CRM
CRM

The Cleaning Company
CRM Built for You

Clean Assign manages your most valuable asset — your client relationships. Everything from lead to loyal customer, all in one place, tailored for cleaning businesses.

#1 maid service software on Capterra

Clean Assign CRM Dashboard
Why Clean Assign CRM

Simplify, Automate, and
Grow

Clean Assign's cleaning company CRM enables you to manage your most promising relationships, in less time, all in one place — purpose-built for cleaning businesses.

Pen & Paper

  • Clients lost in notebooks
  • No follow-up system
  • Duplicate or missing contacts
  • No client history at a glance
  • Leads fall through the cracks

With Clean Assign

  • All clients in one organised place
  • Automated follow-ups and reminders
  • Full booking and payment history per client
  • Custom notes and service preferences
  • Lead tracking from first contact to booking
Clean Assign Booking Form Preview

+40%

Avg. client retention increase

#1 maid service software · Capterra

From Lead To Customer

"Turn Every Enquiry Into a Loyal, Long-Term Client"
Lead Management

From lead
to customer

Help the moment a new enquiry comes in — capture partner sign-ups, referrals, and web enquiries all in one place, then convert them with ease.

01

Sync with your Clean Assign calendar

Every new enquiry and booking flows straight into your calendar. No copy-pasting — leads become appointments automatically.

02

Create customisable forms

Build branded enquiry forms that capture the information you need — service type, address, frequency, and more — right from your website.

03

Send automatic follow-ups

Set up automated email and SMS follow-ups so no lead goes cold. Clean Assign keeps prospects engaged without you lifting a finger.

04

Convert leads into bookings

Turn enquiries into confirmed bookings in one click. Client details carry over automatically — no re-entry, no friction.

"We have tried multiple software options and Clean Assign beats all of them."
L

Luke B.

Owner, Bright Spaces Cleaning

Contact Management

Easily search
all your contacts

Find any client in seconds. Filter by name, location, service type, or custom tags — your entire client database, always at your fingertips.

01

Quick search and filters

Find any client in seconds by name, address, phone, email, or service tag. Powerful filters mean you always find the right person instantly.

02

Organised contact details

Every client profile holds everything — contact info, service preferences, access notes, pets, and special instructions — all in one clean view.

03

Full billing history

See every invoice, payment, and outstanding balance right inside the contact profile. No switching between tools.

04

Seamless communication

Send emails and SMS directly from the client profile and view the full conversation history — so your whole team is always in the loop.

Watch & Learn

See how it works
in 10 minutes

Demo Video Thumbnail
0:00
10:00
"When I started my business I knew I needed a CRM. I chose Clean Assign because it's built for cleaning companies and the support team has been with me every step."
M

Monica R.

Founder, Radiant Home Cleaning

Client Records

Access and keep all the
information you need

Your client profile is the single source of truth — appointments, billing, communications, ratings, and custom notes, all in one place.

01

APPOINTMENTS

Appointments

View all past and upcoming appointments per client directly from their profile — with full job details and notes.

02

COMMUNICATIONS

Communications

All emails and SMS sent to a client are stored in one thread — your whole team always has full context.

03

BILLING & PAYMENTS

Billing & Payments

Invoices, payments, tips, and outstanding balances all tracked per client — no spreadsheet required.

04

SERVICE RATINGS

Service Ratings

Collect client feedback and star ratings after each job and use them to reward top cleaners and improve service quality.

05

NOTES & CUSTOM FIELDS

Notes & Custom Fields

Add access codes, pet names, cleaning preferences, and any custom data that helps your team do a better job every visit.

06

CELEBRATION REMINDERS

Celebration Reminders

Never miss a client birthday or anniversary. Send a personalised message and strengthen loyalty automatically.

07

REVENUE INSIGHTS

Revenue Insights

See lifetime value, average job value, and revenue per client — so you always know which customers matter most to your bottom line.

Loved by thousands

More than 3,000 cleaning service owners
like you switched to Clean Assign

Marc Ceraldi

Marc Ceraldi

23 November

"

Clean Assign continues to be my go-to scheduler & dispatcher. 5 years later, 3 companies, and over 60k jobs booked. I'm grateful.

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Sharda R

Sharda R

27 August

"

Got Clean Assign back in 2022. Along came Clean Assign... my hero. Fast forward to 5 years later and 6 companies.

Like Reply Share
Ruby Miller

Ruby Miller

24 September

"

Clean Assign has made my business so much easier since implementing the software.

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#1 maid service software · Capterra

You're 3 tiny steps away from rescuing
your time and sanity

1

Start your FREE trial in a few easy steps

No technical skills required

2

Book your free optimization call with our industry experts

Get all your questions answered

3

We'll import your contacts and calendar for free

Fast and stress-free

#1 maid service software · Capterra