The cleaning business CRM for winning and keeping commercial contracts
A CRM for cleaning companies that sell to offices and buildings: book the site walkthrough, send a proposal the facility manager accepts online, bill the contract each month, and chase the late payer. Your crews keep their scheduling app.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Quote requests arrive by phone, email and the website form, and nobody can say which buildings still wait for a walkthrough
Each proposal is rebuilt in a word processor, with a different price sheet every time
Monthly contract invoices are made by hand, and a missed one is a month of cleaning you never bill
A credit for a missed clean is agreed on the phone and then forgotten on the next invoice
Net 30 and net 45 clients pay late, and the reminder goes out whenever someone in the office remembers
What you can do with Laureo
Real workflows for Cleaning Companies, built into Laureo.
Win the contract after the walkthrough
The estimator walks the building, notes the areas and the visits a week on the deal, and sends the proposal from it the same day. If the facility manager opens it without accepting, the Quote Follow-Up agent drafts the follow-up for you to send.
Reach new buildings with cold outreach
On Ultra, run cold outreach to property and facility managers from dedicated sending mailboxes, and read each reply in your inbox under a Cold filter.
Sell more to the buildings you clean
Before the floor care season, send a campaign to current clients that offers strip and wax, carpet extraction or a deep clean, with unlimited contacts on all plans.
Keep nightly and one-time work apart
Leave the janitorial contract on its recurring schedule on Business and Ultra, and quote each one-time job on its own, so the monthly invoice never changes by surprise.
Know who owes what
The billing card on each client shows the open balance, the overdue share and how old the debt is, and the customer statement lists every open invoice for a client who asks what they owe.
A pipeline that speaks Cleaning Companies
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- contract
- Contact
- facility manager
- Company
- building
- Pipeline
- contract pipeline
- Invoice
- contract invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Walkthrough booking with intake questions
Publish a booking page for site walkthroughs and ask your own questions on it: square footage, floors, visits a week and the start date. The answers arrive with the booking, so the estimator walks in knowing the building.
Janitorial bids with optional services
Build the proposal from your service list, with nightly cleaning as the base line and day porter, window washing or carpet extraction as optional lines. The client ticks what they want on the quote page, watches the total change and accepts by typing their name.
Contract invoices on a schedule
On Business and Ultra, put each contract on a monthly, quarterly or annual schedule. Each cycle the invoice is emailed for payment or charged to the client's saved card through your own Stripe account, and nothing is billed until you switch the schedule on.
Credits for a missed clean
Issue a credit note for the night a crew missed, then apply it to an open invoice to lower what that invoice owes, so the goodwill you promised shows up on paper. Each application is recorded, and one made to the wrong invoice can be reversed.
Collections for slow payers
Collections lists every overdue invoice by amount and days late, records a promise to pay, and sends reminder sequences from your own Gmail or Outlook mailbox, on every plan.
Supplies and purchase orders
Turn on inventory to track paper goods, liners and chemicals at each storage location, raise purchase orders to your supplier, and receive a delivery in parts. Inventory and purchase orders are on every plan.
One plan, 22 tools: see them all
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Import your client list
Bring in clients, buildings and contacts from a spreadsheet, or from a Jobber or Housecall Pro export, and tag each client by service type and visit frequency.
Name your sales stages
Set the stages a building moves through, for example Quote Request, Walkthrough Booked, Proposal Sent, Accepted and Contract Active, with custom fields for square footage and visits a week.
List your services and rates
Add nightly cleaning, day porter, floor care, windows and supplies to the products catalog, so every proposal starts from your current prices.
Publish the walkthrough booking page
Put the booking link on your website and in your replies to new requests, with the intake questions your estimator needs before the visit.
Turn on contract billing
Pick a reminder sequence for overdue invoices on any plan. On Business and Ultra, connect Stripe and put each contract on its recurring schedule.
AI agents that work for you
Five built-in agents start on their own, on a weekday schedule or when the work arrives. By default, the three on the Agents page draft what they can and ask before they change anything, Email to CRM suggests a task or a new contact on each email, and Ticket Triage sorts new tickets in Service on Ultra.
Deal Follow-Up - Highlighted for Cleaning Companies
AI checks in on the buildings that went quiet
When a building you walked through has had no activity for a week or more, the Deal Follow-Up agent drafts the check-in for you to review and send.
Integrations that matter for Cleaning Companies
Connect the tools you already use. No code required.
Google Workspace
Gmail sync files each email with a facility manager in your contacts on the client record, and walkthroughs booked online land on your Google Calendar.
Microsoft 365
Outlook email and calendar sync for cleaning offices on Microsoft, so walkthroughs booked online land on your Outlook calendar.
Stripe
On Business and Ultra, clients pay contract invoices by card into your own Stripe account, and a saved card can be charged each cycle.
Cleaning Companies vs PandaDoc
The problem
PandaDoc charges a usage credit for each document its automations or bulk send create, and its plan table marks Forms as a paid add-on on Business and Enterprise, with no Forms on Starter.
The Laureo advantage
Laureo includes the hosted quote page and lead-capture forms on every plan, with no per-document charge, optional service lines the client picks and acceptance by typed name, and the accepted proposal becomes the first contract invoice in the same CRM.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for Cleaning Companies FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives, explore features relevant to Cleaning Companies, and see related solutions.
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