The Customer Factor Review
Flat-price CRM and scheduling software for window cleaners, pressure washers and cleaning services
Fit Score
Fit Score
▸ How we scored The Customer Factor: 8.2/10
| Factor | Weight | Sub-score |
|---|---|---|
| Vertical fit (best trade) | 60% | 7.0/10 |
| Pricing transparency | 20% | 10.0/10 |
| Integration coverage | 20% | 10.0/10 |
Weighted composite, applied identically to every vendor; no vendor pays to change it. Full Fit Score methodology →
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Quick verdict
The Customer Factor is best for Owner-operators and small crews in window cleaning, pressure washing, carpet cleaning and house cleaning who want one flat monthly price for customers, scheduling, invoicing and automated reminders. Pricing starts at $37.46/mo for the company.
Reviews on review sites
We do not copy third-party review scores onto this page: they change often and we could not verify them. Read The Customer Factor's current reviews at the source.
About The Customer Factor
The Customer Factor is a CRM built for service businesses such as window cleaners, pressure washers, carpet cleaners and house cleaning companies. The company says Steve Wright, its CEO and President, started it in 2004 while he owned a window-cleaning business and was tired of tracking customers on index cards.
It is built around repeat service. Each customer has a service frequency, a quick summary shows who is due to be contacted, and drip campaigns send a series of automated emails as a customer's next service comes due. You schedule estimates, jobs, appointments and tasks on color-coded calendars, create invoices in five customizable formats, and send confirmation, reminder, thank-you and receipt emails automatically. Automated text confirmations, reminders and thank-you messages cost $0.0075 per message. After a job, it can email customers a review request that sends happy customers to sites such as Google and Facebook.
Card payments run through Square, Stripe or Worldpay, and customers can pay from the invoice email. It syncs with QuickBooks Online (automatically each night) or QuickBooks Desktop, and it links to Google Maps for printable daily directions. iOS and Android apps let crews schedule, take photos and videos, create and email invoices, and clock in and out. Reports cover sales, profit and loss, employee pay and hours, taxes collected, expenses and an income forecast. ResponsiBid, a separate quoting tool, lists The Customer Factor as a direct integration.
Pricing is one flat plan: $44.95 a month, or $449.50 a year (two months free). The pricing page lists unlimited employees, unlimited subusers, unlimited emails, uploads and data, no contracts, no setup fees and a 30-day money-back period. The company says members keep their join price for as long as they stay subscribed. It has also announced a move to three pricing tiers, with limits on the two lower tiers, so check the current offer before you join.
The trade-off: it is a compact tool for small cleaning operations. The features page describes Google Maps directions rather than route optimization, texts cost extra, and online booking and a customer portal are not listed. Businesses that want instant online quotes can add ResponsiBid on top.
Pricing
| Tier | Price | Notes |
|---|---|---|
| The Customer Factor (single plan) | $37.46/mo |
One flat plan: $449.50 a year (2 months free; $37.46 a month by division) or $44.95 billed monthly. Unlimited employees and unlimited subusers, no contracts, no setup fees, risk-free for 30 days (money-back period rather than a free trial). The pricing page says the company plans to move to a 3-tier pricing structure. Verified against thecustomerfactor.com/join-now and thecustomerfactor.com/pricing 2026-10-08 (the /pricing page shows the price as an unrendered template, so prices come from /join-now). As read 2026-09-29 and not re-confirmed: automated texts cost $0.0075 per message, members keep their join price while subscribed, and the two lower tiers of the planned structure will have limits.
The Customer Factor starts at $37.46/mo for the company (The Customer Factor (single plan) tier). That is a price for the company, not per user: spread across a 5-person team it works out to about $7 per user. Its starting price places it in our entry price band (under $100 per user per month).
Pricing verified 2026-10-08. Prices can change, so confirm them with The Customer Factor before purchasing.
