Housekeeping & Maintenance CRM

Facility CRM for Housekeeping & Security Firms in India

A tender enquiry comes in on email while your BD team is out at a new site. A renewal date sits in a spreadsheet no one has opened since the day it was made. A client raises an escalation for something promised months ago that the ops team never saw. Right now that runs across calls, memory and scattered files, and a contract lapses before anyone notices it was due for renewal. CIPHER CRM puts every tender, contract, site and checklist on one screen, made for how an Indian facility team actually runs day to day.

A housekeeping and facility management team with cleaning equipment, with CIPHER CRM cards for housekeeping tasks, active sites and contract invoices

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Trusted by 192+ Facility Management businesses across India

A housekeeping and maintenance team, with CIPHER CRM cards for today's tasks, a team message and active sites

Win tenders, run multi-site contracts and renew on time from one screen

A facility management business sells once and delivers every day. A tender comes in, a proposal goes out, and the contract runs across many sites with SLAs to meet. When contracts sit in spreadsheets and phones, the renewal is a surprise and the client is already taking fresh quotes.

CIPHER CRM for facility management keeps tender enquiries, proposals, contracts, site checklists and renewal reminders in one place. You set the renewal reminder ninety days out when the contract is signed, so the call gets made on time. See the version built for housekeeping, maintenance and FM teams.

Trusted across India.

192+ facility management businesses served across India

CIPHER CRM is the best CRM software for facility management businesses in India. It is a dedicated Facility Management CRM edition by CIPHER Craft Pvt. Ltd., founded in 2018 in India, and a facility management CRM in India built for FM companies, housekeeping services, property management firms and integrated FM providers.

It holds tender enquiries, a contract pipeline with deal values per stage, site checklists, projects and tasks, renewal reminders, proposals, and invoices with GST on each line, and it works in the browser on any phone, tablet or laptop, even offline on a weak signal.

Pricing is flat with unlimited staff.

It is used by 192+ businesses across India with a 4.8 out of 5 rating.

  • 4.8/5
  • 192+ businesses
  • Trusted since 2018
  • India-first
  • Works offline

Does a normal week at your facility firm sound familiar?

If a few of these hit home, your team is not the problem. Tenders, SLA terms, site schedules and renewal dates sit in emails, spreadsheets and people's heads, with no single place to run every contract from.

See how CIPHER CRM solves this

Tender enquiries slip through

Tender enquiries from calls, emails, and WhatsApp slip through before anyone responds.

SLA terms nobody checks

Contract terms, SLA commitments, and renewal dates live in separate spreadsheets nobody checks.

Promised scope nobody tracks

BD reps promise scope that ops cannot track - and clients raise escalations months later.

Site schedules run on memory

Multi-site schedules are managed by phone-call and memory, not a single system.

Renewals arrive as surprises

Client renewals arrive as surprises because nobody set a reminder in advance.

No view of key accounts

Owners cannot see which accounts need attention or which tenders are in progress.

The difference

From reactive to in control

What changes the day your FM business moves onto CIPHER CRM.

Make the switch - Book a Free Demo

Tender responses built from scratch each time, days after the RFQ

Proposals built from saved templates and sent within hours from the tender pipeline

SLA dates and contract terms buried in email threads and folders

Contract papers on each client with expiry dates, and SLA items as a checklist per site

Site schedules coordinated through daily WhatsApp group chaos

Site jobs as tasks on a board by status, with a due date and a name on each

Client renewals missed because nobody flagged the expiry in time

Renewal reminders at 90, 30 and 7 days, set on the contract the day it is signed

Owners wait for month-end to know which invoices are still unpaid

Every invoice shows Unpaid, Partially paid or Paid, with a live Overdue flag

Why CIPHER CRM

The CRM that runs your entire FM contract pipeline

CIPHER CRM brings every tender enquiry, client contract, site task, SLA checklist and renewal reminder into one place, so your BD team stops chasing status in chat groups and your ops head can open any site and see what is done and what is pending.

Built for Indian integrated FM companies, housekeeping services, property management firms, maintenance contractors and soft-services providers, it turns scattered RFQs and client conversations into a clean pipeline your whole team works from, with changes showing up on everyone's screen as they happen.

