Managed Website Service
A professional website, built, hosted and looked after for you, with business email.
- Fully managed, so you never touch the technical side
- Designed around your business
- Your own domain
£50 a month
CRM for cleaners
CRM for Cleaners: Grow Your Cleaning Business
CRM for cleaning businesses: manage customers, schedules, and jobs without spreadsheets. Simple software to grow your cleaning business.
CRM
From £100 a month
30-day free trial. No per-seat charges.
- Contact management with notes and history
- Deal pipeline with your own stages
- Email campaigns and marketing lists
- Online booking and embeddable forms
- Workflow automations
- Lead attribution
The challenges you face
What tends to get in the way for cleaners.
- Keeping track of regular and one-off customers
- Managing schedules and job details
- Following up on quotes quickly
- Getting repeat bookings and referrals
- Competing with other local cleaners
- Finding time for admin around cleaning jobs
How Kabooly helps
What changes once your enquiries and clients live in the CRM.
- All customers and job history in one place
- Pipeline tracks quotes to booked jobs
- Notes store access codes and preferences
- Email past customers when you have availability
- Mobile access to check details on the go
- Track where your best customers find you
How a cleaning business runs in Kabooly
Not a feature list. This is the setup most domestic and commercial cleaners end up with.
-
Pipeline stages that match how work is won
Stages are yours to define. Cleaners usually land on Enquiry, Visit Booked, Quoted, Booked, Regular, and Cancelled. Cancelled being a stage rather than a deletion is what lets you win those customers back later.
-
Access, keys and preferences on the record
Contacts carry tags and custom fields, so the alarm arrangements, key holder, parking, frequency, pets and any product a customer cannot have in the house are recorded once and read by whoever covers the job.
-
An enquiry form that asks what you need to quote
Build the form, ask for postcode, property size and how often they want you, and embed it on your site. The submission creates the contact with those answers stored, so you are not phoning back just to ask how many bedrooms.
-
Quote visits customers book themselves
Set up a booking type for a quote visit or a first clean, set the hours you can be somewhere new, and publish the booking widget. Kabooly sends the reminder email before the visit automatically, so fewer people forget to be in.
-
Quotes chased instead of forgotten
Kabooly does not produce your quotes. It makes sure the ones you gave get followed up, because moving a deal to Quoted can trigger both the follow up email and the task to ring. Domestic cleaning quotes go cold in about a week.
-
Filling gaps and winning old customers back
Past and cancelled customers keep a tag and sit on a marketing list, so the spring clean campaign or the note about a newly free Thursday morning goes out from your own sending domain rather than as thirty texts.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
-
The enquiry answered while you are on a job
When a form is submitted, send an email confirming you have it, with your areas and rough rates, and create a task to call. Cleaning enquiries go to whoever answers, not whoever is best.
-
The quote that went quiet
When a deal moves to your Quoted stage, wait three days, then send a short email asking if they would like to get started, and create a task to ring.
-
The first clean nobody checked on
When a deal is marked won, wait one week, then send an email asking whether everything was how they wanted it. Small complaints raised early get fixed. Left alone, they become a cancellation you never saw coming.
A cleaning round is a rota, not a pipeline
This is why most CRMs feel wrong to a cleaning company owner. Sales software is built around a deal that closes once.
A cleaning round is fifty customers who each recur weekly or fortnightly, in a fixed order, with a cleaner attached, a key held somewhere, an alarm code, a dog and a parking situation. The valuable record is not what stage a deal is at. It is who is cleaning 14 Melrose Avenue on Thursday, whether they have the key, and whether anybody told them the gate code changed.
So the five records that matter are the customer, the visit, the cleaner, the access notes and the money. Access notes are the one most firms do not keep properly, and the one that causes every genuinely bad morning.
-
The access notes field earns its keep alone
Key held and key number. Alarm code. Parking. Pets. Which door. Anything a covering cleaner would need at eight in the morning when the regular is off sick and nobody is answering their phone.
-
The six week spike is predictable
Pre Christmas deep cleans, end of tenancy jobs from the autumn moving season, office clears before the shutdown, and oven cleans booked by people who have just realised they are hosting. It arrives on top of the recurring round rather than instead of it, and the firms that handle it well are the ones who can see the round and the one off work in the same place.
A setup you can finish in two evenings
Not three Sundays perfecting it. This order gets you to the useful part by Friday.
