A landscaping CRM is sales software that tracks the commercial side of a landscape business: which estimates are outstanding, which commercial grounds bids are still open, which maintenance contracts renew before the season, and what each property has already had done. It sits on the customer record rather than the work order, so the value shows up when a homeowner quoted in March calls back in August, or when a contract is about to lapse and nobody would otherwise notice.

Pipeline CRM covers that with an estimate and bid pipeline, unlimited custom fields for property size, service type and access, contract renewal reporting, branded proposals generated from your own Word templates with Instant Docs, and native QuickBooks Online sync. It is not crew scheduling or job costing software, so it connects to those through an open API instead of duplicating them. Pricing starts at $25 per user per month (billed annually) with a 14-day free trial.

It depends which problem is costing more. If the bottleneck is getting crews to the right properties in the right order with accurate job costs, that is landscape business management software and Aspire or LMN are built for it. If the bottleneck is that estimates go out and nobody follows up, commercial bids disappear for months, and no one can say which maintenance contracts expire before spring, that is a CRM problem.

Pipeline CRM is a strong fit for landscaping companies with roughly 5 to 50 office and sales staff: an estimate pipeline with stalled-deal visibility, contract renewal reporting, unlimited custom fields for property detail, branded proposals from your own templates, native QuickBooks Online integration, and US-based live chat on every plan. Larger contractors often run it alongside an operations platform rather than choosing between them.

Yes, and lawn care fits the same shape as landscaping with a heavier emphasis on recurring service. The revenue engine is the recurring account base rather than one-off installs, so the features that matter most are contract renewal reporting, service-type and property fields, and follow-up automations that keep new enquiries from sitting overnight during the growing season.

For route density and crew scheduling, which matter more in mowing than in design-build, a field-service or route-based platform is the right tool and Pipeline CRM connects to it through the open API or Zapier. Pipeline CRM handles the sales and account side: quoting new properties, upselling additional services into existing accounts, and renewing contracts before a competitor walks the property.

Store contract value, term and renewal date as custom fields on the customer, then build a saved report for everything expiring before the season starts. An automation opens a task for the office when a contract crosses that threshold, so the renewal conversation happens on your timing rather than after a competitor has already quoted the property.

Be clear about the boundary: Pipeline CRM tracks the contract as data on the customer record and drives the renewal follow up. It is not a recurring-billing engine and does not invoice on a schedule, and it does not build service routes. Billing stays in QuickBooks Online and scheduling stays in your operations software; the CRM keeps the relationship and the renewal visible.

All-in-one landscape platforms like Aspire and LMN run the operation: estimating with material and labour rates, crew scheduling, job costing, purchasing and equipment. They are the system of record for work that is already sold, and for larger contractors they are worth the implementation.

A CRM runs the relationship and the pipeline: the estimate that has not been accepted, the commercial bid still with a property manager, the customer whose contract expires in February, and the follow up that decides whether you win. Pipeline CRM does that job and connects to operations software through an open API. It deliberately does not claim to be all-in-one, because estimating engines and crew scheduling are not things it does.

Yes. Unlimited custom fields on customers and deals let you record property size or acreage, number of zones, service type, irrigation, slope, gate codes and equipment access, preferred service day, contract term and anything else your team needs. Conditional fields keep the record readable, so a mowing account does not prompt for hardscape materials.

Because they are structured fields rather than notes, they become a sales tool: filter for every maintenance account without irrigation service and you have an upsell list, or every commercial property over five acres for a targeted bid campaign. Custom fields are available on every paid plan, with higher caps on the larger tiers. See the pricing page for the limits.

Commercial grounds work runs on a completely different clock from residential design-build. A property manager puts a contract out to bid on their renewal calendar, evaluates over weeks, and awards months after the first conversation. The CRM has to hold that bid open without it going stale and surface it again when it goes quiet.

Pipeline CRM handles it with a dedicated commercial pipeline, stalled-deal reporting so a bid that has gone silent for three weeks resurfaces, custom fields for property size and contract term, and branded proposals generated from your own templates. Running commercial separately from residential is the part that matters most: averaged into one pipeline, a handful of large multi-year contracts and a stack of small clean-ups produce a forecast nobody trusts.

Yes. Pipeline CRM integrates natively with QuickBooks Online, syncing customer records, invoices and payment status, so a signed contract does not have to be rekeyed into accounting and the office can see what has been paid without leaving the CRM. The QuickBooks integration is available on all plans, including the Start plan at $25 per user per month (billed annually).

Two things to be precise about: the native integration is with QuickBooks Online, not QuickBooks Desktop, and for crew scheduling, routing or job-costing platforms your developer team can build a connection through the open API, or use Zapier for no-code workflows. A common setup maps a won contract in Pipeline CRM to a customer in the accounting system, then pushes payment status back onto the record.

Pipeline CRM pricing is $25 per user per month for Start, $33 per user per month for Develop, and $49 per user per month for Grow. All three are billed annually, and enterprise pricing is custom. Every plan includes the QuickBooks Online integration, the mobile app with business card scanner, unlimited custom fields and US-based live chat support.

Most landscaping companies license the office and sales staff rather than every crew member, because crews work in scheduling software rather than the CRM. That usually makes it a smaller line item than contractors expect when comparing against per-user pricing on an all-in-one platform. You can try Pipeline CRM on a 14-day free trial with no credit card.

Yes. Pipeline CRM has native iOS and Android apps included on all plans, so an estimator can pull up the customer, the property notes and the last proposal from the truck. Walkthrough notes get logged before pulling off the driveway rather than at nine that night, and the built-in business card scanner captures contacts from suppliers, builders and trade events.

The mobile app covers the CRM record itself: contacts, companies, deals, notes and tasks. Crew schedules and work orders stay in your operations software, which is where the field team should be working anyway.

Automate the part that depends on memory. A stage-based automation opens a follow-up task two days after a proposal goes out, so the estimate that would otherwise sit for three weeks in May gets a call. Lead routing sends a new web-form enquiry straight to the estimator covering that area, so nothing waits for someone to check a shared inbox.

The second half is visibility: a stalled-deal report showing every estimate with no activity for seven days turns follow up from a memory exercise into a five-minute morning routine. Peak season is exactly when follow up collapses and exactly when the leads are most valuable, which is why this is usually the first thing landscaping companies set up.

Most landscaping companies are live within one to three weeks, and the off-season is the natural time to do it. The fastest rollouts follow a simple sequence: import existing customers and open estimates from a CSV, set up the pipeline stages and the handful of custom fields that describe your properties and contracts, connect QuickBooks Online and the team’s email, then train estimators and office staff in a single one hour session.

Pipeline CRM’s standard CSV and Excel import handles most migrations in about three business days, and it is worth importing contract renewal dates first because that report pays for itself before the season starts. US-based live chat support is available throughout setup at a 97.6 percent satisfaction rate. Onboarding training packages start at $750. Plan tiers are on the pricing page.