Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Build cleaning service proposals from site needs and approved rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Qualify facilities contacts before adding them to sales outreach.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Send approved cleaning contract renewals to client signers.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Prepare cleaning proposals with service scope and approved pricing.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Draft cleaning contract proposals from site requirements and approved rates.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
Send cleaning service agreements for signature and file signed copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Send approved cleaning contracts for signature and note the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Find facilities contacts at companies that fit the cleaning firm's market.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Route facility service inquiries to the right client account owner.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Send cleaning service contracts and keep unsigned accounts in view.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Screen contract inquiries before adding prospects to outreach.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
Capture cleaning requests and start timing in the customer lead list.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.