In this episode, Casey Lewis dives deep into how pest control companies can fully integrate their CRM with their service software to create a seamless buyer’s journey — from the moment a lead enters the system through awareness, consideration, and decision.

You’ll learn how to ensure no lead ever falls through the cracks, how to automate backburner and drip campaigns for unconverted or one-shot customers, and how to unlock hidden revenue through side-sell and upsell programs like mosquito control, rodent exclusion, and stinging insect protection.

Casey also breaks down how to build a tagging and data protocol that syncs between your CRM and pest control software, ensuring accurate reporting, better follow-up, and smarter marketing automation.

By the end, you’ll know how to turn your CRM from a simple contact manager into a growth engine that drives recurring revenue all year long.

• Integration = efficiency