CRM for pest control
A pest control CRM that keeps recurring plans on schedule
One-off calls pay today. Recurring plans pay all year. Clientager answers every enquiry, books the first treatment and keeps every quarterly visit and renewal on track.
CRM included in every plan, from $39/month. AI manager included.
New enquiry
Inspection booked
Treatment plan quoted
First treatment scheduled
Quick answer
What is the best pest control CRM for a small business?
The best pest control CRM answers urgent infestation calls fast, converts one-off treatments into recurring plans and makes sure every quarterly visit and renewal happens. Clientager combines a CRM with service plans, technician assignment, invoices and automations, plus an AI manager that answers calls and messages 24/7 and books inspections. It is included in every plan, from $39/month.
Built for pest control companies and exterminators
Your Pest Control CRM comes set up with the stages and fields pest control companies and exterminators actually use. Change anything, add your own.
Pipeline stages
- New enquiry
- Inspection booked
- Treatment plan quoted
- First treatment scheduled
- Won
What each record holds
- Pest type (ants, rodents, termites, bed bugs, roaches, wasps)
- Property type and size
- Service plan (one-time, quarterly, monthly)
- Next scheduled treatment date
- Plan renewal date
- Pets or children on site
- Treatment areas and products noted
- Assigned technician
Service plans on every record
Store plan type, next treatment date and renewal date as fields. Smart lists show who is due for a visit this week and whose plan ends next month.
Inspection and treatment jobs
Termite inspections, initial treatments, follow-ups and re-treatments are jobs with a priority and an assigned technician.
Plan conversion pipeline
Track one-off callers from enquiry to inspection, plan quote and first treatment. Deal values show the annual plan revenue in the pipeline.
Quotes and invoices
Quote plans and one-off services from your catalog, add tax, send a PDF and collect payment with a pay-by-link through Stripe, Razorpay or PayPal.
Calendar by route
Recurring visits, inspections and tasks show in one week view, so you can plan each technician's day by area.
Customer timeline
Every call, message, treatment, note on products used and payment for a property in one place.
Reports
See leads by source, plan conversion rate, jobs completed, revenue collected and after-hours enquiries.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers the panic call
Wasps by the front door or mice in the kitchen at 10pm. Your AI manager answers 24/7, asks what pest, where and how bad, and logs it.
Books inspections and treatments
It offers open slots and books the visit on your calendar, with a confirmation and a reminder.
Notes safety details
It asks about pets, children and access, and writes those details onto the record for the technician.
Handles re-treatment requests
When a plan customer reports pests coming back, it opens a re-treatment request and assigns it to the right technician.
Scores leads and suggests plans
Each contact gets a summary, a lead score and a suggested next action, like offering a quarterly plan after a one-off treatment.
How a pest control runs on Clientager
- 01
The enquiry
A homeowner messages on WhatsApp about ants in the kitchen. The AI manager asks about the pest, the property and pets.
- 02
The first visit
It books an inspection and treatment. The technician arrives with the pest type and safety notes on the record.
- 03
Plan offer
After the treatment, an automation offers a quarterly plan. The customer accepts and the deal moves to Won.
- 04
Visits on schedule
Each quarterly visit is reminded by SMS, completed by the technician and invoiced with a pay link.
- 05
Renewal
A month before the plan ends, the renewal reminder goes out and a task is created if needed.
Automations ready to switch on
- When Next treatment date is 3 days away→ Send an SMS reminder with the visit window and prep notes.
- When A one-time treatment is completed→ Send a quarterly plan offer by email 10 days later.
- When Plan renewal date is 30 days away→ Send a renewal reminder and create a task if not renewed in 2 weeks.
- When A job is marked completed→ Send the invoice pay link and a review request two days later.
