Landscaping CRM for Client History and Renewals

The landscaping CRM is part of Landscaping Management System. It holds each client’s projects, site notes, messages and feedback in one record, with reminders for maintenance follow-ups and contract renewals that fall due.

Share your requirements

Enquiry, visit and estimate

Garden work usually starts with a call and a photograph from the client. The CRM keeps that first contact and everything that follows it under one client record. Nothing sits in a phone.

Enquiries on record

Each enquiry shows where it came from and what the client asked for, and the person following it up is named. Nothing waits in a phone.

Notes from the visit

Measurements, soil condition and photographs from the site visit stay with that client. The estimate is built from them, and anyone can read them later.

Estimates under the client

Every quote sent to an address, won or lost, sits in the same place. Nothing is searched for in old files.

After handover

The relationship with a client often outlasts the project by years, and the record carries on through maintenance visits, changes and renewals. Staff may change. The record stays.

Service notes per garden

What was planted, what failed and what the client asked to change is written against the garden, and each note carries a date. The history builds up visit by visit.

Maintenance reminders

Follow-up visits come up as reminders before the date and not after it, so the crew can be scheduled in time.

Renewal before expiry

A maintenance contract nearing its end shows early enough for somebody to make the call.

Keeping the conversation in one place

Clients do not always recall which company planted a hedge, and office staff move on over the years. Messages and feedback are therefore held on the client record, not in personal inboxes.

Messages on record

Email, SMS and WhatsApp sent to the client are kept on the record, so the next person can see exactly what was promised and by whom.

Feedback against the crew

Ratings and complaints sit with the project and the team who worked on it.

Repeat work found

Past clients with no visit this season form a list. An owner can work through it call by call.

FAQ

Frequently asked questions

Can the landscaping CRM message clients on WhatsApp?

Yes. WhatsApp is one of the channels this product connects to, alongside SMS and email. What goes out, and when, is decided while your system is being set up.

Can two people work the same enquiry?

Yes. An enquiry carries the person following it up, and notes from anyone in the office stay on the same record. Nobody has to ask who spoke to the client last.

What happens to clients from before we had software?

Old client lists and project histories are brought across during set-up. GullySystem does that migration from whatever you keep today, which is often Excel and a phone.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.