In every plan
Every client and property, in one place
Stop hunting through spreadsheets and phone contacts. Each client has a page that shows who they are, where you clean, how to get in, and everything that has happened.
The details your cleaners need on the day
Add a client once, then add each property you clean for them. Every property has its own address and access notes, so the key safe code and the alarm instructions are never in somebody’s head or lost in a text message.
A client can have as many properties as they like, and a landlord with twenty flats is as easy to manage as a household with one.
- Contact names, phone numbers and email addresses
- Several properties for each client
- Access notes that show on the jobs your team sees
- Archive clients you no longer work for without losing their history
Everything that has happened, on one page
A client’s page brings together their upcoming and past jobs, their invoices and what they still owe, and the emails you have exchanged, filed by email logging. Open it before you ring them and you know where you stand.
Move across from another system in minutes
Bring your clients and their properties from a spreadsheet or another CRM. Upload the file, match the columns, and import. Clients that already exist are never duplicated, and any rows that cannot be imported are listed so you can fix them. The same import works for leads.
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.