CUSTOMER CRM
One customer record from first enquiry to ongoing service
Keep leads, contacts, properties, quotes, onboarding, jobs, notes, messages, files, invoices and payments together throughout the customer lifecycle.
WHAT IT GIVES YOU
A clear result in the working day.
- One record from lead to active client
- Properties, contacts and payer details stay connected
- Typed notes, files, issues and communication history
- Direct access to quotes, jobs, services and invoices
INTERACTIVE CUSTOMER RECORD
See the whole relationship without changing systems.
Select a tab to follow the customer from their details and properties through quoting, work, communication and payment.
Corin Vale
Active residential client · Fortnightly service
HOW IT WORKS
A clear path, one step at a time.
Guided actions, useful defaults and dropdowns keep attention on the decision in front of you.
Capture the lead
Create the record from a connected form or office enquiry.
Build the relationship
Keep properties, contacts, notes and quote activity together.
Deliver the work
Open scheduled jobs, issues, files and client requests from the same record.
Retain the history
See the complete customer lifecycle without searching across modules.
QUESTIONS, ANSWERED
Know what you are getting before you start.
How long does setup take?
Most cleaning businesses can create a working workspace in about five minutes. Add your business details, then select your service, quoting and scheduling preferences. CleaningCentral prepares the workflows, templates, checklists and sensible defaults, and you can change them later.
Is CleaningCentral suitable for a solo cleaner?
Yes. The same core platform supports owner operators, small teams and growing cleaning businesses. You can start with the workflows you need and use more of the system as the business grows.
Can I bring my existing client and job data?
The migration process uses downloadable templates, validation and a review step before information is imported into your workspace.
Do I have to use every feature?
No. Your workspace can begin with the workflows you need. Settings and optional modules stay out of the way until they are enabled.
READY TO RUN IT ALL IN ONE PLACE?
Build a calmer, more connected cleaning business.
Choose your preferences and start in a workspace where services, workflows, templates, checklists and sensible defaults are already prepared.