One system, from first enquiry to payslip
A cleaning company had outgrown its off-the-shelf software and ran sales in a separate app — so every won deal was retyped by hand to become a contract.
The old tool was fine when the company was small, but it had fallen behind the business. Sales lived in one app and operations in another, so a won deal was re-keyed to become a customer. Pricing a cleaning contract meant spreadsheets disconnected from the real sites and services, and once work was running, schedules, salaries and reports were stitched together by hand each month.
Rather than bolt on more apps, we rebuilt the whole back-office around how a cleaning company actually runs — and folded the sales pipeline straight in. A priced calculation is the same record as the lead on the board, so one contract carries a contact from first enquiry to a signed deal, a live schedule and a monthly payslip.
One system, from first enquiry to payslip
6 modules- 01
Sales pipeline, built in
A lead board with meetings, resolutions and reminders — not a separate CRM. Every deal carries its full history.
- 02
A deal that becomes a contract
A won calculation links straight to the client and contract — no retyping. New clients autofill from the business registry, addresses from the Land Board.
- 03
Contracts that price themselves
Build a contract from real cleaning areas, equipment and specialized services, and the totals calculate themselves.
- 04
Signed documents on demand
Generate the contract document as a PDF or Word file straight from its data, with every revision kept.
- 05
Schedules through to payroll
Roll monthly schedules out from templates, track absences and extra payments, then calculate and mark salaries paid.
- 06
Reports off the same data
Sales, salary, cost and workforce-cost reports read the live data and export to Excel — no monthly stitching.
Sales and operations now run on one connected system. A lead becomes a client, a priced contract, a live schedule and a payslip without leaving the system or retyping anything — and the team stopped paying for, and copy-pasting between, tools that never spoke to each other.
One system to run the whole site
A construction company ran projects, crews and materials across a dozen disconnected tools — so nobody could see the real state of a job.
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View case studyHave a workflow worth fixing?
If any of this sounds familiar, let's talk about your own system.