With flat pricing, no per-user fees, invoices in rupees with GST on each line, and every feature in every plan, CIPHER CRM is the choice Indian FM businesses make over generic global tools.

  • 4.8/5 Rating
  • 1-3 days Go-live
  • 192+ Businesses
4.8 Based on 192 reviews Reviews

What Facility Management teams say about CIPHER CRM

In every building we manage, our contract makes us answerable for the fire NOC, pest-control certificate and lift licence. Each one is filed in that client's Documents tab in CIPHER CRM with its expiry date, and anything past due is flagged, so a lapsed paper is hard to miss.
Prajakta Sawant
Prajakta Sawant Compliance Head, OperationsMumbai
My technicians keep CIPHER CRM open in their phone browser down in the lift pit, where there is no signal. They tick the service checklist there itself, and it syncs once they come up to the lobby.
Bhargav Nallapati
Bhargav Nallapati Field Supervisor, ServiceHyderabad
One factory bill can carry extinguisher refilling and the audit fee, and plants across the border in Silvassa need IGST. I pick the tax line by line.
Hiral Tandel
Hiral Tandel Billing In-charge, AccountsVapi
Our area officers do night checking rounds at offices and housing societies, and each of them needs the site details on their phone. CIPHER charges one flat price however many staff we add, so I no longer decide who gets a login by looking at the cost.
Harjeet Randhawa
Harjeet Randhawa Partner, OperationsGurugram
Our flat owners are mostly in the Gulf. They open the portal under our name, and whatever the time in Dubai, the bills and papers are already waiting.
Aswathy Nambiar
Aswathy Nambiar Property Manager, RentalsKozhikode
A bungalow deep cleaning enquiry would come in while I was on a site, and by evening I had forgotten who called. Website enquiries drop into our list on their own. Our front desk adds the phone and WhatsApp ones, and each gets a person's name against it.
Bhavin Thakkar
Bhavin Thakkar Owner, ManagementAhmedabad
Capabilities

Everything an FM business needs to win and retain contracts

Ten ways CIPHER CRM helps Indian facility management companies win work and keep every client.

Talk to a Facility Management CRM Expert
CIPHER CRM facility management lead list showing RFQs and tender enquiries with status and owner
Leads and tenders

Facility management lead & tender capture that misses nothing

Online enquiry forms on your website drop RFQs straight in, and your team adds call and email tenders in seconds, so every enquiry sits in one list and your BD team responds first.

  • Website enquiry forms feed leads in with a default owner
  • Add call, email and referral tenders yourself in seconds
  • See every follow-up, proposal and file on the lead
CIPHER CRM facility management contract pipeline with tender, survey, proposal, and signed stages
Contract pipeline

Contract pipeline and deal stages for FM sales teams

Move every tender through clear stages - from RFQ to site survey, proposal, negotiation, and signed contract - so no deal stalls in the dark.

  • Pipeline stages you name to fit FM and IFM sales cycles
  • A list or a progress board, with deal-value totals per stage
  • Drag a tender to the next stage as it moves
CIPHER CRM site checklist showing SLA items, who each one is given to, and progress for an FM client
Site checklists

SLA checklists for every site you service

Turn each SLA commitment into a checklist on the site record - daily rounds, deep cleans, audit points - with each item given to a named supervisor, so you can see what is done without calling anyone.

  • SLA and scope items as a checklist per site
  • Each item assigned to a teammate, dragged into order
  • Live X of Y done progress, right on the row
CIPHER CRM reminders tab on an FM client record showing renewal reminders at 90, 30 and 7 days
Renewal reminders

Contract renewal reminders your team sets once

Never lose a client because a renewal slipped through. The day a contract is signed, set reminders at 90, 30 and 7 days on the client record, and the account owner gets a notification when each one comes due.

  • Reminders on the client, project or contract document
  • Assign a reminder to yourself or a teammate
  • A notification when it is due, and every date on the calendar
CIPHER CRM multi-site facility management client record with site addresses and contact details
Multi-site clients

Multi-site client and property database

Manage every client, site, property, and contact in one searchable place, so context never lives in a single rep's phone. Each client keeps its billing address and a named address for every site.

