The Customer Factor

Spec sheet

Purpose

The Customer Factor describes itself as a CRM designed to save time and reduce lost revenue through automated follow-up.Read 2 Oct 2026 · thecustomerfactor.com

Integrations

The product supports QuickBooks Desktop and Online, Google Maps, Google Calendar, website lead-form syncing and automated text messaging through an unnamed partner.Read 2 Oct 2026 · thecustomerfactor.com

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.Read 2 Oct 2026 · thecustomerfactor.com

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.Read 2 Oct 2026 · thecustomerfactor.com

Founded

2004Read 28 Sep 2026 · thecustomerfactor.com

Automated follow-up

The product supports automated confirmation, reminder, thank-you and receipt emails, plus configurable drip campaigns for customers due for service.Read 2 Oct 2026 · thecustomerfactor.com

Company history

The Customer Factor says CEO and President Steve Wright launched it in 2004 after owning a window-cleaning business.Read 2 Oct 2026 · thecustomerfactor.com

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.Read 2 Oct 2026 · thecustomerfactor.com

Estimates and invoicing

Users can create estimates, convert estimates into jobs, and customize, print or email invoices.Read 2 Oct 2026 · thecustomerfactor.com

Payments

The features page names Square, Stripe and Worldpay as integrated credit card processors and describes customer invoice-payment links.Read 2 Oct 2026 · thecustomerfactor.com

Platform model

The FAQ describes the software as web-based and says it can be accessed from an internet-connected computer or mobile device.Read 2 Oct 2026 · thecustomerfactor.com

Reports

Reports include sales, profit and loss, employee pay and hours, taxes, expenses, income forecasts, marketing results and mileage.Read 2 Oct 2026 · thecustomerfactor.com

Scheduling

Calendars support daily, weekly and monthly views, color coding, employee or crew views, task creation, appointment mapping and invoice actions.Read 2 Oct 2026 · thecustomerfactor.com

Support and demo

The FAQ says support is available seven days a week and offers a demo account by email request.Read 2 Oct 2026 · thecustomerfactor.com

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.Read 2 Oct 2026 · thecustomerfactor.com

Plans and prices

Every The Customer Factor plan and price →

Where Specifiction places it

• Window Cleaning Software#26 of 297.3