Customers are the heart of any landscaping business. Without them, you’re just picking weeds in your own garden.
If you don’t have the proper customer relationship management (CRM) software, things can quickly get out of hand (as you fumble leads and miss out on sales).
I’m AJ—here to help. I’ve personally used every tool on this list (while scaling my business to a multiple seven-figure exit).
So, let’s get you locked in with one of the best landscaping CRM platforms in the biz (so you can scale your business to new heights)!
Be sure to stick around to the end, where I spell out some key tips to help narrow it down.
After years of SBB testing, here is our list of the best (Article Title) CRMs:
Best Landscaping CRM For Ease of Use: PipedriveBest Landscaping CRM For Integrations: HubSpotBest Landscaping CRM For Expense Tracking: JobberBest Landscaping CRM For Scheduling Calendar: HouseCall ProBest Landscaping CRM For Automation: Monday.comBest Landscaping CRM For Client Management: FieldPulseBest Landscaping CRM For Lead Management: Zoho CRMBest Landscaping CRM For Scaling: EngageBay
My team and I tested these platforms extensively (over six months).
Here’s what we looked at:
Hands-On Experience
Third-Party Reviews
Feature Assessment
Ease of Use
Customer Support
Scalability
How We Objectively Test Each Platform:
AJ’s got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he’s been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ’s your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We’re looking for flexability for small businesses.
We all know support is mega important when you’re choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can’t afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We’re talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you’re in the business of picking a CRM, integrations are like the secret sauce that takes your burger from ‘meh’ to ‘mind-blowing’. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you’re reviewing a Customer Relationship Management (CRM) system, it’s essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we’re reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today’s digital age. It’s essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
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Pipedrive is a fantastic CRM platform with a simple, user-friendly interface.
Some great landscaping features include the following:
Great scheduling & calendar viewRobust client management24/7 customer service (with live chat)Activity trackingProject managementEmail campaigns
Pipedrive allows you to pay for the features you need (and nothing more), making it an attractive option for small landscaping companies.
Landscaping companies with a large client base need a CRM that can handle the ever-increasing volume.
Luckily, Pipedrive delivers in a big way.
With Pipedrive, you can easily store and manage all of your client information in one centralized location (shown below).
Pipedrive offers color-coded labels, making it easy to sort and track client information (with minimal effort).
With Pipedrive’s client management, you can easily do the following:
Add and edit contact informationLink relevant deals, notes, tasks, etc.Assign owners to each card for easy accountabilitySet reminders for specific actions or follow-ups with clientsSee all related communication and interactions with each client
Pipedrive is so easy to use that I’d venture to say there’s virtually no learning curve with the platform.
Even those new to CRMs can get up and running in no time.
Overall, Pipedrive’s ease of use and powerful customization make it a top choice for landscapers across the board.
Pipedrive’s calendar view makes it easy to manage your schedule and track upcoming tasks, appointments, or meetings.
You can easily switch between day, week, and month views at the drop of a hat.
Here’s an example of Pipedrive’s calendar view with sample tasks added.
It’s customizable to show only the information you want to see (such as specific team members or task types).
Plus, it integrates seamlessly with both Google and Outlook Calendar, making scheduling a breeze.
While Pipedrive might not offer the best calendar view in the game, it’s a solid tool for landscaping contractors looking to stay organized and efficient.
When it comes to landscape companies looking to grow, managing day-to-day activities is a must.
That’s where Pipedrive comes in, taking the headache out of tracking your team’s actions and progress.
You can easily set up activities like calls, meetings, or follow-ups for yourself or your team.
As tasks get completed, they’ll automatically move along the pipeline, giving you a visual overview of each task’s status.
It’s a breeze to see what needs to be done next!
Here’s a look at an activity card (to help paint a picture).
Within each activity card, you can easily add and edit the following info:
Date & timeAssociated usersNotesActivity typeGuestsLocationAssociated contacts & deals
Plus, Pipedrive lets you see your calendar on the right side of each card, ensuring you never double-book appointments or tasks.
