The AI-based CRM and
ERP for pest control.

Run the whole customer arc from handraiser to advocacy on one
platform. AI handles the handoffs. Pest-native modules handle the work.

Trusted by leaders in pest control

Most pest control softwares are
patched together with duct tape.

At every handoff customers are lost and revenue suffers.

✕ THE OLD WAY

Seven tools.
Zero visibility.

CRM in one tool, ERP in another, scheduling in a third, dispatch in a fourth. QuickBooks for the books. A spreadsheet your office manager wrote in 2019. A paper compliance binder on the back-office floor.
CRM
ERP
Termite / WDO
QuickBooks
Spreadsheet
Graphing Tool
Paper Binder
LOST REVENUE

~32%

of pipeline lost at every tool handoff

↓ per handoff
DISSATISFIED CUSTOMERS

1 in 4

leads lost between disconnected tools

↑ churn risk
OPS OVERHEAD

7+ Tools

7 bills, 7 logins, zero visibility

↑ cost creep
The Dream Way

One platform.
Every handoff, handled.

The solution is Dream, one platform for the whole customer arc: handraiser → close → schedule → service → advocacy. All in one place.
  • Handraiser — AI lead scoring, Dream Sales Agent
  • Close — CRM across Phone, Field, D2D, Web-Bot
  • Schedule — Smart routing & dispatch
  • Service — Field app, WDO, compliance tools
  • Advocacy —Drip, reviews, retention agent
The Solution

Record. Intelligence.
Action. All in one platform.

Dream is the only platform built to run all three inside the same system, so
the automation and the data live together.

01

System of Record

One customer record from handraiser to advocacy. Pest-native modules underneath: WDO, E-Logbook, D2D, commercial flow. Avoid the generic FSM with pest stickers.

02

System of Orchestration

Enterprise resource planning across departments, technician route optimization to increase productivity and seamless accounting and collections.

03

System of Action

Dream Agents take the action. Dream Sales Agent, Dream Service Agent, Dream Retention Agent. Attribution closes inside the platform.

Purpose built for scaling
pest control companies.

Dream is for the CEO who's watched revenue leak across the customer arc for too long. For the VP of Sales who knows the first call is the close. For the Office Manager whose CSRs are tab-switching between four systems by 9 AM.
Growth leaders who care about the trade and their customers.

CEO / Owner

KPIS
Revenue growth, EBITDA, retention, revenue per employee.
Dream closes the top-line and bottom-line leaks across CRM, ERP, scheduling, and field teams.

VP of Sales

KPIS
Close rate, revenue per rep, pipeline velocity.
The AI-powered single-call flow takes a contact to quote to e-signature to scheduling in one conversation.

Office Manager

KPIS
CSR productivity, scheduling accuracy, complaint volume.
One CSR screen instead of three or four — from first call to completed work order.

Dispatchers, Technicians, HR, Finance

KPIS
Productivity, Service Quality, Customer Delight, Cash and Commissions
Dream CRM + ERP ensures that the back office operates like a well-oiled engine. Technician routes are optimized, customers are delighted with excellent service, and books are closed on time with deep integrations.

Built inside a real pest
control operation.

Dream was built in deep collaboration with pest control operators like ABC Home and Commercial by truly understanding the workflows that drive the business. Founded in 2012 for field reps, automated pricing, agreements and payments on the spot — that's what operators told us they needed. The platform grew from there, one workflow at a time.


Fourteen years later we're trusted by over 1,500 other operators. Same founder, still privately owned.
If you're closing WDO inspections on paper and your compliance binder lives on some desk, yeah, we know that operation. We built the thing that fixes it.
14 Years in operation
Same Founder since day one
Operator Owned No Private Equity

The whole customer arc on one
platform.

handraiser → close → schedule → service → advocacy
CRM and ERP together with AI handling the manual workflows at every handoff:

AI single-call handraiser-to-cash flow

(contact, quote, e-signature, schedule, in one conversation)

Route Optimized and best fit scheduling for optimal productivity

(contact, quote, e-signature, schedule, in one conversation)

Agentic CS for rescheduling, pricing, and after-hours inbound

(The CSR’s job, made simpler by an agent)

Automated 7-15 touch post-proposal nurture

(the part most teams skip)

Technician-as-salesperson lead capture

(the expansion revenue most teams leave on the route)

The Products

Three products. One platform.

