The Customer Factor

RATING:

4.7

(13)

About The Customer Factor

The Customer Factor is a business management software designed for cleaning and maintenance businesses. The solution helps manage processes related to scheduling, estimating, customer files, etc. Users can use it to create estimates, send invoices, take payments online, and keep track of job history. The software also includes an extensive CRM system with features such as email marketing, lead tracking, reporting, and more.

The Customer Factor Pricing

Starting price: 

$34.95 per month

Free trial: 

Not Available

Free version: 

Not Available

Slide 1 of 5

The Customer Factor Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for The Customer Factor

1 - 5 of 13 Reviews

User Profile

Ryan

Verified reviewer

Marketing and Advertising, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed September 2018

The Customer Factor is one of the best CRMs I've ever used.

PROS

It has absolutely everything you need to run a business in here! I've used many CRMs and was super impressed with the integration it has for the price. I would use this for any business I could.

CONS

I haven't utilized everything yet so I am unaware of anything that I do not like.

Cassie

Facilities Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2020

The Customer Factor Has Helped Our Business Excel

I highly recommend CF. Basically it takes our scheduling needs and invoicing/payment needs and fuses them together. Our window cleaning business services about 100 different customers per month but many of them are multiple times a month. That means in a given month I need to schedule AND invoice 150+ customers. We were an organizational mess before we found this program. The customer service is awesome--usually the [SENSITIVE CONTENT HIDDEN], is the one responding to my questions. And you can't beat the price! Before I chose this product, I looked at a few others that were similar and they were $3,000+!!

PROS

This product has done amazing things for our window cleaning business. There is no other product out there that is as affordable and customizable for our type of business. We couldn't be where we are without it.

CONS

My employees tell me that the app sometimes crashes, which is annoying. It usually loads the second time, but my employees have complained about it. The only other thing that I dislike about the software (but really is an unfair complaint) is that it has SO many options for customizing. It can be overwhelming.

Reason for choosing The Customer Factor

I chose CF for cost and because the [SENSITIVE CONTENT HIDDEN] actually began the company when he could not find what he needed for his own window cleaning company. The software is perfectly tailored to our kind of business, but I think it work well for any kind of service business.

Leah

Consumer Services, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed February 2024

Frustrating experience

Extremely disappointed with the lack of customer service at [Customer Factor]. Have been trying to contact them for a week regarding an urgent matter but no response via calls or emails. Can't even find a way to cancel my account.

PROS

I liked you have the option to do text campaigns for your clients

CONS

NO CUSTOMER SUPPPORT. Hard platform to navigate. Cant text estimates to customers.

ANTOINETTE

Wholesale, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2020

This is THE BEST software and THE BEST customer service you could ask for!

Outstanding. [SENSITIVE CONTENT HIDDEN] is the person I deal with. He calls back if on the rare occasion he doesn't actually answer the phone himself. He doesn't mind me asking him "silly questions" on how to use some of the features. I literally can not say enough good things about The Customer Factor.

PROS

I have been using The Customer Factor software for over 8 years. The software is incredible. You can use as little or as much of the features as you want. I initially only used the basics to keep my customer list but still kept a hard copy of my appointment book. Now.... I have expanded to using the appointment scheduling system, the automated text messaging and appointment reminders, the most excellent feature for me is the group text messaging. It saves me tons of money on postage, ect.. I am able to do mass advertising for literally pennies. The customer service is second to none. If you are looking for a software program, The Customer Factor is a great choice!

CONS

There are NO CONS. How often can you say that about a product?

Reasons for switching to The Customer Factor

I needed a program that was more up to date.

James

Individual & Family Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed April 2022

Excellent CRM

Have bee TCF for several years now and my only complaint is that I didn’t start sooner. I have a small business which requires me to wear many hats but this program helps take care of many things that where eating up time and makes it automated and simple.

PROS

Can set up many automated actions such as service reminder and rescheduling. Can link to other services to send mailers to existing clients and their neighbors. Email and text invoice. And has a Big Proposal feature that really gives some of the best proposals.

CONS

The texting feature for reminders and invoicing requires you to use a 3rd party service which is fine but if someone responds to the text you will not receive the text unless you purchase another 3rd party service. This feature is helpful but still a little cumbersome and adds an extra expense.

Reason for choosing The Customer Factor

I went to a trade show and saw the product live and how powerful it was.