CUSTOMER RELATIONSHIP MANAGEMENT MADE SIMPLE.
Use Arborgold's CRM features to store unlimited amount of contacts.
Arborgold’s CRM offers so much more than QuickBooks or Microsoft Excel. Maximize over 35 different contact fields and store mission critical information about your customers.
- Store unlimited customers and their information
- Generate and export contact lists for direct mail or email marketing
- Print detailed contact sheets with customer information included
- Access contact details from your desktop or mobile device
- Track contacts by lead source and category
- Use tags to filter and segment your lists.
ACCESS TO CUSTOMER INFORMATION FROM ANYWHERE
MOBILE, TABLET, OR DESKTOP
PULL UP CUSTOMER INFORMATION QUICKLY
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 their 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.
SOFTWARE DESIGNED FOR YOUR LAWN CARE, LANDSCAPE, AND TREE SERVICE SALES FORCE
“They are always updating and adding new things to make it better. They have an awesome team that is willing to help you when you need it.”
North American Tree
FEATURES DESIGNED TO CONNECT
YOU TO YOUR CUSTOMERS
MULTIPLE JOB SITES
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. Now you’re tracking work orders and other important activities for each location.
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.
For any business owner, it’s important to have a birds-eye view at each contact, just how much revenue and invoices they have generated to contribute to your bottom line. With Arborgold’s CRM, customer jobs are neatly stored in a easy-to-find filing system under each account.
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.
MESSAGES & APPOINTMENTS
Arborgold’s CRM connects product feature sets such as electronic phone messages, group calendar and appointment centers so you can find everything you need in one place. No more misplaced pieces of paper or coordinating multiple calendars.
Mobility and accessibility when your company employees are away from their desk or on the go is critical to keeping everything moving in the right direction. With Arborgold’s MobileEstimator and MobileCrew apps, everyone is connected to contact, work order, invoice, estimates and other information they need most.