The whole property history
Last year’s squirrel job, the roof line you sealed, and the roach service they cancelled are all on one screen.
Core Feature
CRM & Customer Management
Every property, every animal, every service — in one customer file
Still keeping customers in a notebook, a spreadsheet, and the texts on your personal phone? When the homeowner from last spring calls back about scratching in the attic, nobody should have to guess what you did the first time.
Every customer, property, attic, crawlspace, trap set, treatment, and payment in one file instead of spread across notebooks, texts, and three spreadsheets.
One connected part of the complete WildPipe operating system. Included on every account with unlimited users and no per-feature charges. See pricing
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WildPipe/ Evergreen Wildlife & PestInteractive demo
EWLive product view
CRM & Customer Management
A complete customer record connecting contacts, properties, conversations, work, documents, payments, and lifetime history.
Multi-contact and multi-property recordsCustomer journey from lead through paymentUnified communication and activity history
Sarah Mitchell
Active customer · 4 years
Healthy
12
Jobs
2
Open
$0
Balance
Recent activity
Inspection completed1 day ago
Proposal accepted2 days ago
Customer paid invoice3 days ago
Top tools
Top tools to help you keep track of every customer and property
Owners, office managers, and CSRs live in this one — the people taking the calls, building tomorrow’s schedule, and getting the invoices out.
Anyone can answer the phone
A new CSR can pull up the customer and see the last visit without hunting down the tech who ran it.
Fewer duplicate customers
The same homeowner who called about bats in May and mice in October stays one record, not two.
Customers stop calling for basics
They log in to see their next service date, their bill, and their warranty instead of tying up your phone.
Real-world scenarios
How this plays out in the field
Three jobs you have already run this month, and what WildPipe does with them.
1Real-world scenario
A homeowner calls about scratching in the attic. Her address is already in the system from a mouse job two years ago, so the CSR sees the crawlspace notes and the tech who ran it before she finishes explaining.
2Real-world scenario
A property manager with 14 rental units calls about roaches at one address. Each unit is tracked under the same account, so you know which units were treated, which were no-access, and who signs off on the invoice.
3Real-world scenario
A customer disputes that you sealed a gable vent. You open the job, show the dated photos and the signed report, and the conversation ends in two minutes.
The takeaway
Give every team member the full story without searching across disconnected systems.
How it works
The day-to-day flow
Your crew works the way they already do. WildPipe keeps the property, the paperwork, and the money attached to it.
- 1
The call comes in
A call, text, web form, or online booking starts the customer and property file automatically.
- 2
You run the work
Inspections, trap sets, treatments, photos, quotes, and invoices all attach to that same property.
- 3
The history sticks
Three years later you can still see what was found, what was sealed, and what was charged.
What's included
All 35 pieces of CRM & Customer Management
Nothing here is an upgrade or an add-on. Some of it gets specific — that is on purpose, because this work is specific. Our team turns on what you need during setup.
- Unlimited customer contacts
- Custom fields for any data you need
- Tags and segmentation with custom tag management
- Contact groups for targeted campaigns and automations
- Duplicate contact detection and merging
- Multiple addresses per contact (service, billing, etc.)
- Additional contacts per job with roles (tenant, spouse, property manager)
- Multi-site / multi-location management per customer
- Service point types for complex properties
- Billing contact separation
- Per-customer billing settings (payment terms, credit limit, late fee)
- Saved payment methods (cards)
- Communication blocking — block outbound calls, SMS, email, and inbound calls/SMS independently per contact
- Block reason, blocked-by user, and timestamp tracking
- Preferred technician assignment per customer
- Property data lookup — 16 fields from public records (year built, sq ft, lot size, roof type, foundation, assessed value, last sale price, pool, etc.)
- Duplicate contact detection — find duplicates by phone, email, or name match
- AI-assisted duplicate analysis — suggests which contact to keep
- Contact merge with undo history and ignore list
- Contact merge on field conflict — auto-prompt when saving a phone/email already used
- Credit balance transfer on merge
- Multiple email addresses per contact
- Contact import and export
- Global search / command palette (Cmd+K) across all entities
- AI-powered customer summaries with health scores
- Branded customer portal
- Online appointment viewing and scheduling
- Invoice viewing and online payment
- Quote viewing and acceptance
- Camera images shared to portal
- WILD/PEST report access
- Warranty status and claims
- Referral program participation
- Technician ETA tracking with live location map
- Post-service review requests
The result for your company
Give every team member the full story without searching across disconnected systems.
We've got your back
You will not be setting this up alone
A specialist configures your services, prices, and workflow with you on a call, then trains your office and your techs before you go live.
Talk with our team
Tell us how your operation runs and we will show you exactly how this fits it — no pressure, no jargon.
Contact usSee what it costs
A flat 5% of the revenue you record. Every feature, unlimited users, and the 24/7 contact center included.
View pricingBrowse all 54 modules
This is one piece of the platform. The rest of your office, field, phone, and billing work lives here too.
All featuresFAQ
Still have questions? We've got answers.
How many contacts can I store?
Unlimited. There is no cap on the number of customer contacts, addresses, or communication records you can store in WildPipe.
Can I import my existing customers?
Yes. You can import contacts from a CSV file or migrate from another CRM. Our onboarding team can help with data migration at no extra cost.
Does WildPipe detect duplicate contacts?
Yes. The system automatically flags potential duplicates by matching phone numbers, email addresses, or names. You can merge contacts with one click, and AI helps suggest which record to keep.
Can customers access their own portal?
Yes. Every account includes a branded customer portal where customers can view appointments, pay invoices, see camera images, file warranty claims, and refer friends.
What custom fields are available?
You can create unlimited custom fields of any type — text, number, date, dropdown, checkbox, and more. Custom fields appear on contact profiles, in filters, and in reports.
How does the communication timeline work?
Every call, text, email, chat message, and internal note is logged in a single unified timeline per contact. AI-powered summaries help your team quickly get context on any customer.
Know your customers inside and out
A CRM that gives your team complete visibility and your customers a professional self-service experience.