Quick Add Prospects and Set Callbacks

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

Email and Set Callbacks at the Same Time!

We recently released a new feature into http://www.thecustomerfactor.com that allows you to email your prospects and/or customers and set a callback date all at the same time. Let’s start off with a screenshot of a customer search results screen:

57 customers

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New “Service Plan” Pricing Option

A new feature in http://www.thecustomerfactor.com is a service plan pricing option for those users who have customers who are charged for a specific period and not per job. So let’s start with a screenshot of a scheduling area that shows