CRM and quoting for residential cleaning businesses

Price confidently.
Follow up faster.
Win more cleaning jobs.

Mitra brings your leads, cleaning-specific pricing, professional quotes, follow-up, and performance insights into one focused workspace.

Unlimited leads and quotes on every plan.

Estimate · Danielle Okafor

First$414Ongoing$268
5.5 hOn siteEvery 2 weeksFrequency34.2%Margin · staff only$149 floorSafeguard
  • Built for residential cleaning
  • Cleaning-specific pricing
  • Professional online quotes
  • Unlimited leads and quotes

How Mitra works

From enquiry to answered quote, without leaving the record.

Every screen below is the real product — the pipeline, the pricebook, the customer quote, and the follow-up list.

  • One organized pipeline
  • Your own pricebook
  • Quotes customers can answer
  • Follow-up that stays attached
  1. 01

    Capture and organize every opportunity

    Website enquiries and staff-created leads enter one organized pipeline with customer details, service needs, status, ownership, and next actions. Column totals are stated budgets — never booked revenue.

    System-written

    Won is set when a customer accepts a quote — never dragged by hand.

    LEADS › PIPELINE23 OPEN LEADS
    New6
    Marguerite DeschampsTIER 1
    No quote yet$320 stated
    No upcoming events
    WEB FORM?
    Priya RaghunathanTIER 0
    No quote yet
    PHONE ENQUIRYAB
    Qualified2$1,180 stated
    Danielle OkaforTIER 1
    Quote drafted$450 stated
    WEB FORMAB
    Hugo LindqvistTIER 2
    Site visit booked$730 stated
    REFERRALJM
    Proposal2$2,940 stated
    Rosalind AchebeTIER 0
    Quote sent$1,290 stated
    WEB FORMAB
    Teodora VasquezTIER 3
    Cooling$1,650 stated
    Follow up due today
    PHONE ENQUIRYJM
    Won1
    Colette MwangiTIER 1
    Accepted$620 stated
    REFERRALAB

    Won is set by the system when a customer accepts a quote — never dragged by hand.

    The pipeline board: stage, score band, quote state, and owner on one card. Column totals are stated budgets — never booked revenue.
  2. 02

    Price the cleaning job consistently

    Your editable pricebook drives every quote: first-visit and recurring calculations, room detail, add-ons, distance inputs, and safeguards. The calculated price then sits on the lead record — with a staff-only margin that never reaches the customer.

    SETTINGS › PRICEBOOK2 UNPUBLISHED CHANGES
    Pricing basisLabour rates6Services15Rooms11Add-ons9ModifiersPrice range3Safeguards5Cost & marginMargin4

    Safeguards

    Floors and ceilings the engine applies to every quote before a price is shown.

    Minimum visit priceAffects every quote

    No visit is ever quoted below this, whatever the room count works out to.

    $149
    Underpricing warning thresholdEdited

    Warn staff when a quote's margin falls below this before they send it.

    Live: 10%

    12%
    Maximum minutes per visit

    Total variable minutes are clamped here, and the quote is flagged for scope review.

    540min
    Room minutes cap

    Room-derived minutes are truncated here; add-on minutes are appended in full after the cap.

    420min
    First-visit multiplierAffects every quote

    How much longer the first clean takes compared with the recurring visit.

    1.35×

    Changes stay in a working copy until you publish them.

    Review changesPublish
    The pricebook workbench: every field is yours to set, and the risky ones say so before you touch them.

    On the lead record

    The calculated price sits on the lead itself — first visit, recurring, on-site and billable hours — beside a margin panel only admins can see.

    LEADS › DANIELLE OKAFORSPARKLE CLEAN CO

    Danielle Okafor

    RIVER HEIGHTS · BI-WEEKLY · 3 BED / 2 BATH

    Proposal
    EstimateFirst$414Ongoing$268Margin34.2%
    First Visit
    $414$372 – $456
    5.5 hOn site5.0 – 6.0 hTime range5.5 hBillable45 minAdd-ons
    OngoingEvery 2 weeks
    $268$241 – $295
    3.5 hOn site3.0 – 4.0 hTime range3.5 hBillable20 minAdd-ons
    Your marginStaff only
    First Visit38.4%$159
    Ongoing34.2%$92
    Admins only. Never on the customer quote.
    Room minutes capped
    A lead in Mitra: score, scope, calculated first-visit and recurring price, and a staff-only margin.

    Staff only

    The margin panel is admin-only and never appears on the customer quote.

03

Send a professional quote

Turn the calculated price into a polished online quote. Customers review it securely on any device and accept, decline, or request changes — and every answer is recorded against the quote version.

Quote accepted

The lead moves to Won automatically — acceptance is written by the system.

Revision requested

Send an updated version without losing the history. Revisions and resends are unlimited.

Quote declined

The reason the customer gives is recorded on the lead.

Estimate

No. 2

Quote for Danielle Okafor

Awaiting your decision

Recurring clean · Every 2 weeksValid until 28 Aug 2026
Initial visit$434.70

Ongoing visits

Subtotal
$268.00
Sales tax
$13.40
Total
$281.40
Accept quoteDeclineRequest changes
The customer quote, condensed. Subtotal, tax and total always in that order.

Keeping the conversation moving

  1. 04

    Keep the conversation moving

    Send emails, use saved responses, record communication history, and organize follow-up tasks without losing the context of the lead or quote.