  • One client record with every site as a named address
  • Several contacts per client, with one primary
  • Tags for industry vertical, site type, and service scope
CIPHER CRM follow-up log for a facility management tender showing logged calls and outcomes
Follow-up tracking

Follow-ups logged on every FM account

Keep tender enquiries warm and chase renewals on time. Every call, visit and email gets logged on the lead with its outcome, and the lead shows when it was last contacted, so nobody wonders who spoke to the client last.

  • Log each follow-up with its outcome
  • Last contacted shown on every open tender
  • One-click call, WhatsApp or email from the lead row
CIPHER CRM invoice with GST on each line and payment history for a facility management retainer contract
Invoicing

Invoicing in rupees and payment records for FM contracts

Raise invoices per site or per contract with GST on each line, record the monthly retainer when it comes in, and see at a glance which bills are unpaid, part-paid or overdue.

  • Separate items per site and per service, with multiple taxes per item
  • Record full or partial payments by UPI, cheque or bank
  • Unpaid, Partially paid and Paid status, with an Overdue flag
CIPHER CRM task board for FM site jobs showing who is on each job, due dates and status columns
Site tasks

Field team and service staff coordination

Give housekeeping, maintenance, and security jobs to the right supervisor as tasks linked to the site, with a start and due time, and watch them move across a board from to-do to done.

  • Tasks linked to the client or site project
  • Start and due date with time, on the calendar
  • A shareable task link for a job checklist, no login needed
CIPHER CRM customer portal for a facility management client showing invoices, documents and projects
Customer portal

A client portal for the facility heads you work for

Give each client its own branded sign-in, with your logo on it. Their facility head sees the contract papers you share, their invoices and payments, the projects on their sites, and a support thread to your team.

  • Clients see invoices, balances and receipts
  • Shared documents and project status in one place
  • A support chat thread kept apart from your team chat
CIPHER CRM open in a phone browser as a facility management BD rep logs a client site survey
Offline mode

A CRM that works at the site, even on a weak signal

BD reps and site supervisors open CIPHER CRM in the browser on their phone, tablet or laptop. In a basement plant room with no signal, it keeps working and syncs everything the moment the connection is back.

  • Works in the browser on any phone, tablet or laptop
  • Keeps working offline and catches up when back online
  • Log a site visit or tick a checklist item on the spot
Features

A complete toolkit for FM sales, contracts, and operations

Twenty capabilities covering the full tender-to-renewal journey for facility management businesses.

CIPHER CRM facility management features and capabilities

Tender & lead records

Every RFQ and enquiry in one list, with status, source and owner.

Contract pipeline

Move every deal through FM-tuned stages from RFQ to signed contract.

Site checklists

SLA and scope items per site, assigned, with X of Y done at a glance.

Renewal reminders

Set reminders at 90, 30 and 7 days so no client account slips away.

Multi-site client database

Link every client to all their site addresses, contacts, and history.

Follow-up tracking

Every call and visit logged with its outcome, and last contacted on the lead.

Invoicing

Invoices per site or contract, with GST and other taxes on each line.

Payment receipts

Record full or partial payments and a PDF receipt is made for each.

Site tasks

Jobs as tasks on a board by status, with a due date and a name on each.

Works offline

Keeps working on a weak signal at the site and syncs when it is back.

Customer portal

Clients sign in to see invoices, shared documents and site projects.

Contract documents

Agreements, licences and insurance papers filed by type, with expiry dates.

Proposals

Branded proposals the client opens from a link and accepts or declines online.

Service-scope templates

Saved text for housekeeping, maintenance, and IFM scope, added to any proposal in one click.

Roles and access

Decide what BD reps and ops managers can see and change, by job role.

Run several companies

Keep a second company or city apart under the same login, one click away.

Online enquiry forms

Enquiry forms for your website that drop tenders straight into the CRM.

Calendar

Every task, reminder and document date on one month or week view.

Team chat per customer

Your team talks about a site or tender inside its own thread.

Onboarding & support

Free migration, 1-3 day setup, and dedicated Hindi & English support.

Watch

See CIPHER CRM for facility management in action

A two-minute look at how FM teams manage tenders, contracts, site checklists, and renewals with CIPHER CRM.

