In the cleaning industry, everything revolves around efficiency, reliability, and customer satisfaction. CRM software helps cleaning companies manage customer relationships professionally, streamline scheduling and quoting, and improve internal communication. Whether you serve residential clients or operate in the B2B market, a well-implemented CRM system provides better oversight, less administration, and higher customer satisfaction.
CRM for cleaning companies is a digital solution that allows you to manage customer relationships, quotes, jobs, invoices, and communication in one centralized system. It simplifies your day-to-day operations by automating tasks and making information accessible to all relevant teams. Sales, planning, and customer service teams can work together more efficiently, resulting in faster service and stronger customer interactions.
Manage all your customer data in one place, including contact details, cleaning schedules, history, and communication. This leads to more personalized and consistent service delivery.
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1 @inherits Dynamicweb.Rendering.ViewModelTemplate<Dynamicweb.Frontend.ParagraphViewModel> 2 @using System.IO 3 4 @functions 5 { 6 private string RenderCustomCSS(IEnumerable<string> decorations) 7 { 8 var cssClasses = new List<string>(); 9 10 foreach (var itemId in decorations) 11 { 12 var item = Dynamicweb.Content.Services.Items.GetItem("Swift_Css", itemId); 13 item.TryGetValue("Class", out object classes); 14 15 if (classes is null) 16 { 17 continue; 18 } 19 20 var cssString = (string)classes; 21 22 if (cssString.StartsWith("[")) 23 { 24 var cssArray = Dynamicweb.Core.Converter.Deserialize<string[]>(cssString); 25 cssClasses.AddRange(cssArray); 26 } 27 else 28 { 29 cssClasses.Add(cssString.Replace(",", " ")); 30 } 31 } 32 33 return string.Join(" ", cssClasses).Trim(); 34 } 35 } 36 37 @{ 38 string layout = Model.Item.GetRawValueString("Layout", "icon-top"); 39 string contentPadding = Model.Item.GetRawValueString("ContentPadding", string.Empty); 40 contentPadding = contentPadding == "none" ? "" : contentPadding; 41 contentPadding = contentPadding == "small" ? "p-3 p-md-3" : contentPadding; 42 contentPadding = contentPadding == "large" ? "p-5 p-md-5" : contentPadding; 43 string theme = !string.IsNullOrWhiteSpace(Model.Item.GetRawValueString("Theme")) ? " theme " + Model.Item.GetRawValueString("Theme").Replace(" ", "").Trim().ToLower() : string.Empty; 44 var decorations = Model.Item?.GetList("CssDecorations")?.GetRawValue().OfType<string>() ?? Enumerable.Empty<string>(); 45 string css = RenderCustomCSS(decorations); 46 47 string target = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "target=\"_blank\"" : string.Empty; 48 string rel = Pageview.AreaSettings.GetBoolean("OpenLinksInNewTab") && Model.Item.GetString("Link").Contains("http") ? "rel=\"noopener\"" : string.Empty; 49 string alignment = (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) && !string.IsNullOrEmpty(Model.Item.GetString("Text")) ? "align-items-stretch" : "align-items-center"; 50 51 string iconColor = Model.Item.GetString("iconColor", "text-inherit"); 52 string iconOpacity = Model.Item.GetString("IconOpacity", "opacity-100"); 53 54 string iconSize = Model.Item.GetRawValueString("IconSize", "2"); 55 string imageSrc = !string.IsNullOrEmpty(Model.Item.GetString("Image")) ? Model.Item.GetFile("Image").Path : string.Empty; 56 string flexGrowClass = string.Empty; 57 58 switch (layout) 59 { 60 case "icon-left": 61 case "icon-right": 62 flexGrowClass = "flex-grow-0"; 63 break; 64 } 65 66 string imagePath = imageSrc != string.Empty ? imageSrc : Model.Item.GetRawValueString("Icon", string.Empty); 67 imagePath = Path.GetExtension(imagePath).ToLower() != ".svg" ? "/Admin/Public/GetImage.ashx?image=" + imagePath + "&height=" + iconSize + "&width=" + iconSize + "&Crop=0&format=webp" : imagePath; 68 string imgAltText = Model.Item.GetRawValueString("FeatureAltText", string.Empty); 69 70 string titleFontSize = Model.Item.GetRawValueString("TitleFontSize", "h4"); 71 string