Project 16 · SEBO Pest Control
SEBO CRM
Leads, surveys, proposals and contracts on one sales desk, so nobody retypes the same details.
01 / The problem
Pest control sales run on forms, calls and Word files.
A lead becomes a survey, a proposal and a contract by hand. Each step is retyped and re-checked.
02 / How it helps
One desk for the whole sale.
One record per company
Branches, contacts and history sit together.
Survey to proposal
Survey results feed the proposal template.
Approval built in
Larger proposals wait for sign-off before they go out.
Contracts ready to send
Term or one-time contracts built from the proposal.
03 / All screens
Every screen
ClickTap a screen to view it large. Desktop and phone frames, in the order a person meets them.
04 / How it works
From lead to contract
- 01
Lead comes in
Added once, with the company and contact.
- 02
Survey done
Services and sites recorded on the visit.
- 03
Proposal sent
Pick a template, edit, send for approval.
- 04
Contract signed
Contract and payment plan follow on.
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