All in all, Pipedrive’s activity tracking makes it easy to manage your team’s daily responsibilities and track their progress.
This, combined with its streamlined client management and user-friendly interface, makes it a top choice for landscapers looking to take their business to the next level.
Pipedrive offers a free plan in addition to three paid plans:
Essential: $21.90/MonthAdvanced: $39.90/MonthProfessional: $59.90/MonthPower: $74.90/MonthEnterprise: $119.00/Month
Check out our complete Pipedrive pricing guide.
User-friendly interface
Flexible pricing options
Great client management & scheduling features
Customizable views & dashboards
No free plan
Limited customer journey views
Learn More Today!
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HubSpot is one of the best CRM platforms in the biz.
Some features that make it perfect for service businesses include the following:
Client managementAutomation creationFantastic 24/7 customer serviceGreat mobile appTons of integrations
HubSpot is easy to use (even for beginners), incredibly powerful, and 100% free forever—what’s not to love?
If you’re stuck managing your customer data on spreadsheets, you’re wasting valuable time and resources.
Luckily, HubSpot provides a centralized location to store all your client information, making it easily accessible and organized.
With HubSpot, businesses can easily accomplish the following:
Store and manage all customer information in one placeCreate client profiles for easy access to contact details, job history, and moreTrack communication with clients (emails, calls, appointments)
Here’s a quick look at the contact creation process.
Within each contact card, you can easily edit the following fields:
NameContact ownerTitleContact infoLifecycle stage Lead statusCustom fields
With this much information on hand, you’ll never miss a beat with your clients.
Take a look at HubSpot’s streamlined contacts dashboard, where you can get a bird’s eye view of your data (at a glance).
The nitty gritty: HubSpot makes it easy to keep track of all your clients with its intuitive interface, customizable fields, and detailed communication tracking.
Automation is one of the best ways to easily scale your landscaping business.
By automating tedious tasks, you free your team up to focus on what matters—the customer.
The more you can automate, the more efficient your business will be—plain and simple.
HubSpot makes it easy to create automated workflows for a variety of tasks, such as:
Sending follow-up emails after a consultation or serviceAssigning tasks to team members based on specific triggersNurturing leads through targeted and personalized email campaignsScheduling reminders for important upcoming tasks or appointmentsNotifying team members of updates or changes to a project
Here’s a quick look at the workflow creation process with HubSpot.
You can easily tailor each automation to fit your business’s unique needs and goals.
Simply create your actions (shown below) and customize your settings, and you’re in business!
I’ve personally used and recommended HubSpot to clients over the years for a number of reasons, but its automation capabilities are definitely at the top of the list.
HubSpot offers a powerhouse of over 300 native integrations to help field service companies scale without missing a beat!
Some standouts include the following:
Calendly GmailGoogle ContactsGoogle MeetSlackQuickBooks
Plus, HubSpot offers a fantastic Zapier pairing, connecting you with thousands of third-party integrations.
This means you can easily streamline your processes and save time with automated workflows between different platforms.
HubSpot offers so many integrations that it’s safe to say—if you need it, they have it!
HubSpot CRM offers a free plan in addition to three paid plans:
Free Plan – Free ForeverStarter CRM Suite – $30/MonthProfessional CRM Suite – $1,335/MonthEnterprise CRM Suite – $5,000/Month
Check out our in depth HubSpot pricing guide!
Free forever plan with robust features
Intuitive and user-friendly interface
Great contact management
Powerful automation capabilities
Tons of integrations
More advanced features require paid plans
Advanced plans can be pricey
Learn More Today!
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Jobber offers fantastic field service management software that’s perfect for growing landscaping businesses.
Here are some standout features:
Expense trackingPayment managementScheduling & calendar viewCustomer data management Team management
Jobber is extremely easy to use and provides some fantastic business management tools to help your landscaping company scale (with ease).
