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Cleaning business CRM

A CRM built around how cleaning businesses actually run.

Apex CleanOps handles leads, follow-ups, risky-client detection, objections, retention, and reviews — connected to your bids, jobs, and profitability.

Generic CRMs track contacts. Cleaning owners need something that connects the lead to the bid, the bid to the job, and the job to profitability. Apex is that system, built for cleaning.

Why generic CRMs don't fit cleaning

Cleaning owners get leads by phone, referral, and web — they need to follow up fast, price quickly, run the crew, invoice cleanly, and keep the client for years. Generic CRMs handle the first step and leave the rest to spreadsheets.

  • Leads that never get a second follow-up
  • No way to spot a red-flag client before you bid
  • Nothing tying the closed deal back to margin per job
  • Reviews and retention handled in a separate tool — or not at all

The workflow inside Apex CleanOps

Step 1
Capture the lead

Leads from your website, calls, and referrals land in one pipeline with scoring and a first-touch reminder.

Step 2
Score the client

Run risky leads through the Red Flag Detector before you spend hours on a proposal.

Step 3
Price and send

Smart Bid produces the price and confidence score; the proposal ships with scope protection built in.

Step 4
Automate follow-ups

24-hour, 3-day, and 7-day reminders on every open lead and proposal so nothing goes cold.

Step 5
Convert and run the job

Accepted proposals become scheduled jobs your crew works from the field portal.

Step 6
Retain and grow

Retention Reminders, Review Requests, and Referral Campaigns keep the client cycle running.

Relevant Apex CleanOps features

Leads & Pipeline

Capture leads from every source in one place with scoring and first-touch reminders.

Automatic Follow-Ups

24-hour, 3-day, and 7-day reminders on leads and proposals.

Client Red Flag Detector

Flag risky clients before you accept the job with a risk score and recommended action.

Objection Response Library

Ready-to-send replies for the objections cleaning owners hear every week.

Retention Reminders

Rebooking, renewal, price-review, deep-clean, and inactive-client nudges from your live data.

Review Request Generator

Personalized review asks for Google, Facebook, text, and email.

Referral Campaign Generator

Audience-specific referral asks for residential, commercial, Airbnb, and recurring clients.

Client Profitability

See margin per client so you know who to keep, raise, or fire.

Who this is for

  • Cleaning owners running leads through a spreadsheet or notebook
  • Small teams that lose leads to slow follow-up
  • Owners who want reviews and retention automated, not manual
  • Companies that want a single system for sales, ops, and finance

FAQ

Is this a generic CRM or built for cleaning?

Built for cleaning. Leads, follow-ups, red-flag detection, objection responses, and retention reminders are all designed around cleaning-owner workflows — not adapted from a generic CRM.

What happens after a lead is captured?

The lead moves into the pipeline with automatic 24-hour, 3-day, and 7-day follow-up reminders so no lead goes cold. You can also run it through the Red Flag Detector before you bid.

Does it track profitability, or just contacts?

It tracks the full customer lifecycle — lead, bid, proposal, job, invoice, payment, and per-client profitability — so you can see which clients are actually worth keeping.

Do I need a separate tool for reviews and referrals?

No. Review Requests, Retention Reminders, and Referral Campaign generators are built in.

Is there a free plan?

Yes. The Free plan is free forever with no credit card required.

Ready to try it?

Start on the Free plan — no credit card. Or run a real job through the free bid calculator first.