Customer Relationship Management
Customer Relationship Management
From the very first interaction a lead has with your business, PestPac’s CRM features put you in control and keep things moving so you can close more sales.
Top Pest Control CRM Features
Manage and Nurture Leads
- Create leads for net new customers
- Intelligent match feature reduces the likelihood of duplicates
- Track lead status to ensure they’re handled appropriately
- Workflow processes are driven by the sales funnel
- Stay organized with customizable lead fields
Never Miss an Opportunity
- Easily convert leads to opportunities
- Track opportunities as they develop
- Expected Revenue tracking to quantify opportunities
- Set tasks and reminders so nothing slips through the cracks
- Create and send digital contracts when ready
- Capture payment information and store on account, if desired
Easily Schedule New Customers
- Set up free or paid estimates
- Easily schedule new customers’ first service visits
- Automate manual tasks to streamline scheduling
- RouteOp and Best Fit integrations allow you to find the perfect time and route
Keep Your Sales Team Running Smoothly
- Create sales funnels
- Segment leads and opportunities by sales team and sales funnel
- Automatically assign new leads as they come in
- Create, track, manage and report on sales activities
- Set and track follow up dates
Provide Exceptional Service During Every Visit
- Sync with PestPac to ensure follow up and scheduling of closed-won services
- Automate the service setup process
- Save time with a baked-in approval process
- Track service status from Sales Center
- Identify services for potential future opportunities
Dive Into Insightful Reporting
- Gain insight and take next steps via an actionable dashboard
- Easy access to standardized reports
- Build custom reports to suit your unique needs and workflows
- Integrate with Google Analytics and Call Tracking Metrics for closed loop marketing
- Calculate ROI for your marketing campaigns
The Trusted Software for Pest Professionals
The great thing about PestPac is it doesn't matter what size company you are or where you're at in your business; the tools and resources are there for you. As you go forward, you choose your destiny.”
Greg Pettis, Owner, Dominion Pest Control
WorkWave Forms are a valuable tool, being fully integrated with PestPac means a lot of redundant work went away & it’s easy to manage – great job!”
Brett Sumpter, Arrow
PestPac helps us to be the best in pest by allowing us to reach a large market and stay connected with all of our customers, all while maintaining the family-owned business feeling we love."
Emily Murphy, CSR Team Lead, Kingfish Pest Control
Top Customers
Looking to Grow? We've Got You Covered.
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