User Reviews Overview
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...
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- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
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.
- Industry: Consumer Services
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Great CRM at reasonable price
I've had to call and have them walk me thru a few things, but overall they are helpful, the software does almost everything I need, there are minor glitches as with any, but the price and experience are great
Pros
This software really helps me automate some of the follow up with customers, and does the CRM that QuickBooks isn't set up to do. It also integrates seamlessly with QB
Cons
There are some features that you can't access thru the app, do you have to log in via the web page, which is annoying on a phone in the field.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
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.
Top The Customer Factor Alternatives
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great service, easy to use
Great experience, also the app is simple and easy to use for everyone. We helped TCF with lots of our input to improve the experience, they always listened and are trying to make the product better
Pros
easy to use after an initial training, customizable
Cons
still waiting for packages, to create estimates with several packages but that will come one day
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Versatile CRM at a great price
We have had a great experience and will continue to use them for a long time.
Pros
I like having everything in one place. We can schedule, invoice, email, and track our entire customer base. It has a wide variety of things you can do with it and they never raise prices for current customers.
Cons
Sometimes our estimates that are sent through text are blank.
- Industry: Individual & Family Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Individual & Family Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great software
Overall, the software is great for the price you pay. Customer service is good.
Pros
The automatic features, follow up, estimates, etc are on point.
Cons
Bidding could use help to determine pricing
Alternatives Considered
Housecall ProReasons for Switching to The Customer Factor
Price and recommendations- Industry: Wholesale
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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?
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
The Customer Factor is a game changer
The Customer Factor is amazing. I own a pressure washing and exterior cleaning business, and this software has been a game changer. All of my client information, pricing, job history and photos are so well organized with this software. Whenever I want to use the software to do something that I think is quit unique, there has always been an easy way to do this. I'm always catching myself saying 'wow, they have thought of everything and every feature!'
In the winter's I work as a manager for a Christmas Light company. In my first year as a manger, I showed the [SENSITIVE CONTENT HIDDEN] The Customer Factor and we agreed to swtich over to it. The [SENSITIVE CONTENT HIDDEN] loved it, and I looked awesome for being able to handle switching everything over to this software.
[SENSITIVE CONTENT HIDDEN] is amazing to deal with and always has the answer to any problems I run into.
Pros
This software is amazing. It has every feature I need for my business to run smoothly.
Cons
I've noticed some people in my industry mention they have small problems with the software (ie some emails do not send to clients). I think these problems are mostly due to people not setting up their accounts properly. With the Customer Factor, there's always a solution to your problem if you know how to use the software properly, or if you get some help from Customer Support.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great Value
Excellent support with continued improvement in the software and new features.
Pros
It makes it easy to send quotes, schedule jobs, receive payment and access customer base and job history.
Cons
App isn’t as easy to use as desktop version.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Excellent Scheduling Software at an Excellent Price
Pros
It's the easiest scheduling software I've ever used. The customer service is top-notch. It's so affordable. And they keep improving it and adding features. It's a software that will continue to grow as we grow.
Cons
I can't think of anything. I've used several other scheduling software programs in the past and they were so incredibly difficult and much more expensive. This is the perfect solution for our company.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
This CRM will DECIMATE all others!
The Customer Factor has saved us a ton of time and money!
Pros
This software absolutely changed the way we do business! Everything is pretty much automated now and the ease of use saves us so much time! The Big Proposal feature has certainly won us MANY more bids as well!
Cons
No complaints from us so far! All the features that are included at the low price point are absolutely mind boggling!
- Industry: Hospitality
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
The rep is great!!
same as above
Pros
I switched from Jobber and have found it to be quite easy. The rep was really patient with me and went to great lengths to make sure i could use it easily-even after hours! It is 75% less than what i was paying for Jobber and the customer service cant be beat!
Cons
only the wording between invoice and estimate was a little confusing coming from Jobber
