Keep the patio estimate and the weekly mow customer in one place
Puffly is a free CRM for landscapers who run both recurring routes and one-time projects and need to remember who is waiting on what.
Where landscaping company leads come from
Truck lettering and yard signs
Your crew parked in a driveway is the best ad in the neighborhood. Neighbors walk over and ask for a price.
Nextdoor and Facebook groups
Homeowners ask the neighborhood who they use for mulch, cleanups and mowing. A good reply from a happy customer brings in steady work.
HOAs and property managers
One board or management company can hand you a whole community's common areas, or a handful of rental yards.
Spring searches for cleanup and design
When the ground thaws, people search for a spring cleanup, new beds or a paver patio and start asking for estimates.
What slow follow up costs a landscaping company
A mowing customer will sign with whoever shows up first this week. A patio or planting design is a bigger decision, and the homeowner is often waiting to see the drawing and the price before committing. If your estimate goes quiet, they may start the project with someone else or put it off for another year.
A pipeline that fits a landscaping company
Puffly’s pipeline is yours to name. Here is one way a landscaping company could lay it out.
- Site visit bookedYou have a time to walk the yard, measure and hear what the homeowner wants.
- Estimate or design outPrice, plan and materials sent, and the homeowner is thinking it over.
- Deposit receivedThe customer said yes and put money down, so plants or pavers can be ordered.
- Install in progressCrew is on site, and any change orders or weather delays are noted.
- On the routeProject finished and the customer is offered regular maintenance or seasonal cleanups.
Follow up moments worth a reminder
Paver patio design sent two weeks ago
"Hi Denise, it's Sam at Green Row Landscaping. Wanted to see if you had questions about the patio design. I can adjust the layout or the materials if that helps."
A customer paused weekly mowing in July and never restarted
"Hi Mark, we've missed seeing your lawn on the route. Want us to pick it back up next week? Just say the word and we'll put you on Thursday."
Fall cleanup is coming and last year's customers have not booked
"Hi Sue, leaf season is around the corner. Want me to hold your usual spot for a fall cleanup? I'm filling the schedule now."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Spring is the rush for cleanups, mulch and new installs, so answer fast and book site visits in batches. Winter is your planning season, a good time to send design proposals for spring and to check in with customers who paused their service.
Questions from landscapers
I have mowing customers and big projects. Can one pipeline handle both?
You can set up a pipeline for projects like patios and plantings, and keep recurring customers as contacts with a task for their next visit. Puff helps you see who needs a call either way.
Can customers request a quote from my website?
Yes. The branded lead form can be shared as a link or embedded on your site, and new requests show up in your pipeline. You can also use quotes and online booking.
Does Puffly route my crews or track equipment?
No. Puffly is a general CRM for leads, contacts, deals and follow up. You keep planning routes and crews the way you do now.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
Start free