A CRM for cleaning businesses where no bid goes quiet.
A CRM for cleaning businesses holds every janitorial bid on one board. The scope, the proposal, and the follow-up stay on the building they belong to.
One CRM for cleaning businesses,
from the walkthrough to the renewal.
Capture the lead
A quote request from your site lands as a lead, tagged and assigned before the night crew heads home.
Contacts
1 new from your website
Maritza Vega
Marden Property Group
Jon Alvarez
Corner Brook Builders
Dana Okonjo
Lakeview Dermatology
Ellis Bram
Kestrel Insurance
Nora Patel
Grandview Plaza
Quote from the catalog
Nightly janitorial, day porter hours, the quarterly floor scrub. Pick the lines and send the proposal. The sent version locks, with the price good for 30 days.
Quote P-2041
Marden Property Group
Nightly janitorial, 5x per week
All 3 buildings, 41,200 sq ft
Day porter, 4 hrs weekly
Billed as 16 hrs per month, Building A lobby
Restroom consumables restock
Paper, soap, liners included
Quarterly floor machine scrub
Lobbies and corridors, billed monthly
Window cleaning, ground floor
Exterior glass each quarter, billed monthly
Record the contract
Log the service you run at each building, with its last visit and its next date. Nobody reads a legal pad to answer a scope question.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Follow up on the day
The follow-up call lands on somebody's list when it's due. Overdue turns red. The building you meant to chase stops going quiet.
Tasks
Today · 1 of 3 done
Follow up on the Marden proposal
Marden Property Group · $81,600
Reprice Building B day porter hours
Marden Property Group
Walk the Lakeview Dermatology suite
4:30pm · 210 Lakeview Ave
Send Corner Brook the scope questions
Corner Brook Builders
Facility managers, buildings,
leads and customers.
Contacts
5 people · search by name
Maritza Vega
Facilities director · Marden Property Group
Jon Alvarez
Owner · Corner Brook Builders
Dana Okonjo
Office manager · Lakeview Dermatology
Ellis Bram
Purchasing · Kestrel Insurance
Nora Patel
Site contact · Grandview Plaza
Facility managers, buildings,
leads and customers.
Every facility manager and building owner you've walked, with their phone, email, and the notes from that walkthrough. Search by name and you're there. See how contacts and businesses work.
Every facility manager and building owner you've walked, with their phone, email, and the notes from that walkthrough. Search by name and you're there. See how contacts and businesses work.
The property group behind the call. Sites, square footage, open bids, and every contact who works there, on one page.
The office manager who asked for a number is a lead until the contract is signed. Then it is a customer. Same record, no re-entry.
Bids and pipelines.
Sales pipeline
5 open · $177,500 · drag a deal to move it
Post-construction clean, Phase 2
Corner Brook Builders
Medical suite nightly clean
Lakeview Dermatology
Janitorial contract, 3 buildings
Marden Property Group
Nightly clean, 2 floors
Kestrel Insurance
Day porter and nightly service
Grandview Plaza
Bids and pipelines.
Every open bid with its annual value, its stage, and the next follow-up. Drag it forward as the contract moves. Mark it won and the customer record updates itself.
Every open bid with its annual value, its stage, and the next follow-up. Drag it forward as the contract moves. Mark it won and the customer record updates itself.
Nightly janitorial contracts, one-off deep cleans, quarterly window routes. One pipeline per kind of work, each with its own stages and its own board. See how deals and pipelines work.
Lead, walkthrough, proposal sent, negotiation, won. Rename, reorder, add or remove stages until the board reads like your office.
Pick the service from the catalog.
Send it as a proposal.
Nightly janitorial, day porter hours, the quarterly floor scrub, and your window route are saved once. Add them while the walkthrough is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Nightly janitorial, 5x per week
product · All 3 buildings, 41,200 sq ft
Day porter, 4 hrs weekly
product · Billed as 16 hrs per month, Building A lobby
Restroom consumables restock
product · Paper, soap, liners included
Quarterly floor machine scrub
product · Lobbies and corridors, billed monthly
Window cleaning, ground floor
product · Exterior glass each quarter, billed monthly
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Marden Property Group · Harbor Point campus, 3 buildings
Value
$6,800
Owner
MK
Follow-up
May 6
Line items · from the catalog
Nightly janitorial, 5x per week
1 × $4,850
Day porter, 4 hrs weekly
16 × $34
Restroom consumables restock
1 × $620
Quarterly floor machine scrub
1 × $406
Window cleaning, ground floor
1 × $380
Northgate Cleaning
hello@fieldservices.co
Quote
P-2041
Prepared for
Marden Property Group
Harbor Point campus, 3 buildings
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Nightly janitorial, 5x per week All 3 buildings, 41,200 sq ft | 1 | $4,850 |
Day porter, 4 hrs weekly Billed as 16 hrs per month, Building A lobby | 16 | $544 |
Restroom consumables restock Paper, soap, liners included | 1 | $620 |
Quarterly floor machine scrub Lobbies and corridors, billed monthly | 1 | $406 |
Window cleaning, ground floor Exterior glass each quarter, billed monthly | 1 | $380 |
Either side can end with 30 days' notice. Restroom paper, soap, and liners included. · Thank you for your business.
Contracts and service dates.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Contracts and service dates.
Log the service you run at a building, at which site, and since when. Frequency, square footage, and start date stay on the customer record with the visit history. See how installations and service work.
Log the service you run at a building, at which site, and since when. Frequency, square footage, and start date stay on the customer record with the visit history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The quarterly scrub stops waiting for the client to ask about it.
Floors scrubbed every quarter, exterior glass 4 times a year. Set the interval once and Liteo opens the next visit every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Maritza Friday 9am about Building B" becomes a reminder on Maritza's record, with the date already set.
Type it the way you'd say it. "Call Maritza Friday 9am about Building B" becomes a reminder on Maritza's record, with the date already set.
One list for the day, with a name on every line. Tick off the day porter repricing and the customer record keeps the trace. See how reminders, tasks and notes work.
What the client said about the lobby glass, logged on the contact in the order it happened. Whoever answers next picks up where you left off.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the trades next door.
Every trade gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put every open bid on one CRM for cleaning businesses.
Load your live bids, add your service list, and set the follow-up dates before tonight's shift starts.
- 14 days free
- No card
- Cancel anytime