How we picked
Window cleaning is a mobile, repeat-business trade: you quote fast, schedule routes, do the work, get paid, and come back next quarter. The CRM that fits isn't a B2B sales engine — it's a tool that turns estimates into booked jobs, reminds customers (and reduces no-access no-shows), invoices on the spot, and keeps the books clean. We prioritized quoting and scheduling, automated reminders, mobile access for the field, and accounting sync.
What to consider
- Want everything in one system → Thryv. Scheduling, payments, email/SMS marketing, review management, and a website — built for non-technical local owners.
- Quote follow-up and recurring reminders → Keap. Automates the "did you get my estimate?" sequence and seasonal rebooking, plus invoicing — best once you have enough volume for the $299/mo (billed at $2,988/year) entry.
- Lean pipeline to track estimates → Pipedrive. The simplest way to see every outstanding quote and make sure none goes cold, at $14/user/month.
- Start free → HubSpot Free. A no-cost contact database and pipeline; layer on email and automation as you scale.
- Run on QuickBooks → Method CRM. Real-time two-way QuickBooks sync, a customer portal for estimates and online payment, and a visual pipeline — the strongest accounting-centric pick at $35/user/month.
Pricing snapshot
HubSpot Free starts at $0; Pipedrive at $14/user/month; Method CRM at $35/user/month. The premium tools: Keap from $299/mo (billed at $2,988/year), plus a $500 onboarding fee and Thryv from $244/month per product. A small crew usually starts on Pipedrive or Method and moves to Thryv or Keap when marketing and automation become priorities.
Bottom line
Pick by where your friction is. Losing estimates? Pipedrive. Drowning in double data entry against QuickBooks? Method CRM. Want one platform to book, bill, and gather reviews? Thryv. Run a real week of quotes and jobs through one trial, and keep the tool your field crew will actually open on their phones between stops — adoption in the field is what makes or breaks a service CRM.