Tree Down Media CRM New
Never let a lead go cold
One workspace for the calls, texts, forms and messages your business already gets — plus the follow-up that keeps happening when you’re up a ladder, under a car, or with a customer.
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Built and supported in the San Fernando Valley · Se habla español · Your data, exportable any time
Why a CRM
Marketing brings the leads in. This makes sure they turn into customers.
It’s the system we set up and run for your business — your contacts, conversations, quotes, bookings and follow-up, all in one place. Your team logs in to see what’s coming in and what’s next. We handle everything behind it.
We run our own agency on it, and it’s where the websites we build for our clients send their leads.
What it does
Everything a lead needs, in one place
Every lead in one place
New inquiries land in your contact list the moment they arrive — from your website, your forms, and your phone. Nothing sits forgotten in someone’s inbox.
One inbox for every conversation
Texts and website chat answered from the same screen, with the full history attached to the person.
An assistant that answers at 2am
When you can’t get to it, your AI agent replies, answers the usual questions, works out what the person needs, and books the follow-up.
Bookings without the back-and-forth
Share a link and let people pick a time that’s genuinely free — your real calendar is checked first, and reminders go out automatically.
Follow-up that happens on its own
A reply within seconds of an inquiry, then the nudges and reminders that keep a deal from quietly going cold while you’re busy.
Quotes, invoices & card payments
Build a quote, send it by email, turn it into an invoice — and let customers pay by card straight from the link.
See what’s actually working
Where your leads come from, what’s in progress, and what closed — on one screen, without exporting a spreadsheet.
On your phone, too
Add it to your home screen and it works like an app — with a notification the moment a new lead or message comes in.
How it works
We set it up. You run your business.
- 01
We set it up
We import your contacts, connect your forms and phone number, and switch on the pieces your business actually needs.
- 02
You log in
One workspace for your whole team. Add it to your phone’s home screen and it works like an app — with a notification the moment a lead comes in.
- 03
We keep it running
We tune the automations, keep an eye on the numbers with you, and adjust things as you grow. You focus on the work.
Plans
Three ways to start. Move up any time.
Every plan includes unlimited contacts and unlimited team members. The real dividing line is whether you need a phone number — that’s what separates Essentials from Premier.
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Essentials
$69/mo
or $690/yr — ten months for twelve
$149 one-time setup · waived on annual
For a business that wants its leads, quotes and bookings in one place — and off the notepad.
- Contacts, pipeline & tasks — every lead, where it stands, what’s next
- Quotes, invoices & card payments — customers pay from the link
- Booking pages with deposits and automatic reminders
- AI chat on your website, answering while you work
- Email follow-up that runs itself — the drag-and-drop builder
- Phone app that buzzes the second a lead lands
Add-ons
- Website on your own domain — $39/mo
- Email addresses on your domain — $9/mo per mailbox
- Members area & online courses — $29/mo
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Most chosen
Premier
$197/mo
or $1,970/yr — ten months for twelve
$497 one-time setup · waived on annual
For a business losing work to voicemail. Adds a phone number and someone to answer it, day or night.
Everything in Essentials, plus:
- Your own business number — texting included, fully registered
- AI receptionist, 24/7 — answers, qualifies, books the callback
- Google reviews on autopilot — asks the moment an invoice is paid
- Website on your own domain, with 3 email addresses
- WhatsApp, Facebook & Instagram in the same inbox
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Signature
from $397/mo
Scoped to your business
Setup included
You don’t want software. You want the work done. We build it, run it, and tune it every month.
Everything in Premier, plus:
- We write your follow-up and build the automations
- We train your AI on your services, pricing and hours
- Monthly review of what came in, what closed, what to change
- A person, not a ticket queue — usually same day
Fair use each month — Essentials: 5,000 emails, 500 AI chat replies. Premier: 25,000 emails, 3,000 AI replies, 1,000 text messages (then 3¢), 300 AI receptionist minutes (then 35¢). Generous for normal use, published so there are no surprises.
Premier takes a few days to switch on — registering a business number for texting is a carrier process, usually 3–10 days. We start it the day you sign up; everything else works from day one.
Prices in USD. Annual billing is ten months for twelve. Compare the plans in detail · Already a client? Sign in
What is this, exactly?
It’s the system Tree Down Media sets up and runs for your business — your contacts, conversations, quotes, bookings and follow-up, all in one place. Your team logs in to see what’s coming in and what’s next. We handle everything behind it.
What does it cost?
Plans start at $69 a month — the three plans above. Month-to-month, no contract. Annual billing is ten months for twelve, and the one-time setup fee is waived on annual.
Can I use it on my phone?
Yes. Open it on your phone and add it to your home screen — it then behaves like a normal app, and can notify you the moment a new lead or message arrives, so you can reply while it’s still warm.
Who can see my information?
Your team — the people you invite — and us at Tree Down Media, since we run the workspace on your behalf. No other client can see it: every workspace is sealed off from the others. Your records are stored in Google Cloud, encrypted at rest, and you can export your contacts to a spreadsheet whenever you like.
What happens if I cancel?
Month-to-month, cancel any time — no notice period, no exit fee. We keep your workspace intact for 30 days so you can export everything, and we’ll help you do it. Annual plans are refunded pro-rata for full unused months.
Want to see it with your own leads in it?
Tell us how customers reach you today — calls, texts, your website — and we’ll show you what the CRM would do with them.
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