CleaningOS

Project Details

All-in-One Marketing System for Cleaning Companies

Metrix built CleaningOS as a specialized platform that helps cleaning companies automate their lead intake, quoting, job scheduling, and client communications so teams spend less time on admin and more time on service delivery.

Client

CleaningOS

Industry

Professional Services

Service Provided

CRM & Sales Automation, Custom AI

The Challenge

Cleaning companies rely on a mix of phone calls, forms, text messages, and referrals to find and book jobs, which leads to fragmented workflows, slow follow-ups, and lost opportunities. Teams were spending hours each week on manual data entry, scheduling, and customer communications instead of focusing on operations.

Key challenges included:

Leads coming in from multiple channels with no centralized tracking
Manual quoting and job scheduling that caused delays
Lost or untracked inquiries during evenings and weekends
Time-consuming admin work that pulled teams off billing activities
Inconsistent communication with prospects and clients

The Solution

Metrix designed and implemented a complete AI-powered CRM and marketing automation system tailored to unify lead sources, automate responses, and streamline scheduling and follow-ups.

Key automation components:

Automated Lead Capture
Leads from forms, texts, and messaging platforms are collected and stored in one dashboard automatically.

AI Lead Qualification
An AI-driven workflow analyzes lead data and categorizes inquiries based on predefined criteria, ensuring high-quality leads are prioritized and routed based on service type, urgency, and location.

Instant Automated Responses
Automated messages and AI chatbots respond instantly to new inquiries, confirming receipt and providing next steps.

Automated Scheduling & CRM Sync
Qualified leads are sent into the CRM, assigned to team members, and turned into scheduled jobs with alerts and follow-ups.

Workflow Monitoring & Optimization
Metrix continuously monitors performance and refines the automations to improve accuracy and efficiency.

The Results

After implementing the CleaningOS all-in-one marketing system, cleaning businesses achieved: