Best CRM for landscaping business

I'm working with a landscaping business that uses whatsapp and 2 timetree calendars for his entire business.

I want to setup a CRM that can have all his customers and leads, and send PDF quotes. Also it needs 2 calendars, one to book his teams jobs and another for his sales visits.

Does anyone know of a suitable CRM?
 

fisicx

Moderator
Sep 12, 2006
46,668
8
15,360
Aldershot
www.aerin.co.uk
I’d have thought any of them would do the job.

Why two calendars? The whole point of a CRM is you have a central calendar and segregate out to each team.
 
Upvote 0
I’d have thought any of them would do the job.

Why two calendars? The whole point of a CRM is you have a central calendar and segregate out to each team.
So one calendar is for sales calls, and another is for current jobs. So if we need to see what work is being done or is booked for the next few weeks, it has its own calendar..
 
Upvote 0

fisicx

Moderator
Sep 12, 2006
46,668
8
15,360
Aldershot
www.aerin.co.uk
So one calendar is for sales calls, and another is for current jobs. So if we need to see what work is being done or is booked for the next few weeks, it has its own calendar..
Yes, that’s how a CRM works.

You set up team/staff accounts and they have access to a calendar. These team calendars can be accessed by the CRM administrator.

There are a number you can download for free and many more that offer a free trial.

You just need to find the one that works best for your client.
 
Upvote 0

Latest Articles

Join UK Business Forums for free business advice