CRM solution for growing tree service businesses.
Get more done with Roots CRM — the all-in-one system for team management, payroll, marketing, payments, and calendar.
For smaller tree service companies that need one clean system.
Up to 8 users
Up to 5,000 customers
Up to 25,000 core records
25 GB file storage
Team management
Payroll tracking
Marketing tools
Payments
Calendar
For growing teams that need more users, more volume, and tighter control.
Up to 20 users
Up to 20,000 customers
Up to 100,000 core records
100 GB file storage
Advanced team visibility
Payroll tracking
Marketing tools
Payments
Calendar
Priority support
For established operators running multiple crews and heavier volume.
Up to 40 users
Up to 75,000 customers
Up to 500,000 core records
300 GB file storage
Advanced permissions
Higher monthly usage limits
Priority support
Best fit for multi-crew operations
14 day free trial — cancel anytime
Roots CRM
Operations dashboard
Open Jobs
24
Pending Payments
8
Today’s Schedule
3 active items
Leads This Week
47
Collected This Week
$18.4k
Turn new leads into paying customers.
Roots stores all your important client info under one roof so your team can move faster, stay organized, and never lose a job in the shuffle.
Keep every lead, estimate, job, invoice, and follow-up in one place.
Stop switching between payroll, calendar, payments, and scattered team notes.
Build a tighter operation that saves money and closes more work.
Company growth without the chaos.
Build a tighter operation, save money, increase revenue, and keep every customer moving from first call to final payment.
Is Roots CRM built specifically for tree service companies?
Yes. Roots CRM is built for tree service operators who need one place to manage crews, jobs, leads, scheduling, payments, and growth without duct-taping generic software together.
Can this help me stop losing leads and missed follow-ups?
Yes. That is one of the biggest problems Roots CRM solves. Your leads, callbacks, estimates, and next steps stay visible so opportunities do not disappear after the first phone call.
Will this replace multiple apps I already pay for?
That is the goal. Roots CRM combines the core tools tree service companies need so you can cut software waste, simplify your workflow, and keep your business under one roof.
Can my office staff and field crews both use it?
Yes. Office staff can handle leads, scheduling, invoices, and follow-up while crews stay aligned on jobs, timing, and assignments.
What happens if my company outgrows its current plan?
You can upgrade to a larger plan with more users, storage, and usage capacity. Roots CRM is designed to grow with your tree service company instead of forcing you to switch systems later.
How fast can I get started?
You can start with a 14-day free trial and get your company inside the platform quickly without a long setup process.