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Industries/Landscaping/CRM

Landscaping CRM

Landscaping CRM for installs, hardscape and planting

ECHOPS is a landscaping CRM for design-build and install companies: spring leads land on one board, site visits get booked, and patio, wall and planting quotes go out with options and come back signed.

How it works

How a landscaping CRM sells a patio

  1. Every inquiry on one boardWebsite forms, Google Ads lead forms, CallRail calls and forwarded Angi, Houzz or Thumbtack emails arrive with their source. Homeowners can also book a site visit from your online booking page.
  2. Walk the propertyYour site-visit type asks what you need first, like the size of the area, gate width for equipment and the budget. Assign the visit by who’s free and save your photos to the deal’s files.
  3. Price by the foot and the plantPavers by the square foot with waste, edging by the linear foot, plants by the unit and lighting as an allowance until fixtures are picked. Duplicate the quote to offer a second material.
  4. Sign the plan and the quoteSend the quote link and see when it’s opened. Your designer’s plan, or any PDF, can go out for signature too.
  5. Order and buildStone, block, plants and mulch come off the signed quote into orders and are tracked to delivery. The day’s route can stop at the supplier’s yard, and crews see the job in English or Spanish.
  6. Wrap up and ask for the reviewSigned change orders bill on their own invoice. Press Ask for a review on the finished project and the rules send the ask and one follow-up. A plant warranty call gets its answer from the completion date.
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On real jobs

Three installs and how they’re priced

Job
How it’s built in ECHOPS
Paver patio
A square-foot price with waste on pavers and base, edging by the linear foot, and natural stone as a second option beside concrete pavers. Deposit first, balance at the end.
Retaining wall
Priced by the linear foot or by the square foot of wall face, with drainage and backfill as their own lines and a permit check on the stage list where your town asks for one.
Planting and lighting
Plants by the unit, lighting as an allowance, and the plant warranty counted from the completion date.

Features

What landscape CRM software should keep straight

A landscape CRM board

Every lead, its source and where it stands, from New to Scheduled or Unqualified. Leads you close go to the Archive, still searchable.

Follow-ups that count

Day 1, Day 2 and Day 3 fill in as you call, text and email, and each person’s due follow-ups arrive every morning.

Calls and photo texts

With Phone & texts, a homeowner can text a picture of the yard and it lands on the lead.

Materials on order

Orders pulled from the signed quote, with order numbers, costs, pick-ups and deliveries. AI reads supplier confirmations.

Crews in their language

The crew portal shows the scope, change orders, their payments and materials without prices, in English or Spanish.

Before-and-after updates

Send an update with photos when the job moves forward. Clients see it in their portal.

Buying advice

What a CRM for landscapers should do

Start with how your company earns. Most CRM landscaping tools are built around weekly maintenance routes and recurring billing. Install and design-build companies need something else.

  • Maintenance or projects. If mowing and seasonal contracts bring in most of your revenue, you need recurring visits and contract billing: ECHOPS service plans repeat visits on a schedule and bill per visit or monthly. If you sell patios, walls and plantings, ECHOPS covers that too, so keep reading.
  • Unit pricing with waste. Square feet, linear feet and plant counts should price themselves, with waste on stone and base.
  • Options in one quote. Homeowners compare materials. Two options in one send make the choice easier.
  • Material tracking. A pallet of the wrong block costs a day. Look for orders tied to the signed quote and checked in on delivery.
  • Crew language. If your crews work in Spanish, check that the field view does too.
  • A published price. Know the monthly cost and the users it covers before the spring rush.

Straight answers

What landscapers ask about and where ECHOPS stands

  • Recurring maintenance: service plans repeat mowing or seasonal visits on a schedule and bill per visit or monthly.
  • Landscape design: no. Layout drawings are for rooms and the AI design studio does kitchens and bathrooms, but takeoffs measure a site plan’s areas, lengths and counts.
  • Card payments: yes. Clients pay invoice links by card, Apple Pay, Google Pay or ACH, and ECHOPS sends the reminders.
  • GPS tracking of crews: no. The route planner plans the day; it doesn’t follow trucks.
  • App-store apps and offline mode: not yet. ECHOPS runs in the phone’s browser and adds to the home screen, and an iPhone app is on the way. It needs a connection.
  • QuickBooks and calendar sync: QuickBooks Online sync is live: clients, jobs, invoices, payments and job costs go to your books on their own. Google Calendar and Outlook sync are live; Facebook and Instagram lead ads open once Meta finishes its review.

Price

What a landscaping CRM costs with ECHOPS

What
Price
Plans
Solo: $149 a month, 3 users. Crew: $299, 8 users. Company: $599, 20 users. Extra users $25 a month; pay for a year and it costs 10 months.
Phone & texts
$79 a month on Solo and Crew, included in Company; $10 a month for each extra number.
Special price
Your first two months are $49 (Solo), $59 (Crew) or $69 (Company) a month, then you pay the regular price. Spots are limited.
Your own rules and departments
Crew and Company. That covers the built-in automations and your own rules. Solo has no automations.

Try it before spring. 14 days free, no credit card, and your workspace is ready in minutes. Full details on the pricing page.

Questions

Landscaping CRM questions

What are the best CRM solutions for landscape contractors?

It depends on your mix. Maintenance companies need recurring routes and contract billing. Design-build and hardscape companies need quotes with options, material orders, crew schedules and progress billing. ECHOPS does both: service plans for the first, projects for the second.

How much does a landscaping CRM cost?

ECHOPS Solo is $149 a month with 3 users, Crew $299 with 8 and Company $599 with 20. Extra users are $25 a month, and yearly billing costs 10 months. Calls and texts on a business number add $79 a month on Solo and Crew. No setup fee; the 14-day trial needs no credit card.

How does a CRM help track landscaping projects?

Once the quote is signed, the job becomes a project with stages and checklists, a bar on the weekly schedule, material orders tracked to delivery and photos from the phone. The client follows along in their portal.

What features should landscaping CRM software have?

Every lead source on one board, counted follow-ups, site-visit booking, unit pricing with waste, options, e-signatures, material orders, a crew view in your crew’s language and invoices by stage. If you run maintenance, add service plans with repeating visits and billing to the list.

Does ECHOPS handle weekly mowing contracts?

Yes. A service plan repeats the visits on a schedule, puts each one on the calendar ahead of time and bills per visit or monthly.

Can I send my designer’s plan for signature?

Yes. Send any PDF for signature with up to six signers, in order or all at once. Everyone gets the signed PDF with its signing certificate.

Related

Keep reading

ECHOPS for landscapers

Installs, crews and the day’s route.

See the trade page →

CRM for contractors

Leads, follow-ups, deals and contacts.

See the CRM →

Landscaping estimate template

A free template for install quotes.

Get the template →

Client and crew portals

What clients and crews see, with no password.

See the portals →

E-signatures

Sign quotes, plans and any PDF online.

See e-signatures →

Starting a landscaping business

A step-by-step guide for new companies.

Read the guide →

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

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Special price: your first 2 months from $49/mo. Limited spots, so sign up today.