- Import the round: name, address, phone, email, frequency, day, cleaner, price per visit. Nothing else yet, and most of it already exists in a spreadsheet
- Add access notes to every recurring customer. This is the single highest value hour you will spend
- Put a quote form on the website: property size, frequency wanted, postcode, phone. Every submission lands in one place with a source tag, so a missed call stops being a lost customer
- Build two automations: a reminder the evening before each first visit with a new customer, and a seven day follow up after every one off job asking about going regular
- Tag lead sources from today onwards. Do not backfill, just start
Two things worth recording whether or not you are asked. A basic criminal record check can be requested by an individual through the government's own service, and many domestic firms ask new cleaners to hold one. Whether you require it or not, record what you did, so you can answer the question when a customer asks.
And if you are emailing past customers about deep cleans or seasonal work, the direct marketing rules are not optional. Read the ICO's guidance before you import a list rather than afterwards.
-
Contact Management
Keep all your customer information in one place, accessible to your whole team.
-
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
-
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
-
Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
-
Booking System
Let clients book appointments directly with you, synced to your calendar.
-
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
-
CRM Starter
Perfect for small teams getting started with CRM.
£100 a month
- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3 automations
- 3,000 emails per month
- All core features
- Email support
-
CRM Professional
For growing businesses that need more capacity.
£200 a month
- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10 automations
- 10,000 emails per month
- Everything in Starter
- Priority support
-
CRM Enterprise
For larger teams with high-volume needs.
£500 a month
- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- Unlimited automations
- 100,000 emails per month
- Everything in Professional
- Priority support
Start your 30-day free trial
Every account starts with a free trial and moves up a plan as you reach its limits.
The bundle
Also for cleaners
Get the website, Marketing and the CRM together for £100 a month.
-
-
Marketing
Adverts for Facebook, Instagram and Nextdoor, written and designed around your business.
- Advert text in your tone of voice
- Images sized for Instagram, Facebook and Nextdoor
- Your logo and brand colours picked up from your website
£40 a month
-
All three
£100 a month
The CRM plus the other two, for one monthly price.
Get the bundle
Questions from cleaners
Can I store access codes and property details?
Yes, add any information you need to customer records: access codes, alarm details, parking notes, cleaning preferences. Everything's in one place.
How do I track regular and one-off customers?
Use tags to categorise customers by service type. Track regular clients separately from one-off deep cleans, and manage both in the same system.
Can I access customer details on my phone?
Yes, Kabooly works great on mobile browsers. Check property details, access codes, and customer notes from your phone before each job.
How do other cleaners use Kabooly?
Cleaners typically use Kabooly to store customer and property details, track quotes, manage their schedule, follow up on enquiries, and contact past customers when they have availability.
How do I follow up on quotes?
Your pipeline shows which quotes are waiting for a response. Set reminders to follow up and convert more enquiries into bookings.
Can I email past customers about availability?
Create a marketing list of past customers and email them when you have gaps in your schedule. Past customers often need cleaning again.
How do I know which advertising works?
Lead attribution shows where your enquiries come from. Know whether customers find you through Google, Facebook, leaflets, or referrals.
Is it easy to use alongside cleaning jobs?
Kabooly is designed to be simple. Most cleaners are comfortable with the basics quickly. It saves time rather than creating more admin.
Is a CRM any use for a recurring cleaning round?
Yes, but not as a sales pipeline. The value is in holding the round itself: who is where on which day, which cleaner is attached, what the access arrangements are, and what has been invoiced. A cleaning business is a rota that generates invoices, and the software needs to behave that way.
What is the single most useful thing to put in?
Access notes on every recurring customer. Key held and key number, alarm code, parking, pets, which door. It is about an hour of work for a fifty customer round, and it is what turns a cleaner calling in sick from a crisis into a reassignment.
How do I convert one off deep cleans into regular work?
A follow up seven days after the job, asking whether they want it keeping that way. It works because the house still looks good and they remember how it felt. Left to chance it happens occasionally; as an automation it happens every time, and it is the cheapest customer acquisition in the business.
Does this work for commercial contracts as well as domestic?
Yes, and the shape is different enough to be worth separating. Commercial work has longer sales cycles, named contacts who change jobs, contract renewal dates and often a tender. Those belong in a pipeline. The domestic round belongs in a rota. One system can hold both as long as you do not force them into the same stages.
Do I need to record criminal record checks on cleaners?
Whether you require them is your decision, but recording what you did is worth it either way. A basic check can be requested by the individual through the government's own service, and customers in domestic work do ask. Having a dated note on the staff record is the difference between answering confidently and guessing.
CRM for cleaners, from £100 a month
Or get the website, Marketing and the CRM together for £100 a month.