We recently added a new option in creating emails to be easier and more convenient for you. You can create your email and have it customized using this link. http://www.thecustomerfactor.com/emailsettings.php We took away the tokens like %firstname%, %lastname%, etc. and…
We recently introduced a new feature into The Customer Factor that allows you to capture reviews and send surveys. It's located on the reviews & surveys screen. You can get reviews from Google, Facebook, Yelp, Home Advisor, and more. Reviews…
We recently created a new feature in The Customer Factor called "Big Proposal". It's really becoming a user favorite. If you're not using it to send interested prospects and customers a proposal/estimate, we highly encourage you to do so. At…
In the http://www.thecustomerfactor.com you can now sync your website to your account with The Customer Factor which helps eliminate duplicate data entry and streamlines the prospecting process for you. We're really excited about this new feature because we know all…
This article discusses how to send a Big Proposal in The Customer Factor. We already discussed creating a Big Proposal, so after creating a Big Proposal or multiple Big Proposals, it's now time to send one to a prospect or…
Now in The Customer Factor you can set up customized email which allows you to still send all your emails from CF but the emails would get rerouted through your own email address. So you can hover over "My Account",…
In the http://www.thecustomerfactor.com you can now sync your website to your account with The Customer Factor which helps eliminate duplicate data entry and streamlines the prospecting process for you. We're really excited about this new feature because we know all…
Now in http://www.thecustomerfactor.com you can make it so that certain jobs can be excluded from having discount percentages calculated against them. This is helpful when maybe there is a "job" on the invoice that you don't want factored into a…
Here is the feature in http://www.thecustomerfactor.com that will allow you to set a default assignment for any job you schedule for a customer. So if you have customers getting serviced by the same employees/crews over and over again, you can set…
We made a modification in the http://www.thecustomerfactor.com based on user suggestions so that now you can quickly add a prospect (or customer) and set a callback date all from within the "Quick Add" window. Prior to this modification if you…