As your landscaping business grows, tracking your expenses becomes increasingly important.
After all, if you’re not keeping an eye on your bottom line, you risk losing money (or worse—you could go out of business).
That’s where Jobber comes in.
Here are some great expense tracking features offered with Jobber:
Expense reports and tracking: Keep an eye on where your money is going with detailed expense reports.Budget tracking: Set budgets and stay within them to ensure you’re making a profit.Sync with accounting software: Jobber integrates seamlessly with QuickBooks and Sage Intacct, so you can easily streamline your finances.
Take a look at the expenses dashboard (with some landscaping expenses input).
As you can see, the layout is clear and easy to read, with a fantastic user interface.
You can easily add new expenses with just a click, allowing you to keep a close eye on your expenses and ensure your business stays profitable.
The brass tacks: If you need the next big thing in expense tracking, look no further than Jobber.
As your landscaping business grows, your workload naturally increases.
To handle this effectively, it becomes crucial to organize tasks and coordinate with team members.
That’s where Jobber’s calendar view feature comes in handy.
Jobber’s calendar tools offer the following benefits:
Scheduling: With Jobber’s calendar tools, you can schedule tasks and assign them to your team members with a simple drag-and-drop interface. It eliminates the need for back-and-forth emails, ensuring everyone knows their assignments.Task overview: The calendar view provides a snapshot of the day, week, or month’s tasks. You can easily identify any scheduling gaps or overbooked days and adjust accordingly.Improved productivity: You can plan effectively by having a clear overview of tasks and schedules, reducing downtime and boosting productivity.Customer satisfaction: With efficient scheduling, you can ensure customer appointments are never missed, improving customer service and satisfaction.
Here’s a quick look at the calendar interface with Jobber.
With its intuitive and user-friendly design, managing your growing workload has never been easier.
As you can see, the layout is clear and easy to read, with a fantastic user interface.
You can easily schedule new jobs directly from the calendar itself, allowing you to stay on top of your day-to-day at all times.
Customer management is a vital part of any landscaping business.
After all, it’s tough to scale if you’re constantly mismanaging customer information and communication.
Here’s how Jobber helps you stay on top of your customer interactions:
Customer profiles: Store all customer information in one place to access addresses, contact details, and job history easily.Communication tracking: Keep track of emails, calls, and appointments with each client.Job history: Easily view past jobs for each client, including descriptions of work done, materials used, and any issues or notes.Custom fields: Jobber allows you to add custom fields for specific client information, ensuring all your data is organized and easily accessible.
Take a look at the sleek contact management dashboard with Jobber.
Jobber makes it easy to keep track of the entire customer lifecycle (from prospecting to post-sales).
Jobber offers three pricing plans.
They include the following:
Core – $69/MonthConnect – $169/MonthGrow – $349/Month
Intuitive user interface
Fantastic expense tracking and calendar tools
Customizable customer profiles
Great for team management
No free plan
The basic plan is limited to one user
Learn More Today!
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Housecall Pro deserves its spot on our list because it’s tailor-made for service businesses.
Here are some features that we think are great for landscaping businesses:
Scheduling calendarClient managementPayment managementInvoicing & estimates
Housecall Pro is designed for service businesses to streamline and automate their processes, making it a top choice for landscaping companies.
Housecall Pro’s scheduling calendar is a standout feature for service businesses.
Here are some reasons why:
Color-coded scheduling: The calendar automatically assigns a unique color to each technician, making it easier to keep track of their schedule at a glance.Clickable appointments: Clicking on an appointment brings up all the relevant details, such as client information, location, and job description.Drag and drop functionality: Easily change the date or time of an appointment by dragging it to a different spot on the calendar.Customizable appointment reminders: Automatically send email or text reminders to clients before their scheduled appointment.
Take a look at Housecall Pro’s scheduling calendar in action.
What sets Housecall Pro’s calendar scheduling apart from other platforms is how user-friendly and customizable it is.
