Arborgold CRM stores detailed customer contact data

Access Unlimited Contact Data Storage

With over 35 different contact fields available to store mission critical information, Arborgold’s CRM offers so much more than QuickBooks or Microsoft Excel.

  • Store hundreds or even thousands of contact records!
  • Generate and export contact lists for direct mail and/or email marketing
  • Print detailed contact sheets,
  • Access contact details from your desktop or mobile device
  • Track contacts by lead source
  • Use tags to filter and segment your lists.

BONUS: Pull meaningful lists and market more personally.

Get What You Need FAST

With Arborgold powerful search features, you’re giving your entire team access to your customer and lead contact data from ANYWHERE they are.  When you centralize information, everything happens quickly and easily.

  • Search customers and leads by first name, last name, address, email, phone number, job site, invoice numbers, PO numbers, and more.
  • Review detailed account activity by for each contact and stay connected to important information.
  • Add, edit and/or delete contacts from your office or on the go in just seconds.

BONUS:  When you forget a name, search by a partial field and review all responses that match that partial!

CRM Access customer contact data from all devices

READY TO SEE ARBORGOLD IN ACTION? TAKE A TOUR

READY TO SEE ARBORGOLD IN ACTION? TAKE A TOUR
Arborgold is designed for service companies with clients who have multiple locations

Store Multiple Job Sites Per Contact

Contrary to most CRM systems where you have many one or two addresses available per contact or company, Arborgold’s CRM allows users to create an UNLIMITED number of job sites per customer.

What does that mean for you?  Easy to find information, easy to understand how much business you’ve captured per client, and more.

BONUS:  Include mapping / directions, site notes, site contact name, email, and phone numbers, all searchable for your tree service, lawn care pro, and/or landscape business.

Customer Lifetime Value – Jobs Reporting

For any business owner, it’s important to have a birds-eye view at each contact of just how much revenue and how many invoices they have brought to your bottom line. With Arborgold’s CRM, customers jobs are neatly stored in a easy-to-find filing system under their account.

BONUS: File jobs as proposed, declined, work order, on hold and completed. Search for jobs in folders by sales rep, site location or service on job.

CRM Access customer contact data from all devices

KEEP GOING! WE’RE NOT DONE YET!

 

ArborGold-HowItWorks-PhoneCenter_200

Phone Messages, Appointments, and Notes – OH MY!

Tah Dah! Arborgold’s CRM connects feature sets such as the phone message and calendar/appointment centers so you can find everything you need in one place! No more misplaced pieces of paper or coordinating multiple calendars… Arborgold keeps you organized and looking like a pro.  Learn More

Store Contact Data Securely Online

Activity Log

No good deed goes unnoticed! (and no bad behavior gets overlooked). With Arborgold’s Activity log, you can see system or contact changes made by any user in the system.  This means real accountability for you and your team.  Track jobs, invoicing, payments, job status, adding/deleting records, and more.

Integrated Documents with Google Docs

At Arborgold, we love to share. =)   Many Tree Service, Lawn Care, and Landscape Businesses are using Google Docs with their clients.  Using Arborgold’s CRM, you can create links to your Google Docs in any contact record.  This allows you quick access to these items through the Arborgold CRM interface.

BONUS:  By including links to your Google Docs in Arborgold contact records, your entire team now has access without having to share each doc files with multiple email address.

CRM Access customer contact data from all devices
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