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CRM automation for cleaning services

A CRM that keeps itself current, so your team can focus on customers. CRM automation set up for cleaning services, connected to Jobber, ZenMaid or Launch27, and run for a flat monthly fee.

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The time you get back

Typical weekly savings for cleaning companies using Super Intelligence (SI) automation.

  • Answering quote requests6 2 hrs a week
  • Rescheduling recurring cleans3 1 hr a week
  • Sending cleaner job details3 1 hr a week
  • Collecting payments3 1 hr a week
  • Review requests1 0.5 hrs a week

How it works

  1. We map how you actually work

    We turn your real process into pipeline stages in Jobber, ZenMaid or Launch27, or recommend a CRM that fits better if needed.

  2. Data enters itself

    Forms, calls, chats and emails create and update records automatically, with the source attached.

  3. Tasks appear on their own

    Each stage change creates the next task with an owner and a due date.

  4. Milestones trigger the next step

    When the customer commits, requests for home size, pets and entry instructions go out without anyone having to remember.

  5. Clean-up runs nightly

    Duplicates are merged, and records missing key details are flagged for a quick fix.

At a glance

Typical time saved
4–8 hours a week
Time to launch
2–4 weeks
Connects to
Jobber, ZenMaid or Launch27

A CRM is most valuable when it’s always current. We map your pipeline to how your team actually sells, then automate everything around it: contacts created from forms and calls, tasks assigned on stage changes, follow-ups scheduled, duplicates merged, and next steps triggered without anyone clicking a thing.

Ground rules

Entry codes and key details are stored only in your field software, never in chat transcripts.

We automate around your process; we don’t force a new one on you. If a step needs a person’s judgment, it becomes a task, not an automation.

Questions

Will it work with Jobber, ZenMaid or Launch27?

In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly; if not, we use email parsing or a synced calendar. We confirm it in the free audit before you pay anything.

We don’t have a CRM. Is that a problem?

No. We’ll recommend one that fits your size and budget, set it up, and import your existing contacts and spreadsheets.

Can you fix the CRM we already have?

Usually yes. Most rebuilds start with cleaning the data and simplifying the pipeline before any automation goes on top.

Related

More for cleaning services

CRM automation in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

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