AtlasPest Control CRM Software
In pest control, the address is not the client. One property manager can hold nine buildings, one building holds forty units, and the cockroaches are behind one door on the third floor, not in the street.
A generic CRM stores a company, a contact and a phone number. Atlas stores the client, their buildings and every unit inside them, and attaches each visit to the door it actually happened at.
- 3 levels
- client, building, unit
- Per door
- history, not per address
- Read-only
- portal for your clients
- 1 click
- to export the whole database
Client, building, unit, three levels that match the trade
Everything else follows from this. Scheduling, history, the client portal and the warranties all hang off the same three levels, so nothing has to be retyped.
One client, several buildings
A property management company holds as many buildings as it manages, each with its own address, its caretaker and its access notes. A restaurant or a private owner simply holds one.
Units behind numbered doors
Each building holds its units, in order, with their number and their state. A private client with no building keeps a free text door, so a two-unit duplex does not need a floor plan.
The job knows where it happened
A visit is attached to the client, the building and the unit at once. Nothing has to be repeated in a note for the information to survive.
Found by what you remember
You rarely remember a client number. You remember Papineau, or the caretaker's name, and that is enough to land on the right file.
History attached to the right door
This is the difference that shows up six months in. A history kept at street level tells you the building has a problem. A history kept at door level tells you which one, and that changes the treatment.
What was done at door 102 in May
Open the unit and its visits are there, in order, with the pest, the type of visit, the technician and the notes from that day. Nobody has to be called to remember.
The unit that keeps coming back
When one unit reappears month after month while the rest of the building stays quiet, the record says so plainly. That pattern is usually a neighbour, a hoarding problem or a shared wall, and it is invisible to anyone tracking addresses instead of doors.
A failed visit stays in the record
A closed door or a tenant refusal is written down with its reason, not deleted. Six months later, when the client asks why the problem persists, the four refused entries are still there.
Your clients have their own view
A property manager who can see their own buildings stops calling to ask. That is the single feature that most often convinces one to sign with a small company.
A read-only link on their portfolio
The client opens one address and sees their buildings, their units and the visits already done. They can read, they cannot change anything, and they never enter your office interface.
Warranties followed unit by unit
A warranty rule is set on the client, and its state is computed for each unit from its own visits, active, weakened, paused, cut or expired. A door treated last week is never confused with one treated last year.
Private notes stay private
A note can be marked private, and then it exists for your team only. What the client reads is the work, not the internal comments about their caretaker.
What Atlas CRM does not do
Atlas is a field operations tool that happens to hold your client records properly. It is not a sales CRM, and two absences follow from that.
No sales pipeline
There are no leads, no stages, no deal probability and no follow-up sequences. Atlas starts once the client has signed. If your problem is chasing prospects, a sales CRM does that job and Atlas does not compete with it.
No invoicing, no accounting
Atlas writes quotes, but it does not issue invoices and does not connect to an accounting tool today. It keeps the timestamped record of every visit, by client and by unit, and exports the whole database to a spreadsheet for whoever does your billing.
Frequently asked questions
Yes, and that is the normal case. A property management company holds as many buildings as it manages, each with its own address, caretaker and access notes, and each building holds its own units. The client's history covers the whole portfolio, and their portal link shows all of it at once.
To the unit. A visit is recorded against the door it happened at, inside the building, inside the client. That is what lets you see one unit coming back three times while the rest of the building stays quiet, which an address-level history cannot show. For a private client with no building, the door is kept as free text so nothing is lost either.
Not today. There is no import in Atlas, clients and buildings are created by hand, and a building with its units takes a few minutes to set up. In the other direction the export exists, your whole database, clients, buildings, units and visits, downloads as a spreadsheet whenever you want it, so nothing is ever locked in.
Yes, through a read-only link. The client opens it without an account and sees their buildings, their units, the visits already done and the state of their warranties. They cannot modify anything, and any note you marked private stays out of that view.
Build a full building in five minutes
The live demo opens with property managers, buildings, units and six months of history already in place. No account, no credit card.