“`html
The Customer Factor vs HighLevel: Which CRM Fits Your Service Business Best?
Running a service business like window washing, pressure cleaning, or carpet cleaning can be hard work. It takes more than showing up on time and doing a great job. You have to keep track of customers, jobs, payments, and leads all in one place. That’s where CRMs come in — special tools made to help you manage it all. Two popular ones are The Customer Factor and HighLevel.
Both of these tools can help you get things done, but they each have different strengths. Whether you’re booking jobs, sending invoices, collecting payments, or tracking new leads, the right CRM makes a big difference in how your day goes. Let’s take a look at what makes each one helpful and what you should know before picking one.
About The Customer Factor
The Customer Factor has been around since 2004. It was built by Steve Wright, a former window cleaner who knew how hard it can be to run a service company. He wanted to help businesses like his own stay organized and keep customers happy. That’s how The Customer Factor was born.
This CRM is made mainly for field service businesses. People who run window cleaning, pressure washing, carpet cleaning, or other local jobs will find tools just for them. Everything from scheduling, customer reminders, sending out invoices, and even uploading job photos is built to fit the service industry. It gives business owners a way to keep all their job info in one place — and not lose time sorting through paper or separate apps.
Main Features of The Customer Factor
The Customer Factor focuses on helping you stay on top of your tasks. One of the most popular features is customer management. You can store your customer’s name, phone number, notes, service history, and even photos from past jobs. That’s helpful when someone calls you months later — you can see exactly what work you did and when.
The scheduling tools are also worth talking about. Jobs can be set up easily, changed as needed, and shared with your team. There are color-coded calendars you can print if you like hard copies. You can see your whole week in a way that’s easy to read. And if a job changes, it only takes a couple of clicks to move it.
Invoicing and payment tools are built in too. You can send out professional-looking invoices right from the software using email or print them out. And when it’s time to get paid, it connects to credit card processors so your customers can pay online, fast and simple. You don’t need to chase payments — the system helps you stay ahead.
Pricing and What You Get with The Customer Factor
The Customer Factor has one flat price: $44.95 per month. That means no surprise charges, no limits on the number of users, and no contracts. You can add as many employees and team members as you want without paying more. You also get unlimited access to uploading documents and job photos, and there’s no cap on how many customer profiles you can store.
They offer a 30-day free trial so you can test it out and see if it works for you. And once you set your price, you’re locked into that rate. Even if prices go up later, you keep the rate you signed up with. That’s a nice bonus if you don’t want to worry about changing fees.
One thing to know: The Customer Factor is a bit less beginner-friendly than other CRMs when it comes to setting up things like phone numbers. You’ll need to connect to tools like Twilio to handle texting and calling features, which can take a bit of learning. But once things are set up, the platform runs smoothly.
Our Thoughts on The Customer Factor
When it comes to service businesses, The Customer Factor gets a lot right. It keeps all your job and customer info in one place, works great for keeping your schedule on track, and helps out with invoicing and payments. Users say it helps their business run smoother and saves time.
But we have to be honest — the design of the software feels a bit old. It’s not the most modern-looking tool out there. Still, the features work well, and that’s what matters most. Customers like that it’s budget-friendly and packed with helpful features.
YacDaddy works with The Customer Factor in several cool ways. If you use Twilio for calls, we can turn your call recordings into answers to common questions for your website — this helps your SEO. When you create jobs in the system, we can prefill that job info into the YacDaddy mobile app to save time. And any leads you get from your website or Facebook can show up in your app and be sent directly into The Customer Factor with all the important contact details ready to go.
About HighLevel
Now let’s talk about HighLevel. This CRM does things a little differently. It’s not built only for service pros — it’s made for marketers, agencies, and business owners who want to run campaigns, talk to leads, and stay organized. But even though it wasn’t made just for service jobs, HighLevel has a lot of features that local businesses find helpful.
HighLevel started growing fast because it offers many tools in one place. With HighLevel, you can send texts and emails, build websites and landing pages, run ad campaigns, respond to leads, and even collect reviews. It’s especially good for business owners who want to focus on growth, not just job management.
Main Features of HighLevel
One of the strongest parts of HighLevel is communication. You can text customers, send bulk emails, set up smart follow-ups, and keep leads coming in from multiple places like Facebook, Google, and your website. When someone fills out a form or sends a message, HighLevel stores that info and helps you build follow-up plans with automations.
HighLevel also includes a website builder that’s easy to use. You don’t need to know code or be a web designer. It’s made for beginners who want a good-looking site without paying extra. You can build pages, set up appointment forms, and even add review sections from customer feedback you collect.
However, when it comes to job scheduling and team management, HighLevel isn’t as strong for service crews. It doesn’t offer route planning or crew tracking tools like you get from service-specific CRMs. That’s why it’s often used along with other CRMs like The Customer Factor or Jobber.
Pricing and What You Get with HighLevel
HighLevel’s pricing is a bit higher, and it works on a tier system. You can start with single-location access or get agency-level features if you manage more than one business. You get text marketing, automation tools, email systems, and site builders, all in one.
HighLevel offers a lot of value for the money if you’re running ads or collecting leads. You also get full control over how leads get followed up with. You can build smart automation paths so no lead is forgotten.
If you’re not into the marketing side as much and only want to manage jobs and customers, it might feel like too much at first. But if you’re looking to grow and build more online leads, HighLevel can be a very powerful tool.
Our Thoughts on HighLevel
HighLevel shines when it comes to communication and marketing. It’s a good pick for businesses that want to text leads, run review campaigns, and bring in more online jobs. The site builder is simple to use and makes it easy to have a professional-looking website — that makes a big difference in earning customer trust.
While it may not be perfect for managing daily routes or job details, it pairs really well with other tools that are made for that, like The Customer Factor. In fact, a lot of businesses use both at the same time — one for job management, one for marketing and lead control.
The best part is how well HighLevel plays with other tools. YacDaddy can connect deeply with HighLevel. If you use HighLevel’s phone system, we can pull call transcripts and create helpful content from them. We also post review blogs, FAQs, and even project posts directly to your HighLevel website from the YacDaddy app. Leads from HighLevel can also create alerts and fill in info automatically in either the YacDaddy app or your job scheduling CRM.
Which CRM Should You Pick?
So, which one should you choose? If your main goal is booking jobs, sending invoices, and tracking work in the field, The Customer Factor is a solid option. It’s built with service pros in mind and does scheduling, invoicing, and customer tracking very well. It’s low-priced and you don’t have to worry about limits or contracts.
On the other hand, if your focus is on growing your business through online leads, texting customers, collecting reviews, and running smart follow-ups, HighLevel is strong in those areas. It’s especially great if you’re serious about using marketing to bring in more business and you want everything in one place.
Many service pros use both tools — one to handle the daily business tasks and the other to handle sales and marketing. And if you’re working with YacDaddy, we make sure these tools work together even better. Our integrations save time, reduce data entry, and give you solid info on where your leads and jobs are coming from.
Final Thoughts
The Customer Factor and HighLevel are both solid choices, but with different purposes. The Customer Factor helps you stay on schedule, manage customers, and get paid without hassle. HighLevel helps you turn leads into paying customers and keep the calls and messages flowing.
Whichever one fits your needs best, remember you don’t have to pick just one. When used together, they can help you run your business easier, smarter, and faster — and give you more time to do what you do best. Don’t forget to download the YacDaddy app to make the most o
