Manage Every Lead. Automate Every Follow-Up.

TreeCareAI combines CRM, sales automation, and billing tools to help tree care and landscaping companies stay organized, close more jobs, and get paid faster, all from one platform.

CRM Built for the
Tree Care Industry

You’re not running a tech company, you’re managing a crew, quoting jobs, and climbing trees. Our CRM helps you stay on top of every lead, every job, and every customer with ease.

Track and Manage:

  • 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

Automate the Follow-Up Book More Jobs

Every lead should feel like they’re your only one, even when you’re slammed. TreeCareAI automates your outreach so no one falls through the cracks.

Smart Automations for:

  • 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

Visual Sales Pipelines That Keep You Moving

Easily drag and drop jobs through your pipeline. See where every customer stands and what needs action, in the office or on your phone.

Pipeline Tools:

  • 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

Visual Sales Pipelines That Keep You Moving

Easily drag and drop jobs through your pipeline. See where every customer stands and what needs action, in the office or on your phone.

Pipeline Tools:

  • 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

Send Invoices, Offer Payment Plans & Automate Collections

TreeCareAI goes beyond just tracking leads. We help you close the loop by sending invoices, collecting payments, and handling follow-ups automatically.

Billing + Collections Features (Scale Plan):

  • 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

What’s Included at Each Level

Start Plan

  • Basic CRM for lead capture

  • Email & SMS templates

  • Manual pipeline management

  • Simple contact tracking

Grow Plan

  • Full lead pipeline tracking

  • Calendar sync and estimate automation

  • Lead tagging and automated follow-ups

  • Google review and reactivation flows

Scale Plan

  • 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

What’s Included at Each Level

Start Plan

  • Basic CRM for lead capture

  • Email & SMS templates

  • Manual pipeline management

  • Simple contact tracking

Grow Plan

  • Full lead pipeline tracking

  • Calendar sync and estimate automation

  • Lead tagging and automated follow-ups

  • Google review and reactivation flows

Scale Plan

  • 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

One System to Track, Convert, and Collect

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.

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