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Cleaning business CRM

Know the customer story.
Act on what matters next.

Keep every customer’s appointments, properties, contacts, quotes, invoices, payments, and follow-ups in one cleaning-business CRM. Cleanr keeps the schedule first—without turning your operation into a generic sales pipeline.

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$299/year or $39/month · Web dashboard + iPhone app · Cancel anytime

From scattered records to one workflow

Answer the next operational question quickly

Customer Pulse explains what needs attention. Activity tells the chronological story. Every item links back to the appointment, quote, invoice, payment, follow-up, contact, or property that supports it.

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.

Data you can trust

Explain duplicates before changing anything

Cleanr compares normalized email, phone, name, and service address within one business. A merge requires a fresh preview, explicit field choices, and an atomic server transaction.

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

Archive without erasing

Archive previews show future appointments, recurring schedules, open quotes, balances, queued communications, contacts, and properties. Shared contacts and properties stay active where other relationships still use them.

Keep provenance

See whether a record began manually, in CSV, through Jobber, from a quote conversion, or through an integration. Import rows keep immutable batch and source-record identities.

Export with a frozen scope

Authorized CRM exports are generated asynchronously from the selected or segment scope, escape spreadsheet formulas, omit protected secrets, expire automatically, and leave an access audit. Only an authorized administrator can start the export.

Relationship depth

One customer can mean a person, household, or organization

Start with one name and one home. Add or reuse contacts, roles, payers, headquarters, or multiple service locations only when the relationship needs them.

People and roles

Connect homeowners, tenants, property managers, billing contacts, access contacts, and emergency contacts within the open relationship. Custom labels describe the relationship; they do not grant staff permissions.

Properties and payers

Keep each cleaning location, service preferences, tax context, and billing relationship explicit. Protected door, alarm, and lockbox details remain masked and audited.

Prospect conversion

Capture an inquiry before it is a customer. Follow it through contact and quote stages, then convert atomically without losing source, quotes, follow-ups, or activity.

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

Segments and search

Describe the group you need

Saved segments and plain-language search compile to the same versioned allowlist. Cleanr never runs model-generated SQL and does not send customer rows, notes, contact values, 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.

Continue the operating loop

CRM context stays attached to the schedule and money

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

Run customer follow-up from the work itself

Start with one customer and one home. Cleanr keeps the activity, next action, contacts, properties, and follow-ups together as the relationship grows.

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