A tree service CRM that's actually just a customer record
Every customer, property and past job in one place, connected to the estimates, schedule and invoices you already run through ArboristDesk. No separate sales pipeline to maintain.
Why arborist CRM software should be boring
Most CRM software is built for sales teams working deal stages and forecasts. A 2-15 person tree company doesn't need that: it needs to know what was done at 412 Maple St. last time, what species are on the property, and whether that customer's last invoice got paid.
ArboristDesk's CRM is that simpler thing. Every customer has a record with contact info, one or more service properties, and a timeline of every estimate, job and invoice tied to them. Open a customer before a callback and you can see the full history in one screen instead of digging through old email threads.
Properties, not just customers
Commercial accounts and HOAs often have multiple properties under one customer. Each property keeps its own notes — access instructions, gate codes, tree inventory — separate from the billing contact.
Bring your existing customer list with you
CSV import means you're not starting from zero. Load your existing spreadsheet of customers and properties once, and every new estimate after that builds directly on top of it.
CRM questions
Is this a full sales CRM with pipelines and deal stages?
No. It's a customer and property record built for a tree company: contact details, service address, job history and notes in one place — not a general-purpose sales pipeline tool.
Can I import existing customers?
Yes. CSV import is built in, so you can bring over customers, properties and price lists from a spreadsheet instead of retyping them.
Keep every customer and property in one place
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