Customer Factor Reviews & Pricing

by Customer Factor | Founded 2004, Pensacola, FL

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Overview Pricing Benefits Reviews Features

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What is Customer Factor?

Industry Specialties: Facilities Services, Automotive, Consumer Services, Cleaning Services, Maid Service.

Customer Factor is a comprehensive software solution designed to streamline service management tasks such as scheduling, invoicing, and customer relationship management. It is particularly well-suited for small to medium-sized service-based businesses, including cleaning services, landscaping, and HVAC companies, due to its user-friendly interface and robust feature set. The software offers significant benefits, including improved operational efficiency, enhanced customer communication, and increased revenue through better job tracking and follow-ups.

Popular features include automated appointment reminders, detailed reporting, and seamless integration with accounting software. Users appreciate its intuitive design and the ability to manage multiple aspects of their business from a single platform. Compared to similar products, Customer Factor is often praised for its affordability and ease of use, making it a preferred choice for businesses looking to optimize their service management processes.

Pricing details can vary based on the specific needs and scale of the business, so it is recommended to contact SelectHub for a personalized pricing quote. This ensures that users receive a tailored solution that fits their budget and operational requirements.

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User Sentiment

Based on 20 reviews:

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Customer Factor Pricing

Based on our most recent analysis, Customer Factor pricing starts at $35 (Monthly).

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Starting From: $34.95
Pricing Model: Monthly
Free Trial: No

Training Resources

Customer Factor is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Customer Factor:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Customer Factor Benefits and Insights

Why use Customer Factor?

Key differentiators & advantages of Customer Factor

Increased Efficiency: Automate routine tasks such as scheduling and invoicing, freeing up time for more strategic activities.
Enhanced Customer Experience: Provide timely updates and reminders to customers, improving communication and satisfaction.
Improved Accuracy: Reduce human error by automating data entry and calculations, ensuring more reliable information.
Centralized Information: Store all customer and service data in one place, making it easier to access and manage.
Scalability: Easily scale operations as your business grows without the need for significant additional resources.
Better Resource Management: Optimize the allocation of staff and equipment, ensuring resources are used effectively.
Data-Driven Insights: Generate detailed reports and analytics to make informed business decisions based on real-time data.
Cost Savings: Reduce operational costs by streamlining processes and minimizing manual labor.
Enhanced Collaboration: Facilitate better teamwork with shared access to schedules, customer information, and task lists.
Compliance and Security: Ensure data is stored securely and comply with industry regulations, protecting both your business and your customers.

Industry Expertise

The Customer Factor is a software solution designed specifically for cleaning and maintenance businesses, such as window cleaning, maid services, and carpet cleaning. It helps these businesses manage their scheduling, estimating, and customer files, making it a valuable tool for companies in these industries.

Customer Factor Reviews

Average customer reviews & user sentiment summary for Customer Factor:

20 reviews

100%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Customer Factor reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Easy To Use: Customer Factor is known for its user-friendly interface, making it simple for business owners and employees to learn and use effectively.
Mobile Accessibility: The software is accessible on mobile devices, allowing users to manage their business on the go, such as checking schedules and communicating with customers while in the field.
Comprehensive Features: Customer Factor offers a wide range of features designed specifically for service-based businesses, including scheduling, invoicing, customer management, and reporting, eliminating the need for multiple software subscriptions.
Improved Productivity and Organization: By streamlining business operations and automating tasks like reminders and follow-ups, Customer Factor helps businesses save time and stay organized, leading to increased efficiency.

Cons

Slow Photo Uploads: Users have reported that uploading photos to Customer Factor can be slow, which can be frustrating when trying to quickly document work.
Limited Batch Processing: Some users have expressed a desire for better batch processing features, particularly for tasks like invoicing or sending out communications, to improve efficiency.

Researcher's Summary:

What’s the deciding factor when choosing service management software? User reviews often hold the answer. Customer Factor, a popular choice for businesses in the cleaning industry, boasts an array of features designed to streamline operations. Users consistently praise its user-friendly interface and comprehensive functionality, highlighting its effectiveness in managing services, improving productivity, and tracking customers. A standout feature is its ability to automate tasks such as scheduling, invoicing, and customer management, freeing up valuable time for business owners. One user raved about the group text messaging feature, stating it saved them significant money on postage and streamlined mass advertising efforts. Another user, a window cleaning business owner, praised the software's ability to handle their high volume of scheduling and invoicing needs, emphasizing its affordability compared to competitors priced at over $3,000. However, some users reported occasional app crashes and a steep learning curve due to the extensive customization options. While these issues are acknowledged, they are often outweighed by the software's strengths and responsive customer support. Overall, Customer Factor emerges as a powerful tool for service-based businesses, particularly those in the cleaning industry, seeking to enhance operational efficiency and customer management. Its intuitive design, coupled with robust features and a focus on automation, makes it an ideal choice for businesses looking to ditch the organizational chaos and embrace a more streamlined approach.

Key Features

Calendar Management: Manage all staff and work orders centrally with a color-coded calendar to track schedules and timesheets for all field staff members, teams and job statuses. Sync events directly to Google Calendar or iCal and send automated reminders and notifications to stay on time. Notify field staff of schedule changes with push notifications.
Dashboard: Get a real-time visual overview and analytical insights into key business operations with a drag-and-drop widget-based dashboard. Access a live activity feed to view updates from all work orders — requested, in-progress, upcoming and due.
Estimates: Create customizable quotes and estimates using templates, add required products and services, and adjust margins and mark-ups based on client or job type. Share estimates with clients through email and text messages.
Invoicing: Create and share customizable invoices individually or in bulk, using pre-built templates. Track sent invoices for timely payments, automate payments for recurring jobs by saving credit card details and follow-up past due invoices.
Credit Card Processing: Facilitate instant invoice payments through credit cards. Send payment requests through mail or SMS.
Email Automation: Sync all emails, sent and received, from the email service provider to the platform so that no information is left behind, improving response time and quality. Engage the right contacts in drip campaigns and newsletters using pre-built customizable templates.
Automated Text Messaging: Send automated SMS reminders to customers for quotes, estimates, invoices, site visits, reviews and feedback.
Website Sync: Enable easy scheduling and account management by integrating a customizable widget on the business website.
Integrations: Use pre-built and custom integrations with popular business software to sync data and manage work without switching between platforms.
Photo and Document Uploads: Capture, store and share images, diagrams, notes, field reports and graphs with back-office staff and clients over job reports.
Reminders: Send automated reminders to field staff for daily tasks and appointments.
Employee Management: Let employees log in and manage information with unique login credentials. Set up role-based access levels for each employee. Track time spent on jobs and commutes and maintain performance levels on individual and team levels.
Custom Fields: Create unlimited custom fields for each prospect and customer to receive and store information.
Expense Tracking: Keep track of single or recurring expenses, along with expense type, description, mileage and vendor information.
Reports: Access data-rich reports for all aspects of business, such as job profits, lead generation, revenue generation, marketing ROI, payroll, invoice, transaction, timesheets and more. Customize reports using search and filters to view real-time data and handle critical decisions.
Forecasts: Analyze past trends to forecast future work order flows, income and profits.
Mobile Apps: Get full mobility and real-time accessibility with native apps for iOS, Android and Windows.
Reviews and Feedback: Collect customer reviews and feedback after each work order to continually improve service levels.