- When No visit for 12 months→ Send a seasonal check-in offer before peak pest season.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Quarterly visits tracked on a paper calendar
- Plans lapse because nobody sent a renewal
- One-off customers never hear about plans
- Technicians arrive without pet or access notes
- After-hours calls go to voicemail
Clientager Pest Control CRM
- Next treatment dates drive automatic reminders
- Renewal dates trigger notices and tasks
- Plan offers go out after one-off treatments
- Safety and access notes on every record
- Every call answered 24/7
Why recurring plans need a pest control CRM
Pest control profit lives in recurring plans. A quarterly general pest plan or an annual termite contract is worth far more than a one-off wasp nest removal. But plans only work if every visit happens and every renewal is sent on time. A pest control CRM keeps those dates on each record. Clientager stores the plan type, next treatment date and renewal date, then sends reminders and creates tasks so nothing depends on memory or a paper calendar.
Smart lists make the schedule easy to see. One list shows every customer due for a visit this week. Another shows plans ending next month. Your office can plan routes by area on the calendar and assign each visit to a technician. When a visit is done, the technician marks it complete and the invoice goes out with a pay-by-link.
Turning one-off calls into plans
Most new customers call with an urgent problem: mice in the kitchen, wasps by the door, bed bugs after a trip. Your AI manager answers those calls 24/7, asks what pest, where and how bad, notes pets and children, and books an inspection or treatment. The customer gets a confirmation right away, and you get a complete record with a lead score and a suggested next step.
After the first treatment, an automation can send a quarterly plan offer. The deal moves through the pipeline, so you can see how many one-off customers you convert and what the plans are worth. Reports show plan conversion rate, leads by source and revenue collected. That is the number that tells you whether your marketing brings in one-time jobs or long-term customers.
Re-treatments and commercial contracts
Pests sometimes come back between visits, and plan customers expect a quick re-treatment. When a customer calls or texts about it, your AI manager opens a re-treatment request on their record and assigns it to their technician. The timeline shows the previous treatment, products noted and areas treated, so the technician knows what was done before and can decide what to try next.
Commercial clients like restaurants, warehouses and property managers often need scheduled visits and service records. Store contract terms, visit frequency and renewal dates as custom fields, and keep every visit note on the account timeline. Renewal reminders go out automatically, and a task is created for the account owner if the client does not respond, so contracts do not lapse quietly.
Questions about the CRM
What is the difference between a pest control CRM and an AI manager?
The CRM stores customers, plans, treatment dates, jobs and invoices, and runs your reminders and renewals. The AI manager answers calls and messages 24/7, asks about the pest and the property, books inspections and opens re-treatment requests, writing everything into the CRM. Clientager includes both, so new enquiries and plan visits are tracked without manual data entry.
Can I import my existing customers and service plans?
Yes. Import from any spreadsheet or CRM export via CSV, mapping columns to fields like plan type, next treatment date and renewal date. Duplicate detection flags customers already in the system, and you can merge duplicates afterwards. Once imported, your reminder automations start working from those dates.
Can technicians log in without seeing billing?
Yes. Technicians get the staff role. They see their assigned jobs, customer records, treatment notes and tasks, but not payments, billing or revenue reports. Owners and managers see everything. Starter includes 2 team logins, Growth 5 and Scale unlimited, and an activity log records changes.
Can it remind customers before each quarterly visit?
Yes. An automation uses the next treatment date to send an SMS or email a few days before, with the visit window and any prep notes you write, like moving pet bowls. If you reschedule, update the date and the reminder follows. Every message is logged on the timeline.
Can I track termite inspections separately?
Yes. Use a pest type field or a tag for termites, and book inspections as jobs. Smart lists show all termite leads and contracts, and you can set a separate pipeline stage or automation for annual termite renewals. Reports then show how many termite leads became contracts.
How much does a pest control CRM cost with Clientager?
The CRM is included in every Clientager plan, and plans start at $39/month. You also get the AI manager that answers calls and messages around the clock. You can see it in a live demo, and you can get a refund before your agent goes live if it is not the right fit.
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