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CRM for tree surgeons: One System for follow-ups and Chasing Invoices
Enquiries followed up. Quotes chased. Invoices sent. All from your phone, without you lifting a finger.
  • Every enquiry followed up automatically, no manual chasing.
  • Every message in one place: WhatsApp, SMS, Facebook.
  • Quotes, invoices, and payments sent from your phone.
Smartphone showing a WhatsApp conversation ending in a "Job booked" confirmation message for a tree surgery business
Never Miss a Call Again
AI answers your phone when you can't. Customers don't call the next company.
Win More Quotes
Automatic follow-ups on every quote you send. No more forgetting.
Rebook Past Customers on Autopilot
Seasonal campaigns to every past customer. Jobs return without chasing.

See how it handles an enquiry from start to booked job

Watch an enquiry come in, get followed up automatically, and land as a booked job with nothing done manually by the tree surgeon.
34 calls a month on average, no paid ads
24/7 automated follow-ups
5-star reviews collected automatically

Most tree surgeons lose jobs they already quoted for. Here is why.

The quote goes out. The customer does not reply. You move on. The job goes to the tree surgeon who followed up — and it did not have to. Here is where the work is quietly leaking away:
  • Quotes sent with no follow-up. The customer gets busy, forgets to reply, and books whoever chases them first.
  • Past customers you have not heard from in months. They need more work done but they have already called someone else.
  • A quiet season coming with no way to reach the people who hired you before.
  • Invoices sitting unpaid because chasing them by hand takes time you do not have.
  • Messages coming in across WhatsApp, Facebook, text, and email, and some of them getting missed.
Illustration of a cracked funnel leaking missed follow-ups, forgotten jobs, and unpaid invoices, with a competitor winning the lost job

Every enquiry followed up, without you having to chase

You send the quote. The system sends the follow-up. If the customer does not reply, it sends another. You never have to remember to chase.
  • Automatic follow-up sent after every quote, no manual reminder needed.
  • If there is no reply after a few days, the system follows up again.
  • One-click campaigns to past customers when work quiets down, reaching the people most likely to book you again.
Diagram showing an automated sequence from quote sent to auto follow-up, customer reply, and job booked

Every message in one place

Customers contact you through WhatsApp, Facebook, text, and website forms, often all at once. Messages get missed when they live in different places. One inbox brings everything together:
  • Every message — WhatsApp, SMS, Facebook, and email — all in one place on your phone.
  • Reply to any message from one screen, without switching apps.
  • Nothing falls through the cracks when the office gets busy.
One Inbox
No App Switching
WhatsApp Synced
Nothing Missed

Quotes, invoices, and payments, all from your phone

Send a professional quote while you are still on site. The customer sees it before you have driven away. Here is what that changes for your day:
  • Professional quotes sent from the van, typed up and in the customer’s inbox before you leave.
  • Automated invoice reminders so you are not chasing unpaid jobs by hand.
  • Payments collected faster because the invoice goes out the same day the job is done.

Read the full Quotes, Invoices & Payments for Tree Surgeons

Learn more about the How Tree Surgeons Lose £50,000 a Year

Illustration of a quote sent from a work van transforming into an invoice and then a completed payment

Here's what our clients say about us

Real reviews from tree surgeons using smart websites, AI receptionists and review automation.
For many tree surgeons, one extra good job a month can more than cover the monthly CRM cost.
0
calls a month on average, no paid ads
0
★
reviews collected automatically
0
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tree surgery projects completed

How it works

A simple three-step process designed to fit around how your business already runs.
1

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Book a Demo Call

We walk you through the smart website, AI receptionist and automations on a quick Zoom call and answer your questions.

2

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We Build Your Smart Website

You choose the right setup for your size and goals. We handle the design, setup and integrations.

3

Launch and Grow

We help you launch, show you how to use the system from your phone and support you as you grow.

Questions tree surgeons ask about CRM and marketing systems

What is a CRM and do I actually need one as a tree surgeon?

A CRM is software that handles your customers and jobs: follow-ups, messages, quotes, invoices, reviews. If you send quotes and never hear back, miss messages, or spend time chasing unpaid invoices, you need one. It does the admin so you do not have to.

Is it complicated to use?

No. You get notifications on your phone via WhatsApp. Follow-ups go out automatically. You do not log into a dashboard or learn new software. We handle the setup and you just get the jobs.

Does it work with WhatsApp?

Yes. WhatsApp is synced so every conversation is captured whether you reply from your phone or the system. Most tree surgeons never change how they communicate. The system just works alongside it.

How does the automated follow-up actually work?

You send a quote. If the customer does not reply within a set number of days, the system sends a follow-up message automatically. You set the timing and the wording once and the system handles it from there. No manual chasing needed.

Can I send quotes and invoices from my phone?

Yes. Quote on site, invoice as soon as the job is done. Automated reminders go out if the invoice is not paid. Everything sent and tracked from your phone.

I'm a one-man band. Is this overkill?

No. Solo tree surgeons use it for missed call text-back, quote follow-up, and review requests. Those three things make the biggest difference to a one-man operation. The full system is there when you grow into it.