titleColor = Model.Item.GetString("TitleColor", "text-inherit"); 72 string titleOpacity = Model.Item.GetString("TitleOpacity", "opacity-100"); 73 string headingLevel = Model.Item.GetString("HeadingLevel", "h2"); 74 string headingLevelStart = $"<{headingLevel} class=\"{titleFontSize} {titleColor} {titleOpacity} m-0\">"; 75 string headingLevelStop = $"</{headingLevel}>"; 76 77 string textColor = Model.Item.GetString("TextColor", "text-inherit"); 78 string textOpacity = Model.Item.GetString("TextOpacity", "opacity-100"); 79 } 80 81 <div class="h-100 @(contentPadding)@(theme) @(css) item_@Model.Item.SystemName.ToLower()"> 82 <div id="@Model.ID" class="user-select-none" style="scroll-margin-top:var(--header-height,150px)"></div> 83 @if (!string.IsNullOrEmpty(Model.Item.GetString("Link"))) 84 { 85 @:<a href="@Model.Item.GetString("Link")" class="text-decoration-none d-block h-100" @target @rel> 86 } 87 88 @switch (layout) 89 { 90 case "icon-top": 91 <div class="d-flex flex-column gap-3 text-center mb-0-last-child"> 92 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 93 {<div class="@flexGrowClass"> 94 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 95 { 96 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 97 } 98 else 99 { 100 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 101 } 102 </div> 103 } 104 105 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 106 { 107 <div class="mb-0-last-child"> 108 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 109 { 110 @headingLevelStart 111 @Model.Item.GetString("Title") 112 @headingLevelStop 113 } 114 115 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 116 { 117 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 118 } 119 </div> 120 } 121 </div> 122 break; 123 case "icon-left": 124 <div class="d-flex flex-row gap-3 h-100 text-start @alignment"> 125 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 126 {<div class="@flexGrowClass"> 127 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 128 { 129 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 130 } 131 else 132 { 133 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 134 } 135 </div> 136 } 137 138 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 139 { 140 <div class="d-flex flex-column flex-grow-1"> 141 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 142 { 143 @headingLevelStart 144 @Model.Item.GetString("Title") 145 @headingLevelStop 146 } 147 148 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 149 { 150 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 151 } 152 </div> 153 } 154 155 </div> 156 break; 157 case "icon-right": 158 <div class="d-flex flex-row gap-3 h-100 text-end @alignment"> 159 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle") || !string.IsNullOrEmpty(Model.Item.GetString("Text"))) 160 { 161 <div class="d-flex flex-column flex-grow-1"> 162 @if (!string.IsNullOrEmpty(Model.Item.GetString("Title")) && !Model.Item.GetBoolean("HideTitle")) 163 { 164 @headingLevelStart 165 @Model.Item.GetString("Title") 166 @headingLevelStop 167 } 168 169 @if (!string.IsNullOrEmpty(Model.Item.GetString("Text"))) 170 { 171 <p class="@textColor @textOpacity m-0">@Model.Item.GetString("Text")</p> 172 } 173 </div> 174 } 175 176 @if (!string.IsNullOrEmpty(Model.Item.GetString("Image")) || !imagePath.ToLower().Contains("none") && imagePath != string.Empty) 177 {<div class="@flexGrowClass"> 178 @if (Path.GetExtension(imagePath).ToLower() == ".svg") 179 { 180 <div class="icon-auto @iconColor @iconOpacity" style="height: @(iconSize)px; width: @(iconSize)px;">@ReadFile(imagePath)</div> 181 } 182 else 183 { 184 <img loading="lazy" src="@imagePath" alt="@imgAltText" title="@Model.Item.GetString("Title")" style="height: @(iconSize)px; width: @(iconSize)px;"> 185 } 186 </div> 187 } 188 </div> 189 break; 190 } 191 192 @if (!string.IsNullOrEmpty(Model.Item.GetString("Link"))) 193 { 194 @:</a> 195 } 196 </div> 197
Connect your CRM with scheduling modules to assign cleaning jobs to teams or individual staff more efficiently. Real-time updates keep everyone informed and aligned.