Everything is sleek and easy to navigate, providing a fantastic user experience from start to finish.
The need to know: Being able to manage your scheduling efficiently is crucial for a service-based business.
Housecall Pro’s scheduling calendar makes it easy to stay on top of appointments, so nothing falls through the cracks.
If you’re still managing your payments manually, you’re leaving money on the table.
Thankfully, Housecall Pro offers several payment options to meet your business’s needs and preferences.
Here’s a breakdown of the available options:
In-app payments: Clients can easily pay for services through the app, keeping everything in one convenient location.Credit card processing: Securely accept online payments from clients (without having to leave the platform).Customizable invoices: Easily create and send professional-looking invoices to clients, including payment options and due dates.Payment integrations: Housecall Pro integrates with popular payment processors like Stripe, Square, and PayPal.
With the ability to accept payments and create custom invoices within the platform, Housecall Pro saves you time and hassle by keeping everything in one place.
Getting started takes just a few clicks. Simply connect your account to Plaid (shown below).
From there, choose your bank, and you’re in business!
The whole process takes less than 5 minutes and can save you countless hours in the long run.
Once you’re connected, you can easily track your payments with each client and keep your bookkeeping up to date like never before.
The final say: Take charge of your finances and streamline your payment processes with Housecall Pro. You can thank me later.
For any landscaping business, managing contacts effectively is crucial.
Housecall Pro’s contact management feature allows you to store, organize, and access all your client information in a user-friendly dashboard.
Here’s why this is so important:
Enhanced customer engagement: With all customer data stored and easily accessible, you’re better equipped to provide personalized service, fostering stronger customer relationships.Efficiency in operations: No need to spend precious time tracking down customer information. With everything in one place, you can easily look up any client’s history, likes, dislikes, or unique requests.Marketing opportunities: Having detailed customer data enables targeted marketing campaigns, helping you promote your services to the right audience at the right time.
Here’s a look at Housecall Pro’s contact dashboard for context.
In essence, efficient contact management is key to running a successful landscaping business.
Housecall Pro’s contact management feature provides an intuitive solution, empowering businesses to deliver superior customer service, streamline operations, and seize new opportunities.
Housecall Pro offers three pricing plans.
They are the following:
Basic – $65/MonthEssentials – $169/MonthMax – Custom Pricing
Easy-to-use scheduling calendar
Multiple payment options & integrations available
Great client management
User-friendly interface
No free plan
Learn More Today!
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Monday.com is a no-brainer for our list of the best landscaping CRM software.
Here are some features we think are awesome:
Automation creation Tons of integrations Fantastic customer service (with 24/7 live chat)Project managementContact managementLead managementReporting & analytics
Monday.com is chock-full of features designed to help your landscaping company scale (from the ground up).
If you’re looking for field service management software to take your landscaping services to the next level (without hurting your wallet), look no further than Monday.com.
I’ve always been a firm believer in the phrase, “work smarter, not harder,” and Monday.com’s automation capabilities make it easy to do just that.
With the platform’s intuitive drag-and-drop interface, you can easily create automation tailored to your specific needs.
Plus, Monday.com provides pre-made templates (screenshot below) that allow beginners to utilize the same automation as pros.
The unique automation creation interface sets Monday.com apart from the rest of the competition, which lets users create complex automation (by simply clicking each word in a “When/Then” statement).
Here’s how it looks (to give you a better idea).
Within Monday.com, you can easily automate the following tasks (without a second thought):
Notifications: Receive alerts when someone updates, comments on, or completes a task.Status changes: Automatically change the status of an item based on specific criteria (e.g., deadline approaching).Task assignments: Assign tasks to team members and set due dates for each project. Lead nurturing: Automatically follow up with leads according to a set schedule.Email automation: Create and send personalized emails to clients or prospects.Data syncing: Automatically sync data between different platforms
Once your automation is created and customized to your liking, you can easily view each in one convenient spot (shown below).
