10 Things to Consider When Choosing a CRM

If your “CRM” is a stack of sticky notes, a chaotic spreadsheet, or just whatever’s rattling around in your brain, this episode is for you.

In this Beer Garden listicle episode, we’re diving into the top 10 things you should look for when picking a CRM for your landscape or snow removal business. Whether you’re making your first leap into software or realizing your current platform is more headache than help, we’re breaking down what actually matters.

🛠️ Not all CRMs are created equal, especially in our industry. From mobile usability and scheduling to automation and integrations, we’ll help you cut through the noise and figure out what will actually make your day-to-day easier.

What We Cover:

1. Industry-Specific Features – Why you probably need a Field Service Management tool, not just a CRM.

2. Ease of Use & Mobile Accessibility – If your crew can’t use it from the truck, it’s not the right one.

3. Estimating & Proposals – Win more jobs, faster.

4. Customer & Job Tracking – One place for all your customer info (no more hunting for notes).

5. Scheduling & Dispatching – Real-time updates and drag-and-drop simplicity.

6. Invoicing & Payments – Get paid faster and stop chasing money.

7. Integrations – How to avoid getting trapped in a software silo.

8. Automation & Workflows – Work smarter, not harder.

9. Reporting & Analytics – Track what matters, tweak what doesn’t.

10. Pricing & Scalability – Pick a platform that won’t break the bank—or your brain.

Plus, we’ll talk about implementation best practices, common pitfalls, and how to actually get your team to use the CRM you pick.

The Beverages:

• Crown Float : Guinness & Strongbow
• Outer Range Brewing : Cosmic Sauce

Get in touch: 

Facebook Group: The Beer Garden: Landscape Leaders Roundtable

Facebook Page: IssueID

Youtube: The Beer Garden

Instagram: IssueID

Website: IssueID.io

Email: thebeergarden@issueid.io