Frequently Asked Questions

NeptuneCRM is a powerful customer relationship management system designed specifically for pool builders. It streamlines customer enquiries, proposal creation, and contract management. With Neptune, you can manage leads, send personalized emails and SMS, and create professional proposals with just a few clicks. By centralizing customer data and simplifying workflows, Neptune helps pool builders save time, close more deals, and deliver exceptional customer experiences.

When you forward your email enquiries to Neptune's email addres, it automatically gets uploaded to Neptune as an enquiry. From there, you can convert the enquiry into a customer record, where all communications, documents, and proposals can be managed in one place. This eliminates the hassle of manually tracking leads and ensures no opportunity is missed.

Absolutely! NeptuneCRM features a flexible proposal builder that allows you to select a pool as the primary product and then customize it with options such as pool color, pumps, fencing, and landscaping. Once the proposal is ready, you can send it to your customer through our Gateway portal. If the customer accepts, you can seamlessly convert it into a contract, complete with an integrated e-signature.

Yes! NeptuneCRM allows you to send and receive emails and SMS directly within the platform. Emails appear as though they’re sent from your email address, and SMS conversations are tracked for your reference. Notifications ensure you never miss a reply, and rich text templates help you craft professional, on-brand communications quickly.