SmartContact for cleaning companies

A simple CRM for commercial cleaning companies

Win more office and contract cleaning work by following up every walk-round and tender, keep every site contact in one place, and know which contracts are coming up for renewal.

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Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • Contracts are won on follow-up, but walk-rounds and tenders get forgotten once the price is in.
  • Each client has several sites, a facilities manager and a finance contact.
  • Renewal dates sit in a spreadsheet, so competitors get there first.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for cleaning companies:

  1. Enquiry
  2. Site walk-round
  3. Proposal sent
  4. Contract signed (Account)
  5. Lost

Lead sources worth tracking: Referral from a client, Tender portal, Website enquiry, Facilities management network, Cold call.

Custom fields to add

  • Sector: offices, schools, healthcare, retail, industrial
  • Hours per week: size the contract and plan staff
  • Contract value (annual): value the pipeline and the book
  • Contract renewal date: on every account, so anyone can see when it comes up

How cleaning companies use SmartContact

Deals with a value and a close date

Put each tender on the deal board with its annual value and expected decision date, and the forecast shows what's likely to land this quarter.

Renewals before your competitors

When a contract is signed, add a review task dated three months before it ends, or let an automation create one. It reaches the account owner on Home and by email when it's time to call.

Routine chasing on autopilot

Set an automation so every new lead gets an owner and a call-back task, and every proposal gets a follow-up a week later.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Which contracts are up for renewal in the next three months?"
  • "Log the walk-round at Riverside Business Park: 30 hours a week, proposal by Monday."
  • "Show proposals with no activity in the last 10 days."

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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