Industry solution

Custom CRM for Cleaning Companies

Manage one-off and recurring cleaning enquiries, property details, quotes, schedules, teams, checklists and customer communication.

Why generic CRM often falls short

Recurring and one-off work have different scheduling, staffing, pricing and customer-communication requirements.

Business information

Records that should remain connected

01

Customers

02

Properties

03

Service requests

04

Recurring schedules

05

Teams

06

Service checklists

Lifecycle

A clear view from first enquiry to completed outcome

1New enquiry2Qualified3Quoted4Trial booked5Recurring6Paused7Completed8Aftercare

Buying questions

Questions the proposed system should answer

  • Can recurring work be separated from one-off jobs?
  • Can changes and missed services be handled visibly?
  • Do office and field teams share the same current information?

Expected improvement

The operational outcomes to evaluate

01

Clearer recurring schedules

02

Better team handoff

03

Consistent customer updates

04

Improved visibility of active and paused accounts

Project enquiry

Discuss the operational requirements for your business.

Tell us about the current process, the people involved, the systems already in use and the result you want to achieve.

  • Initial fit and scope review
  • Key requirements and constraints
  • Recommended next step

Your enquiry is reviewed for fit and scope. The recommended next step is sent by email.