CRM for Landscape Contractors
Customer and lead management is commonly referred to as CRM, (Client Relationship Management). A CRM tool is something that every business needs to one degree or another. Some businesses may not use their CRM for much more than keeping their customer list and contact info. Very basic. SynkedUP’s CRM toolset is a middle-of-the-road approach, allowing you to manage and maintain your customer base, but also learn things such as where your customers are hearing about you, track your conversion rates on the proposals you put out there to leads, and so on.
The point of a CRM is to create a central place to access information about your customers. And then use that information to draw insights and identify trends. Learn things about your customer base. The more you learn about your existing customer base, the better you know how to go find more customers just like them.
Hop on a free 30-min call. We’ll show you whether you’re under- or overcharging, how your rates need to change, and how to create your next estimate the right way.
Labor Rate Calculator
Quick easy tool to find out how much you are over/under charging with your current hourly rate
These calculations helped us get off the ground and charge correctly.
Caleb Crayton
Kindred Outdoor Solutions
How Does it Actually Work?
The Old Way
The SynkedUP Way
The Old Way
Just respond to leads as they contact your business, and issue proposals. Keep your customer list in a spreadsheet or your accounting software.
The SynkedUP Way
Not only manage your customers, but your leads also. Set up consultations, issue proposals, accept proposal approvals electronically, track and segment your customers via tags, track where your leads are hearing about you, track your conversion rates from all the proposals you put out, and more.
The Old Way
Never really understand where your leads are coming from. At best keep notes scattered throughout spreadsheets and your phone.
The SynkedUP Way
Know exactly where your leads are coming from at all times, displayed on beautiful graphs. Compare last month with this month, or last year. Learn what is hot in the market and pursue it with intent and focus.
The Old Way
Just pump out estimates and proposals as fast as you can for as many people as you can. Usually oblivious to how much time and effort this is taking, and unaware of your conversion rate (How many you sold vs how many you created)
The SynkedUP Way
Know exactly how many proposals you’ve created, how many are pending, and how many are sold. Track your proposal conversion rate company wide, across all your sales people. Displayed in beautiful graphs, compare one time period against another time period to see trends.
The Old Way
Manually create consultation meetings with your customers and leads in a calendar, type out emails, etc. Manually communicate with salespeople and your leads/customers about these appointments.
The SynkedUP Way
Create and schedule consultations for your leads and customers, which automatically creates calendar events that both the salesperson and customer receive notifications for. Create prepopulated email drafts to avoid manually typing them out each time.
The Old Way
Have pictures and documents about your customers’ jobs scattered throughout Google Drive, computers, etc
The SynkedUP Way
Manage all photos, attachments, notes, etc directly inside of SynkedUP, accessible from anywhere with the mobile app.
Your first week of using SynkedUP
Your second week of using SynkedUP
Your third week of using SynkedUP
SynkedUP works where you and the crew work
You didn’t get into landscaping because you love sitting in an office, and neither did your crew.
The SynkedUP mobile app is super easy to use on your phone or tablet. Create estimates, send out proposals, access client details, and manage projects– wherever and whenever.
I am a crew leader and use SynkedUP every day; it's simple and easy. I love seeing the real-time progress report, photos, and material lists in the app.
Bryan Goodman
General Pavingstones
Rated 4.9 of 5 stars by hundreds of landscapers
“I’m getting proposals to my clients before I even leave the driveway”
“The job costing alone is huge. Now we’re staying on budget”
“The template is huge. I estimated a $100k+ job in 30 minutes”
See SynkedUP in action
Learn how SynkedUP solves the top two profit killers that contractors face…
Not to mention how SynkedUP users speed up their estimating time by 90% and close more jobs that are priced profitably.