Pool builder CRM
Pool Builder CRM that hands off to the build
Ardovia is a pool contractor CRM connected to everything after the sale. Capture and route every lead, follow up on a set cadence, build the proposal from the lead, and watch the signed contract become a job.
Marcus Bell
(512) 555-0142 · Austin, TX
Priya Shah
(469) 555-0188 · Dallas, TX
The Ramirez Family
(210) 555-0119 · San Antonio, TX
Dana Whitfield
(713) 555-0173 · Houston, TX
Kevin O'Neil
(512) 555-0207 · Round Rock, TX
A pool builder CRM tracks every prospective pool customer from first inquiry through design consultation, proposal, and signed contract, and records each follow-up along the way.
Lead management for pool builders is a speed game
Pool buyers often contact more than one builder. The company that responds first and follows up consistently has a better shot at the design appointment.
That's hard to manage across web forms, lead-provider emails, phone calls, and several salespeople. Leads get missed, worked twice, or forgotten after the first call.
Ardovia puts every lead into one list with one routing and duplicate process, and shows who is overdue for follow-up.
Every lead source in one pipeline
Leads arrive from several channels, and all of them go through the same routing and duplicate checks. Each lead records its source and an optional campaign for attribution.
- Website lead forms you build in Ardovia and embed on your site, with spam protection and tracking scripts for ad conversions
- Booking pages where homeowners pick a consultation time from a rep's real availability (see online booking)
- Email parsing, where forwarded lead-provider emails become leads automatically
- Manual entry with a live duplicate warning as you type
- Meta Lead Ads integration, coming soon
Tyler Reed
Pool Design Consultant · Acme Pools
Thursday, April 4
Routing and duplicate control for multi-location pool companies
Each location can have a territory of zip codes. With zip-code routing on, a lead lands at the location that serves its address, and forbidden zip codes can be set straight to a status like Dead.
Duplicate prevention matches incoming leads by phone or email. A repeat inquiry is filed on the existing lead, which is reset to New so the team knows the customer reached out again.
Duplicates can be compared side by side, merged, or made active without losing the lead's history. See territory management for multi-branch setups.
Assignment and follow-up cadence
Leads are assigned from a sales rotation that lists the rep who received a lead least recently at the top. Booking-page leads go straight to the rep whose page was booked.
Your organization sets up to six follow-up intervals. Each lead shows a badge: red when it's overdue for its next contact, blue when on track, green for success statuses, and grey for inactive ones.
Every call, email, and note is recorded in the lead's contact log. Emails can include a personal booking link, and delivery and open status is shown for emails sent through Ardovia's mail service.
Marcus Bell
Assigned to
Location
From lead to proposal to job
The lead page holds everything about the prospect: details, contact logs, appointments, proposals, tasks, files, and photos. Proposals are created directly from the lead, so customer details carry into the proposal and contract.
When the contract is signed, a job is created automatically and the lead's status is set to Sold. Files on the lead are linked to the new job, so the build team starts with the same documents sales had.
That handoff is what a standalone CRM can't do. The pool you sold becomes the pool you price, schedule, order, and build in jobs.
Bell Residence
Austin, TX
Ramirez Backyard
San Antonio, TX
Okafor Estate
Dallas, TX
Whitfield Project
Houston, TX
Nguyen Residence
Round Rock, TX
Lead and sales reporting
The Leads report shows leads by source, consultations, conversion rate, and salesperson performance. The Sales report shows sales by source and by designer.
A lead map shows every lead by status, filterable by source and time period. Learn more in reporting.
Leads by source
Last 30 days · 117 leads
Related tools for pool builders
Leads
The full lead management feature overview.
Learn morePool Proposals & Selections
Build the proposal right from the lead and send it for signature.
Learn morePool Estimating Software
Price the pool from your own formulas during the consultation.
Learn moreReviews
Manage customer reviews after the pool is finished.
Learn moreFrequently asked questions
What is a pool builder CRM?
A pool builder CRM tracks prospective pool customers from the first inquiry through the design consultation, proposal, and signed contract. Ardovia's CRM is connected to pricing, contracts, and construction, so a signed lead becomes a job without re-entering data.
How do leads get into Ardovia?
Leads come from website forms built in Ardovia, rep booking pages, forwarded lead-provider emails, manual entry, and API access. A Meta Lead Ads integration is coming soon. Every channel goes through the same routing and duplicate checks.
Can Ardovia route leads to the right location?
Yes. Each location can have a territory of zip codes, and zip-code routing assigns incoming leads to the location that covers the address. Forbidden zip codes can send out-of-area leads straight to a chosen status.
Does Ardovia assign leads to salespeople automatically?
Lead assignment is manual, guided by a sales rotation that lists the rep who was assigned a lead least recently first. Leads from a rep's booking page are assigned to that rep automatically.
How does Ardovia track follow-up?
Your organization sets up to six follow-up intervals, and each lead shows a colored badge for whether it's overdue or on track. The leads list can be filtered by badge color to see who needs a call today.
Can I text pool leads from Ardovia?
Text messaging is coming soon. Today, reps can email leads from the contact log, include a personal booking link, and see delivery and open status for emails sent through Ardovia's mail service.
Stop losing pool leads between calls
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