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CRM & Pipelines

CRM for Cleaning Companies

Track every lead, quote, and contract in one place. The CleaningOS CRM keeps your sales organized from first inquiry to long-term customer, giving you full visibility into where every opportunity stands and what needs follow-up next.​
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CleaningOS CRM & Pipelines UI
Win More Contracts

Stay on top of every lead so deals don’t stall.​

Know Your Customer

Keep client details organized for faster, smarter follow-ups.

Prioritze Best Deals

Prioritize high-value deals and focus efforts where it counts.

Turn Your Leads Into Long-Term Contracts

From the first quote to the final invoice, the CleaningOS CRM keeps every relationship organized. Track estimates, conversations, and renewals in one place so every customer feels like your only one.

Everything you need to close faster:
  • Centralized contact records for every site and decision-maker
  • Custom pipelines that match your sales process
  • Deal notes, estimates, and renewals in one view
  • Automated follow-ups and reminders for next steps
  • Revenue forecasting to plan your next hire or contract
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Everything You Need to Close More Sales

From first contact to signed contract, CleaningOS gives you the tools to manage every lead, site visit, and proposal in one place. Build stronger relationships, stay organized, and turn your sales process into a repeatable system that scales.

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Lead Qualification

Collect inquiries from web forms, calls, and social channels with automatic lead tracking.

Contact Management

Keep every client, site, and lead organized with full history, notes, and job details.

Pipeline & Deal Tracking

Move every opportunity through your custom pipeline from quote to closed contract.

Booking & Calendars

Book site visits, walkthroughs, and service appointments directly into your team’s calendar.

Quotes & Proposals

See projected income by deal stage to plan staffing and cash flow.

Renewals & Retention

Track contract end dates and trigger automated reminders and renewals before they expire.

Tasks & Assigments

Assign jobs, set due dates, and track next steps to keep deals moving.

Team Collaboration

Share pipelines, notes, and updates so marketing, sales, and ops stay aligned.

Revenue Forecasting

See projected income by deal stage to plan capacity, staffing and cash flow.

Is the CleaningOS CRM Right for Your Business?

When your pipeline lives in notes, inboxes, and memory, sales get messy. CleaningOS keeps every lead, walkthrough, and renewal organized so your team can focus on winning contracts and servicing clients.

Leads slip through the cracks.
Every call, form, and referral is tracked automatically, so no opportunity is overlooked.
Quotes get buried or forgotten.

Open estimates stay visible with reminders that prompt fast, consistent follow-ups.

Walkthrough notes never make it back to the office.
Add site details, photos, and notes in seconds and keep everything stored in one record.
Renewals catch you off guard.
Upcoming contracts are flagged early, giving you time to follow up and re-sign clients.

Keep Marketing, Sales, and Operations Aligned

When everyone can see what’s booked, quoted, or ready to start, jobs move smoother and clients stay happier. CleaningOS connects sales and field teams so every site visit, task, and follow-up is clear.
  • Track walkthroughs, quotes, and contracts in one system
  • Assign tasks to reps and notify supervisors instantly
  • Share client notes, photos, and service details between teams
  • Keep everyone accountable with timelines and reminders
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Frequently Asked Questions

Cleaning companies handle a steady flow of leads, quotes, and follow-ups. A CRM keeps all contact details, job notes, and communication in one system. It helps owners and managers stay organized, track progress, and maintain control of the sales process.
Most field service software helps manage staff routes and jobs after a contract is signed. CleaningOS helps you win those contracts in the first place. It tracks every lead, quote, and follow-up, then connects with your scheduling tools once the job is approved.
Yes. CleaningOS records contract terms, renewal dates, and client history. The system sends alerts before contracts expire, giving you time to reconnect, prepare proposals, and secure renewals.
Yes. Notes, photos, and pricing can be added directly during walkthroughs. Everything is stored in the client record so sales and operations teams can build accurate quotes and start work without confusion.

CleaningOS automates follow-ups through reminders, tasks, and messages. You always know who to contact next and when to reach out, which keeps leads active and reduces missed opportunities.

Most CRMs are built for generic sales teams. CleaningOS is built around how cleaning companies operate. It includes tools for quotes, walkthroughs, renewals, and site tracking, so you can manage the entire client lifecycle without extra systems or plugins.