A CRM for cleaning businesses, built around clients and homes

In most industries, a CRM tracks leads as they move toward a sale. A cleaning company works differently. Most of your revenue comes from the same homes, week after week, and the hard part is remembering everything about each one: the side door code, the dog that cannot get out, the client who wants the guest room skipped.

So a cleaning CRM is really four things joined together: the client, the property, the recurring schedule, and the history of what was said and done. When those live in different places (a phone contact, a notes app, a paper calendar and a text thread), details get lost, and lost details are what make clients leave.

The test of a good house cleaning CRM is simple: can a new cleaner walk into a home on their first visit with everything they need, and can you answer a client's question in ten seconds from your phone? If you are still putting together your client base, our guide on how to get cleaning clients covers the marketing side.

General CRMs are built for sales teams. HubSpot, for example, describes its free CRM around contact management, deal pipelines and marketing emails (checked October 5, 2026). Those are good tools for a company that closes a few large deals a month.

A residential cleaning business closes a small sale once and then serves that client for years. A general CRM has no idea what a bedroom count is, cannot price a deep clean, does not know that the Tuesday visit repeats every two weeks, and cannot hand an alarm code to a cleaner only on the day of the visit. You end up building those things yourself with custom fields and still running your schedule somewhere else.

That is why most cleaning owners are better served by cleaning software with client records built in than by a sales CRM bolted onto a calendar.

Use this list when you compare tools, including ours. If a product misses more than two of these, you will feel it within a month.

Each client in BroomBook has contact details, emergency contacts, notes, client photos and one or more properties. Each property holds beds, baths, square feet, pets, access notes and alarm codes. Access notes and alarm codes appear in the cleaner's crew app on the visit day only, so a code is not sitting on someone's phone all week.

Notes can carry a pop-up reminder, so the note about the new puppy or the late payment shows up when you open that client, not three weeks later. The client page also shows recurring schedules, upcoming visits and history together.

Day-to-day cleanup is built in: merge duplicate clients into one record, block a client from booking online while keeping their history, and let landline numbers get emails instead of texts automatically. Company policies (cancellation rules, pets, keys) can be sent to clients to sign from their own link, and you keep the text they signed.

Every confirmation and reminder BroomBook sends includes the client's own link. From it, a client can move a visit to a time the crew is free, skip a recurring visit or cancel a one-off, up to 12 hours before, and report a problem with photos. That removes most of the back-and-forth texts that eat an owner's evening.

Replies and changes land in the Messages inbox, and you choose whether alerts reach you by text, email or both. Automatic texts (confirmation, day-before reminder, cancellation, job done) can each be rewritten with a live preview and turned on or off, and texts only go out between 9am and 8pm local time.

When a client reports a problem, AI sorts it on arrival: what kind of complaint it is, how serious, what the checklist, photos and time on site say about the visit, a suggested fix and a reply draft in the client's language. You still decide what to send. AI is included on every plan with no add-on fee.

Happy recurring clients are your best source of new ones. BroomBook can send an optional Google review request by text the day after a visit (it is off until you turn it on), with your own review link.

Insights show the numbers that matter for a recurring business: revenue by week, recurring revenue per month, work booked ahead, skips and cancellations, unpaid visits, top clients, booking channels and texts sent. When skips and cancellations start to climb, that is often an early sign that clients are drifting, and it is cheaper to call them than to replace them.

Client records also connect to everything else: online booking creates the client and property for you, and the calendar and recurring schedules read from the same record. See the full list on the features page.

You can import clients by CSV exported from Jobber, ZenMaid, Housecall Pro or any spreadsheet. Duplicates are skipped. Past and upcoming visits can come in from a spreadsheet or a Google Calendar export, and nobody gets texted during the import, so clients do not receive a surprise confirmation.

A setup checklist ticks itself off as you go (prices, hours, crew, clients, card payments, booking link, Google reviews), and the in-app help center has guided tours. If you are comparing tools first, see our ZenMaid alternative and Jobber alternatives pages.

BroomBook is $29/mo for up to 2 cleaners, or $59/mo for unlimited cleaners. There is no per-seat fee for the CRM, no per-cleaner fee and no extra charge for AI. Every plan includes client records, the messages inbox, the self-service link, review requests and insights.

The free trial lasts 14 days with no credit card. You can also open the live demo with sample clients and click through real records before you sign up. Full details are on the pricing page.