Sales CRM

CRM software customized for your industry.

Dream Leads

Transform Your Leads into Loyal Customers!
Streamline your sales process with our lead management system, designed to help pest control companies focus on high-quality leads. Our software efficiently filters through extensive databases to deliver the information you need quickly, enabling you to nurture and convert leads into customers.
  • Qualify, analyze, and nurture leads effectively.
  • Utilize a user-friendly column layout with relevant search results.
  • Process leads seamlessly with one-click actions for follow-ups or closures.

Pricing Automation

Provide Your Customers with Transparent Pricing Upfront!
Simplify the pricing process for your customers by offering upfront service charges through our intuitive interface. Easily capture property details and service selections, ensuring accurate proposals that enhance customer satisfaction.
  • Send detailed service proposals with automated pricing.
  • Share notes and comments easily while sending proposals.
  • Maintain a systematic record of customer interactions.

Graphing Tool

Graph Your Way to Efficiency and Clarity!
Enhance efficiency in the field with our advanced graphing tool, allowing technicians to create property perimeter graphs directly within the software. This feature saves time and fosters better customer relationships by providing historical insights.
  • Access previously drawn graphs to improve service quality.
  • Eliminate the need to switch applications; graphs attach automatically to agreements.
  • Use versatile drawing tools to quickly create professional graphs.

Open Integration

Smooth transitions with Effortless Integration!
Our software facilitates easy pricing estimates for customers based on their property details and required services. This integration empowers your team to provide accurate assessments swiftly.
  • Enable customers to calculate pest control costs effortlessly.
  • Streamline the estimation process to improve customer experience.
  • Enhance efficiency in lead generation through user-friendly features.

Paperless Agreement

Go Green: Embrace Digital Documentation!
Transitioning to a paperless system is effortless with our cloud-based solution, which secures all customer information in one place. Enjoy streamlined document management and timely agreement sending.
  • Digitally sign and send agreements, eliminating paperwork.
  • Preview documents before sending to ensure accuracy.
  • Keep track of all unsigned and signed agreements in an organized manner.

Marketing Automation

Revolutionize Your Campaigns for Maximum Impact!
Boost your conversion rates significantly with our marketing automation tools, which allow you to efficiently manage email campaigns. Focus on your business while we handle the details of targeted marketing strategies.
  • Automate marketing campaigns based on lead stages and statuses.
  • Generate personalized emails with direct links for easy customer engagement.
  • Adjust campaign parameters for specific leads as needed.

Commercial Specific Flow

Elevate Your Commercial Proposals with Ease!
Simplify your commercial proposal generation with our tailored solution, designed specifically for the unique demands of commercial pest control services. Create professional proposals with ease using our streamlined mobile application or web portal.
  • Customize proposals with cover letters and marketing content.
  • Execute a complex proposal process in just five steps.
  • Leverage reporting capabilities to track your sales team’s performance.

Sales Channels

Face-to-Face

Phone Sales

Door-to-Door

Web-Bot