Pest control CRM
Scale your pest control operations with a CRM for field service
Pest control businesses handle treatments, new leads and follow-ups every day, across a team that’s mostly in the field.
A pest control CRM connects your office and field team around a single view of every account, so no one’s chasing updates at the end of the day.
Pipedrive gives you a clear view of every account, helps you close more quotes and keeps customers coming back year after year.
Full access. No credit card required.
What to look for in a CRM for pest control
The best CRMs for pest control companies include these key features:
Contact management. Store full customer histories so technicians are always prepared.
Field service tools. Keep your office and field team in sync by letting reps log information from any location.
Scheduling. Sync your calendar and coordinate dispatch with pest control scheduling software.
Mobile app. Update job notes, attach treatment photos and mark visits complete from the job site.
Pipedrive’s pest control CRM features
Accelerate follow-ups with pest control automation
Without automation, following up on quotes can take valuable time away from finding new leads.
Sales and marketing automation triggers follow-up tasks, sends emails and moves jobs through your pipeline based on rules you set once.
Pipedrive lets you build those workflows visually to manage your pest control CRM – no coding required. That way, you can respond to prospects faster than a competitor’s quote can land in their inbox.
Learn more about Pipedrive’s drag-and-drop workflow automation.
Track recurring services with dedicated visual pipelines
Pest control revenue depends on annual contracts and repeat treatments that need to land on schedule, every time.
A visual pipeline helps move each client through a service cycle, from booking to treatment and back to the next visit.
Pipedrive’s CRM gives you a live view of recurring accounts and helps managers forecast revenue by territory or service type.
See Pipedrive’s pipeline management features.
Assign field leads instantly and speed up dispatching with smart routing
The more jobs a technician completes in a day, the more revenue each van generates.
With automatic assignment, your CRM moves deals straight into dispatch, getting the job to the right technician without manual steps.
Pipedrive keeps your run sheets full and your technicians moving, and syncs with route optimization tools to cut dead time between jobs.
Update service records on-site and stay accountable
When your technicians log updates at the end of the day, the office has no idea what happened in the field until then.
A mobile CRM lets technicians log notes, attach photos and update job stages on-site so your records stay current throughout the day.
With Pipedrive’s mobile app, your office always has an accurate, real-time picture of job status without having to chase technicians.
Find out about Pipedrive’s mobile app.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Big Dog Solar grew revenue by 40% with Pipedrive
As a field service business managing routes, Big Dog Solar needed to understand which sales techniques to use and which leads to pursue across a team of 24 reps.
Pipedrive gave them the reporting and pipeline visibility to answer both questions, and the business grew revenue by 40% after making the switch.
“It’s proven the concept that even a little bit of work and oversight in Pipedrive can exponentially help you manage your business and grow your sales numbers.”
Fast-track quoting and invoicing with Pipedrive’s Smart Docs
Pipedrive’s Smart Docs add-on lets your team send, track and sign pest control service documents without leaving the platform.
Key features include:
Optimized templates. Build reusable quote and service agreement templates and send them in minutes.
E-signatures. Let customers sign electronically from any device to keep jobs moving without bottlenecks.
Document tracking. See when a customer opens a quote so your team follows up at the right moment.
Learn more about Pipedrive’s Smart Docs for the pest control industry.