Client Management
Keep all your client information organized and accessible. Property details, service history, and communication logs in one place so you always know the full picture.
Michael Johnson
123 Oak Street, Springfield
Total Jobs
24
Total Revenue
$12,450
Property Notes
Gate code: 4521. Dog in backyard (friendly). Mow diagonal pattern per client request.
Service Preferences
Weekly mowing (Thursdays preferred), bi-weekly edging, monthly shrub trimming.
CRM built for landscaping businesses
Everything you need to manage client relationships and deliver personalized service every time.
Complete Client Profiles
Store all client information in one place: contact details, property addresses, service preferences, and notes.
Property Documentation
Document property details with photos. Note gate codes, pet information, equipment locations, and special instructions.
Service History
See every job you've done for each client. Track what was completed, when, and by which crew member.
Communication Log
Keep a record of all client communications. Never forget what was discussed or promised.
Multiple Properties
Manage clients with multiple properties. Link them all to one account for easy scheduling and billing.
Client Portal
Give clients access to view their service history, upcoming appointments, approve estimates, and pay invoices online.
From lead to loyal customer
Add client
Capture contact info and property details when they first reach out.
Document property
Add photos, measurements, and notes for your crew.
Track services
Every job is automatically logged in their service history.
Build relationships
Use insights to deliver personalized service that keeps clients coming back.
Ready to get organized?
Start your free 14-day trial and see how client management can improve your service.
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