CRM & Pipeline · Pest Control
Clarity on what's in your pipeline and what's moving, without a 40-page report.
The reality
Most trade businesses run on a clipboard, a calendar, and a notepad of unclosed quotes. The CRM doesn't replace any of that. It makes sure nothing falls between them. Quote sent on Tuesday gets followed up on Friday. Job booked Monday gets a review request Wednesday. The system keeps the pipeline moving while you're on a roof.
What we fix
A one-time service is worth $250–$500. A quarterly contract is worth $400–$800 a year. A commercial account is worth $1,200–$6,000 a year, every year. The customers searching for you right now are the ones most likely to sign a recurring contract — but most pest control websites can’t convert them past the panic search.
No after-hours booking for urgent calls
Wasps in the wall on a Saturday. Mice in the kitchen at 11pm. These customers convert at 3x the rate of cold leads — but only if your site can capture them when they search. Phone-only contact means every after-hours lead goes to the competitor with an online form.
No recurring contract path on the homepage
Most pest control sites push the one-time service and bury the quarterly plan three clicks deep. The math is backwards: a quarterly contract is worth 3–5x a single visit. Your homepage should sell the plan first, the one-time call second.
Invisible for "exterminator near me" searches
When something is crawling on the wall, customers Google and click the top result. If you’re not in the top 3 for "pest control [city]" or "termite inspection near me," you don’t exist for the highest-intent searches of the year.
Zero proof for commercial accounts
Property managers and restaurant owners need to see commercial experience, insurance certifications, and reviews from other businesses before they call. A generic homepage with stock bug photos signals "residential only" — and the commercial route revenue goes elsewhere.
What you get
Every inquiry lands in a stage. You see what's new, what's quoted, what's booked, and what's closed. No leads forgotten.
Quotes are tracked from sent to accepted. Jobs are tracked from booked to invoiced. Nothing slips between the cracks.
Monthly summary: inquiries this month, where they came from, what closed, what's open, what we're moving next. No jargon, no fluff.
Real-time access to your numbers any time you want. Not a report you wait a month for. A window you can open right now.
FAQ
Yes. We integrate with PestPac, FieldRoutes, ServSuite, Briostack, and most major pest control platforms. Online bookings and emergency requests feed directly into your dispatch and routing queue — no double-entry, no missed leads.
Franchise sites give you a template inside their system — you compete with every other franchisee for the same keywords, on the same layout. Directory listings put you in a list of 50 competitors. We build a custom site that owns your service area, ranks for your terms, and converts visitors into your contracts — not a corporate brand’s.
Most pest control sites launch around Week 4 inside the 28-day Forge Method engagement. That includes discovery, custom design, development, service area content, and testing. We handle everything — you just review and approve.
You own your content and your domain. If you decide to move on, we provide all assets, assist with migration for up to 14 days. The commitment runs twelve months, with a performance exit if we stop delivering. We keep clients by delivering value — not by making it hard to leave.
See more on the Pest Control page or the full FAQ.
More for pest control
CRM & Pipeline elsewhere
This page covers crm & pipeline as we build it for pest control companies. For how the capability works on its own, across every industry we serve, see crm & pipeline.
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