Understanding the Platform
Everything you need to know about what SmarterPest is, who it is for, and how it fits your existing systems.
What does SmarterPest do?
SmarterPest helps pest control companies protect recurring revenue, reduce customer churn, and generate more business from existing operations. Through Client Shield and CloseKit, pest control companies can identify homeowner opportunities earlier, automate workflows, and turn reactive processes into proactive growth systems.
Is this a CRM replacement?
No. SmarterPest is designed to work alongside your existing CRM and workflows. Both Client Shield and CloseKit integrate into your existing sales and marketing processes, helping your team act faster without replacing the systems you already use.
Who is SmarterPest built for?
SmarterPest is built specifically for pest control operators looking to reduce churn, improve retention, modernize builder workflows, and grow recurring revenue. The platform is scalable for both small businesses and enterprise operators alike.
Client Shield FAQs
How Client Shield detects churn risk, surfaces new opportunities, and plugs into the workflows your team already uses.
How does Client Shield know when a customer is moving?
Client Shield continuously monitors customer service addresses and detects real estate activity tied to those properties, including listings, contracts, and home sales. When activity is detected, alerts are generated so your team can act before the customer is lost and address new business before the competition.
What types of activity does Client Shield detect?
Client Shield identifies home listings, pending sales/contracts, property sales, and new homeowners moving into your service area. These signals help your team identify at-risk customers, retain business, and be the first to address new homeowner opportunities.
How are alerts delivered?
Client Shield alerts are visible in real time within the Client Shield dashboard, as well as delivering seamlessly into your existing workflows and sales pipelines so your team can respond immediately or automate follow-up actions.
Can Client Shield integrate with our CRM?
Yes. Client Shield supports integrations with industry CRMs and can also work independently through the dashboard with simple CSV uploads.
Is this just another lead list?
No. Client Shield provides real-time homeowner signals instead of static lead lists. Alerts are prioritized by urgency and value, include confidence scoring for accuracy, and are designed to drive immediate action and a competitive edge to access new opportunities.
How much manual work is required from my team?
Very little. SmarterPest is designed to automate monitoring, alert generation, workflow delivery, and homeowner data collection while fitting into your existing operational processes.
CloseKit FAQs
How CloseKit automates documentation and homeowner handoff so your team can convert more recurring accounts.
What is CloseKit?
CloseKit is a fully automated solution that helps pest control companies capture homeowner information from new construction jobs and convert those homeowners into recurring customers.
How does CloseKit work?
After completing a builder-requested pre-treatment job, CloseKit automatically delivers required documentation to the builder. When the home sells, homeowner information and closing dates are captured flow directly back into your CRM and sales funnel so your team can follow up automatically before they get scooped up by the competition.
What homeowner information is captured?
CloseKit captures homeowner names, phone numbers, email addresses, and closing dates provided directly from the builder in real time.
Does CloseKit integrate with our CRM?
Yes. Captured homeowner information automatically flows back into your CRM and sales pipeline without requiring manual entry from your staff.
Can CloseKit auto-fill forms?
Yes. CloseKit can autocomplete HUD, WDO, and state forms using information already stored in your CRM and automatically deliver them through the portal.
Does CloseKit reduce office admin work?
Yes. CloseKit automates documentation delivery, homeowner data collection, CRM logging, and workflow communication so your office staff does not have to manage manual processes or duplicate data entry.
Can homeowners receive branded marketing materials?
Yes. Homeowners receive a branded welcome letter at closing that introduces your company, explains your services, highlights promotions, and provides contact information.
ROI & Business Impact
What kind of growth and retention outcomes you can expect with SmarterPest solutions.
What kind of business impact can we expect?
SmarterPest is designed to help pest control companies reduce customer churn, retain more recurring revenue, capture new homeowners automatically, increase lifetime customer value, significantly improve builder conversion rates, and streamline operational workflows.
How does CloseKit improve conversion rates?
CloseKit helps create consistent homeowner follow-up and engagement opportunities directly at closing, helping pest control companies dramatically improve conversion performance from builder relationships.
Still Have Questions?
We can walk through your workflows and show exactly how SmarterPest fits your business.