Compare

CIPHER CRM vs spreadsheets vs a generic CRM

CriteriaCIPHER CRMSpreadsheetGeneric CRM
Lead capture Online enquiry forms, built in Copy-pasted by hand Manual or paid add-on
Follow-ups Reminders and follow-up tracking Memory & sticky notes Limited / extra cost
Conversation history Logged on the customer record Personal phones & chats Varies
Quotations & invoicing INR with GST on each line, built in Word / Excel templates Add-on or none
Facility Management-specific workflow Configured for facility management None Generic template
Pricing model Flat, unlimited users Free but manual Per-user fees
Weak signal Keeps working offline, then syncs No Varies
India-based support Hindi & English, included None Overseas / ticket-only
Facility Management CRM, answered

Common questions about CRM for Facility Management

Question: 1

Does CIPHER CRM work for Facility Management businesses?

Yes. CIPHER CRM is built for Facility Management businesses in India and is used by 192+ companies across the country. It brings your enquiries, follow-ups, quotations, and payments into one place, with follow-up reminders and a CRM your team can open in the browser from anywhere.


Pipelines, fields, and lead sources are configured for how facility management teams actually sell and serve customers - so you are not forced into a generic sales template.

Question: 2

How does a CRM help Facility Management teams manage leads?

A CRM keeps every facility management enquiry - from online enquiry forms, calls and walk-ins - in one list, gives each one an owner, and reminds them to follow up, so nothing slips through the cracks and owners see every lead's status update live as the team works.


  • Online enquiry forms drop enquiries straight into your leads
  • Give every lead one or more owners
  • Set a reminder for each follow-up and get a nudge when it is due
  • See each lead's status and source update live

Question: 3

Which CRM is best for Facility Management in India?

For most Facility Management businesses in India, CIPHER CRM is the strongest fit - it is India-first, ready for a weak signal, flat-priced with no per-user fees, and configured for facility management workflows. Always compare options against your own requirements first.


CIPHER CRM: India-first, works on a weak signal, flat pricing, live in 1-3 days.

Question: 4

Can Facility Management businesses use WhatsApp inside the CRM?

Not as a built-in chat today. Every lead and contact row has a one-click WhatsApp button that opens the chat, and facility management teams log each conversation as a follow-up on the record, with a name and a date on the next step.


Every promise and reply stays on the customer's record, so the full history is there for whoever picks up the phone next. A WhatsApp-style messaging tab is in development.

Question: 5

How much does a Facility Management CRM cost?

CIPHER CRM uses simple flat pricing with no per-user fees, so you can add your whole facility management team without the bill climbing. Exact pricing depends on your team size and needs and is shared on a quick demo call - call +91 97122 00017.


Two plans - Flexi and Growth - both include unlimited staff and clients.

Question: 6

How do I get started with CIPHER CRM for Facility Management?

Getting started takes 1-3 days. Book a free demo and our India-based team configures your pipeline, imports your existing leads and customers for free, and trains your staff - so you go live ready to sell.


No technical skills needed - setup and data migration are handled for you.

Success story

How a Facility Management business grew with CIPHER CRM

  • The client

    A growing Facility Management business in India, running on spreadsheets and WhatsApp across a small team.

  • The challenge

    Enquiries were scattered across phones and chats, follow-ups were missed, and the owner had no clear view of the pipeline, payments, or team performance.

  • The solution

    They moved to CIPHER CRM with free data migration - every enquiry in one list, follow-up reminders with a name and a date, branded quotations, and invoices that show what is paid and what is overdue.

  • The result

    Within weeks, follow-ups stopped slipping and the team responded noticeably faster - turning more of the same enquiries into paying customers.