Ensure your sales, admin, and operations teams all work from the same information. This eliminates misunderstandings and duplicate data entry.
Collect customer feedback and link it to team members or job locations. This gives you valuable insights to continuously improve your service delivery.
Set automated reminders for recurring cleaning jobs, evaluations, or contract renewals. Never miss a follow-up or appointment again.
Microsoft Dynamics 365 is a powerful platform that combines applications for finance, sales, marketing, operations, and more. For cleaning companies, it offers the ideal CRM solution through seamless integration of customer management, communication, invoicing, and scheduling.
With Dynamics 365, you get real-time visibility into all ongoing jobs, customer statuses, and team performance. The applications work together flawlessly, making your processes faster, more transparent, and more customer-focused. As a result, you increase both operational efficiency and customer satisfaction.
Microsoft Dynamics 365 Contact Center provides a modern service experience that meets customer expectations for fast and personalized support across various channels. This cloud-based platform integrates AI, omnichannel communication, and customer data.
Microsoft Copilot uses the strength of AI to boost productivity, open up creativity and help you better understand info with a simple chat.
Microsoft Dynamics 365 Customer Insights is designed to create engaging experiences by uniting customer data with real-time journeys and Copilot.
Microsoft Dynamics 365 Customer Service is designed to help businesses deliver exceptional customer experiences. By centralizing interactions, automating workflows, and providing AI-powered insights.
Microsoft Dynamics 365 Field Service is the system that keeps you proactive in managing remote service operations with Field Service resources. It helps you run a more efficient and profitable service department.
Microsoft Dynamics 365 Sales helps your sales team work more efficiently and close more deals. With AI and automation, you can improve customer relationships and optimize sales processes.
Gio Coffee, a fast-growing supplier of premium coffee machines and subscriptions, partnered with 9altitudes to implement a unified digital platform using Microsoft Dynamics 365. This transformation supports their focus on customer experience and operational excellence across Sales, Customer Service, Field Service, and Finance. Together, they also developed smart, connected coffee machines using IoT for predictive maintenance and automated coffee supply - ensuring seamless service and no empty cups.
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9altitudes is a European digital partner that automates, optimizes, and continuously improves business processes end-to-end. We help manufacturing, supply chain, and service companies reach new heights by leveraging Microsoft, PTC, and Tulip software combined with our own industry-specific solutions.
With team members from 9 different countries, our team consists of 750 exceptionally talented experts. Our high-end consultants are relentless in their pursuit of innovation, dedicated to creating exceptional customer experiences and delivering impactful solutions.
Choosing a CRM solution specific to your industry offers countless benefits. A solid foundation is key in this process. At 9altitudes, we combine the best of both worlds: we integrate proven platforms such as Microsoft Dynamics 365 Customer Service, Field Service, Sales and Customer Insights with best practices from your industry.
Our job is to simplify your journey to the summit, ensuring a smoother climb to new heights where you continuously feel safeguarded and in control. That's exactly why we've made it possible for you to obtain a high-level budget estimation already.
How? By completing this guiding questionnaire, we can estimate the project implementation investment and the monthly Microsoft license estimate, based on our experience in implementing many projects like the one you envision.
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Sustainability extends beyond the factory through service, sales and long-lifecycle customer interactions.
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