
Sound familiar?
Bids live in a spreadsheet
Square footage, frequency, floor type, and labor hours get worked out in a spreadsheet, then the final number is pasted into a proposal. Change one input and you start over.
One client, many sites
A property group has twelve buildings, each with its own scope, contact, and checklist. A generic CRM sees one company and one deal.
Monthly billing is split by hand
One contract, many locations, one invoice someone splits up in a spreadsheet every month.
How Coeffection fits
One CRM you shape to the way you actually work.
Bids that do the math
Set up pricing formulas for square footage, frequency, and labor once. Change the visits per week and the price updates, with margin rules that catch a bid priced too low.
Every site is a record
Track each location as its own record, with its scope, contacts, checklists, and files, linked to the client that pays for it.
Recurring contracts, clearly tracked
Sell monthly cleaning contracts next to one-time deep cleans or floor work on the same quote, and see recurring revenue by client and by site.
Signed contracts flow to QuickBooks
When the client e-signs, the contract becomes an invoice in QuickBooks Online or NetSuite. No re-entry, no mismatched totals.
See it in action
Your work, set up the way you already run it.
Real screens from Coeffection, set up for a business like yours. The company and customers are made up; the product is not.

Swipe to see the whole screen.

Swipe to see the whole screen.
Integrations
Works with the tools you already use.
Monthly invoices per site
Calls and texts log to the client

Cleaning contracts signed online
Outlook
Email synced to the client record
Frequently asked
Can I price a bid by square footage and frequency?
Yes. Pricing formulas can use inputs like square footage, visits per week, and labor hours, so the quote recalculates as the scope changes.
Can one client have many locations?
Yes. Sites are their own records linked to the client account, each with its own scope, contacts, and files.
Does Coeffection handle staff scheduling or time clocks?
No. Coeffection covers selling and billing: bids, contracts, approvals, client communication, and invoicing. Keep your scheduling tool for crews.
Does it work with QuickBooks?
Yes. Coeffection connects to QuickBooks Online and NetSuite, and signed contracts become invoices there.