Success stories

Loved by Facility Management businesses across India

Phenyl, bleaching powder and brooms for our bus stand toilet blocks are bought in cash, and the shop bills reached me crumpled, if at all. Each purchase goes into CIPHER as an expense linked to that block's project.
Prabhat Ranjan
Prabhat Ranjan Area Manager, OperationsPatna
Hotels pay us by the weight of kitchen waste we lift, and their managers often argued over the kilos. We log every pickup as a task under that hotel, with a custom field for weight and the weighment slip attached, so I open that day's pickup and show them.
Shraddha Patidar
Shraddha Patidar Senior Accountant, FinanceIndore
Termite AMC dates sat in a diary only I could read. Every visit is on the calendar now, with a reminder to call the customer the day before.
Bidisha Baruah
Bidisha Baruah Coordinator, Customer CareGuwahati
A hospital's purchase team kept asking us to resend our chiller AMC quote. Their engineer now opens our estimate from a link and accepts it online.
Elango Sivaraman
Elango Sivaraman Branch Manager, SalesChennai
Monsoon brings leakage complaints from every society we maintain. Each complaint is a task on that society's record, and our plumbers add before and after photos, so I can show the secretary what was fixed.
Shalaka Wanjari
Shalaka Wanjari Project Coordinator, ServiceNagpur
On a new apartment project we lay the lawns and drip lines, and the builder's site engineer keeps calling to ask what is finished. Each garden is a project under the builder's name, with task checklists my supervisors tick off, so I can answer him without driving across Bengaluru.
Kavya Nanjappa
Kavya Nanjappa Co-founder, ProjectsBengaluru
Our parking contracts with malls and hospitals are yearly. Once a renewal slipped past us, and by the time we called, the mall was already talking to another operator. I set reminders on each contract the day it is signed, and the calendar shows what falls due this month.
Yashpal Shekhawat
Yashpal Shekhawat General Manager, ContractsJaipur
When a resort complains of torn towels or a laundry lot short on bedsheets, I issue a credit note for those pieces and apply it to their open invoice. The balance comes down right there.
Leona D'Souza
Leona D'Souza Accounts Executive, BillingPanaji
Data centre clients are strict about who sees their site details. Each of our shift engineers sees only their own sites and tasks.
Faraz Siddiqui
Faraz Siddiqui Deputy Manager, OperationsNoida
One more thing

Did you know?

Most facility management teams lose more deals to slow follow-up than to price. A CRM that reminds you to follow up, with a name and a date on every next step, often pays for itself before anything else.

Built secure and reliable for your FM business

Talk to a Facility Management CRM Expert

Locked on the way

Contract, client, and site data travels locked with HTTPS between you and CIPHER CRM.

Always on

Built for 99.9% uptime, so the CRM is there whenever your sites and BD team are.

Access by job role

Give BD reps and ops managers access only to what they need, and limit staff to their own work.

Regular backups

Regular backups keep your client and contract records safe and recoverable.

Buyer's guide

How to choose a CRM for your Facility Management business

Evaluate any Facility Management CRM against these criteria - CIPHER CRM is built to meet each one.

  • India-first, not translated

    Choose a CRM built for how Indian facility management teams actually work - with rupee billing and GST on every line built in, not added on later.

  • Flat, transparent pricing

    Avoid per-user fees that punish you for growing. Flat pricing lets you add your whole team for one predictable cost.

  • Fast onboarding & migration

    Look for free data migration and go-live in days, not months, so you see value almost immediately.

  • Ready for field teams

    Your facility management team works on the move, so make sure the CRM opens on any phone and keeps working when the signal drops, instead of losing what they typed.

  • Built for facility management workflows

    Generic CRMs make you build everything from scratch. Pick one already configured for facility management pipelines and stages.

  • Local, India-based support

    Choose a partner with India-based support in Hindi and English who understands your business and your timezone.

  • Secure & compliant data handling

    Confirm encryption in transit, access by job role, regular backups, and sensible data handling before trusting a CRM with customer data.

Book a demo to see how CIPHER CRM answers all 7.

Glossary

Facility Management CRM terms explained

  • Pipeline

    The stages a facility management deal moves through - from new enquiry to quotation to won - so you always know where every opportunity stands.

  • Lead source

    Where a facility management enquiry came from - an online enquiry form, a referral, a walk-in - so you can see which channels bring the leads worth chasing.

  • Follow-up cadence

    The planned schedule of calls, messages, and reminders that keeps every facility management lead warm until they decide.

  • Quotation

    A priced offer sent to a customer; in CIPHER CRM it is built from your saved price list and tracked until the customer accepts or declines it.

  • Customer 360

    A single view of everything about a customer - enquiries, deals, quotes, payments, and conversations - in one place.

  • Sales funnel

    The journey from many enquiries at the top to fewer won customers at the bottom, showing where facility management deals drop off.