Monday.com allows you to turn each automation off and on with the click of a button, making it clear which automations are active (at all times).
The bottom line: Monday.com’s automation capabilities can save you time and effort, allowing you to focus on completing jobs and providing top-notch service to your clients.
Lead management is crucial for any landscaping company, and Monday.com knocks this feature out of the park.
The platform lets you capture leads from various sources, such as website forms or manual entry.
From there, you can track and nurture each lead from your dashboard (shown below).
As you can see, the dashboard is color-coded, allowing you to get an overview of your leads’ status at a glance.
Here are some other key features of Monday.com’s lead management:
Lead scoring: Assign a score to each lead based on their potential value, allowing you to prioritize and focus on the most promising leads.Multiple views: Visualize your leads in different formats, such as a Kanban board, calendar view, or map.Custom fields: Add custom fields to track specific information relevant to your businessLead history: View a detailed history of all interactions with a lead, making it easy to pick up where you left off (in case of staff changes or long sales cycles).
When it comes to growing your landscaping business faster, making data-driven decisions is key.
By identifying areas for improvement and measuring your success, you can stay on top of your game.
With Monday.com’s reporting and analytics features, tracking your progress and making informed decisions for the future becomes a breeze!
Here are some data insights you can easily access with Monday.com:
Overall project progress Employee performanceTime tracking & budgetingLead conversion ratesRevenue growth over timeSales pipeline overviewInventory management
Check out the fully customizable sales dashboard in action.
Monday.com’s reporting and analytics features also come with the ability to export data in various formats, making it easy to share insights with your team or stakeholders.
The final verdict: Monday.com offers powerful reporting and analytics capabilities that can help you make smarter business decisions for the long haul.
Monday.com offers four paid plans in addition to a free plan.
These include the following:
Free – Free ForeverBasic – $10/MonthStandard – $12/Month Pro – $20/Month Enterprise – Custom Pricing
Affordable pricing plans
Incredibly user-friendly interface
Customizable automation creation (with templates)
Great customer service
Limited free plan
It can be overwhelming for beginners due to the abundance of features
Learn More Today!
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FieldPulse is a fantastic field management system (FSM) that deserves a spot on this list for several reasons.
For starters, it offers a number of features to help streamline and scale your landscaping business.
These include the following:
Fantastic client managementGreat job management and scheduling Awesome mobile appStreamlined invoices & estimatesExcellent client portal (for customer self-service)
FieldPulse is also incredibly easy to use, meaning there’s essentially no barrier to entry for getting your team on board.
If you’re looking for field service management software that will give you an edge over the competition, FieldPulse is a perfect fit.
If you’re serious about building your landscape business, you need to focus on managing your clients.
After all, your landscaping customers are what keep your business running.
FieldPulse provides ample features to help you do just this, including:
Customer segmenting Job history and notes for each clientCustomizable client & lead fieldsDirect communication with clients (from the cloud-based platform)Targeted marketing campaignsAutomated reminders and follow-ups
Here’s a look at a new contact card (for reference).
You can easily add and edit the following info:
StatusAssigned userContact infoLead sourceAccount type
Once all your contacts are added, you can easily view them in one convenient location (shown below).
The bottom line: If you’re looking to take your contact management to the next level, FieldPulse is a solid bet.
Effectively managing your jobs is critical to keeping your landscaping business running smoothly.
FieldPulse offers a myriad of features to help you do exactly this.
With FieldPulse’s job management, you can easily accomplish the following:
Create and schedule jobsCommunicate with clients & team members (via the mobile app)Reassign tasks to different team membersSee all job information at a glance
Here’s a glimpse of what you can expect from FieldPulse’s job management dashboard.
We especially loved the ability to create job templates, allowing you to recreate recurring jobs easily (without starting from scratch).
With this feature, you can streamline your processes and ensure consistency (across all jobs).
