The Customer Factor
CRM software for service businesses including window cleaners, carpet cleaners, pressure-w
The Customer Factor is a customer relationship management program for service businesses, designed to keep customer records, appointments, estimates, invoices, and follow-up activity in one place. It tracks when customers are due for their next service and supports automated follow-up by email and text, helping businesses avoid missed opportunities and manual record keeping.
Core capabilities include multiple calendar views with color coding and one-click invoice creation, prospect and estimate tracking, customizable invoice formats, and payment collection through integrated credit card processors including Square, Stripe, and Worldpay. Email automation covers confirmations, appointment reminders, thank-you messages, receipts, and drip campaigns for customers due for service. Automated text messaging handles scheduling confirmations and reminders. Additional features include website lead capture, QuickBooks Desktop and Online syncing, photo and document uploads, personalized letters and mailing labels, and daily reminders. Mobile apps are available for iOS and Android.
The product is aimed at service businesses such as window cleaners, maid and cleaning services, carpet cleaners, pressure washing companies, landscapers, pool cleaners, tree services, air duct and dryer vent cleaners, blind cleaners, and chimney sweeps. Pricing information indicates a subscription that includes unlimited employees.
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