Can it store property notes?

Yes. Customer profiles can include service address, access notes, pets, pest history, prior treatments, and reminders.

Can my team see the same record?

Yes. Sophiie is designed so the team can work from shared customer context rather than scattered messages.

Can it track invoices and quotes?

Yes. Quote status, invoice status, reminders, and related communications can be part of the customer timeline.

AI office manager

Pest control CRM software

A CRM timeline built from calls, texts, emails, chats, and jobs.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Automatic customer profiles

Calls, emails, texts, chats, webforms, bookings, and notes can populate a customer timeline.

Australian tradesperson crouching by a glass door using a phone on speaker

Property and treatment history

Store pest type, service address, access notes, pets, previous treatments, recurring plans, and reminders.

Australian tradesperson with a tool belt standing in a doorway taking a phone call

Follow-up reminders

Set tasks for callbacks, quote follow-up, reservice checks, recurring treatments, and overdue invoices.

Australian tradesperson leaning against a ute answering a phone call on site

Shared team context

Office staff and technicians can see the same call summaries, notes, upcoming jobs, and customer history.

Australian tradesperson sitting in a ute taking a phone call

Communication from the profile

Call, email, or text from the customer record, with interactions logged for future reference.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

How it works

Set up Sophiie once, then let the work flow

Connect the channels
Bring calls, texts, email, chat, forms, and bookings into Sophiie's customer timeline.
Define pest customer fields
Train Sophiie to collect property type, pest issue, access notes, pets, prior service, and follow-up needs.
Use timelines in daily work
Review histories before appointments, callbacks, quote follow-ups, and recurring service conversations.
Keep improving records
Add notes, reminders, job status, photos, invoices, and new details as the relationship grows.

Pest control CRM has to be property-aware

A pest control customer record is not only contact information. The team needs to know the service address, access instructions, pets, previous treatments, pest history, recurring plan, and what was promised during the last call.

Sophiie builds customer timelines from the interactions already happening across phone, text, email, chat, forms, bookings, notes, quotes, and invoices.

Follow-up becomes visible

Pest control businesses depend on reminders: quote follow-ups, reservice checks, recurring treatment prompts, missed-call callbacks, and overdue invoice chasing. Sophiie's CRM helps keep those next actions attached to the customer.

That makes the CRM a practical work queue rather than a passive address book.

Better context for technicians and office staff

When everyone can see the same customer history, fewer details get repeated or forgotten. The technician knows about the locked gate, the office knows the quote status, and the customer gets a more organised experience.