Our takeaway: FieldPulse allows you to manage all your jobs like a boss, making it a solid choice for scaling landscape companies.
In today’s fast-paced digital landscape, having a mobile app that your team can use on the move is crucial.
Luckily, FieldPulse offers a robust mobile app with many features to keep your landscaping business humming smoothly (even when you’re on the go).
Here are some great features offered by the app:
Job scheduling & dispatchTime trackingTeam communications & messagingInvoicing & estimatesOffline use capabilities (no wifi needed)
Here’s a look at the mobile interface (for some context).
FieldPulse’s mobile app is like having a fully functional CRM in your pocket.
You can easily manage your jobs, communicate with clients and team members, and track time spent on each job—all from your phone.
This is a huge time saver for busy landscape business owners looking to easily scale.
FieldPulse offers a one-size-fits-all pricing plan at $99/month and allows additional users for $60/user.
Great mobile app
Fantastic job scheduling
Easy to use
Stellar customer service
Awesome client management tools
Only one pricing plan
No free plan
Learn More Today!
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EngageBay is a comprehensive suite of sales, service, and marketing in one affordable package.
Some features that make EngageBay perfect for landscapers include:
Client managementTask trackingCalendar viewsGreat customer serviceTicket management
EngageBay is extremely affordable for all of the powerful features you get. Plus, it has a robust free plan guaranteed to help your company scale (from the ground up).
With EngageBay’s client management tools, you can easily keep track of all your clients in one convenient cloud-based location.
You can easily accomplish the following with EngageBay:
Add and edit client informationView all associated interactions and communication with each clientAssign tasks to team members Segment & filter clients based on specific criteriaCreate custom fields & columns to track any relevant information
Here’s how EngageBay’s client management interface looks.
We especially love how simple and easy to read this interface is. Plus, it’s highly customizable to fit your specific business needs.
The breakdown: While EngageBay may not have the flashiest contact management on the market, it’s extremely easy to use (and completely customizable).
This makes it perfect for landscaping businesses looking for a no-BS client management solution.
Managing your daily tasks can become a juggling act as your business scales.
EngageBay’s task-tracking capabilities help you stay on top of all your to-dos in one place, ensuring that nothing falls through the cracks.
Here are some key features of EngageBay’s task tracking:
Task assignments: Assign tasks to specific team members and track their progress.Reminders & notifications: Never miss a deadline with reminders and push notifications.Calendar views: Visualize your tasks on a calendar for easy planning and scheduling.Follow-up automation: Automate follow-ups with clients or prospects to keep communication seamless.Drag-and-drop tasks pipeline: Visually track the progress of tasks (in real-time) from start to finish.
Here’s a look at EngageBay’s task dashboard (in board view).
You can also switch it up with a list view (shown below) with just one click.
This lets you get an overview of all tasks or focus on specific areas.
The need to know: EngageBay’s task-tracking capabilities make it a great tool for landscapers to stay organized and efficient (at a reasonable price).
With EngageBay, you can view all your tasks and events on one calendar. This makes planning out your day or week a breeze!
This feature is perfect for field service companies with recurring tasks and appointments, ensuring no jobs or meetings are missed.
Here’s a look at EngageBay’s calendar view (with sample tasks added).
As you can see, the calendar offers color-coded tasks and events for easy organization.
While this feature is simple and perfect for no-nonsense landscaping companies, we wish it offered more views or customization.
The takeaway: The ability to tailor the calendar to your specific needs would make EngageBay a powerhouse for scheduling and task management.
However, its no-frills approach still makes it a great tool for most landscaping companies.
EngageBay offers a free forever plan and three paid plans.
They are as follows:
Free – Free foreverBasic – $14.99/Month Growth – $49.99/Month Pro – $99.99/Month
Low-cost plans that scale with your business
Streamlined contact management
Drag-and-drop task pipeline
100% free forever plan
Lack of calendar customization & views
Learn More Today!
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Zoho CRM is a powerful customer relationship management tool that’s affordable, easy to use, and feature-rich.
