Client
Cleaner
Admin
Feature
CRM
Keep track of all your clients and cleaners information and history.
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Keep track of all your clients and cleaners information and history.
With Cleanetto's CRM you can keep track of all your leads, clients and cleaners.
In the client profile, you can store and view things like contact information, contact preferences, lead source (how they found you), churn reason (why they cancelled). You can add multiple properties to each client and have a nickname for each property. If there is a publicly available picture associated to their email we'll use that to display next to their name everywhere. The status will update as they go through their client lifecycle; lead -> active -> canceled. You can also see their most relevant metrics, like their lifetime value, their monthly recurring revenue, the total cost and the total profit. You can see and add notes and pictures (that they or their cleaner may have added). You can see a list of their bookings and list of their invoices and their payment method. You can see any rewards they have earned if you've set up client rewards. You can add tags that make it easier to later filter your lists by those tags (for example, you can add a "VIP" tag and later filter your calendar to display only events for VIP clients).
Your client list will show you a list of all your clients, with some key metrics at the top. You can sort and filter the list (if you filter the list, the metrics at the top will update to display the metrics of the filtered records). You can also search, upload and download clients from the list screen.
In the cleaner record you can store and view things like contact information, lead source (how they found the job), churn reason (why they stopped cleaning) and their Cleanscore. You can see the most important metrics, like what the monthly recurring revenue of homes they clean is, the total revenue they have generated for you, the total cost and the profit. You can view and update their availability (or they can do it on the app themselves). You can see all their timesheet entries and edit them if necessary, any incentives they have earned and add any notes you or your team want to keep there.
Your cleaner list will show you a list of all your cleaners, with some key metrics at the top. You can sort and filter the list (if you filter the list, the metrics at the top will update to display the metrics of the filtered records). You can also search, upload and download cleaners from the list screen.
The booking record will show you all the details of a booking; the status, the client, the property, the service, the cost, any invoices associated with that booking, the events related to the booking, and any notes, checklists, or pictures that you, your client or your cleaner may have added as well as any ratings your client submitted for a cleaning related to that booking. The top row will show you the booking metrics; the recurring revenue (if it's a recurring booking), the total cost and the total profit.
Your bookings list will show you a list of all your bookings, with some key metrics at the top. You can sort and filter the list (if you filter the list, the metrics at the top will update to display the metrics of the filtered records). You can also search, upload and download bookings from the list screen.
Do you have a method for tracking your leads? Or do you tell yourself, "I'll remember to call them back when I finish this cleaning?" Then you forget and by the time you remember you can't find their number or it's too late. Using a CRM will keep all of your leads organized and in return land more clients.
You need a central location where you can keep all your client, cleaner and booking data.
You'll run your whole business with this; this is the core aspect of any software you use for your cleaning business. You'll get rid of pen and paper, sitcky notes, spreadsheets, multiple tools to keep track of things and use this as your one-source-of-truth.
