Client Management
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Know Your Customers Like Never Before
A happy customer is a loyal customer. CleanTrack CRM provides all the tools you need to deliver personalized, top-notch service every single time. Keep crucial information at your fingertips and build lasting relationships.
360ยฐ Client Profiles
Access a complete overview of each client, including their contact information, service address, and billing details from a single, easy-to-navigate screen.
Complete Service History
Instantly view all past and future jobs for any client. This helps in understanding their service frequency and anticipating their needs.
Custom Fields & Notes
Every client is unique. Store important details like alarm codes, pet names, or specific cleaning preferences using custom fields and notes.
Communication Tracking
Log calls, emails, and texts associated with a client. Ensure your whole team is on the same page about every customer interaction.
Automated Reminders
Reduce no-shows and keep clients informed with automated appointment reminders sent via email or SMS before a scheduled service.
Client Portal
Give your clients the ability to view their service history, update their contact information, and request new bookings through a professional, secure portal.
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