Here are some fantastic features for landscaping companies:
Lead managementReporting & analyticsTask management & calendar viewClient managementWorkflow automation
Zoho CRM is perfect for scaling landscape businesses that want an all-in-one CRM solution (that won’t break the bank).
In the field service industry, finding and managing leads is key.
After all, you don’t have a business if you don’t have any clients.
Zoho CRM offers several features to help you track and manage leads effectively.
Some of these features include:
Lead tracking & scoringCustom lead fieldsLead source trackingAutomated follow-up emails
With Zoho CRM, all your leads are organized in one central location (shown below), making tracking and managing each one easy.
Adding a new lead is as easy as clicking “create lead” and filling out a few fields.
Here’s how it looks (to help paint a picture).
As you can see, each card is clear and easy to read (while still containing a ton of useful information).
You can easily create custom fields, allowing landscaping businesses to fully tailor the CRM to their needs.
The nuts and bolts: If you’re looking for a fantastic way to manage your leads, you can’t go wrong with Zoho CRM.
A strong reporting and analytics tool is crucial for service-based businesses aiming to scale effortlessly.
It helps you make smart decisions based on data, optimize operations, and spot growth opportunities.
With Zoho CRM, you gain a deep understanding of your business’s performance and steer it in the right direction.
Here are a few ways the CRM platform accomplishes this:
Custom report creation: Create reports tailored to your specific needs. Whether you want to track a certain job’s progress or analyze your team’s efficiency, Zoho CRM provides you with the flexibility to do so.Analytics dashboards: Visualize your data in a clear and easily digestible way. Zoho CRM offers intuitive dashboards that transform raw data into actionable insights.Real-time reporting: Get up-to-the-minute updates on your business’s performance. This allows you to make timely decisions and adjustments when necessary.Sales trend analysis: Understand your sales trends and identify potential growth opportunities. Zoho CRM helps you spot patterns and trends in your sales data, which can inform your business strategies.Performance metrics: Track your team’s performance and identify improvement areas. Zoho CRM provides you with the tools to measure productivity and effectiveness.
Here’s an example of some custom reports (created by a landscaping client I worked with).
When it comes to generating reports on all your data, the sky’s the limit with Zoho CRM.
No matter what you want to track, chances are they have a report for it (or allow you to create one).
Workflow automation is truly the backbone of any successful landscaping business.
It helps streamline your processes, reduce manual tasks, and allows you to focus on the things that really matter—like growing your business and providing exceptional customer service.
Here are some ways Zoho CRM makes this possible:
Task automation: Zoho CRM lets you automate repetitive tasks like follow-ups, reminders, and task creation. This reduces the time you spend on manual tasks and increases productivity.Process management: Create automated workflows that mirror your business processes. This ensures consistency, reduces errors, and ensures every team member is on the same page.Alerts & notifications: Set up automatic alerts and notifications for important events or milestones. This keeps everyone in the loop and ensures no task falls through the cracks.Lead nurturing: Zoho CRM allows you to create automated lead nurturing campaigns. This means you can set up automatic emails and actions for leads based on their behavior, helping you move them through the sales funnel more efficiently.
Here’s a sneak peek at the automation creation process with Zoho CRM.
The platform offers a very friendly user interface and walks you through each step, making it easy to create powerful automated workflows tailored to your landscaping business needs (no coding knowledge needed).
I’ve recommended Zoho CRM to several clients for its automation creation capabilities and watched as their businesses reached new heights.
Zoho offers a free plan in addition to four affordable paid plans.
They are the following:
Free Version – Free for up to three usersZoho Standard – $20/MonthZoho Professional – $35/MonthZoho Enterprise – $50/MonthZoho Ultimate – $65/Month
Affordable, scalable pricing plans
Tons of powerful features
Easy-to-use interface
Excellent lead management tools
Great automation creation
Limited free plan options (only 3 users)
Advanced features are only available on higher-tier plans
A landscaping CRM is a customer relationship management platform specifically designed for businesses in the landscaping industry.