    WORK › TASKS
    Overdue3Across 2 leads
    Today74 completed today
    This Week12 
    Completed41 
    All2364 total including completed
    Call back about the Thursday slotCall · Teodora VasquezOverdue2 DAYS AGOJM
    Send the revised quote with window add-onEmail · Danielle OkaforToday4:00 PMAB
    Walk the property before quotingSite Visit · Hugo LindqvistThis weekTHU 9:00 AMJM
    Tasks keep the next action visible. You send the follow-up — Mitra makes sure you know it is due.

05

Understand what is working

Essentials gives you a focused 30-day snapshot of funnel and quote performance. Growth opens the full reporting set, custom date ranges, and margin analytics.

  • 30-day performance snapshot
  • Full funnel reporting on Growth
  • Quote, call and scoring reports on Growth
  • Margin analytics on Growth
  • Pricing floors and underpricing warnings on every plan
  • Security, MFA, audit history and data ownership on every plan

Essentials

30-day performance snapshot

Last 30 days

Fixed 30-day view

New leads
34
Quotes sent
21
Accepted
9
Acceptance
42.9%
9 of 21 quotes

Quote outcomes

  • Accepted9
  • Awaiting decision7
  • Declined3
  • Changes requested2
  • Core funnel and quote visibility
  • Pricing floors and underpricing warnings

Growth adds

Funnel, quote, call, scoring and margin

Custom ranges

Quotes sent per week

1 Jun – 26 Aug 2026

1 Jun26 Aug

Margin on accepted quotes

Five-number summary, percent

min
18.4
p25
25.1
median
31.6
p75
37.0
max
44.2

Margin figures are visible to admins only.

  • Full funnel reporting
  • Quote reporting
  • Call reporting
  • Scoring reports
  • Margin analytics
  • Additional date presets
Reporting on each plan: the fixed 30-day snapshot on Essentials, the full set with custom ranges and margin analytics on Growth.

Simple pricing

Choose the plan that fits your cleaning business

Start with the complete essentials. Upgrade when you want deeper control, reporting, and team tools.

One month free

Essentials

Everything a solo cleaning business needs to price, quote, and win work.

$49/month

Or $539/year — one month free

Includes 1 office seat

Add more for $15/month each

Create your Mitra account
  • Unlimited leads, customers, and quotes
  • Cleaning-specific pricing and editable pricebook
  • First-visit and recurring-clean pricing
  • Professional online quotes and customer responses
  • Standard Mitra lead scoring
  • 30-day performance snapshot
  • Mitra business email sender
  • Up to three saved responses

The complete foundation is included in every plan

  • Unlimited leads, customers, and quotes
  • Cleaning-specific pricing engine
  • Editable pricebook
  • Professional online quotes
  • Pricing floors and underpricing warnings
  • Customer quote decisions and change requests
  • Security, MFA, audit history, and data ownership
Compare every feature
Essentials and Growth compared, feature by feature
Essentials1 seat includedGrowth3 seats · most popular
Plan and seats
Monthly price$49$99
Annual price$539$1,089
Included office seats13
Additional office seats$15/month or $165/year each$15/month or $165/year each
What you can put in it
Leads, customers, and quotesUnlimitedUnlimited
Quote revisions and resendsUnlimitedUnlimited
Cleaning-specific pricing
Cleaning-specific pricing engineIncludedIncluded
Editable company pricebookIncludedIncluded
First-visit and recurring pricingIncludedIncluded
Pricing floors and underpricing warningsIncludedIncluded
Margin protectionPricing floors and warningsPricing floors, warnings, and detailed margin analytics
Leads and scoring
Lead scoringStandard Mitra modelStandard model plus custom weights, values, and thresholds
Score and band visibilityIncludedIncluded
Pipeline scoring context and scoring reportsNot includedIncluded
Quotes and customer response
Customer quote acceptance, decline, and change requestsIncludedIncluded
Standard professional quote presentationIncludedIncluded
Business identity and legal termsEditableEditable
Advanced quote appearanceNot includedSavings, prepared-by, add-on detail, duration, price display, and supply description
Reporting
ReportingFixed 30-day performance snapshotFull funnel, quote, call, scoring, and margin reports
Report date rangesFixed 30-day viewAll supported presets and custom ranges
Communication
Email sendingMitra business senderMitra sender plus personal Gmail
Saved responsesUp to 3Unlimited
Security and data
Security, MFA, audit history, and data ownershipIncludedIncluded

IncludedNot on this plan

Every plan includes Mitra's complete cleaning CRM, pricing safeguards, professional quote workflow, and unlimited core usage. Upgrade when you need deeper customization, reporting, and team control — not because you created more leads or sent more quotes.

Prices in USD. Applicable taxes may apply. Additional seats can be added to either plan. Customers and quote viewers do not consume seats.

Frequently asked questions

The questions cleaning-business owners ask us first

Are leads or quotes limited?

No. Both plans include unlimited leads, customers, quotes, revisions, resends, and customer quote views.

What counts as a seat?

An active office user with a Mitra login. Customers and quote viewers do not consume seats.

Can I add seats to Essentials?

Yes. Additional office seats can be added to either plan for $15/month or $165/year each.

What is included in annual billing?

Annual billing provides one month free compared with paying monthly for twelve months.

Can customers accept quotes online?

Yes. Customers can securely review a quote and accept, decline, or request changes.

Does Mitra process customer payments?

No. Mitra manages leads, pricing, quotes, communication, and sales performance. It does not currently collect cleaning payments or deposits.

Is Mitra intended for commercial cleaning?

The current product is designed for residential cleaning businesses.

Turn more cleaning enquiries into confidently priced jobs.

Bring your leads, pricing, quotes, and follow-up together in one system built for residential cleaning businesses.

Mitra — An ally for every lead