Customer Info Scattered Everywhere
Phone numbers in your contacts. Quotes in your email. Job notes on paper. Property details in your head. When a customer calls back, you're scrambling to find their info.
- ×Lost quotes and missed follow-ups
- ×Forgetting property access details
- ×No history of past work for returning customers
- ×Difficulty tracking who your best customers are
Everything in One Place
SmartTreeQuote's built-in CRM stores all your customer information, job history, and communications together—accessible from any device.
- ✓Complete customer profiles with contact info
- ✓Full job and estimate history
- ✓Property notes and photos
- ✓Automatic follow-up reminders
CRM Features Built for Tree Services
Not a generic CRM—purpose-built for how arborists actually work.
Customer Profiles
Store contact info, property details, and preferences for every customer in one place.
Job History
See every estimate, completed job, and interaction with each customer at a glance.
Property Records
Keep notes on property access, gate codes, tree locations, and special considerations.
Quick Communication
Send quotes, follow-ups, and invoices directly from customer profiles.
Follow-up Reminders
Never forget to follow up on a quote or schedule a recurring maintenance job.
Customer Value Tracking
See lifetime value, average job size, and identify your best customers.