Inbound leads from calls, forms, texts, and social
Service requests, estimates, and booked jobs
Customer profiles, notes, images, and history
Pipeline stages (new lead, quote sent, job scheduled, completed)
Lead source attribution and marketing ROI
Missed calls → auto text and email response
Estimate follow-ups with reminder sequences
Job reminders and pre-visit instructions
Google review requests after service
Long-term nurture and reactivation campaigns
Fully customizable stages
Tag leads based on service, urgency, or source
Internal notes and reminders
Conversion tracking and deal value reports
Pipeline views for sales, operations, and collections
Fully customizable stages
Tag leads based on service, urgency, or source
Internal notes and reminders
Conversion tracking and deal value reports
Pipeline views for sales, operations, and collections
Instant invoice generation with line items and branding
Email and text delivery with click-to-pay links
Custom payment plan options for larger jobs
Auto reminders for unpaid balances
Collections workflows with escalation paths
Status tracking and past-due alerts
Basic CRM for lead capture
Email & SMS templates
Manual pipeline management
Simple contact tracking
Full lead pipeline tracking
Calendar sync and estimate automation
Lead tagging and automated follow-ups
Google review and reactivation flows
Smart pipeline automation and lead scoring
Full lifecycle workflows (lead → invoice → review)
Instant invoicing and payment tracking
Payment plan options
Automated collections and customer reminders
CRM reports and optimization support
Basic CRM for lead capture
Email & SMS templates
Manual pipeline management
Simple contact tracking
Full lead pipeline tracking
Calendar sync and estimate automation
Lead tagging and automated follow-ups
Google review and reactivation flows
Smart pipeline automation and lead scoring
Full lifecycle workflows (lead → invoice → review)
Instant invoicing and payment tracking
Payment plan options
Automated collections and customer reminders
CRM reports and optimization support
From first contact to final payment, TreeCareAI helps you keep everything organized without hiring more staff or buying more software. Book a demo and see how simple it can be.
Helping tree care businesses grow with AI-powered marketing, automation, and reputation tools.