Lead Management

Manage all your leads in one place. Track, manage and optimize your sales and marketing teams using key performance metrics.

Lead management dashboard in pest control software

Generate More Leads and
close more sales

From initial contact to post-sale follow-up, PestPac delivers a powerful lead management and sales engagement solution that makes sense for the way you do business. The insight and visibility gained through our unique combination of tools and features, designed specifically for the pest industry, will help you organize leads and respond to the needs of potential customers quickly and effectively to close more deals.

Track and Optimize Leads Through
Every Stage of the Sales Funnel

Right now you might be making vital business decisions in the dark.
Gain valuable insight into every penny you spend.

WorkWave PestPac Lead Management Features

Track big picture metrics like new versus repeat customers, residential versus commercial orders, etc

Track key marketing metrics including cost per lead, customer acquisition costs, and ROI

Track key sales metrics including total order volume, total order value, and close rates

Use heat maps to visually identify which locations are producing the most (and least) leads and sales.

Integrated marketing and sales funnel management

Manage and get a comprehensive view of all your leads in one place

Track the complete lead generation history from origination through assignment to processing to close

Track and optimize your sales teams with comprehensive metrics

Organize leads and respond quickly to win more accounts

Create rules to automatically match and assign leads to the proper team members and workflows

Create automated workflows to process and engage leads

View pending action items and receive visual alerts for past-due tasks

Easily access proposals and supporting details for new leads

Create and manage customer forms to capture new leads

Create and edit lead capture forms

Customize fields and layout with built-in field validation

Customize forms to match website and branding

Automate responses to new leads

Track and manage leads, tasks,and proposals in one place

Get real-time alerts each time you get a new service report

Define unlimited recipients for new service report alerts

Segment alerts based on customer rating and instantly route negative service report alerts to your customer service team

Select email or text (sms) delivery for each person on your team

Model and automate your lead qualification and lead processing workflows

Create different workflows for different types of leads

Define any combination of manual (performed by a person) and automated (performed by a system) steps in your workflows

Add a timed delay and/or estimated duration to any workflow step

Get email or text alerts when leads are not being qualified or processed in a timely manner

Gain visibility into every single lead in your sales funnel

Define the sales funnel and associated stages

Track lead counts and estimated order value by stage

View percentage contribution of leads in each stage

Identify and resolve bottlenecks to improve close rates

Executive dashboards provide snapshots of performance and analyze trends over time

Track big picture metrics like new versus repeat customers, residential versus commercial orders, etc

Track key marketing metrics including cost per lead (CPL), customer acquisition costs (CAC), and ROI

Track key sales metrics including total order volume, total order value, and close rates

Marketing Performance Reports

Track big picture metrics like new versus repeat customers, residential versus commercial orders, etc.

Track key marketing metrics including cost per lead (CPL), conversion rates, customer acquisition costs (CAC), and ROI

Rank and compare campaigns using any metric and identify which ones are working — and which are not

Use heat maps to visually identify which locations are producing the most (and least) leads and sales

Sales Performance Reports

Track key performance metrics for every sales campaign including total order count, total order value, close rates and performance against quota

Rank and compare sales reps and sales regions using any metric and identify which ones are performing well — and which are not

Filter your report using any combination of lead attributes — and save your filter selections for easy access next time you want to use them

Buyer's Guide For Pest Control Software

Download whitepapers, e-books, and other resources to increase the efficiency of your cleaning business.

Key Approaches to Pest Control Sales

Improve your pest control business with guides, strategies, and tips from WorkWave.