Never lose another lead. CleanerHQ gives you x-ray vision into your sales pipeline, automating the journey from Lead to Paid Customer without lifting a finger.
You aren't losing revenue because you're bad at your job. You're losing revenue because you're drowning in spreadsheets.
The hard truth? Every lead you forget is money walking out the door to your competitor.
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.
Other platforms require weeks of setup. CleanerHQ works out of the box. Just turn it on and start winning more deals.
Use the Pipeline Board for a visual Kanban-style view of all your opportunities organized by stage: Open, Quote Sent, Pending Signature, Closed Win, and Closed Lost. Drag and drop opportunity cards between columns to update their status. The system automatically logs all status changes for you, so you never lose track of deal progression.
Yes. CleanerHQ supports CSV imports for both accounts and contacts. Upload your CSV file with columns for name, address, email, phone, and industry. For contacts, enable "Create Missing Accounts" to automatically create account records if they don't exist. The system validates all data before import and reports any errors line by line.
Every account and opportunity has a complete Activity Timeline showing all status changes with timestamps, notes added by team members, when the record was created or updated, and who made each change. You can add new notes anytime, pin important notes to the top, and edit or delete notes you've created.
The CRM Dashboard shows Total Pipeline Value (sum of all open opportunities), Won Value (sum of closed-won deals), and an Opportunity Pipeline Chart with a visual trend over 6 months. The Opportunities List shows each deal with its value so you can sort to see your biggest deals.
Absolutely. CleanerHQ supports owner assignment at both the account and opportunity level. When creating or editing an account, select an Owner from your team members. Use the Filter by Owner dropdown to see only accounts assigned to a specific person.
Have more questions about the CRM module? Contact our support team at support@cleanerhq.com.