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SB Help Group
Built for Cleaning Services

The CRM + predictive dialer for cleaning services.

Respond to quote requests, follow up on walkthroughs, and keep recurring residential or commercial opportunities organized from one shared workspace.

✓ CRM + dialer together✓ Direct founder onboarding✓ Consent context built in
S STRATON / CLEANING SERVICES
WORKSPACE READY
Priority queue
Next best actionCalling workspace
01
Commercial quote requestNew lead · review now
READY
02
Walkthrough follow-upNext action assigned
QUEUED
03
Recurring service renewalFollow-up queue
QUEUED
Dialer
Ready
Contact record + script in view
⌕●⋯

The work is not the problem.
The handoffs are.

Cleaning Services teams do not need another disconnected tab. They need a system that makes the next call, next message, and next decision obvious.

01 / FRICTION

Quotes compete on response time

A delayed callback makes it easier for a ready buyer to choose the next company.

02 / FRICTION

Walkthroughs lose their next step

Site visits and estimates stall when follow-up is not assigned before the day ends.

03 / FRICTION

Recurring work needs deliberate retention

Account conversations and renewal touches should not depend on a spreadsheet reminder.

04 / FRICTION

Lead sources are hard to compare

Without one record, referrals, ads, calls, and outbound campaigns cannot be evaluated together.

One connected motion

From first signal to the next right action.

Straton brings capture, calling, follow-up, reporting, and consent context into the same operator workspace.

01

Capture and route the inquiry

Bring web leads, calls, referrals, and imported lists into one queue with a visible source.

02

Connect while intent is fresh

Give the right rep the context and next action, then call without leaving the CRM.

03

Follow the walkthrough

Use calls, SMS, email, and tasks to keep estimates and recurring proposals moving.

04

Learn from each outcome

Track dispositions, stages, source context, and communication in reports shaped around your process.

Configured around cleaning services, not a generic demo account.

Start with the workflow your team already uses, then remove the gaps that slow response and hide ownership.

Residential + commercial separation

Create different stages and follow-up for one-time homes, recurring routes, and commercial contracts.

Walkthrough pipeline

Make every scheduled visit, sent quote, and decision date visible.

Fast-response queue

Surface fresh inquiries before they age inside a shared inbox.

Reactivation campaigns

Reach prior clients or older estimates from a focused call list.

Manager reporting

Review activity, outcomes, and pipeline movement without combining disconnected exports.

Consent proof

Keep outreach permission and source evidence with the contact history.

The one real client story
“
Our experience with them has been excellent from the very beginning. The dialer itself is incredibly powerful, and the comprehensive reporting system is one of its strongest features.

April also highlights personalized reports, patient explanations, and support that continued after her independent sales team went live.

April RoseSBC Telemarketing Manager — Independent sales team
Founding-customer advantage: direct access to the builder, white-glove workflow mapping, and hands-on launch support.
Cleaning Services FAQ

Questions worth asking before you switch.

Yes. Pipelines, stages, tags, owners, and automations can be shaped around distinct buying motions.

You can use task, SMS, and email sequences, while calls and manual decisions remain visible in the same record.

Yes. Contacts can be imported, segmented, assigned, and placed into a reactivation workflow.

This page focuses on lead conversion and customer communication. Crew scheduling requirements should be mapped during onboarding to decide what stays in your existing operations tool.

Founding customers receive white-glove guidance from the builder for setup, import, and launch.

Bring the messy version.
We’ll map the better one.

Show us how leads arrive, who calls, what follow-up looks like, and where the handoff breaks for your cleaning company.

Book your Cleaning Services walkthrough →

Let’s map your sales system.

Tell us about your business, your current tools, and what you want to improve. We’ll tailor the walkthrough to your workflow.

Prefer to talk? (833) 699-7051
dhanna@sbhelpgroup.com