kingjoelking
Supportive Member
- Joined
- Nov 7, 2011
- Messages
- 521
So for the last 3+ years I have been looking for a CRM/Scheduling system that would work for me. I finally settled on Service Monster not because it covered all my wants or needs but because it was good enough and better then what I was using. (Google Calendar) So I paid my $199 set up fee and been paying $80 a month and been blandly happy with it.
About two weeks ago somebody on Facebook mentioned that they have been using a product called “The Customer Factor” www.thecustomerfactor.com . So I checked it out. It is AWESOME!!!!!!! In my opinion it is a much better offering then Service monster.
When I heard about it I emailed them at about midnight and asked if I could have a test account to dink around with and see if I liked it. They emailed me back first thing in the morning, that that would be no problem, just send them a bit of info and they will set up an account. By 2PM same day they had emailed me letting me know my “test” account was available. It wasn’t a “test” account it was full access as if I had already paid for it. Sweeeeeeet!!!!
It took me about 1 hour to really get the hang of it. I had just gotten used to Service Monster so it was a bit of an adjustment. But in all reality I got used to it much faster then I got used to Service Monster.
Over the last two weeks I have emailed back and forth with them about 20 times with questions and features that I thought were missing. Always a very quick response. And always with a solution or a time frame when they would have that feature available. I hadn’t even paid a dime and was just testing the product out and they were that responsive. WHO DOES THAT???? They do.
It is a web based CRM/Scheduler. Here are the things I like about it.
It has a very simple work flow. That makes sense. When adding a new customer, You add the customer information after that is done scroll down click on schedule and then fill click on the date click on the drop downs for time and then enter the work to be completed. All on the same page without having to save click go to a different page, save go to a different page…….
IT IS GOOGLE COMPATIBLE !!!!!!!!!!!!!!! Damn that is easy. Set up that you want it to be compatible with your Google Calendar and what it tells google what your schedule is. AMAZING!!!! With as long as Service Monster has been around I really don’t understand why they have not programmed that in yet. Absolutely mind boggling. So now I can just go to my Google calendar and it shows me the all the info I need easily to get to my appointments and makes it much easier to go to google maps and call customers. It also includes what the job is without having to go to a different screen. Tooo convienient!!!
Setting up call backs for customers is much easier and lets you enter info why you are setting a call back.
They provide HTML code to put a “Get a quote now” box on your website. When the potential customer clicks on this box on your website it lets them put in name, #, address, email and what question they have. Then when they hit send. It sends the prospect an email saying thanks for your interest in my company. We will contact you as soon as possible to answer your questions. At the same time it emails you telling you you have a new prospect that needs to be contacted. The information is immediately added to your Prospects list with all of the info populated so that when you contact them and turn the prospect into a customer you can just change them to a customer and all of their info is already in the system, so you don’t have to add it again. I put that box on my web page and the next day I got a new prospect. Too cool.
Did I mention it’s google compatible?
It is also is also set up to to automatically send customer reminders the day before service if you want it to. Just fill out the template and let it do the rest.
It is easy to set up and send invoices and quotes to customers from your smart phone/tablet/computer.
I think I forgot to mention it’s google compatible.
Its Quick books compatible and they are also currently working on making it Quick Books Online compatible.
Or it can be used as a standalone bookkeeping system.
Fully Searchable. Can run all sorts of reports. I would bet that as easy to work with as they have been that if it doesn’t have a report that you want they can set it up to run that report.
I am told havnt tried it yet, but have been told that it is to use with Send Out Cards also. Not integrated but very easy to do.
It only costs $34.95 a month. Unlimited users and unlimted routes.
Plus a bunch of other crap that I am forgetting.
And They are adding new features all the time.
Soo after 5 months and $599 I am leaving Service Monster for something better.
This is the product I have been looking for for the last three years. That is why wrote this book about this. Sorry for the loooooooong thread. Wait a minute no im not. I just helped you.
About two weeks ago somebody on Facebook mentioned that they have been using a product called “The Customer Factor” www.thecustomerfactor.com . So I checked it out. It is AWESOME!!!!!!! In my opinion it is a much better offering then Service monster.
When I heard about it I emailed them at about midnight and asked if I could have a test account to dink around with and see if I liked it. They emailed me back first thing in the morning, that that would be no problem, just send them a bit of info and they will set up an account. By 2PM same day they had emailed me letting me know my “test” account was available. It wasn’t a “test” account it was full access as if I had already paid for it. Sweeeeeeet!!!!
It took me about 1 hour to really get the hang of it. I had just gotten used to Service Monster so it was a bit of an adjustment. But in all reality I got used to it much faster then I got used to Service Monster.
Over the last two weeks I have emailed back and forth with them about 20 times with questions and features that I thought were missing. Always a very quick response. And always with a solution or a time frame when they would have that feature available. I hadn’t even paid a dime and was just testing the product out and they were that responsive. WHO DOES THAT???? They do.
It is a web based CRM/Scheduler. Here are the things I like about it.
It has a very simple work flow. That makes sense. When adding a new customer, You add the customer information after that is done scroll down click on schedule and then fill click on the date click on the drop downs for time and then enter the work to be completed. All on the same page without having to save click go to a different page, save go to a different page…….
IT IS GOOGLE COMPATIBLE !!!!!!!!!!!!!!! Damn that is easy. Set up that you want it to be compatible with your Google Calendar and what it tells google what your schedule is. AMAZING!!!! With as long as Service Monster has been around I really don’t understand why they have not programmed that in yet. Absolutely mind boggling. So now I can just go to my Google calendar and it shows me the all the info I need easily to get to my appointments and makes it much easier to go to google maps and call customers. It also includes what the job is without having to go to a different screen. Tooo convienient!!!
Setting up call backs for customers is much easier and lets you enter info why you are setting a call back.
They provide HTML code to put a “Get a quote now” box on your website. When the potential customer clicks on this box on your website it lets them put in name, #, address, email and what question they have. Then when they hit send. It sends the prospect an email saying thanks for your interest in my company. We will contact you as soon as possible to answer your questions. At the same time it emails you telling you you have a new prospect that needs to be contacted. The information is immediately added to your Prospects list with all of the info populated so that when you contact them and turn the prospect into a customer you can just change them to a customer and all of their info is already in the system, so you don’t have to add it again. I put that box on my web page and the next day I got a new prospect. Too cool.
Did I mention it’s google compatible?
It is also is also set up to to automatically send customer reminders the day before service if you want it to. Just fill out the template and let it do the rest.
It is easy to set up and send invoices and quotes to customers from your smart phone/tablet/computer.
I think I forgot to mention it’s google compatible.
Its Quick books compatible and they are also currently working on making it Quick Books Online compatible.
Or it can be used as a standalone bookkeeping system.
Fully Searchable. Can run all sorts of reports. I would bet that as easy to work with as they have been that if it doesn’t have a report that you want they can set it up to run that report.
I am told havnt tried it yet, but have been told that it is to use with Send Out Cards also. Not integrated but very easy to do.
It only costs $34.95 a month. Unlimited users and unlimted routes.
Plus a bunch of other crap that I am forgetting.
And They are adding new features all the time.
Soo after 5 months and $599 I am leaving Service Monster for something better.
This is the product I have been looking for for the last three years. That is why wrote this book about this. Sorry for the loooooooong thread. Wait a minute no im not. I just helped you.
