Customer Relationship Management (CRM)Whether you’re just starting a cleaning business or have been running one for years, having CRM functionality in your janitorial software package is critical for keeping track of important prospect and customer information. As you grow, moving from simply collecting business cards and handwritten notes to an organized way of securely saving useful contact data - is essential.

Our customer relationship management feature, or CRM, is a virtual one-stop shop for securely storing, organizing and viewing contact data and important linked documents including bids, work tickets, notes, invoices, appointments and to do’s.

A big part of winning janitorial contracts is having easy access to review key building data when you need it. Being able to review your latest notes from recent conversations or meetings with your current client can quickly get you up-to-date as you prepare for your next scheduled customer service visit. Janitorial proposals can be customized based on things you learn and record in your CRM.

Been in business for years, but need to take a step back and re-organize your client info - or possibly for the first time? Adding a CRM can be a great step in any cleaning business plan; getting everything pulled together in one convenient place.

Have an ‘active prospect’ who just signed an office cleaning contract? You can easily change their status to ‘active customer’. Or, maybe there's a prospect you want to stop pursuing temporarily, but you don’t want to lose their information. No problem; simply change their status to ‘inactive’, and everything will still be there for when you’re ready to add them back to the pool of cleaning prospects you’re actively marketing to.

Our CRM also holds other kinds of useful notes and details, such as billing information, security access codes and any other data you may want to keep on file for future reference. Plus, it can only be accessed using the authorized user name and password set up for your account. Getting and staying on top of everything you learn about your prospect can be the edge you need to win your next janitorial account or house cleaning job.

Be sure to watch the video on this page for a quick demonstration how this practical CRM feature can make your job easier and your business more profitable.

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