Roots CRM
Roots CRM is software for tree service companies managing leads, estimates, jobs, crews, invoices, and follow-up.
What Roots CRM is
Roots CRM is software for tree service companies managing leads, estimates, jobs, crews, invoices, and follow-up. Its estimate builder supports line items, scope changes, and links between estimates, jobs, and crews. Teams can schedule work orders, view calendars for multiple crews, split work among crews, and track job status on the calendar. Field crews can use a phone to review customer details, notes, schedules, and job status, then send updates to the office. Invoices and payment status connect with estimates, completed work, added line items, and customer records. Roots runs on Android, iOS, and the web, and includes online payments. It is designed for owner-led tree businesses as well as operators with multiple crews. Integrations may connect Google, Stripe, Gusto, QuickBooks, Twilio, and SendGrid. There is no free plan, but a 14-day trial is available. Starter costs $149 a month, or $135/mo billed annually, with higher Growth and Pro plans listed at $299.00 and $799.00 per month. Enterprise pricing is custom.
Good
- Tree-service workflow focus
- Estimate builder with scope changes
- Multiple crew calendars
- Mobile field updates
- Online payments
Watch out
- No free plan
- Starter costs $149 a month
- Higher tiers increase monthly cost
- Enterprise pricing is custom
Who it suits
Roots CRM suits tree service owners and companies coordinating one or multiple crews. It is aimed at teams that need connected estimating, scheduling, field updates, invoicing, and payments.
Verdict
Roots CRM connects tree-service estimating, crew scheduling, field work, and billing in one system. Its trial and multi-platform support may help teams evaluate the workflow before choosing a paid tier.
Plans and prices
From Roots CRM's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $149 a month | Up to 5 users · Up to 2,500 customers · Up to 15,000 core records · 15 GB file storage · $149/ month or $135/mo billed annually |
| Growth | $299 a month | Up to 10 users · Up to 10,000 customers · Up to 60,000 core records · 75 GB file storage · $299/ month or $270/mo billed annually |
| Pro | $799 a month | Up to 30 users · Up to 50,000 customers · Up to 300,000 core records · 250 GB file storage · $799/ month or $720/mo billed annually |
| Enterprise | Priced on request | Custom user counts · Custom usage limits · Dedicated customer setup · Custom rollout support · Custom |
The facts
Each one read from Roots CRM's own pages, with the date it was checked.
What it does
- Estimating
- Roots supports estimate updates, line items, scope changes, and estimates tied to jobs and crews.checked 8 Oct 2026
- Field workflow
- Crews can check customer details, notes, job status, and schedule from a phone and send updates to the office.checked 8 Oct 2026
- Integrations
- The privacy policy names Google, Stripe, Gusto, QuickBooks, Twilio, and SendGrid as providers users may connect or use through integrations.checked 8 Oct 2026
- Intended customers
- Roots is built for tree service companies, including owner-led businesses and operators running multiple crews.checked 8 Oct 2026
- Invoicing and payments
- Roots ties invoices and payment status to the estimate, completed work, added line items, and customer record.checked 8 Oct 2026
- Privacy
- Roots states that it does not sell personal information for money.checked 8 Oct 2026
- Product
- Roots CRM is tree service CRM software for managing leads, estimates, jobs, crews, invoices, and follow-up.checked 8 Oct 2026
- Scheduling
- Roots lets teams schedule work orders, view multiple crew calendars, split work across crews, and track job status on the calendar.checked 8 Oct 2026
- Security
- Roots says it uses administrative, technical, and organizational safeguards designed to protect information, while noting it cannot guarantee absolute security.checked 8 Oct 2026
- Support
- The maker lists [email protected] for support and privacy questions.checked 8 Oct 2026
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