Cleaning company CRM: from site visit to recurring contract your whole operation on one dashboard
Cleaning company software, program and CRM on one platform: Cleaning company job tracking software, customer management software and sales automation with WhatsApp.
Gather cleaning requests from your website, WhatsApp and phone in one inbox; manage site visit appointments, square-meter-based quotes, team planning and recurring contract tracking on the same screen. AI-powered CRM for home, office and industrial cleaning companies.
Which CRM software should be used for Cleaning company? ÖzgürKod is a CRM for Cleaning company businesses: WhatsApp and Instagram messages collect in one inbox, customer records, appointments and follow-ups all run from the same place. Setup takes minutes; try it free for 7 days.
Problems cleaning companies face every day
Site visits managed by phone, quotes written by hand and a team schedule kept in someone's head; that doesn't scale a growing company.
Site visit done, quote forgotten
The site visit was made and notes were taken on the phone; with other work getting in the way, the quote went out 3 days later. The customer had already signed with another company.
Plan in someone's head, clashes on site
Which team is at which address tomorrow, who's on leave — it's all in one person's head. One mistake means two jobs at the same time or a team left waiting.
Forgotten recurring contracts
The monthly office cleaning contract is up for renewal, and with no one calling, the customer quietly moves to a competitor; a steady revenue line slips away.
What does ÖzgürKod do for cleaning companies?
On top of general CRM tools, workflows built for your field operations.
From inquiry to recurring contract in four steps
- Turn incoming requests into site visit appointments; keep site visit notes, photos and square-meter details together on the customer record
- Build a professional PDF quote with line items before leaving the site survey and send it on WhatsApp; get notified when it is opened
- Plan teams and vehicles on the calendar: which team is where and which job is when — the system prevents conflicts
- Weekly and monthly recurring jobs drop onto the calendar automatically before the contract ends; get a reminder when renewal time comes
- When a job is done, an automatic satisfaction message and a Google review request go to the customer; payment collection is easier with a payment link
An inquiry from the web, WhatsApp or phone turns into a record automatically; the site survey appointment goes on the calendar and the team gets a notification.
A PDF quote with line items is ready in minutes, using the site survey notes and square-meter details, sent on WhatsApp and tracked.
The approved job drops onto the team calendar; staff, vehicles and materials are assigned, and the team gets an automatic reminder on the morning of the job.
When the job is done, a payment link and a satisfaction message go out; a one-time customer turns into recurring revenue with a recurring contract quote.
Not from a personal phone, but from the business line
Don't let Customer messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects customer information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the customer group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new customer came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, quote, payment collection and your team — in one account
When a customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Customer cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own customers.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Customer write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the customer card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Cleaning company?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Cleaning company choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey customer most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Cleaning company program, software or CRM?
Most business owners search for the solution they need as “Cleaning company program,” “Cleaning company software,” “Cleaning company job tracking software” or “Cleaning company customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.
As a Cleaning company automation, ÖzgürKod gathers customer messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Cleaning company
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Customer history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
Every message answered late is an opportunity handed to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What is the difference between cleaning company CRM and an ordinary planner?
A planner only keeps dates; CRM connects the inquiry, site survey, quote, team plan and payment collection. The system reminds you which quote is still pending and which contract is about to end, so nothing slips through.
How do I track recurring cleaning contracts?
You define weekly, monthly or any-frequency jobs once; the system adds each period's job to the calendar automatically and assigns the team. As the contract end approaches, you get a renewal reminder, so you can call the customer on time.
Can field teams use the system?
Yes. Teams see the day's job list, addresses and special notes on their phones, and close a job with one tap when they finish. The manager in the office sees in real time which job is done and which is in progress.
Can I manage corporate and individual customers separately?
Yes. You keep individual home cleaning customers and contracted plaza management in separate segments, and define a different price list and message template for each. You see corporate and individual revenue separately in reports.
How long does setup take, and can I import my existing customer list?
ÖzgürKod is cloud-based and needs no server or technical team; basic setup is completed the same day. You can import your Excel/CSV lists yourself, or get free data migration support from our team if needed.
Cleaning company software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Cleaning company software", "Cleaning company software", "Cleaning company job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Send the next quote before your competitor does
7-day free trial, no credit card details required. Gather your inquiries in one panel on day one; by the end of the week, see clearly how many quotes are pending.