CRM & Client Management
Turn Chaos Into Revenue.
Never Lose Another Lead.
Stop managing your multi-million dollar potential with stone-age tools. CleanerHQ gives you x-ray vision into your sales pipeline, automating the journey from “Lead” to “Paid Customer” without you lifting a finger.
The High Cost of “Sticky Note” Management
You aren’t losing revenue because you are bad at your job. You are losing revenue because you are drowning in spreadsheets.
Leads slipping through cracks: You can’t track who needs a quote or who is ready to book.
Forgotten follow-ups: Prospects go cold because no one reached out in weeks.
Data Silos: You don’t know which staff member spoke to which client last.
The hard truth? Every lead you forget is money walking out the door to your competitor.
A CRM Built Specifically for Cleaning Businesses
Generic CRMs like Salesforce or HubSpot force you to customize everything from scratch. CleanerHQ is different.
Our Intelligent CRM ships with your sales stages, your terminology, and your specific workflows already built in. It understands the difference between a residential recurring clean and a commercial post-construction bid.
Real-Time Data: Our multi-tenant architecture ensures your whole team sees the same data instantly.
Automated Flow: Pipeline tracking moves prospects automatically based on actions (e.g., a quote accepted automatically marks the deal as “Won”).
Key Features
🎯 Visual Pipeline Management
Stop guessing where your money is. Drag and drop opportunities through custom stages: Lead → Qualified → Proposal → Negotiation → Closed Won.
Pipeline Forecasting: See your projected revenue with probability weighting.
Auto-Progression: Watch deals move themselves when quotes are accepted.
👥 Unified Client Database
Keep your residential and commercial data organized.
Accounts vs. Contacts: Manage client companies separately from the individual decision-makers.
Relationship Mapping: Know exactly who signs the checks and who manages site operations.
🔔 Smart Follow-Up Reminders
Never let a lead go cold again. Set customizable cadences (3-day, 7-day, or 30-day check-ins).
Automated Alerts: Receive email and in-app notifications for hot leads.
Age-Based Triggers: The system flags opportunities that have sat idle for too long.
📊 Complete Activity History
Eliminate the “Who talked to this client?” confusion.
Full Timeline: View every quote sent, email opened, and proposal viewed in chronological order.
Context: Attach notes and call logs directly to the account for seamless team collaboration.
🔐 Role-Based Access
Security meets transparency. Owners see the big picture, while staff access only what they need.
Workspace Isolation: Perfect for franchise operations or multi-branch setups.
Audit Trails: Full compliance tracking for every action taken on an account.
Why We Are #1
No Frankenstein Integrations. No Expensive Consultants.
Other platforms require weeks of setup. CleanerHQ works out of the box. Our proprietary pipeline automation connects Quotes → Jobs → Invoices → Payments in one seamless flow.
Just turn it on and start winning more deals.