Free CRM for Tree Trimming & Tree Service Contractors – Track Estimates, Work Orders and Annual Maintenance

Tree service contractors juggle emergency storm call-outs, hazardous removals, pruning jobs, stump grinding and annual maintenance plans – often across multiple neighborhoods and commercial sites. You’re tracking tree species, risk ratings, utility clearances, permits and equipment needs, usually in a mix of text messages, handwritten notes and photos. A simple, free, mobile-first CRM gives you one place to track every client, estimate and work order so your tree trimming and tree service business stays organised on the ground and in the canopy.

A Free CRM Built for Tree Trimming & Tree Service Contractors

Organise Homeowners, Commercial Sites and Municipal Clients

Use the Companies module to store commercial clients, HOAs, property managers, golf courses, campuses and municipalities. Link homeowners, facility managers, site contacts and city arborists as Contacts. Every inbound call, estimate visit, site walk and approval can be logged as an activity, so you know exactly who you spoke to, what was agreed and which property or tree inventory it belongs to before you roll the chipper.

Custom Fields That Match Real Tree Work

Generic office software doesn’t understand DBH, risk ratings or clearance distances. With flexible custom fields, you can shape the CRM around your arborist workflow. Track tree species, DBH (diameter at breast height), canopy spread, location on site, risk level, recommended work (crown cleaning, reduction, removal, cabling/bracing), and proximity to structures or power lines. For each job, capture permit requirements, utility notifications, traffic control needs, equipment required (bucket truck, climber, crane), disposal instructions and stump grinding details. You can also store ANSI A300 pruning notes, photos and before/after comments so your crew knows exactly what to do when they arrive.

Advanced Search, Filters and a Clear, Fast Dashboard

When storms hit or your schedule is packed, you don’t have time to dig through old texts. Use advanced search and powerful filtering tools to find estimates that haven’t been approved yet, annual pruning customers due for follow-up this season, high-risk trees you’ve identified at a site, or work orders in a specific ZIP code where a crew is already scheduled. The built-in dashboard gives you a clean snapshot of how many companies and contacts you’re working with and what’s been happening recently, without bloated sales charts getting in the way.

Keep Office Staff, Estimators and Crews in Sync

Mobile-First and Fast for Estimators and Climbers

Estimators, climbers and crew leaders spend their days in bucket trucks and harnesses, not at desks. This CRM uses mobile-first technology and is built to be fast, so it works brilliantly on phones and tablets. On site, they can pull up the client record, see previous work, review tree notes and photos, and add new findings or risk assessments right after the walk-through. Everyone – from office scheduler to crew lead – stays on the same page, which means fewer missed details and cleaner work orders.

Free for Up to 30 Users – Ideal for Growing Tree Service Teams

Whether you’re a small tree service with one crew or a growing operation with multiple estimators and trucks, the CRM is completely free for up to 30 users. Office staff can log new calls and schedule estimates, estimators can record job details and photos, and crew leaders can update work completion notes from the field. You get a shared, organised system without subscription costs cutting into profit from each job.

API Access to Connect Forms, Leads and Other Systems

As your tree service business scales, you can connect the CRM to the tools you already use. With full API access, you can plug in website quote forms and storm landing pages so new enquiries automatically create Companies and Contacts, or integrate with other systems where you manage estimating, scheduling or accounting. New opportunities flow straight into your CRM, ready to be followed up, priced and turned into booked work.

Support, Stability and a Focus on US Tree Service Companies

Built-In Support Tickets for CRM Users

If you ever need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. You can ask questions, report issues or suggest improvements and track responses in one place. The ticketing is for you as a CRM user – it’s not designed to handle your own customer service calls – so the system stays focused on keeping your data organised and your crews productive.

A Free, Fast CRM Platform Exclusively for US Companies

This free CRM platform is available to companies in the US only, making it a strong fit for American tree trimming and tree service contractors who want a modern, mobile-first CRM without monthly subscription costs. You get one central place to manage clients, estimates, work orders and annual maintenance programs, backed by a fast, reliable system that grows with your crews and your territory.