The Customer Factor
The Customer Factor is a web-based CRM for service businesses, built around automated follow-up.
What The Customer Factor is
The Customer Factor is a web-based CRM for service businesses, built around automated follow-up. Its intended users include window cleaners, cleaning services, carpet cleaners, pressure washers, landscapers, pool cleaners, and other listed trades. Calendars provide daily, weekly, and monthly views, color coding, employee or crew views, task creation, appointment mapping, and invoice actions. Users can create estimates, turn them into jobs, and customize, print, or email invoices. Automated emails cover confirmations, reminders, thank-yous, and receipts, while configurable drip campaigns can target customers due for service. Payment features include customer invoice-payment links and integrations with Square, Stripe, and Worldpay. The product also connects with QuickBooks Desktop and Online, Google Maps, Google Calendar, website lead forms, and an unnamed automated-texting partner. Android and iOS apps support scheduling, photos and videos, invoices and estimates, signatures, and employee time tracking. Reports cover sales, profit and loss, pay and hours, taxes, expenses, income forecasts, marketing results, and mileage. There is no free plan.
Good
- Calendars include crew views, mapping, and invoice actions.
- Estimates can be converted into jobs.
- Automates confirmation, reminder, thank-you, and receipt emails.
- Mobile apps support signatures and employee time tracking.
- Integrates with named payment processors and QuickBooks.
Watch out
- No free plan is listed.
- The pricing note and Monthly plan show different prices.
- The product is web-based, with Android and iOS apps.
Who it suits
The Customer Factor suits service businesses such as cleaners, landscapers, pool services, and other listed home-service trades. It may fit teams that need scheduling, estimates, invoices, automated follow-up, and mobile field access.
Verdict
The Customer Factor combines job scheduling, estimates, invoicing, follow-up, and field-app features for service businesses. Review the listed plan price carefully, since the pricing note and Monthly plan give different amounts.
Plans and prices
From The Customer Factor's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Monthly | $34.95 a month | Unlimited employees · Unlimited subusers · Unlimited emails · Unlimited photo/doc uploads · Unlimited data · No contracts · Cancel anytime · Monthly |
| Quarterly | Priced on request | Save 10% with this option · Unlimited employees · Unlimited subusers · Unlimited emails · Unlimited photo/doc uploads · Unlimited data · No contracts · Cancel anytime · Quarterly |
| Annual | $449.50 a year | 2 months free with this option · Annually |
The facts
Each one read from The Customer Factor's own pages, with the date it was checked.
What it does
- Automated follow-up
- The product supports automated confirmation, reminder, thank-you and receipt emails, plus configurable drip campaigns for customers due for service.checked 2 Oct 2026
- Data handling
- The privacy policy says app GPS tracking runs while a user is clocked in, stops at clock-out and is not shared with third-party vendors.checked 2 Oct 2026
- Estimates and invoicing
- Users can create estimates, convert estimates into jobs, and customize, print or email invoices.checked 2 Oct 2026
- Integrations
- The product supports QuickBooks Desktop and Online, Google Maps, Google Calendar, website lead-form syncing and automated text messaging through an unnamed partner.checked 2 Oct 2026
- Payments
- The features page names Square, Stripe and Worldpay as integrated credit card processors and describes customer invoice-payment links.checked 2 Oct 2026
- Purpose
- The Customer Factor describes itself as a CRM designed to save time and reduce lost revenue through automated follow-up.checked 2 Oct 2026
- Reports
- Reports include sales, profit and loss, employee pay and hours, taxes, expenses, income forecasts, marketing results and mileage.checked 2 Oct 2026
- Scheduling
- Calendars support daily, weekly and monthly views, color coding, employee or crew views, task creation, appointment mapping and invoice actions.checked 2 Oct 2026
- Security
- The privacy policy says sensitive or credit information is encrypted using SSL and access to personal information is restricted; it also states the company does not use vulnerability scanning or PCI-standard scanning.checked 2 Oct 2026
- Support and demo
- The FAQ says support is available seven days a week and offers a demo account by email request.checked 2 Oct 2026
- Target users
- The product lists window cleaners, cleaning services, carpet cleaners, pressure washing companies, landscapers, pool cleaners, tree services, air duct cleaners, dryer vent cleaners, blind cleaners and chimney sweeps as intended users.checked 2 Oct 2026
The company
- Company history
- The Customer Factor says CEO and President Steve Wright launched it in 2004 after owning a window-cleaning business.checked 2 Oct 2026
- Founded
- 2004checked 28 Sep 2026
Where it runs
- Mobile apps
- The iOS and Android apps support scheduling, photos and videos, invoices and estimates, signatures, and employee time tracking with clock-in and clock-out.checked 2 Oct 2026
- Platform model
- The FAQ describes the software as web-based and says it can be accessed from an internet-connected computer or mobile device.checked 2 Oct 2026
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