In the highly competitive world of UK cleaning services, whether you manage domestic routes or secure large commercial contracts, juggling leads and generating accurate, compliant quotes used to be a major headache. The manual chaos of spreadsheets, disconnected software, and endless admin meant missed opportunities. That era is officially over.
The One Platform offers the Ultimate Lead and Quote System—a fully integrated ecosystem designed specifically for cleaning companies. It automates your entire sales pipeline, tracks every commercial and domestic opportunity, and ensures you close high-value contracts with unmatched speed and total adherence to UK health and safety regulations. This system is the essential competitive advantage you need to professionalise and grow your cleaning business.
🧭 Your Command Centre: The Integrated Lead Management Dashboard
Your sales pipeline is only as strong as the data that drives it. Our Lead Management Dashboard is your unified command centre, eliminating guesswork and guiding your team to focus exclusively on the highest-value opportunities—from hot domestic deep cleans to large commercial tender follow-ups.
- Your Personal Sales Coach: Instantly know where to focus your effort. A smart Sales Coach Banner highlights urgent actions and priorities, such as “Hot Commercial Leads” ready for a final push or new domestic enquiries that require immediate follow-up. Never let a promising client go cold.
- Gamified Statuses for Instant Clarity: Every lead is assigned a clear, colour-coded status (e.g., ‘New Commercial Enquiry’, ‘Domestic Quote Sent’, ‘Negotiation’, ‘Lost’). Each status is linked to a conversion Probability percentage, providing data-driven insight that helps you prioritise your sales efforts.
- Visual Urgency Cues: We use visual cues like Flame (Hot), Thermometer (Warm), and Snowflake (Cold) icons to identify a lead’s urgency and engagement level at a glance, allowing your team to action the most promising cleaning leads first.
See the Full Sales Picture: Card, List, and Data-Rich Report Views
We give you the flexibility to manage your sales data exactly the way you prefer:
- Flexible List and Card Views: Seamlessly switch between a traditional table (‘List’ view) for fast data entry, or a visual kanban-style (‘Card’ view) for a dynamic, drag-and-drop management experience that makes moving leads through the pipeline intuitive.
- Essential Conversion Report View: Instantly generate comprehensive charts and reports to visualise your overall Conversion Rate, full pipeline breakdown by status (e.g., by commercial vs. domestic), and crucial metrics like Average Time to Convert. This powerful report is essential for optimising your marketing spend and maximising profitability.
🤖 Automate Success: Powerful Marketing Nurturing Funnels
A prospect—whether a homeowner or a facilities manager—rarely signs up overnight. Our powerful Marketing Funnels automate the nurturing process, ensuring your leads always receive the right message at the perfect time, completely hands-free, driving engagement and building trust.
- Visual Drag-and-Drop Builder: Building sophisticated, multi-step campaigns is easy. Use a simple drag-and-drop interface to link various communication channels and actions together, designing a perfect customer journey.
- Smart Automation Triggers: A nurturing funnel can be set to start automatically based on crucial events, such as when a New Domestic Lead is Created, when a Commercial Quote is Sent, or when a Last Deep Clean is Completed (for re-engagement).
Cross-Channel Engagement for Maximum Visibility
Deploy automated actions across multiple platforms to ensure maximum visibility and response rates:
- Email Steps: Send beautifully designed, professional campaigns (e.g., follow-up on a site survey) using customisable templates created in our visual Email Builder.
- SMS Steps: Deploy timely, impactful text messages directly to the prospect (e.g., confirming a booking) using pre-saved, branded SMS templates.
- Push Notification Steps: Send instant, clickable alerts directly to a customer’s phone via the PWA (Progressive Web App). This is perfect for high-urgency messages, such as a “Flash Sale on Carpet Cleaning” or a reminder to accept an expiring quote.
- Conditional Logic That Converts: Use If/Then logic to automatically branch your automation based on real-world customer behaviour. For example: If the commercial client ‘Opened’ the quote email, send them a case study; If not, send a simple reminder SMS.
✍️ Close with Confidence: The All-in-One Digital Quoting Software
Our Digital Quoting Software transforms the moment of truth—sending the price—into an elegant, professional, and compliant step that encourages instant acceptance for both domestic cleans and commercial contracts.
Quoting for Every Cleaning Scenario (Direct, Survey, Calculated)
We support every business need and complexity, ensuring you send a professional, accurate quote no matter the source or job type:
- Direct Quotes: Quickly generate an accurate price on the fly for simple, standardised jobs (e.g., end-of-tenancy cleans) using the streamlined Generate Direct Quote tool.
- Site Survey Quoting: Easily schedule a Site Survey appointment for commercial tenders, capture detailed job notes, scope, and measurements via a staff-completed field form, and then seamlessly convert that survey data into a formal, structured quote.
- Calculated Drafts (Precision Pricing): Use our precise Quote Calculator to estimate time and cost based on components (like number of bedrooms, surface type, or fixed-cost add-ons). This result is then saved as a draft quote, ready for final review and formal sending.
Zero Friction: Quote Acceptance Designed for Speed
We make it easy and immediate for your prospects to say “Yes!” and secure the job.
- Public Email Link Acceptance: When you send a quote, the recipient receives a simple, clean link that allows them to review, Accept, or Decline the proposal instantly in their browser—without the friction of needing to log in.
- Customer Account Acceptance: Existing or new customers can also log into their dedicated Customer Account portal to securely review, sign digitally, and accept the quote alongside other job history documents.
- Ensure Timely Action: Eliminate procrastination by setting a mandatory Quote Expiry Date on all proposals, creating urgency and prompting faster decisions.
🛡️ The Digital Risk Assessment
Closing the deal is only safe if you have performed your due diligence and met your legal obligations. Our system enforces compliance with UK Health & Safety regulations before the final price is sent to the customer.
- RAMS (Risk Assessment & Method Statement): Your staff must digitally complete the Site Risk Assessment and confirm that “Controls Confirmed, Implemented, and Effective” for mandatory hazards (e.g., working at height, COSHH) before they can save a calculated quote draft or send it out.
- Audit-Ready Trail: This crucial safety data is saved directly with the quote and the job record, giving you an instant, audit-ready trail for every piece of work, protecting your team, your business, and your client from liability.
Ready to Revolutionise Your Cleaning Company Sales Process?
The combination of sophisticated, automated Marketing Funnels, a smart, prioritised Lead Management Dashboard, and a comprehensive, compliant Digital Quoting Software is the definitive key to scaling your commercial and domestic cleaning business efficiently and profitably across the UK.
Stop missing opportunities and start closing them faster and safer than ever before.
👉 Experience the ultimate Lead and Quote System tailored for UK cleaning companies. Start your 7-Day Free Trial now! 👈