Lead Capture & CRM
Pest Control CRM Software That Turns Leads Into Recurring Customers
Capture every enquiry — web form, phone call, realtor referral, or door knock — onto one customer record, follow up automatically, and convert one-time treatments into recurring service plans.
Built for the way pest leads actually arrive: seasonal spikes, urgent infestations, and referrals from people who never become customers themselves.
8:05 AM · First calls of the morning
Pest leads arrive from more places than most trades, and the ones that convert most reliably often come from people who will never be customers themselves.
Every enquiry lands in one pipeline
Pest leads arrive from more places than most trades, and the ones that convert most reliably often come from people who will never be customers themselves.
- Capture leads from website forms, phone calls, live chat, social media, and your Google Business Profile without anyone re-typing them.
- Bring in referral sources that matter in this industry — real estate agents ordering WDO inspections, property managers with multi-unit portfolios, and existing customers passing on a neighbor.
- Pull in door-to-door leads from the same system your reps are already using, so a knock and a web form are handled identically. See canvassing.
- Route new inquiries to the right person immediately, because a homeowner who has just found termite frass is calling three companies, not one.
9:18 AM · Checking the property record
In pest control the customer and the property are different things. A house can change owners twice and still be the same treatment history - and that history is what makes the next sale.
One record per property, not per enquiry
In pest control the customer and the property are different things. A house can change owners twice and still be the same treatment history — and that history is what makes the next sale.
- Keep contacts, property details, lead source, quotes, communications, and service history on a single record instead of split across a CRM, an inbox, and someone's notebook.
- See prior treatment at an address before quoting, so a lapsed quarterly plan gets a different conversation from a first-time call.
- Give office staff, sales reps, and technicians the same view, which is what stops a customer from being asked the same question three times.
11:40 AM · Reviewing the pipeline
A pipeline is only useful if it tells you what to do next. Clear stages mean the follow-up list writes itself.
See where every opportunity actually stands
A pipeline is only useful if it tells you what to do next. Clear stages mean the follow-up list writes itself.
- Track every lead through stages that match how pest work is actually sold, including the inspection step that sits between contact and quote on termite and commercial jobs.
- Prioritize by value rather than by age — a commercial contract and a one-off wasp nest should not sit in the same queue.
- Record why a lead was lost, so you find out whether you're losing on price, on response time, or on availability.
2:15 PM · Time to follow up
Most pest leads that go cold weren't lost to a competitor. Nobody called them back.
Follow-up that doesn't depend on remembering
Most pest leads that go cold weren't lost to a competitor. Nobody called them back.
- Run a consistent follow-up sequence on every quoted job without spreadsheets, sticky notes, or a manager chasing the team.
- Keep prospects engaged with timed reminders, so the second and third touch happen even in the weeks when the phones don't stop.
- Convert quotes into scheduled services and recurring plans rather than one-off treatments — a quarterly plan is worth several times a single visit.
- Re-engage past customers whose plan lapsed, using the service history already on the record.
4:45 PM · Planning for tomorrow
Pest demand isn't steady. A warm week in spring puts termite swarm calls through the roof, mosquito season loads the summer, and the first cold snap starts the rodent calls. The leads you lose are the ones that arrive on your busiest day.
Built for demand that arrives in waves
Pest demand isn't steady. A warm week in spring puts termite swarm calls through the roof, mosquito season loads the summer, and the first cold snap starts the rodent calls. The leads you lose are the ones that arrive on your busiest day.
- Handle volume spikes without dropping inquiries, because capture and routing don't slow down when the phones do.
- Separate urgent infestation calls from planned work, so a wasp nest above a front door doesn't sit behind a routine quarterly quote.
- See which sources produce customers by season, so next year's marketing spend is aimed at what worked rather than what was busiest.
- Plan capacity against the pipeline, so you know before swarm season whether you have the technicians to sell into it.
Why leads go cold
Three places pest control leads get lost
Rarely because the pitch was wrong. Almost always because of something structural.
The call that came in at 4:50pm
Someone finds droppings in a pantry and calls three companies. The first to call back usually wins, and on a busy day the message sits on a pad until Thursday.
The quote nobody chased
An inspection happens, a number gets sent, and then nothing. No second touch, no third, and no record of whether the customer went elsewhere or simply forgot.
The customer who lapsed quietly
A quarterly plan ends and nobody notices until the annual numbers come in. The service history was there the whole time — nothing was watching the date.
FAQs Frequently asked questions
Can we bring leads in from our website and Google Business Profile automatically?
Yes. Web form submissions, calls, chat, social, and Google Business Profile enquiries land in the same pipeline without manual entry, so the response clock starts when the lead arrives rather than when someone gets to the inbox.
Can we track leads from real estate agents separately?
Yes. Lead source is recorded on every enquiry, so referral partners — agents ordering WDO inspections, property managers, existing customers — can be reported on individually. That matters when you're deciding which relationships are worth maintaining.
Does the CRM know about a property's past service history?
Yes. Service history stays attached to the property as well as the customer, so a new enquiry at a previously treated address arrives with that history visible before anyone quotes.
Can we set different follow-up sequences for different service types?
Follow-up sequences can be configured per service type, so a termite inspection quote and a one-off wasp treatment aren't chased on the same schedule.
Do we need a separate CRM alongside PestBase?
No — that's the point. Leads, customers, properties, scheduling, service records, and billing sit on the same system, so nothing is exported between a sales tool and an operations tool. See the full feature set.
What happens when a lead converts?
It becomes a customer record with the quote, property details, reported pest concern, and lead source already attached, and the first service can be scheduled without re-entering anything.
Turn more enquiries into recurring customers
Grow your pest control business with
smarter lead management
See how a lead moves from first call to a recurring plan on one record — bring a week of real enquiries and we'll walk through it.
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