Can I manage recurring cleaning clients?

Yes. Sophiie shows customer history and reminders, which helps your team manage regular visits and follow-up tasks.

Does Sophiie answer after-hours quote calls?

Yes. Sophiie can answer 24/7, capture cleaning enquiry details, and save a summary for your team.

Can customers receive texts or emails from Sophiie?

Yes. You can manage texts and emails from the Sophiie dashboard, with AI support for drafting clear replies.

Cleaners

Cleaning service CRM for properties, access notes, and follow-ups

CRM for cleaning services with recurring clients and site-specific instructions.

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Speak to Sophiie

A live demo call from Sophiie. Two minutes, no sales pitch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Property notes that stay with the client

Keep access codes, parking, pets, key instructions, room priorities, and preferred products in the CRM record.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Recurring service history

See past and upcoming cleaning jobs for a customer so your team understands the cadence and previous notes.

Australian tradesperson on a phone call while crouched at the entry of a house

Fast customer contact

Call, text, or email clients from Sophiie when arrival windows, access issues, or rebooking needs attention.

Australian tradesperson standing in a doorway reading a message on a phone

Reminders for repeat work

Set prompts for regular cleans, bond-clean follow-ups, commercial check-ins, and quotes waiting on approval.

Australian tradesperson crouching in a doorway on site using a smartphone

Call summaries for new enquiries

When Sophiie answers, enquiry details are captured so admin can price or schedule with context.

Australian tradesperson crouching by a glass door using a phone on speaker

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