Facility Management CRM frequently asked questions

Still thinking it over?

Facility Management CRM - frequently asked questions

The things Indian business owners ask us most, answered straight.

99% uptime guaranteeISO 27001 certified company24/7 response supportGDPR approvedSSL encrypted 2024
What is the best CRM for facility management companies in India?

For most facility management businesses in India, CIPHER CRM is a strong fit. It is India-first and works in the browser on any phone or laptop, with leads, a sales pipeline, reminders, site checklists and invoices with GST in one place, flat-priced and live in 1-3 days. It is used by 192+ businesses across India, rated 4.8/5. Compare it against your own workflow before deciding.

How do FM firms track contracts and renewals?

In CIPHER CRM, each client keeps its contract papers on a Documents tab with an expiry date, and the account owner sets renewal reminders on the record well before expiry. Renewals do not slip, and each client account stays with the firm even when staff change.

How much does a Facility Management CRM cost in India?

CIPHER CRM uses flat pricing with no per-user fees, so a facility management business can add its whole team for one predictable cost. Every plan includes every feature, invoicing included. Exact pricing depends on your size and needs, so call +91 97122 00017 for a quote and a free demo.

Can my team WhatsApp clients from Facility Management CRM?

Yes, in one click. Every lead and contact row has a WhatsApp button that opens a chat with that person, next to call and email. A WhatsApp-style messaging tab inside the record is in development. Today, your team logs each client conversation as a follow-up on the lead, with its outcome.

Can a Facility Management CRM put GST on my invoices?

Yes. CIPHER CRM invoices are in rupees and can carry GST and other taxes on each line, with the client's tax number printed on the bill. A facility management business can raise quotations and invoices and record payments without a separate tool.

Is CIPHER CRM suitable for facility management companies in India?

Yes. CIPHER CRM is used by 192+ businesses across India, including teams in Mumbai, Delhi, Bengaluru, Pune, Hyderabad, and Chennai. It is built for integrated FM companies, housekeeping services, property management firms, maintenance contractors, and soft-services providers, covering tenders, contracts, site checklists, site tasks, and renewal reminders in one system.

How does CIPHER CRM help with tender management for FM companies?

Tenders reach CIPHER CRM from the enquiry forms on your website, or your team adds call and email RFQs in seconds. Each tender gets a BD owner, moves through FM-specific pipeline stages (enquiry, survey, proposal, negotiation, signed), and is followed up from dated reminders on each rep's list, so your team responds faster.

Can CIPHER CRM track SLA commitments and contract terms?

Yes. You can record SLA items as a checklist on each site, with each item given to a supervisor and progress shown as X of Y done. Contract terms go in extra fields or as files on the client, and every change is kept in the activity history, so your ops team and owners can see where each site stands.

How does CIPHER CRM help FM companies manage contract renewals?

When a contract is signed, the account owner sets reminders on the client record at 90, 30, and 7 days before expiry, and gets a notification when each one is due. Every reminder also shows on the calendar, so your BD team can see the month's renewals and call at-risk accounts before competitors approach them.

Does CIPHER CRM support multi-site property and client management?

Yes. Each client account in CIPHER CRM can hold a named address for every site, several contacts, and its own projects, so your team has a single record with the follow-up, document, and payment history. If you run a second company or city separately, you can keep it apart under the same login and switch in one click, with access set by job role.

Is CIPHER CRM suitable for housekeeping and soft-services businesses?

Yes. Housekeeping companies, soft-services providers (pantry, laundry, linen), and sanitation management firms use CIPHER CRM to manage client enquiries, site tasks, site checklists, and monthly retainer invoicing. Supervisors open it in the browser on their phone, and it keeps working offline in a basement or back room.

How long does it take to set up CIPHER CRM for a facility management business?

Most facility management businesses go live in 1-3 days. Setup includes free data migration from your spreadsheets and existing tools, your contract pipeline stages and checklist templates, and team onboarding in Hindi and English - with no extra setup fees.

How much does CIPHER CRM for facility management cost?

Every plan includes every feature, and you choose to pay quarterly or yearly. There are no per-user fees, so your whole team is covered. Pricing depends on your business size, so we share a custom quote on a quick call. Contact +91 97122 00017 for pricing details and a free demo.

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