The Customer Factor
CRM for service businesses — manage customers, schedule jobs, and send invoices in one place
| What is it | CRM for service businesses — manage customers, schedule jobs, and send invoices in one place |
|---|---|
| Pricing | Paid — from $44.95/mo |
| Free tier | No |
| Platform | Web Application |
| API | Yes |
| Works with | n8n, Zapier |
| Best for | tracking customer information and service history, scheduling jobs and dispatching crews |
| Domain registered | 2004 |
Data updated Aug. 1, 2026
What does The Customer Factor do?
The Customer Factor is customer management software built specifically for service businesses like window cleaners, pressure washers, carpet cleaners, and cleaning services. It combines a CRM, scheduling calendar, invoicing, and payment processing into a single dashboard. The tool is designed to replace paper appointment books, spreadsheets, or disconnected apps with one organized system that tracks every customer interaction and upcoming service.
The software focuses on practical, everyday features. You can store customer details, see when each customer is due for their next service automatically, schedule jobs and appointments with color-coded calendars, and create customizable invoices that you can email or print. It also integrates with two credit card processors so you can take payments on the spot or let customers pay online. Reporting includes sales, profit and loss, sales taxes, expenses, and employee hours — all the basics a small service business needs.
This tool is most useful for owners of small to medium-sized service companies who want to get organized without learning complex software. The company behind it is run by people who have owned service businesses themselves, so the features reflect real-world needs rather than generic CRM features. If you run a cleaning, landscaping, or similar field service operation and need a straightforward way to manage customers and jobs, The Customer Factor is worth a look.
Key features
What makes it stand outWho is The Customer Factor for?
Who benefits most from this toolPricing
The Customer Factor
- Unlimited Employees
- Unlimited Subusers
- Send unlimited emails
- Unlimited photo/doc uploads
- Unlimited data
- No Contracts
- Risk-Free for 30 days
- Cancel anytime
- No Set up fees
- No hidden fees
- Lock it in!
Trust & presence
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