Start with CRM, ERP, or the full stack. Add Dream Pulse to close the loop
from sale to advocacy — all in one platform.
PRODUCT 01
Dream Sales CRM

Handraiser to close.

Run on top of whatever ERP you have today: PestPac, Evolve, Sage, NetSuite, or your own stack.

  • Lead Management
  • Multi-Service Sales Flow
  • Pricing & Quotation
  • D2D Sales
  • Paperless Agreement & E-Sign
  • Marketing Automation
  • AI Single-Call Flow
  • Technician Qualified Leads
Explore Dream Sales CRM →
PRODUCT 02
Dream ERP

Signed deal to back office.

Replace the generic FSM and consolidate work orders, routing, compliance, and invoicing into one pest-native platform.

  • Work Order Management
  • Dispatch Management
  • AI Scheduling & Routing
  • Route Optimizer & Best Fit, VRM
  • Field Tech Mobile
  • Batch & Invoice Reconciliation
  • E-Logbook & WDO Compliance
  • Dream Pay
  • Auto Inventory Management
  • Collections Module
Explore Dream ERP
PRODUCT 03
Dream Pulse

Service to advocacy.

Close the loop on every customer relationship — delight, retain, and convert satisfied customers into your best growth channel.

  • Customer Delight & Feedback
  • Customer Advocacy
  • Customer Loyalty & Engagement
  • Employee Delight & Feedback
  • Service Quality Flashlight
  • AI Insights & Self-Learning
Explore Dream Pulse

Pest-native modules built for the trade.

WDO inspections that file in state-ready format, especially efficient in complex compliance states like California. E-Logbook compliance that doesn't live in a spreadsheet. Commercial flow that knows the difference between a quarterly contract and a one-off rodent job. Door-to-door that knows the difference between a no-soliciting sign and a real lead. Termite quoting that prices off linear footage, the way the operator actually sells it.
We built these modules to run a real pest control operation.

10% more closes from the proposals you're already sending.

Most pest control teams send a proposal and wait for the lead to call back. Dream runs an automated 7-15 touch sequence after every proposal: emails, SMS, follow-ups, scheduled drop-offs that lifts close rate by 8-10%.

For a $10M operator with $3M of annual pipeline, that's roughly $250K to $300K in recovered revenue every year.

What operators say

Trusted by industry leaders.

Dream has been a game-changer for our business, providing an all-in-one CRM that seamlessly integrates with service, routing, and accounting needs.

At Clark Pest Control, we needed a Sales CRM that could manage both residential and commercial sales across various channels: Phone, Field, Door-to-Door, and Web-Bot interactions. DREAM CRM exceeded our expectations, even creating a custom WDO solution and handling complex payroll calculations effortlessly. We highly recommend DREAM Sales CRM to other pest control operators seeking a robust, industry-specific solution.

Dream CRM has transformed our sales process. With automatic follow-ups, drip marketing, and easy-to-access KPIs, our closing rate has soared, and team management has become more efficient. The streamlined agreement-building tool allows our field sales team to bid jobs on the spot.

TRUSTED BY LEADERS ACROSS THE INDUSTRY
ABC Home & Commercial Clark Pest Control Clockwise ABC Austin ABC Dallas J.P. McCall Makot Service Big Blue Bug
TRUSTED BY LEADERS ACROSS THE INDUSTRY
Ready to Dream big?

Built for pest. Built by
operators. See what
it does for yours.

Operators who switch to Dream stop losing leads at handoffs, cut seven tools down to one, and see the difference inside 90 days. Your demo takes 30 minutes.
No commitment. No sales pressure.