Integrating Tree Inventory Software and CRM Systems
Resolve tree service requests faster by letting TreePlotter™ and CRM software collaborate
Some of our municipal TreePlotter™ clients face a common obstacle.
They have a system for logging resident requests, generally called a Customer Relationship Management (CRM) system, that is distinct from TreePlotter. Getting tree-related requests into TreePlotter INVENTORY, where they can be resolved by forestry or parks staff, requires manually duplicating the request. It’s not ideal from an efficiency standpoint.
We’ve also heard from clients who love using TreePlotter, but are facing a push from government higherups to unify all departments under the same CRM software. Fear not! There is a solution for both of these obstacles: an API integration between the CRM system and TreePlotter. With an integration in place, when a citizen submits a request about a downed tree on their street through a city’s online portal that information automatically populates within TreePlotter. This solution does require some coding muscle, but it is entirely doable with the right resources and support.
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