Cost by crew size
Monthly cost of the cheapest The Customer Factor plan that allows each number of users, worked out from the plan prices and user rules on its pricing page, counting every tech as a full user. Plan prices and extra-user fees only: job, appointment and other usage limits, add-ons, setup fees and payment processing are not included; where a plan's usage limit is recorded, it is named under the figure.
| Users | Billed annually where offered | Billed monthly |
|---|---|---|
| 1 | $37.46/mo (single plan, unnamed on page) | $44.95/mo (single plan, unnamed on page) |
| 3 | $37.46/mo (single plan, unnamed on page) | $44.95/mo (single plan, unnamed on page) |
| 5 | $37.46/mo (single plan, unnamed on page) | $44.95/mo (single plan, unnamed on page) |
| 10 | $37.46/mo (single plan, unnamed on page) | $44.95/mo (single plan, unnamed on page) |
Source: thecustomerfactor.com/join-now, read 2026-10-08.
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Key features
Integrations
Pros
- + One flat price with unlimited users
$44.95 a month or $449.50 a year covers unlimited employees and subusers, so adding crew members does not raise the bill.
- + Built around repeat service
Service frequencies drive a list of customers who are due, plus drip emails as their next service comes up, which suits window cleaning and other recurring work.
- + Automated emails, texts and review requests
Confirmations, reminders, thank-you notes and receipts go out automatically by email, texts are available per message, and review requests follow completed jobs.
- + QuickBooks Online or Desktop
It syncs with either version of QuickBooks, with automatic nightly transfers for QuickBooks Online.
- + Mobile apps with a time clock
iOS and Android apps handle scheduling, photos, videos and invoices in the field, and include clock in and clock out.
- + Low-risk start
There is no contract and no setup fee, and the company refunds the payment if you cancel within the first 30 days.
Cons
- − Announced pricing change
The vendor says it is moving to three tiers, with limits on the two lower tiers. No date or tier prices are published yet.
- − Texts cost extra
Automated text messages are billed at $0.0075 per message on top of the subscription.
- − Basic routing
The features page describes printable Google Maps daily directions, not route optimization for multiple crews.
- − No online booking listed
Online booking and a customer portal are not on the features page. For instant online quotes, businesses pair it with a tool such as ResponsiBid.
Implementation
Start by entering or importing your customers with their service frequency, since service due dates drive the quick summary and the drip campaigns. Set up your services, pick an invoice format and turn on the automated confirmation, reminder, thank-you and receipt emails, then add employees or crews. Connect one of the supported card processors (Square, Stripe or Worldpay) and choose QuickBooks Online or Desktop sync if you use QuickBooks. Install the iOS or Android app on crew phones. Use the 30-day money-back window to run real jobs through it; to cancel, call or email support.
Best for / Watch out for
Best for
Owner-operators and small crews in window cleaning, pressure washing, carpet cleaning and house cleaning who want one flat monthly price for customers, scheduling, invoicing and automated reminders
Watch out for
The vendor has announced a move from one flat plan to three tiers, with limits on the lower two. Automated texts cost extra per message, and the features page describes Google Maps daily directions rather than route optimization. It does not list online booking or a customer portal.
Available for these trades
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User reviews
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Frequently asked questions
How much does The Customer Factor cost?
$44.95 a month, or $449.50 a year (two months free, about $37.46 a month). There are no per-user fees and no setup fees. The company has announced a move to three pricing tiers, with limits on the two lower tiers, so confirm the current offer before joining.
Does it charge per user?
No. The pricing page lists unlimited employees and unlimited subusers on the current plan.
Is there a free trial?
No free trial is listed. Instead there is a 30-day money-back period: cancel within 30 days of signing up and the payment is refunded. After that, cancelling stops future charges, but the last payment is not refunded.
Does The Customer Factor work with QuickBooks?
Yes. It syncs with QuickBooks Online, with automatic nightly transfers, or with QuickBooks Desktop through a manual sync.
Does it handle recurring services?
Yes. Each customer has a service frequency, the software shows who is due, and drip campaigns email customers as their next service approaches.
The Customer Factor vs ResponsiBid?
They do different jobs. The Customer Factor is a CRM for scheduling, invoicing and customer follow-up. ResponsiBid is a quoting and booking tool that sends leads into a CRM, and The Customer Factor is one of the CRMs it connects to.
Ready to try The Customer Factor?
Pricing starts at $37.46/mo for the company.
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