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. Dream Sales CRM is the pest-native revenue engine that takes every lead from first touch to signed agreement without losing one in the cracks.
What's inside
Every tool your sales org needs.
Nothing it doesn't.
skin on top.
Lead Management
Capture leads from every channel — web, phone, D2D, and referrals — into a single, prioritized pipeline. Automatic scoring surfaces the hottest opportunities so your reps work what matters.
Multi-Service Sales Flow
Guide reps through a structured discovery process tuned for pest, termite, lawn, and specialty services. Cross-sell and upsell prompts built in — not bolted on.
Pricing & Quotation
Dynamic pricing engine pulls your service matrix and produces pest-native quotes in seconds. Custom treatment plans, bundled pricing, and multi-year contracts all supported.
D2D Sales
Field reps get territory maps, knock-tracking, and real-time lead creation on mobile. Daily performance summaries keep managers informed without micromanaging.
Paperless Agreement & E-Sign
From quote to signed contract in under two minutes. Agreements are stored, searchable, and auto-synced to your ERP — no scan, no fax, no lost paperwork.
Marketing Automation
Drip campaigns, SMS sequences, and reactivation workflows that run without manual intervention. Triggers built around pest season, renewal windows, and treatment cadence.
AI Single-Call Flow
Dream Sales Agent handles inbound calls end-to-end — qualifies, quotes, books, and collects payment without a rep on the line. Your team closes the complex deals; AI handles the rest.
Technician Qualified Leads
Field techs spot new opportunities every day — the neighbor watching from the driveway, the mention of bed bugs at the door. Dream captures those leads directly from the mobile app and routes them into the CRM pipeline automatically.
What's inside
From first contact to signed deal
01
Lead captured
Web form, inbound call, D2D knock, or referral — every source funnels into one prioritized list.
02
Quoted instantly
Reps or Dream AI builds a pest-native quote with your pricing matrix in under 60 seconds.
03
Agreement signed
Paperless contract sent via SMS or email. Customer signs on their phone. You're done.
04
ERP synced
New account, first work order, and payment info pushed to your ERP automatically.