Pest control can be a difficult business to manage—with multiple customers, complex schedules, and then you’ve got the pests themselves. With the right customer relationship management (CRM) software, you can handle it like a pro. With the wrong one, things can quickly spiral out of control. I’m AJ—here to offer my two cents. I’ve spent the last decade helping businesses succeed while scaling my own company (to a multiple seven-figure exit). So, let’s break down our list of the best pest control CRM software (guaranteed to take your business to the next level)! Stick around to the end, where I offer a few can’t-miss tips to help you pick a platform. After years of SBB testing, here is our list of the best pest control CRMs: Best Pest Control CRM For Ease of Use: Pipedrive Best Pest Control CRM For Integrations: HubSpot Best Pest Control CRM For Expense Tracking: Jobber Best Pest Control CRM For Scheduling Calendar: HouseCall Pro Best Pest Control CRM For Mobile: FieldPulse Best Pest Control CRM For Lead Management: Zoho CRM Best Pest Control CRM For Startups: Pipeline CRM
How Did We Test The Best CRM For Pest Control Business?
Feature Assessment
Hands-On Experience
Customer Support
Third-Party Reviews
Ease of Use
Scalability
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
Pipedrive: Best For Ease of Use
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Bonfire Rating: 4.7/5 Pipedrive: Best pipeline management in the game.
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Pipedrive
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$
21
90
Monthly
Great Contact Management
Customizable Project Management
Powerful Lead Generation Tools
Get Pipedrive
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Why We Picked Pipedrive
Pipedrive is a dream come true for businesses looking for a simple and intuitive CRM solution. Here are some of our favorite Pipedrive features: Easy-to-use interface Fully customizable pipelines Great client management Task tracking & scheduling (with calendar view) Advanced sales reporting & analytics capabilities Pipedrive’s interface is extremely user-friendly, making it easy for anyone to pick up quickly (with no learning curve).
Pipedrive Features
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Task Tracking
If you double-book a pest control appointment, it can make for a very bad day. Pipedrive eliminates this problem with its task tracking and scheduling features. With Pipedrive, you can easily do the following: View team availability Schedule jobs (with just a click) Assign technicians to specific jobs Set up recurring appointments for ongoing services Track job details Here’s a sneak peek at an activity card with Pipedrive. Each activity card allows you to view all the following info at a glance: Meeting location & time Associated guests Activity type Associated deals & contacts Notes & description Pipedrive also lets you see your calendar view on the right side of each card (ensuring you don’t overbook your technicians). Our final thoughts: Pipedrive’s task-tracking feature is a huge asset for any pest control business looking to streamline its scheduling process.
Calendar View
Scheduling jobs can be a hassle, and it’s essential to stay organized as you scale. Pipedrive offers an easy-to-use calendar view, giving you a top-down view of all your upcoming appointments and tasks. Here’s a quick look at Pipedrive’s calendar in action. With Pipedrive, you can expect the following improvements to your pest control company: Streamlined scheduling & task management Simplified job tracking Enhanced team management & collaboration The verdict: Pipedrive’s calendar view offers a no-BS solution to streamlining your pest control operations across the board.
Client Management
To keep customers happy and coming back, you need to manage them effectively. Pipedrive makes this task a breeze with its client management features. Here’s what you can easily do with each contact card: Add & update contact info View associated deals & activities Access contact details (phone, email, etc.) Update notes & tags Track client communication (from initial contact to post-sales) Once your contacts are added, you can easily customize your dashboard to fit your specific needs. Here’s a quick look at Pipedrive’s contacts dashboard (with some sample data added). You can easily add color-coded labels to each contact, allowing easy segmentation and filtering. The interface is fantastic, plus you can manage unlimited contacts at a reasonable price—what’s not to love?
Pipedrive Pricing
Pipedrive offers a free plan in addition to three paid plans: Essential: $21.90/Month Advanced: $39.90/Month Professional: $59.90/Month Power: $74.90/Month Enterprise: $119.00/Month Check out our complete Pipedrive pricing guide.
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Pipedrive Pros and Cons
Extremely intuitive interface
Great customer service (with 24/7 live chat)
Easy-to-use mobile app
Excellent task tracking & scheduling
Advanced sales reporting & analytics
No free plan
Extra features cost additional money
Limited customer journey views
Pipedrive Review
HubSpot CRM: Best For Integrations
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Bonfire Rating: 4.8/5 HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.
HubSpot
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30
Monthly
Tons of Free Tools From Each Hub
Live Chat Capabilities
Robust Integrations
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Why We Picked HubSpot CRM
