CRM/Accounting Software - Cleaning Talk - Professional Cleaning and Restoration Forum
 
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post #1 of Old 02-21-2017, 10:23 PM Thread Starter
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CRM/Accounting Software

Curious to see what everyone is using for a CRM system and accounting software for your books. How are you keeping track of everything for your cleaning business! Let me know!
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post #2 of Old 03-02-2017, 12:46 PM
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Accounting & Invoicing & Business Operations

Robert, welcome to cleaning talk and being a business owner.
I use MS Excel for invoicing and keeping track of my business expenses and cash flow.
Lots of people here and on other forums use QuickBooks.
There are lots of Cleaning & Janitorial Bidding and Business software, most of it you have to buy but some offer trial versions.
I used to use an online invoicing service which was free, I think it was wave.com? Didn't like having to log in each time to view invoices, or if the net was down then I was out of luck.
From my customer base, I only have 1 customer that accepts/likes/prefers the email invoice and pays thru paypal.
Brad BD Janitorial
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post #3 of Old 07-19-2017, 05:24 AM
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Hi Robert

I am using the free invoicing app called Albert. Albert is an app that helps you with your invoice and is 100% free, so there is not even a trial period. The app is really good, and organizes very well your invoices. Worth a try as it is 100% free
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post #4 of Old 12-01-2017, 05:38 AM
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Nice article!Thanks for the sharing.
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post #5 of Old 12-02-2017, 04:10 AM
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Thanks for sharing such a valuable info.
Since I opened my cleaning business I have been using MS Excel for invoicing. But now I'll try to use Albert app and see how good it is. Thank you everyone.
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post #6 of Old 01-03-2018, 10:09 PM
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I use DASH for a CRM and Quickbooks for Accounting software.
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post #7 of Old 01-12-2018, 08:38 AM
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How did you find the App magicleanmaid in the end ?
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post #8 of Old 02-20-2018, 05:15 PM
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CRM & Invoicing

Quote:
Originally Posted by RobertC2020 View Post
Curious to see what everyone is using for a CRM system and accounting software for your books. How are you keeping track of everything for your cleaning business! Let me know!
We're using PipeDrive.com for CRM and InvoiceNinja.com for invoicing. Reasonable and free to try (in both cases)

Regards,
Bunga
Orlando Hood Cleaning
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post #9 of Old 01-10-2019, 10:39 AM
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great tips.
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