Scaling your cleaning business requires more than just adding more and more clients—it demands a dedicated system to manage the clients and complexity of operations.
Running a cleaning business comes with its own set of challenges, especially when it comes to keeping clients organized. Managing client details, tracking appointments, and ensuring service quality can quickly become overwhelming. Without a dedicated CRM, businesses often struggle with missed follow-ups, lost client information, and scheduling conflicts.
These inefficiencies not only disrupt day-to-day operations but can also lead to dissatisfied clients and a drop in retention rates. Without a proper CRM system in place, you’re likely to experience delayed responses, inconsistent service, and lost opportunities, which ultimately affect your business growth.
A CRM tailored for cleaning companies streamlines client management, and follow-ups, and keeps your team on track with organized schedules. It’s the tool you need to enhance operations and provide a seamless customer experience in this competitive industry.
In this blog, we’ll guide you through choosing the best CRM for your cleaning company, addressing common pain points like client management, quality control, and improving client retention.
Benefits of CRM for Cleaning Companies
As your cleaning business grows, it’s all about keeping your clients happy—they’re the ones who drive your success. Delivering great service and building strong relationships is key, and a cleaning CRM can make that so much easier.
It helps you manage your clients, keeps track of your resources, and even boosts client retention, which is huge with burnout at an all-time high. Retaining customers is just as important as finding new ones, and the right CRM makes it all happen, helping your business thrive.
Check out these benefits of having the right CRM that’ll help take your cleaning business to the next level!
Lead Management
Having a CRM for your cleaning company helps you to manage leads. Imagine having all your leads organized in one place, with automated follow-ups and reminders so you never miss an opportunity.
It helps you track where each lead is in the process, making it easier to nurture them and turn potential clients into loyal customers. By staying on top of every opportunity, you’ll not only streamline the lead management but also see a noticeable boost in your conversion rate.
Resource Management
When cleaning companies use a CRM to manage resources, tracking team schedules, assigning cleaning tasks, and overseeing workloads become seamless.
By managing your cleaning crews and jobs efficiently through a CRM, you can streamline daily operations, optimize team productivity, and consistently deliver high-quality cleaning services to clients. This improved organization leads to smoother job execution, better client satisfaction, and increased business growth.
Task Management
Using a CRM for task management in cleaning companies is the ability to organize and assign tasks efficiently. You can track the status of each cleaning job, assign tasks based on staff availability, and set deadlines to ensure timely completion.
This streamlined approach prevents scheduling conflicts and ensures nothing gets overlooked, resulting in smoother operations and increased productivity. Plus, it allows you to monitor progress in real-time, ensuring all tasks are completed to the client’s satisfaction.
High Retention Rate
A key benefit of using a CRM for cleaning companies is boosting customer retention. Since most cleaning services aim for long-term client relationships, a CRM helps you effectively manage and nurture these connections.
This allows you to maintain strong relationships and stay top-of-mind. With automated reminders and personalized follow-ups, you can easily reconnect with clients at the right time, ensuring they continue to choose your services and remain loyal customers.
Increased Conversion Rate
When cleaning companies implement a CRM, they see increased conversion rates by streamlining client interactions and improving lead management. The CRM allows for better tracking of potential clients, automating follow-ups, and ensuring no leads slip through the cracks.
With improved resource management, teams can provide timely, high-quality service, which enhances client satisfaction. This efficiency creates a positive customer experience, leading to more repeat business and a higher chance of converting leads into loyal, long-term clients.
Best 5 CRM Tools for Cleaning Companies
A great CRM can save you time, make managing resources easier, and keep your customers happy—all while helping your business grow.
Let’s explore the best CRM tools that can make a real difference for your cleaning company.
Cleanato
Cleanetto is designed specifically for cleaning services, making it a perfect fit for your needs. This CRM simplifies everything with its suite of tools for estimating, managing customer relationships, and handling billing.
It’s great for streamlining your operations, improving efficiency, and keeping your clients happy. Features like easy scheduling and communication help reduce no-shows, while the client portal lets your customers manage their bookings and leave feedback directly. This means better interactions and stronger relationships with your clients.
Features
Organize Data: Keeps all your customer information in one place for quick and easy access.
Simplify Quotes: Send quotes via email or text in no time and effortlessly convert them into bookings.
Online Booking: Lets customers schedule services directly through an easy-to-use portal.
Payments: Payment processing through Stripe ensures smooth and secure transactions, streamlining your payment process and enhancing customer convenience.
Pricing
Startup Plan: $99/month up to 100 monthly cleanings for five team members.
Growth Plan: $199/month up to 200 monthly cleanings for 10 team members.
Scale Plan: $399/month up to 300 monthly cleanings for 50 team members
CleanCore
CleanCore is a powerful software solution crafted specifically for cleaning businesses looking to streamline their operations and boost efficiency.
With CleanCore, you can effortlessly manage appointments, automate invoicing, and provide clients with a convenient self-service portal for booking and payments. The software also offers real-time updates and comprehensive reporting tools, helping you stay on top of your operations and make informed decisions.
Features
Lead Generation: Maximize your business potential with our advanced lead generation and follow-up systems.
Recruiting: Simplifies the recruiting process, helping you to attract, evaluate, and onboard skilled cleaners and staff members faster than ever.
Client Success: Enhance customer experience with a seamless experience that sets clear expectations and delivers consistent quality.
Pricing
Clean Plan: $81/month, it’s great for those who want the benefits of automation and tools to help them grow their cleaning business.
Cleaner Plan: $165/month, Unleash the full power of AI with AI booking, AI client support, powerful tracking, automation, and much more.
