Sales pipeline
Turn more leads into recurring customers.
Every lead, estimate and follow-up on one board, so you know exactly who to call today.
What's included
- Drag-and-drop pipeline board
- Custom stages
- Follow-up reminders
- Lead source tracking
- Linked estimates
- Win and loss reasons
How it works
Three steps, no training manual
1
Leads arrive from calls, your website or referrals
2
Move them through your stages
3
Won leads become customers with a plan
Built for pest control
Track seasonal pushes, like termite or mosquito season, as their own pipelines.
FAQ
Common questions
Can I assign leads to salespeople?
Yes.
Do won leads keep their history?
Yes, everything carries over to the customer.
Can I see results by lead source?
Yes, in reports.
Run your pest control company from one place
Start your free trial and set up in an afternoon.