Lead Management
Every enquiry in one pipeline, tagged with where it came from, so nothing goes cold.
Leads arrive from a dozen places - the website form, a missed call, a bot chat, a DM, a Google Ads click. The Cleaner CRM pulls them into one pipeline with a clear stage for each, an owner, and the source attached, so you always know how many are open and which need chasing.
What it looks like day to day
A quick look at how this shows up in the dashboard. In a walkthrough we run it against your own jobs and data.
What lead management covers
One pipeline for every channel
Website, phone, bot, email, organic, Google Ads, Meta, and AI-assisted enquiries all land in the same list with the same stages.
Source on every lead
Each enquiry is tagged at capture, so your reporting can tie booked jobs back to the channel that produced them.
Stages you control
Move a lead from new enquiry to quoted to booked. See how long it has sat in each stage.
Assigned owners
Every lead has someone responsible. Nothing sits in a shared inbox with no name against it.
Automatic follow-ups
Quiet leads and unaccepted quotes get chased on a schedule without anyone remembering to.
Convert in one step
Turn an accepted quote into a scheduled order with the price, address, and service locked in.
Four steps
Capture
The enquiry lands in the pipeline with its source and contact details.
Qualify
Add the service, property details, and a quote. Assign an owner.
Follow up
Scheduled emails chase the lead until it is booked or closed.
Convert
Accepted quotes become scheduled jobs, ready to assign a cleaner.
Why it matters
Common questions
Can we capture leads from our existing website form?
Does it handle phone enquiries?
More of the platform
Order Management
View, filter, update, assign, confirm, reschedule, and complete every job.
ExploreCleaner Scheduling
Availability, time slots, routes, holidays, earnings, deposits, expenses, and profiles.
ExploreAccess Control
Give each role the right permissions. Super admins manage page access.
Explore