Sales Pipeline (CRM)
Track every lead from first contact to signed contract.
A sales pipeline designed specifically for cleaning companies. Track leads, schedule walkthroughs, manage field observations, and move deals through your pipeline stages, all in one view.
Included in every plan · No credit card required
The problem
You know this routine too well.
You're tracking leads in your head, on sticky notes, or in a spreadsheet that hasn't been updated in three weeks. When a prospect calls back, you scramble to remember what you quoted them. Deals fall through the cracks because nobody is following up. Your sales process shouldn't depend on memory.
With CleanTrack360
- Never lose a lead again, because every prospect is tracked
- See your entire sales pipeline at a glance
- Schedule walkthroughs directly from lead records
- Convert quotes to proposals without leaving the CRM
- Know your conversion rates, pipeline value, and best lead sources
Everything included
What is inside Sales Pipeline (CRM)
Every feature below comes with your plan. No add-ons, no upsells.
Visual Pipeline
Drag-and-drop Kanban board showing every lead and their current stage. See your entire sales funnel at a glance.
Lead Management
Capture leads from your website, phone calls, or manual entry. Store contact info, facility details, and communication history.
Walkthrough Scheduling
Schedule site walkthroughs directly from the lead record and capture the notes and feedback from each visit.
Quote-to-Proposal Flow
Generate a quote from lead data, convert it to a proposal, and send it, all without leaving the CRM.
Activity Log & Follow-Ups
Log notes and interactions on each lead, with follow-up dates so the next touch never slips between team members.
Pipeline Analytics
Lead and proposal conversion rates, pipeline value, lead-source performance, and proposal aging. Identify what's working and what needs improvement.
How it works
Up and running the same day
Capture leads
Add new leads manually or capture them from your website and ad campaigns.
Qualify & walkthrough
Schedule a site walkthrough. Record square footage, special requirements, and notes.
Quote & propose
Use the calculator to build a profitable quote, then convert it to a branded proposal.
Close the deal
Send the proposal, track engagement, and move the lead to "Won" when they sign.
FAQ
Questions about Sales Pipeline (CRM)
You add them from the pipeline, or they arrive on their own from your public lead request form. Either way the record holds what you need: contact info, facility size, service requirements, and notes.
See Sales Pipeline (CRM) on your own operation
Run real jobs through CleanTrack360 during your 14-day free trial.
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