Roots CRM review
A broad tree-service CRM for larger teams, with higher pricing and a web-only platform.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Roots CRM brings lead and customer workflow management, estimating, scheduling, work-order assignment, invoicing, payments, and follow-up into one tree service system. It is aimed at companies managing office and field operations, from owner-led businesses to larger operators. Key workflows include updating estimates on site, assigning work across multiple crews, tracking job status through a calendar, collecting online payments, and sending customer or field-team updates from a phone. Larger teams with complex CRM workflows are the clearest fit.
Pricing is organized into Starter, Growth, Pro, and Enterprise options. Starter costs $149 per month with monthly billing or $135 per month with annual billing. Growth costs $299 monthly or $270 with annual billing, while Pro costs $799 monthly or $720 with annual billing. The listed features for the first three tiers include estimating, invoicing, a multi-team calendar, marketing tools, and payments. Enterprise uses custom user counts, usage limits, customer setup, rollout support, and operational needs. A 14-day trial is available, but there is no free plan.
Its ecosystem includes Google, Stripe, Gusto, QuickBooks, Twilio, and SendGrid, giving the product connections across payments, accounting, payroll, messaging, and email. The web-only platform can support field access from a phone, while the core value comes from coordinating customer records, estimates, crews, jobs, invoices, and payment follow-up. Teams that need a connected operational CRM may find the breadth useful. Smaller companies seeking a lower-cost or narrower scheduling tool should consider whether the paid tiers justify the broader workflow coverage.
Roots CRM pros and cons
- Where it wins
- Combines estimating, work orders, scheduling, invoicing, and payments
- Supports multi-crew calendars and field updates from a phone
- Connects with Google, Stripe, Gusto, QuickBooks, Twilio, and SendGrid
- Where it doesn't
- Starting price is $135 per month with annual billing
- The platform is web-only
- Higher tiers become costly for growing operational needs
Roots CRM fact sheet, pricing and score →
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