Customer & lead timeline
Every inquiry, note, quote, and job note lives on one customer record, from first lead through every recurring visit.
CRM
Cleaning Business CRM: Customers, Leads & Properties in one place
A customer timeline that keeps every lead, quote, job note, and follow-up together. No more lost history between office, crew, and AI.
Part of the full operating system from $49/mo
Capabilities
A CRM built around how cleaning companies actually track customers
One timeline per household, not a spreadsheet that breaks when the crew changes.
Properties & access notes
Store multiple properties per customer with pets, parking, access codes, and service preferences that follow every job.
Tags & segments
Tag VIPs, weekly clients, or move-out jobs and filter the list in one click for targeted follow-up.
Follow-up pipeline
Move leads through New → Quote → Booked → Retained without losing the history that informs AI Follow-Up.
Linked conversations
Phone, SMS, and email threads link back to the CRM record so every message has customer context.
Copilot on your CRM
Ask Copilot who needs follow-up, which accounts are at risk, or what happened on the last visit.
How it works
From first call to loyal weekly client
1
Capture every lead
AI Receptionist or manual entry creates the customer record with source, property, and service details.
2
Work the timeline
Add notes, properties, and tags. Copilot summarizes history and AI Follow-Up queues the next touch.
3
Retain the relationship
Every job, invoice, and conversation flows from the same record so recurring clients never feel like strangers.
Connected to your operations
One record powers scheduling, invoicing, and AI
- Jobs inherit property notes and service checklists from the CRM
- Invoices pull customer details and job pricing automatically
- AI Follow-Up drafts messages using the right property and last-job context
- Inbox threads thread back to the same timeline for full context
- Recurring clients keep their preferences across every visit
Why not a generic CRM
- Households and properties, not anonymous contacts
- Cleaning checklists live where the crew looks before the job
- Scheduling allotment tied to customer without leaving the record
- Duplicate detection keeps recurring clients from splitting history
- Owner Copilot can answer CRM questions without export or report
FAQ
CRM questions
What is a cleaning business CRM?
A cleaning business CRM tracks customers, leads, properties, tags, and notes in one timeline so you never lose history between visits, quotes, and follow-ups.
Do I lose data if a lead becomes a customer?
No. MaidPilot keeps the same record from first lead through sold customer, with properties, notes, and history linked together.
Can my crew use the CRM on their phones?
Yes. The MaidPilot app runs on web and mobile. Crew see the same customer, property, and checklist that the office does.
How does CRM connect to the rest of MaidPilot?
CRM records flow into scheduling, invoices, follow-up, and AI Copilot. One customer record powers the whole operating system.
Ready to keep every customer detail in one place?
Add customers, track properties, and let AI keep the timeline up to date, all from one CRM.
Charged today · cancel anytime · Starter: 14-day free trial
Continue exploring
AI Receptionist
24/7 AI call answering.
AI Copilot
Ask questions, take action.
AI Follow-Up
Automated lead follow-up.
AI Inbox
Multi-channel AI inbox.
AI Website Builder
AI builds your cleaning site.
Features
All modules and add-ons.
Scheduling & Jobs
Crew calendar and recurring cleanings.
Invoicing
Estimates, invoices, and payments.
Business App
Mobile scheduling and crew management.
Pricing
Plans from $49/mo.