It helps businesses manage their clients, leads, jobs, and operations efficiently and effectively.
A good landscaping CRM will be able to accomplish the following:
Provide a centralized database for all client informationTrack leads & sales opportunitiesManage job scheduling & project management Integrate with other business tools such as accounting software, marketing automation, and payment processors Offer mobile accessibility for on-the-go management Provide reporting & analytics to track business performance and make informed decisions
You might be wondering—can’t I just use a generic CRM for my landscaping business?
While it’s true that some general CRMs may have similar features to those of a landscaping-specific CRM, there are key differences that make the latter a better fit for your business.
Landscaping CRMs are specifically designed with the unique needs and workflows of landscaping businesses in mind.
They often have features and integrations tailored to the industry, making it easier to manage your business operations efficiently.
After testing, we compiled a thorough list of our favorite CRMs for Small Businesses. Check it out now! The list might surprise you.
When looking for the best landscaping CRM, there are a few key features you should keep an eye out for.
Client management is a crucial aspect of any landscaping business.
A great CRM should provide a centralized database for all client information, making it easy to do the following:
Access and update customer detailsTrack interactionsManage communicationCreate custom fields & tags for personalized organization
Tracking expenses is an essential part of running a successful landscaping business.
A great CRM should make it easy to keep track of all your expenses in one place.
You’ll want to ensure your expenses dashboard is easy to use and provides useful insights into your business finances.
Efficient job management is the backbone of a successful landscaping business.
A top-notch CRM should offer features to help with the following:
Scheduling jobs and tasksAssigning responsibilities to team membersTracking project progress and completionGenerating estimates and invoices
Making decisions based on your business’s performance is essential for growth and success.
A CRM that offers robust reporting and analytics features can help you gain valuable insights into your business operations.
Look for a CRM with customizable reports and dashboards to track key metrics such as sales, revenue, expenses, and customer satisfaction.
A good landscaping CRM should be able to integrate with other tools and software that you already use in your business.
This allows for seamless data transfer and a more holistic view of your business operations.
Be sure to check for integration capabilities with accounting software, marketing automation, payment processors, and any other essential tools you use in your business.
You might be surprised what you can accomplish with all your favorite platforms in one place!
Automation can turn a tedious task into a seamless process.
Look for a CRM that offers automation features to save you time and energy in your day-to-day operations.
You’ll want to ensure the automation creation process is user-friendly and customizable to fit your business needs.
If it’s too difficult to use, you may find yourself spending more time setting up automations than it saves you in the long run.
In today’s fast-paced world, business owners need to be able to manage their operations on the go.
Accessing a CRM while on the go can greatly improve efficiency and productivity.
A CRM with a mobile app allows you to do the following:
Manage client and job informationSchedule appointments and tasksCommunicate with team members Access important documents and reports
For a growing landscaping business, lead management is crucial.
The ability to track and nurture leads can help turn them into paying customers.
Be sure to look for the following features in landscape management software:
Lead tracking & scoringAutomated lead nurturing Customized email templates for targeted marketing efforts Lead source tracking to identify the most effective channels Web form creation for easy lead capture
A scheduling calendar is a must-have feature for any landscaping business.
It allows you to easily manage appointments, tasks, and deadlines in a visual format.
A top landscaping CRM should provide the following capabilities:
Calendar view for easy scheduling and task managementAbility to create recurring appointments Color-coded tasks or categories for easier organization Integration with other calendars (Google, Outlook) for seamless scheduling
There you have it, folks! Our list of the best landscaping CRMs on the market.
Every one of these platforms is field-tested and proven to be effective for landscaping businesses.
So, what are you waiting for? Give them a try today and level up your landscaping business (without breaking a sweat).
The post Best Landscaping CRM 2023: Field Tested appeared first on Small Business Bonfire.
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