Should You Use CRM Software For Your Landscaping Business?

As your lawn and landscaping business grows, you may be wondering what kind of software investment could facilitate that growth. One of these options is CRM (Customer Relationship Management) software, a tool that helps businesses manage both existing and potential customer data.

But do you really need CRM software?

If you’re like many businesses, you may have used tools like Excel, Outlook, and Quickbooks to track information from your customers (and potential customers). But as you have grown older, you may have realized that these types of tools are just not substantial enough to support your growth.

Upgrade to CRM software

When you have a lot of customers and prospects, a tool to manage their data is important.

Chris Heiler, founder and CEO of green industry marketing agency Landscape Leadership, says there are many reasons to invest in CRM software. On the one hand, reconstructing what he calls a “Franken-ware” tool solution may mean that the information is not easily accessible and potentially lost. That’s why he believes that all businesses, regardless of their size, should implement CRM software.

However, Heiler says that doesn’t necessarily mean making a huge monetary investment. In fact, the CRM software he finds most valuable is HubSpot, and HubSpot offers a number of free CRM and sales tools.

“There are a lot of options for CRM and a lot of them are great,” he continues. “However, we think HubSpot offers some of the best, and a lot of them are completely free.”

For the sake of transparency, Heiler states that Landscape Leadership is a partner of HubSpot Solutions. But Heiler says he would recommend it to customers anyway.

Free HubSpot Tools for Lawn and Landscaping Business Owners

Heiler recently wrote a blog about his favorite free HubSpot CRM tools, which can be read in full here. He says a number of “essential” and “advanced” HubSpot tools are free and details them all in the linked blog. These include options such as contact management (a tool for easily managing contacts and data), tasks (a tool for storing, tracking and managing “tasks” to be accomplished) and e-mail templates. mails.

“One of the best things about these free tools – and HubSpot in general – is that they’re all highly customizable,” Heiler said. “When working with clients in the past, we found that they were frustrated with the lack of customization of the CRM system they were using.

Heiler points out that these free tools are not a “free trial,” which means you can only sign up for a temporary period. Instead, these tools are offered for free indefinitely, in the hope, of course, that you’ll want to upgrade to use more features.

“Many of our Landscape Leadership customers end up upgrading to add more valuable tools or overcome limitations imposed in the free version, such as the number of email templates you have access to,” Heiler explains. “However, the free version is a great place for businesses to start and eventually grow into something bigger. Having used HubSpot ourselves for many years, it’s a really effective system that can help businesses grow. develop.

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