Generic CRMs organise people by lead stage. A window cleaning CRM has to organise them by round, frequency, access notes, last clean and who still owes you money.
Round Monster’s CRM is the customer spine of your whole operation — not a bolted-on contact list.
What sits on every customer record
- Name, address, phone, email and preferred contact method
- Service price, frequency and round assignment
- Payment method — Direct Debit, BACS, cash, card
- Access notes, dogs, gates, alarms — visible to the whole team
- Full job history as workers sign off (no manual logging)
- Invoices, outstanding balance and gentle chase history
From website signup to customer on a round
Quote Monster quotes and website bookings land in New Signups with name, price and address already filled in. Suggest a round by distance, place them, send the welcome email — no spreadsheet copy-paste. That is CRM the way a round business actually grows.
Messaging inside the CRM
SMS and email reminders, on-the-way alerts, signed-off notifications and two-way SMS on a dedicated number. Invalid emails are detected and suppressed so you do not burn deliverability. Replies come back to the office, not a random staff phone.
Why cleaners ditch HubSpot-style tools
Sales CRMs optimise for pipelines and deal stages. You need due dates from cycle length, customers grouped by round, and payments tied to completed visits. Round Monster was designed for that model from day one — see our window cleaning software overview and round management software guide.
Customer portal
Embed a self-service portal on your tenant site so customers can see their own history and invoices — fewer “when are you next?” calls for the office.
Frequently asked questions
Can I import my existing customer list?
Yes — spreadsheet or export from another round tool. We help you land with real data, not a blank CRM.
Is the CRM included in every plan?
Yes. Unlimited customers and jobs on Solo, Teams and Monster. Seat counts differ by plan; the CRM does not nickle-and-dime per contact.