Cleanest Plan: $248/month, it’s great for established cleaning companies looking to unlock all automation, AI tools, and priority support.
Jobber
Jobber offers a web-based software solution tailored specifically for home service businesses, including cleaning companies. Its CRM features streamline scheduling, work order management, and customer communication, making everyday tasks more efficient.
With Jobber’s CRM, managing your cleaning business becomes simpler and more organized. It handles scheduling, invoicing, and customer interactions with ease, helping you stay on top of daily operations and boost customer satisfaction. By distinguishing between leads and existing clients, Jobber also helps you focus your efforts on acquiring new customers while nurturing current ones.
Features
Scheduling and Dispatching: You get flexible, real-time scheduling and it offers five different calendar views, grid, list, and map—each with color coding and filters to help you stay organized and on top of your schedule.
Billing and Invoicing: Come with customizable invoicing templates that you can personalize with your business’s branding, so every invoice reflects your business’s identity.
Lead Management: Easily track and manage potential leads separately from your existing clients.
Pricing
Core Plan: $29/month for one user and $29/month for additional users.
Connect Plan: $119/month for one user; additional users $29/month each.
Grow Plan: $199/month for one user, additional users $29/month each.
GoHighLevel
GoHighLevel is a comprehensive CRM platform built to manage sales, client pipelines, and marketing workflows. Its all-in-one solution includes lead tracking, automation of SMS and email communication, and detailed analytics for better decision-making.
With GoHighLevel’s CRM, cleaning businesses can streamline operations by automating tasks like scheduling, follow-ups, and marketing campaigns. The lead management tools ensure that no potential clients are missed, while its integrated marketing features enable consistent communication with both leads and existing customers.
Features
Lead Management: Capture, organize, and nurture leads in one place with automated follow-ups.
Sales Funnels and Landing Pages: Create custom sales funnels and landing pages to convert leads into customers.
Analytics Tracking: Monitor performance metrics to optimize sales and marketing efforts.
White Labeling: Customize the platform’s branding for your agency or clients.
Pricing
Starter: $97 per month
Unlimited: 297 per month
Monday.com CRM
Monday.com’s CRM is built on its popular collaboration platform, offering a powerful tool for simplifying customer management. With features like deal tracking, marketing automation, and customizable sales pipeline boards, it provides everything you need to manage customer relationships more effectively.
This CRM is particularly ideal for marketing teams looking for insights into how customers progress through their journey. Monday.com also offers ROI reporting and customer segmentation tools, allowing you to track and measure the success of your marketing campaigns in real time.
Features
Lead and Deal Tracking: Keep all your leads, deals, and customer information centralized in one place for easy access.
Activity Logs: Review a complete history of customer interactions to stay on top of each client relationship.
Email Integration: Send and receive emails directly from Monday.com, ensuring all communication is tracked in one place.
Pricing
Basic: $10 per seat/month
Standard: $14 per seat/month
Pro: $24 per seat/month
Enterprise: Contact sales for pricing details
If you’re already using a project management tool(ClickUp, Asana), you can actually build a CRM system within that tool. This flexibility allows you to manage both your projects and customer relationships in one place, simplifying your workflow. By integrating HubSpot, or another lead capture tool, you can automatically pull in leads from various sources, such as forms or emails.
Once the leads are captured, you can handle the rest—like tracking, managing deals, and updating the sales pipeline—directly within your PM tool. This integration reduces the need to switch between tools, improves organization, and gives you a streamlined way to manage both client acquisition and project execution in one seamless system.
Conclusion:
Managing a cleaning business can be tough—keeping track of client details and scheduling services often feels overwhelming. Without a solid CRM in place, it’s easy for things to get disorganized and chaotic.
Investing in the right CRM can make a world of difference, helping you streamline your processes and enhance client relationships. By providing a clear roadmap, realistic expectations, and efficient management of leads, resources, and tasks, a CRM ensures you stay on track and meet deadlines consistently.
If you transform your cleaning business, Then;
Explore the top CRM tools designed specifically for your industry and discover how they can elevate your operations, boost customer retention, and drive growth.
However, there are some other options available for you, you can streamline everything by setting up your entire system within a general CRM or even a Project Management tool.
The best CRM for cleaning companies in 2025 depends on your business needs. Top options include Cleanetto, CleanCore, Jobber, GoHighLevel, and Monday.com, offering tailored features for client management, task scheduling, and increased client retention.
A CRM helps improve client retention by automating follow-ups, tracking service history, and sending personalized reminders. This leads to stronger relationships and ensures clients remain satisfied and loyal to your cleaning business.
Yes, CRM systems like Jobber and CleanCore offer task management features that streamline scheduling, track job statuses, and assign tasks to cleaning staff, ensuring efficient operations and timely service delivery.
Essential CRM features for cleaning businesses include lead management, task assignment, appointment scheduling, invoicing, automated follow-ups, and reporting. These tools help streamline operations and improve client satisfaction.
Yes, tools like Cleanetto and CleanCore are specifically designed for cleaning businesses, offering features tailored to client management, task tracking, invoicing, and scheduling.
CRMs automate lead capture, follow-ups, and tracking. This helps cleaning companies convert more leads into customers by ensuring no opportunities are missed and maintaining consistent communication.
CRMs streamline client management, improve lead conversion, enhance task scheduling, boost client retention, and provide valuable insights to grow your cleaning business more efficiently.
Yes, many CRMs like Jobber and GoHighLevel integrate with other tools like project management software, email marketing platforms, and payment processors to create a unified system for your cleaning business operations.
