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Intelligence & Platform

Customer Insights

See the cancellation coming while you can still stop it

Recurring accounts rarely quit loudly. They skip a visit, stop answering, and disappear off the route with no warning.

See which accounts are solid, which are about to cancel their quarterly service, and who needs a call today.

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
Interactive demo
EW

Live product view

Customer Insights

Track journey stage, health, lifetime value, satisfaction, retention risk, and needs-attention signals.

Lifecycle timelineHealth and retention signalsValue and segmentation

Lifecycle timeline

84%

12.4%

Health and retent…

218

12.4%

Value and segment…

$84.2k

12.4%

Performance trendEvergreen Wildlife & Pest

Top tools

Top tools to help you keep the accounts worth keeping

Owners and managers use this to see what is actually making money, while the crew gets the reminders and records they need.

Catch cancellations early

Warning signs before the account goes away.

Know your best accounts

What each customer is worth over years, not one job.

A real call list

Customers needing attention, ranked.

Based on actual service history

Visits, payments, complaints, and conversations.

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 quarterly account skipped two visits and stopped answering. It shows up as at-risk and a call saves it.

  • 2Real-world scenario

    You find your top 20 customers are mostly property managers, and you go after more of them.

  • 3Real-world scenario

    A customer with three callbacks in a year gets flagged before he cancels.

The takeaway

Know which customers need action before revenue or trust is lost.

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. 1

    Normal work happens

    Visits, payments, conversations.

  2. 2

    Signals build

    Health and risk update.

  3. 3

    You reach out

    The accounts worth saving.

What's included

All 8 pieces of Customer Insights

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.

  • Lifecycle timeline
  • Health and retention signals
  • Value and segmentation
  • Needs-attention queue
  • Connected journey from contact through lead, quote, job, invoice, and payment
  • Persisted customer health scores and risk factors
  • Customer Operations cases with verified outcomes and realized revenue
  • Unscheduled accepted quotes, missing invoices, and follow-up-quote alerts

The result for your company

Know which customers need action before revenue or trust is lost.

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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 us

See what it costs

A flat 5% of the revenue you record. Every feature, unlimited users, and the 24/7 contact center included.

View pricing

Browse all 54 modules

This is one piece of the platform. The rest of your office, field, phone, and billing work lives here too.

All features

FAQ

Still have questions? We've got answers.

What does Customer Insights actually do?

See which accounts are solid, which are about to cancel their quarterly service, and who needs a call today.

Who on my team would use it?

Owners and managers use this to see what is actually making money, while the crew gets the reminders and records they need.

Is Customer Insights included with WildPipe?

Yes. Every feature is included. There are no upgrade tiers and no per-feature charges.

Can my whole team use it?

Yes. You get unlimited users, and each person sees the tools that fit their job.

Does it work on a phone in the field?

Yes. Techs get the same customer information and tools from the field app.

Ready to put Customer Insights to work?

Know which customers need action before revenue or trust is lost.