CRM

Every customer, every home and every note in one place

Know the gate code, the dog and the preferred cleaner before anyone picks up the phone.

What you get

  • Multiple homesOne customer can have several properties, each with its own details.
  • Notes that travelNotes show up for the office and for the cleaner on the job.
  • Full historyPast and upcoming bookings, payments and messages together.
  • Problem customersIssues are logged against the customer, so patterns are easy to see.
In detail

CRM in detail

01

Everything about a customer

One page holds who the customer is, what they book and what they have paid. Anyone in the office can pick up the phone and know the history.

  • See past and upcoming bookings on one page
  • See payments, tips and anything still owed
  • Record how the customer found you
  • Find any customer by name, phone or email
  • Report on customers gained and lost over time
02

More than one home

Some customers have a house, a rental and an office. Each property keeps its own address, size, price and notes under the same customer.

  • Add as many properties as the customer has
  • Keep beds, baths and square feet for each one
  • Price each property on its own
  • Book any property without re-entering the customer
  • Keep separate notes for each address
03

Notes that reach the cleaner

Gate codes, pets and preferences are written once. The office sees them when booking and the cleaner sees them on the job.

  • Save entry instructions, pets and special requests
  • Show the notes to the cleaner in the cleaner app
  • Note the cleaner a customer prefers
  • Log problems on a job so patterns are easy to see
  • Keep the history when office staff change

See CRM with your own data

30 minutes plus Q&A. No sales pitch, just a demo.

See available times
FAQ

Questions about CRM

Can one customer have several addresses?

Yes. Each customer can have multiple properties, each with its own details, price and notes.

Do cleaners see customer notes?

Yes. Notes for the home show up for the cleaner on that job.

Can I bring my existing customers in?

Yes. Customer and property data are moved for you as part of migration.

Pick a time and see MaidMind for yourself

30 minutes plus Q&A. No sales pitch, just a demo of MaidMind with your services, your prices and your team.

Book your MaidMind demo

30 minutes plus Q&A. No sales pitch, just a demo.

Loading available times…