
Every pool company operates differently.
Poollogix settings let administrators configure important parts of the platform around their business.
Manage:
- Company information
- Brand settings
- Users
- User invitations
- Roles and permissions
- Enabled modules
- Notification preferences
- Daily digest settings
- Construction phase templates
- Phase checklists
- Phase automation rules
- Company work days
- Materials
- Social integrations
- Marketing publishing integrations
The system adapts to your operating process instead of forcing every builder into the same workflow.
Connect the Systems Your Business Already Uses
Poollogix is built to integrate with the tools required to operate a modern pool company.
Current platform integrations include:
Twilio
SMS communication and messaging infrastructure.
Resend
Transactional and operational email.
Meta Lead Intake
Infrastructure for capturing leads from Meta lead campaigns.
Make
Connected marketing and social publishing workflows.
QuickBooks
QuickBooks remains the financial system of record while Poollogix can surface relevant financial information inside the operating workflow.
More integrations can be added as Poollogix expands.
Built for the Entire Pool Company — Not Just the Sales Team
Generic CRM software stops once the customer signs.
Generic project management software starts after the customer signs.
Poollogix connects the two.
Sales
Capture leads, manage opportunities, schedule consultations, track designs, build proposals, and close contracts.
Office
Manage tasks, customer communication, change orders, project activity, and operational exceptions.
Construction
Track projects, phases, checklists, photos, subcontractors, field notes, schedules, and customer updates.
Management
See the pipeline, active projects, company activity, outstanding work, and the areas that need attention.
One Customer. One Project. One Operating System.
A custom swimming pool can take months to sell and months more to build.
During that time, dozens of conversations, appointments, designs, decisions, documents, payments, subcontractors, construction phases, and customer expectations have to stay coordinated.
Poollogix gives your company one system for managing that entire process.
Instead of piecing together:
- CRM software
- + spreadsheets
- + calendars
- + text messages
- + project software
- + task apps
- + whiteboards
- + marketing tools
your team works from a connected operating system built specifically for custom pool builders.
From the first inquiry through the completed pool.
Built for Custom Pool Builders Ready to Operate at the Next Level
Poollogix is designed for growing concrete and custom swimming pool companies that need more structure without adding more disconnected software.
Whether your company builds dozens of pools each year or is preparing to scale into a larger operation, Poollogix creates the operational foundation for a more organized business.
Capture More Opportunities
Keep every lead and follow-up organized.
Create a Repeatable Sales Process
Move customers through consultation, design, proposal, contract, and deposit using defined workflows.
Standardize Construction
Use templates, phases, checklists, tasks, and automation across every project.
Improve Communication
Keep homeowners, office staff, construction teams, and subcontractors better informed.
Give Management Visibility
See sales and construction activity from one system instead of assembling the picture from multiple applications.
Frequently Asked Questions
What is Poollogix?
Poollogix is business management software built specifically for custom swimming pool builders. It connects CRM, sales pipeline management, appointments, designs, proposals, contracts, construction projects, tasks, project communication, change orders, subcontractor management, and operational reporting in one platform.
Is Poollogix a CRM?
Yes, but CRM is only one part of the system.
Poollogix manages the customer from the initial lead through the sales and design process and then carries that information into construction after the project is sold.
Can Poollogix manage pool construction projects?
Yes.
Projects can contain construction phases, schedules, checklists, photos, comments, specifications, documents, project contacts, subcontractors, financial information, draw schedules, permit requirements, field notes, and phase-based automation.
Can Poollogix track designs and proposals?
Yes.
Designs and proposals are versioned so your team can track revisions, customer comments, design approval, proposal pricing, allowances, exclusions, negotiation, objections, estimated cost, and margin.
Can customers approve change orders?
Yes.
Change orders can be sent to customers using a secure approval link. Poollogix tracks whether the change order was sent, viewed, approved, or rejected and records the associated project activity.
Can Poollogix send text messages and emails?
Yes.
Poollogix supports customer and operational communication through SMS and email, including project messages, phase automation, notifications, and company communication workflows.
Can Poollogix manage subcontractors?
Yes.
Subcontractors can be organized by trade and assigned to projects and construction phases. Those trade assignments can also be used for automated notifications and project communication.
Does Poollogix replace QuickBooks?
No.
QuickBooks remains the accounting system of record. Poollogix is designed to manage the operational side of the pool company and surface relevant financial information where appropriate without attempting to replace the accounting platform.
Does Poollogix support multiple employees and departments?
Yes.
Poollogix supports company users, roles, module-level permissions, and configurable access so sales, office, construction, and management teams can work from the same platform without every user having access to every function.
Does Poollogix include warranty and pool service management?
Warranty management, homeowner warranty tools, service scheduling, routing, chemical logs, and equipment records are planned modules and are not yet part of the current production feature set.
Stop Running Your Pool Company From Disconnected Software
Your CRM should know what construction is doing.
Construction should know what sales promised.
The office should know what needs attention.
Management should be able to see the entire company.
That is what Poollogix is being built to do.
One platform for sales, design, construction, communication, and operations — built specifically for custom pool builders.
See it on your own pipeline
Tell us a little about your business and we’ll walk you through it. No pressure, no obligation.