Leads & CRM
Organize customer inquiries and track progress.
Residential and commercial cleaning teams often juggle one-time quotes, recurring customers and messages arriving through different channels. ServiceSales AI keeps the sales process visible.
A request for a deep clean or an office walk-through is easy to lose when it stays in an inbox instead of a shared pipeline.
Capture location and service details through configured intake questions, follow up with leads, book an assessment when needed, send an estimate and manage invoices from the workspace.
Keep track of recurring customer conversations and assignments. Automated messages depend on enabled integrations and customer communication consent; the system does not automatically contact everyone.
Organize customer inquiries and track progress.
Coordinate configured availability and prepare quotes.
Track jobs, tasks and invoicing in one workspace.
Third-party integrations depend on each business's setup, provider approval and applicable customer consent.