Pest control CRM for inspections and recurring service
Turn a one-time roach call into a quarterly plan customer
A pest control CRM covers termite inspections, recurring service and the calls you miss on a route. People also search for exterminator work. Puffly texts back missed calls and keeps the renewal on the list. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Puffly is a free CRM for pest control operators who win on recurring service and need every inspection, recheck and renewal to stay on the radar.
Where pest control company leads come from
Urgent Google searches
A wasp nest by the front door or a mouse in the kitchen makes people search and call right away. Speed of response often decides the job.
Real estate termite inspections
Buyers and sellers need a termite letter before closing. Realtors who trust you send a steady stream of inspections and treatment quotes.
Neighbors of current customers
When a truck treats one house, the people next door notice and ask. Ant and rodent problems tend to spread down a street.
HOAs and property managers
Apartment complexes and rental owners need regular treatments and quick responses when a tenant complains.
What slow follow up costs a pest control company
Someone with pests in the house wants them gone now, and will call the next company if you do not answer quickly. A termite inspection with a treatment quote can sit for days while the customer weighs the cost. Plan customers who never hear from you at renewal time often let the plan lapse without saying a word.
Pest control CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a pest control company could lay it out.
- Call inType of pest, where they saw it, and how long it has been going on.
- Inspection doneYou have looked at the home and know the problem and the likely treatment.
- Initial treatment bookedThe first service is on the calendar, and the customer knows how to prepare.
- Quarterly plan activeThey signed up for recurring service and have a next visit date.
- Recheck or renewal dueFollow-up visits and yearly renewals wait here so none slip by.
Follow up moments worth a reminder
Termite treatment quote sent, no reply after four days
"Hi Laura, it's Jesse at Steadfast Pest. Any questions on the termite treatment quote? I can go over what the warranty covers if that helps you decide."
Initial treatment was two weeks ago and it's time for the recheck
"Hi Tom, it's been two weeks since our first visit. How are things in the kitchen? I can swing by Friday for a quick recheck at no charge."
A quarterly plan customer has not answered the renewal notice
"Hi Nadia, your pest plan is up for renewal soon. Want me to keep your quarterly visits going? I can leave the schedule exactly as it is."
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Spring brings ants and termite swarms, summer brings wasps and mosquitoes, and fall sends mice and rats indoors. Each wave is a chance to sign plan customers, so offer recurring service at the first visit, and use winter to work through inspection quotes and renewals.
Missed calls and after-hours calls
Pest control work misses calls because the person who would answer is already with a customer. A wasp nest by the front door or a mouse in the. The next caller rarely leaves a voicemail they trust. They phone another pest control company and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Spring brings ants and termite swarms, summer brings wasps and mosquitoes, and fall sends. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many pest control companies use both.
Pest control lead follow-up, step by step
Pest control lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- Call inCapture it the day it arrives. Type of pest, where they saw it, and how long it has been going. A pest control lead that stays in a private text is the one that goes cold by Thursday.
- Inspection doneSend the number with the day you will check back. You have looked at the home and know the problem and the likely treatment. Put that check on the pest control deal so it does not depend on memory.
- Initial treatment bookedWhen they say yes, book the date and write what you promised. The first service is on the calendar, and the customer knows how to prepare. The customer should see the same facts you do.
- Quarterly plan activeDo the work, then say what happens next in one message. They signed up for recurring service and have a next visit date. A short update prevents the call that asks if you forgot them.
- Recheck or renewal dueAfter the job, ask for the review or the next visit while it is fresh. Follow-up visits and yearly renewals wait here so none slip by. Then close the loop on the record.
If a pest control company step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a pest control company
Treat each source as its own next step. A pest control week usually mixes Urgent Google searches, Real estate termite inspections, Neighbors of current customers, HOAs and property managers. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. A wasp nest by the front door or a mouse in the kitchen makes people search and call right away. Speed of. Buyers and sellers need a termite letter before closing. Realtors who trust you send a steady stream of. The point of the list is that those two do not get the same follow-up.
Pest control CRM FAQ
Can I keep track of renewals and recheck visits?
Yes. Set a task on each contact for the next recheck or renewal date, and Puff will show you who needs a call so nothing slips.
What if someone calls with a wasp problem while I'm on a job?
You can turn on missed-call text back, an opt-in automation that lets the caller know you got their call. Puff Voice, a paid add-on, is an AI receptionist if you want calls answered.
Can I import my current plan customers?
Yes. Put them in a Google Sheet and import it, then use tasks and pipeline stages to keep track of quarterly visits and renewals.
Is there a CRM for exterminators?
Yes. Pest control and exterminator work, including termite inspections and recurring service, can live on one pipeline. Missed-call text back covers the calls you take on a route.
Puffly for related trades
Puffly in Houston
Puff Voice answers the calls Houston pest control companies miss. The city page is the same trade, written for Houston.
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