Roots CRM

Spec sheet

Product

Roots CRM is tree service CRM software for managing leads, estimates, jobs, crews, invoices, and follow-up.Read 8 Oct 2026 · rootscrm.app

Integrations

The privacy policy names Google, Stripe, Gusto, QuickBooks, Twilio, and SendGrid as providers users may connect or use through integrations.Read 8 Oct 2026 · rootscrm.app

Security

Roots says it uses administrative, technical, and organizational safeguards designed to protect information, while noting it cannot guarantee absolute security.Read 8 Oct 2026 · rootscrm.app

Privacy

Roots states that it does not sell personal information for money.Read 8 Oct 2026 · rootscrm.app

Support

The maker lists [email protected] for support and privacy questions.Read 8 Oct 2026 · rootscrm.app

Estimating

Roots supports estimate updates, line items, scope changes, and estimates tied to jobs and crews.Read 8 Oct 2026 · rootscrm.app

Field workflow

Crews can check customer details, notes, job status, and schedule from a phone and send updates to the office.Read 8 Oct 2026 · rootscrm.app

Intended customers

Roots is built for tree service companies, including owner-led businesses and operators running multiple crews.Read 8 Oct 2026 · rootscrm.app

Invoicing and payments

Roots ties invoices and payment status to the estimate, completed work, added line items, and customer record.Read 8 Oct 2026 · rootscrm.app

Scheduling

Roots lets teams schedule work orders, view multiple crew calendars, split work across crews, and track job status on the calendar.Read 8 Oct 2026 · rootscrm.app

Plans and prices

Every Roots CRM plan and price →

Where Specifiction places it

• Tree Service Software#21 of 277.5