Home / Features / Cleaning business CRM

CUSTOMER DETAILS.
WITHOUT THE SEARCH.

Who needs a reply? Which home is next? What’s still unpaid? Cleanr’s customer workspace brings the records behind those questions together, so you can act without piecing together texts and spreadsheets.

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OPEN THE CUSTOMER. SEE THE NEXT STEP.

Customer Pulse shows what needs attention. Activity shows what happened. Open the linked visit, quote, invoice, or follow-up to see the details and take the next step.

Cleanr Customers directory with server-backed CRM smart views and exact result counts
Synthetic product capture
Smart views and the visible directory use the same bounded server query. No production customer data appears.
Cleanr customer profile with next appointment, Customer Pulse, follow-up work, and chronological Activity
Synthetic product capture
Pulse explains each reason and action; Activity uses stored timestamps and authoritative sources—not analytics inference.

CLEAN UP DUPLICATES WITH A CLEAR PREVIEW.

Review possible matches by name, email, phone, and service address. Choose which details to keep before you merge. You stay in control of the customer record.

Cleanr side-by-side duplicate review and exact merge preview with retained billing identities
Synthetic product capture
The comparison exposes match reasons, conflicts, obligations, and retained billing identities before confirmation.

Check before you archive

See upcoming work, open quotes, and balances before you archive a customer. Shared contacts and properties stay available for other customers who use them.

See where a record came from

Check whether a customer was added by hand, imported, or created from a quote. Keep that context when you review the record.

Export the records you choose

An authorized administrator can export selected customers or a saved group. Download links expire, and Cleanr keeps an access record.

ONE HOME OR SEVERAL. KEEP THE DETAILS STRAIGHT.

Start with one name and one address. Add contacts, billing details, or more service locations as you need them.

Know who to contact

Keep the homeowner, property manager, and billing contact linked to the customer. Role labels explain who does what; they do not grant staff access.

Keep each property clear

Keep service preferences and billing details with the right location. Sensitive door, alarm, and lockbox details have protected access.

Follow the inquiry through

Record a prospect, prepare the quote, and follow up. When they become a customer, keep the earlier work with them.

Cleanr relationship workspace for household contacts, roles, payers, and multiple service properties
Synthetic product capture
The fast one-person/one-home path remains available while shared contacts and multi-property portfolios use explicit relationships.

FIND THE GROUP YOU NEED.

Use saved groups and plain-language search to narrow the customer list. Cleanr does not send customer records, notes, or access instructions to an AI provider.

Cleanr natural-language CRM search interpreted as editable allowlisted filter chips with matching results
Synthetic product capture
The interpretation stays visible and editable. Saved/manual filters and plain-language results share the same bounded query compiler.

KEEP THE CUSTOMER CONNECTED TO THE WORK.

See how Cleanr handles cleaning scheduling, invoicing and payments, and staff dispatch. For the full product model, read cleaning business software, explained.

TRY IT WITH A CUSTOMER YOU KNOW.

Add one customer and their next visit. Find the details, set a follow-up, and see whether Cleanr makes your next step clearer. Use your 14 free days to decide.

14-day trial. No credit card required. Add a payment method to continue after your trial. Without one, your trial ends with no charge.

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