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Cleaning company CRM that turns an inquiry into a booked walkthrough

The layer between a new cleaning inquiry and a booked site survey. It answers in seconds, captures site type, size and frequency, books the walkthrough against your live diary and keeps the bid moving until there is a decision. Pricing the contract is always yours.

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01Answer & book

Where do commercial cleaning leads get lost between inquiry & quote?

Between the inquiry landing and anyone replying to it. Cleaning is a bid trade and the firm that responds first usually gets the walkthrough, so an inquiry that waits until Monday is a contract someone else surveyed on Friday. Every inquiry gets answered in seconds, day or night, with the questions that matter attached: what kind of site, how big, how often, and when they want to start.

Every inquiry answered in seconds

Web forms, email, WhatsApp and Instagram all get an immediate reply. The inquiry that lands at 7pm on a Friday is answered at 7pm on a Friday, not on Monday morning.

Site details captured up front

Site type, square footage, cleaning frequency, start date and access requirements, captured before anyone picks up the phone, so the walkthrough is scoped before you drive to it.

RB
WhatsApp
Sunday · 20:41
Hi — are you available to help with this?
20:41
Yes — I can book you in. A couple of quick questions first so the right person picks it up.
20:41 · auto ✓✓
Details capturedQualified for review
Captured up front
ContactCaptured ✓
Inquiry typeIdentified
ReviewYour team runs it
Answered in seconds · day or night
02Qualify & route

How is an inquiry qualified without pricing the job?

Against the rules you set. Site type, size, frequency, contract length and travel distance are scored against what you actually want to win, and the inquiry is sorted three ways. Anything that needs a price, a site judgment or a scope decision goes to your team with the full picture attached. Everything administrative runs without you.

Your rules

Qualify by the work you want

Site type, square footage, frequency, contract length and distance from your existing runs. The rules are yours and they are set at onboarding, not guessed.

Reaches your team

Anything with a price on it

Pricing, scope, site judgment, complaints and service failures route straight to you with the inquiry history attached. The system never quotes.

Handled without you

Walkthroughs, chasing & reminders

Booking the site survey, confirming it, rescheduling it, chasing the quote and re-opening inquiries that went quiet all run without your office lifting a finger.

The bids you sent last month and never heard back on — chased, until there is an answer either way.

New recordComplete ✓
ContactCaptured
TypeIdentified
DetailsAttached
AppointmentBooked
Written to your system
Syncs with
Your CRMYour calendarYour inbox
03Quote & chase

What does janitorial bidding software need to do after the bid goes out?

Chase it. Most of what a cleaning company loses is not lost at the inquiry, it is lost after the number is sent and nobody follows up. Every bid runs as a pipeline with structured follow-up on a cadence until there is a decision, yes or no, rather than going quiet and being written off at the end of the quarter. You send the number. The system makes sure it gets an answer.

Runs as a pipeline, not a hope

Sent, opened, followed up, decided. Each bid has a stage and a next action, and the next action fires whether or not anyone in your office remembers it.

A no is worth having

A decision closes the file and feeds the record. A silence tells you nothing and occupies the pipeline for six months.

04Your system of record

How does a cleaning company CRM reach the system we already run?

Contact, site details, quote status and contract stage are written into the CRM or job management system you already use, not a second place your team has to check. If you do not run one, we provide a lightweight CRM so the record still lives somewhere you own.

Writes into your CRM

Contact, site details, quote stage and appointment status synced into the system you already run. A system we feed, not one we replace.

Or we provide one

Most cleaning companies run on a spreadsheet and a shared inbox. If that is you, a lightweight CRM comes with it, and the record is yours either way.

RB
WhatsApp
Sunday · 20:41
Hi — are you available to help with this?
20:41
Yes — I can book you in. A couple of quick questions first so the right person picks it up.
20:41 · auto ✓✓
Details capturedQualified for review
Captured up front
ContactCaptured ✓
Inquiry typeIdentified
ReviewYour team runs it
Answered in seconds · day or night
Where the line is

What stays with you.

Pricingevery quote, every rate, every contract value. Yours. The system never puts a number in front of a customer.
The site walkthroughwhat the job actually takes is a judgment made on site by someone who knows. We book it, you make it.
Scope & specificationwhat is in the contract and what is not is a commercial decision, never automated.
Staffing & rosteringwho cleans which site, and when, stays with your operations.
The client relationshipfacilities managers buy from people. We make sure they reach you quickly, not instead of you.
Compliance & insurancesafety, certification and cover are yours to hold and yours to evidence.

Pricing and scope are commercial decisions, never automated. That is not a limitation. It is the reason the system can run on your inquiries without ever putting your margin at risk.

FAQs

The questions we get on every demo call.

It is the intake and bid-chasing layer that sits in front of whatever you already run. It captures the inquiry, qualifies it, books the walkthrough and chases the bid, then writes all of it into your system. If you run nothing, a lightweight CRM comes with it and the record is still yours.

It gets chased. Structured follow-up runs on a cadence until there is a decision, yes or no, rather than the bid going quiet and being written off. This is the leak most cleaning companies never close, and it is the difference between a quote log and a pipeline.

No. It captures everything you need to price the job accurately — site type, size, frequency, access, start date — and hands it to you. Every number that reaches a customer comes from your team.

Yes. Contact, site details and bid stage are written into the CRM or job management system you already run. Your system stays the source of truth.

Yes. Any inquiry that arrives as a message, on any channel, is captured and worked the same way, including referrals that come in by email. The channel does not change what happens next.

They get re-opened on a cadence. Contracts come up for renewal and budgets change. The inquiry that said no in March is worth asking again in September, and that is work nobody in a cleaning office has time to do by hand.

Every build is scoped to your business, tested against real inquiries, and goes live with your sign-off at each stage. Nothing runs on a customer until you have approved how it behaves.

The capabilities behind it

Every plan runs all seven flows end to end.

Capture Qualify Book Retain Reactivate Follow through Closed-loop attribution
The offer

Stop losing contracts to whoever replied first.

Built around the sites you want, the rules you set & the system you already run. Plans & pricing on the page.

See plans & pricing