CRM for landscapers that runs from lead to signed proposal
In a landscaping company the sales pipeline is really a list of estimates: properties waiting to be measured, proposals waiting to be opened, signatures waiting on a decision. Landscapeestimating works as a CRM for landscapers built around that list. Every lead is an address, every opportunity is a priced proposal, and every stage is a status you can see.
Scope
What the pipeline tracks and what stays elsewhere.
An estimate-centred pipeline, not a marketing suite
Landscapeestimating tracks the part of the relationship where the money is decided: from the address to the signature and the deposit. Email campaigns, newsletters and marketing automation stay in the marketing tool you already use, and estimates export to CSV if you want to bring contacts and amounts into it.
- Contact and property on every estimate, with the traced map attached.
- Proposal history per property, including last year's scope and price.
- Statuses and dates on every proposal, so follow-up is never guesswork.
Pipeline
Each proposal status and the next step it suggests.
Proposal statuses from sent to signed
Each proposal moves through clear stages, and each stage suggests the next action.
| Status | What it means | Typical next step |
|---|---|---|
| Draft | Measured and priced, not yet sent | Review options and send the same day |
| Sent | Delivered to the client | Wait a day, then check whether it was opened |
| Viewed | The client opened the proposal online | Call while it is fresh, answer questions on options |
| Signed | The client chose an option and e-signed | Collect the deposit, schedule, start job costing |
Because you see when a proposal is viewed, the follow-up call happens when the client is actually thinking about the work, rather than on a fixed reminder. Proposal design and e-sign are described on landscaping proposal software.
Deposits
Collecting the first payment right after the signature.
Deposit request link on signed proposals
On the Company plan and above, a signed proposal carries a deposit request link, so the commitment and the first payment happen in the same sitting. Worked example: a $6,800 planting and bed renovation with a 30 percent deposit sends a $2,040 request as soon as the client signs, and the remaining $4,760 is invoiced from the job and exported to QuickBooks Online. The deposit percentage and terms come from your proposal settings, not from a per-job calculation.
Speed
Why sending the number first wins more leads.
Why the fastest proposal wins the lead
A lead that waits three days for a number has three days to call someone else. Satellite measurement removes the drive-out for turf, beds and edging, the cost library prices every line, and the proposal is ready in minutes. For work between site visits, estimators send from a phone with the lawn care estimate app flow; small jobs are covered on landscaping quote software. For hardscape, the first proposal can go out from the imagery, with critical dimensions verified on site before ordering, since tree cover and imagery date can affect a traced edge.
- Good / better / best options turn a yes-or-no decision into a choice.
- Optional add-ons raise the average ticket without a second quote.
- The AI scope writer turns quick notes into a clean scope of work.
Renewals
Repricing returning clients from last season's scope.
Renewals and rebids from last year's proposal
Maintenance clients come back every season. The traced property and last year's signed scope stay with the address, so a renewal is a repricing with this year's rates rather than a new estimate. Commercial and HOA rebids follow the same path, as described on landscape bidding software. Once signed, the job budget and margin report take over; see software for landscaping business for the owner's view and landscape estimating software for the full estimating flow.
FAQ
- Is this a full CRM?
It is an estimate-centred CRM: leads, properties, proposals, statuses, signatures and deposits. Marketing automation and email campaigns remain in a dedicated marketing tool.
- Can I see which proposals were opened but not signed?
Yes. Each proposal shows sent, viewed and signed, so a list of viewed and unsigned proposals is your follow-up list for the day.
- Do clients need an account to sign?
No. The client opens the proposal link, picks an option and add-ons, and e-signs in the browser.
- Can I export my pipeline?
Yes. Estimates export to CSV at any time, and accepted jobs and invoices export to QuickBooks Online on the Company plan and above.
Get started
Turn every address into a signed proposal
Measure, price and send while the lead is warm, then see exactly where each proposal stands.