CasperPortalWho it's for · Home services & trades
CRM for Landscaping Companies
A CRM for landscaping companies tracks every inquiry, estimate and recurring customer through the season. CasperPortal texts back calls you miss while crews are working, sends estimates and follows up on them, and reminds past customers when it's time to book spring cleanups or fall work.
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What slows landscaping companies down
Spring brings a flood of inquiries
Requests arrive by phone, web form and Facebook at the same time your crews are busiest, and some never get an answer.
Estimates without follow-up
You walk the property and send a price, then the customer goes quiet. Without a reminder system, many bids simply expire.
Recurring customers need a nudge
Cleanups, mulching and fall work repeat every year, but customers who aren't reminded may book someone else.
A CasperPortal workflow for landscaping companies
A homeowner fills out your web form or calls while crews are on site
CasperPortal replies by text and offers a time for a property visit
You send the estimate, and the job moves into your pipeline
Automatic follow-ups go out until the estimate is accepted or closed
Next season, past customers get a reminder to book again
Features landscaping companies use most
Lead Capture Forms
Forms that embed on your current website and turn every submission into a CRM contact with follow-up.
Missed Call Text Back
An automatic text to every caller you miss, so they hear from you before they call someone else.
Proposals & Estimates
Send quotes customers sign online, then turn the signed proposal into an invoice in one click.
Marketing Campaigns
Plan promotions that combine SMS, email, voice drops and social messages, scheduled in advance.
Landscaping Companies FAQ
Why do landscaping companies need a CRM?
Landscaping is seasonal and busy. A CRM keeps inquiries, estimates and returning customers organized so nothing is lost when crews are working long days.
Can I follow up on estimates automatically?
Yes. After you send an estimate, CasperPortal can send follow-up texts and emails on a schedule you choose until the customer replies.
Can I remind last year's customers to book again?
Yes. You can send a text or email campaign to past customers before each season with a link to request service.
Do I need a new phone number?
No. You can port your existing business number or add a local number that forwards to your phone.