Can it ask property-specific questions?

Yes. You can train Sophiie to ask about property size, rooms, access, pets, parking, clean type, and preferred time windows.

Does Sophiie send marketing emails?

Sophiie can help with customer email replies and follow-up workflows, but it is not a bulk advertising platform.

Can cleaners use it without a separate CRM?

Sophiie includes CRM-style customer profiles and timelines for calls, emails, texts, chats, bookings, notes, and reminders.

Cleaners

Marketing CRM for cleaning services

For cleaners who win work through fast replies and remembered details.

Try free Speak to Sophiie

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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

Lead capture from every channel

Calls, texts, email, chatbot conversations, and webform submissions can create customer records without manual copy-paste.

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

Property and access notes

Store bedrooms, bathrooms, access instructions, pets, preferred products, parking notes, and recurring schedule details in the CRM.

Australian tradesperson crouching in a doorway on site using a smartphone

Online booking support

Sophiie can collect the clean type, preferred time, property details, and contact information before confirming or queuing a booking.

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

Reminder and follow-up tasks

Set reminders for quote follow-up, recurring clean check-ins, missed calls, and customer callbacks so repeat work is not forgotten.

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

Conversation history

Your team can see calls, texts, emails, notes, bookings, and prior service context from the customer profile.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

How it works

Set up Sophiie once, then let the work flow

Train cleaning packages and rules
Add one-off, recurring, end-of-lease, deep clean, and commercial service details along with required intake questions.
Capture leads into profiles
Sophiie records the customer's property, service request, timing, and contact details in one timeline.
Book or queue the clean
Ready enquiries can move toward scheduling, while uncertain jobs can be flagged for human quote review.
Use reminders to grow repeat work
Follow up abandoned quotes, recurring customers, review requests, and rebooking opportunities from the CRM.

Cleaning businesses grow on details

A cleaning lead is not just a name and number. The team needs to know whether the property is vacant, whether pets are inside, how many bathrooms there are, whether parking is available, and whether the customer wants a one-off or recurring service.

Sophiie turns those conversations into customer profiles. The information from calls, emails, texts, chatbot conversations, and forms can land in one timeline instead of being scattered across inboxes.

The CRM becomes a marketing tool when follow-up happens

Cleaning marketing often fails because quotes are not chased, recurring customers are not checked in with, and missed calls never become callbacks. Sophiie supports the practical follow-up: reminders, texts, email replies, booking confirmations, and customer notes.

A customer who booked an end-of-lease clean can be followed up for carpet cleaning. A recurring house clean can get a reminder. A commercial enquiry can be queued for review with the original call summary attached.

Less admin between the office and the crew

The customer profile helps the team arrive prepared. Access notes, preferred products, pet warnings, scope details, and previous conversations stay visible. That is what makes the CRM useful for marketing: customers feel remembered, and repeat work is easier to win.

Services & features