Free CRM for tree service companies

Storm calls and big removals both need a careful callback

You're on a job site with a saw in your hands when the phone rings. Puffly helps you keep every estimate visible so nothing waits longer than it should.

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Where tree service company leads come from

  • Storm damage emergencies

    A limb is on the roof or a tree is across the driveway. They need someone that day and will call down a list until one person answers.

  • Google searches for tree removal

    Planned jobs like a dead oak or a leaning pine. These homeowners compare estimates and read reviews before deciding.

  • Insurance adjusters, HOAs and property managers

    Groups that need approved, insured crews. One good relationship can send you several trees a year.

  • Neighbors who watched the crew work

    A truck, a chipper and a bucket lift on the street always draw curious neighbors who have their own tree.

What slow follow up costs a tree service company

Tree work is expensive and hard to judge, so homeowners get several estimates and take their time. The bid that arrives quickly and clearly often earns trust. A storm caller who waits a day for an answer may already have another crew in the yard.

A pipeline that fits a tree service company

Puffly’s pipeline is yours to name. Here is one way a tree service company could lay it out.

  1. Call inAddress, tree type, how urgent, and whether it's touching a house or power line.
  2. Estimate visitYou walk the yard, look at access, and decide on climbing, crane or bucket.
  3. Estimate sentA written price covering removal, cleanup and whether stump grinding is included.
  4. Approved and on the scheduleThe customer said yes and you've checked for permits or utility clearance.
  5. Job done, stump or cleanup quote outThe tree is down and any extra work is offered before the crew leaves the area.

Follow up moments worth a reminder

  • Estimate for an oak removal went out four days ago, no answer

    "Hi Mr. Alvarez, this is Sam from the tree crew. Just checking you got the estimate for the oak by the garage. Happy to answer any questions or walk it again with you."

  • A storm caller had you tarp the roof and clear the limb, but the tree still needs to come down

    "Hi Beth, hope the tarp held up in the wind. When you're ready, I can give you a full removal price for the rest of that tree. I'd rather not let it sit."

  • A customer whose maples you pruned a year ago

    "Hi Ron, it's been about a year since we trimmed the maples. Want me to take a look before the leaves come in? No charge for the walk-around."

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

Storm seasons bring a rush of emergencies, and the dormant months are a favorite time for pruning and planned removals. In the quiet stretches, follow up on old estimates and check in with HOAs and property managers.

Questions from tree service companies

How do I keep emergencies from getting buried under planned estimates?

Use tasks with due dates so today's storm call sits above next month's pruning bid, and let Puff tell you who to call next.

I can't answer the phone in a tree. What helps?

Missed-call text back is an opt-in automation that replies to callers you couldn't pick up. Puff Voice is a paid AI receptionist if you want calls answered.

Is Puffly really free?

Yes. The CRM with leads, contacts, companies, deals, pipeline, tasks and the lead form is free. Puff Voice is a paid add-on.

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.

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