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Cleaners
Cleaning service CRM for properties, access notes, and follow-ups
CRM for cleaning services with recurring clients and site-specific instructions.
Learn more about Sophiie's job management software.
What Sophiie handles for cleaning teams
CRM support framed around the details cleaning teams need before they quote, book, and follow up.
01
Property notes that stay with the client
Keep access codes, parking, pets, key instructions, room priorities, and preferred products in the CRM record.
02
Recurring service history
See past and upcoming cleaning jobs for a customer so your team understands the cadence and previous notes.
03
Fast customer contact
Call, text, or email clients from Sophiie when an arrival window, an access issue, or a rebooking needs attention.
04
Reminders for repeat work
Set prompts for regular cleans, bond-clean follow-ups, commercial check-ins, and quotes waiting on approval.
05
Call summaries for new enquiries
When Sophiie answers, enquiry details are captured so admin can price or schedule with context.
How it works
Set up Sophiie once, then let the work flow
Add your cleaning services and rules
Train Sophiie on residential, commercial, end-of-lease, deep-clean, and recurring service details.
Capture new enquiries cleanly
Sophiie records the caller, property, job type, timing, and any access or preference notes from the first conversation.
Keep each property history current
Add notes after visits, update customer preferences, and track upcoming jobs or rebooking reminders.
Follow up at the right interval
Use reminders to ask for feedback, schedule the next clean, or check in on commercial contracts.
Why cleaning teams need more than a generic CRM
Cleaning work depends on repeatable instructions: keys, alarms, pets, room priorities, products to avoid, and how often the client wants service. A recurring home clean, an end-of-lease job, and a small office contract all need different access notes and follow-up rhythms.
How Sophiie keeps the customer record useful
Sophiie keeps those details on the customer profile with calls, messages, appointment history, and reminders. Your team can store gate codes, alarm instructions, parking notes, and product preferences where the team can find them, track recurring cleans, once-off deep cleans, move-out jobs, and post-renovation requests separately, and set reminders for rebooking, quote follow-up, customer feedback, and missed recurring cleans.
Where Sophiie fits into cleaning teams' admin
For cleaning teams, Sophiie combines customer CRM, AI phone answering, text and email management, scheduling, job manager records, reminders, and business training around the way enquiries actually arrive. In that cleaning service workflow, the first conversation, the job context, and the next follow-up stay attached to the customer instead of being split between phones, inboxes, and notebooks.
Services & features
Related Sophiie services for Cleaners
6 services
AI Invoice Generator for Cleaning Services
AI Invoice Generator for Cleaning Services from Sophiie helps cleaning services create branded invoices with detailed line items, Xero sync, payment status, and reminders.
Learn more about AI Invoice Generator for Cleaning ServicesJob Management Software for Cleaning Services
Sophiie helps cleaning businesses capture bookings, organise job notes, assign teams, and track recurring or one-off work.
Learn more about Job Management Software for Cleaning ServicesSmart Scheduling for Cleaning Services
Sophiie helps cleaning services manage property type, room count, recurring frequency, keys or gate codes, scheduled work, notes, reminders, and customer follow-up.
Learn more about Smart Scheduling for Cleaning ServicesAI Quoting for Cleaning Services
Sophiie helps cleaning services teams capture property details and cleaning frequency, build quotes from their service list, send follow-ups, and turn.
Learn more about AI Quoting for Cleaning ServicesAI Email Responder for Cleaning Services
Sophiie helps cleaning teams manage email enquiries with trained drafts, thread context, attachments, and follow-up notes for cleaning work.
Learn more about AI Email Responder for Cleaning ServicesAI Chatbot for Cleaning Services
Sophiie helps cleaning companies with website chat: collecting property type, rooms, frequency, pets, parking, access and special instructions, answering approved FAQs, booking suitable work and keeping customer history organised.
Learn more about AI Chatbot for Cleaning Services
Other businesses we serve
Electricians
Calls, quotes and scheduling on autopilot.
Plumbers
Emergency and routine calls, handled 24/7.
HVAC
Service calls and installs booked for you.
Landscapers
Quotes and site visits locked in fast.
Carpenters
Inquiries and jobs booked while you build.
Fire services
Compliance visits and callouts, booked for you.
Flooring
Quotes and installs booked while you lay.
Painters
Quotes and bookings sorted while you paint.
Handymen
Every small job captured and scheduled.
Plasterers
Inquiries answered while you're on the trowel.
Pool care
Regular services and callouts, scheduled.
Fencing
Site visits and quotes locked in fast.
Concreters
Pour dates and quotes, no phone tag.
Roofers
Urgent leak calls answered around the clock.
Bricklayers
Quotes and schedules handled between lays.
Arborists
Tree work quoted and booked while you climb.
Builders
Calls and job admin handled at every stage.
Frequently asked questions
Yes. You can keep property access, parking, alarm, pet, and room-priority notes on the customer record.
Yes. Sophiie shows customer history and reminders, which helps your team manage regular visits and follow-up tasks.
Yes. Sophiie can answer 24/7, capture cleaning enquiry details, and save a summary for your team.
Yes. You can manage texts and emails from the Sophiie dashboard, with AI support for drafting clear replies.
Make every cleaning client easier to service next time
Let Sophiie capture enquiries, store property instructions, and keep recurring cleaning follow-ups visible to the team.