A different type of CRM

I’m personally staying with Housecall Pro for now because they are building an open API and releasing it in 2019 which means it will automatically integrate with Responsibid to create a seamless online customer experience where they can get a pricing package and book the job all online.

Customer Factor was outdated and looked like a 20 year old program when I looked at it and there were at least 3 different testimonials here that said the customer service sucks. And more since.

Joist is strictly estimates, invoices, and payment processing. Nothing more.

HCP is a more well rounded service software BUT NOT A CRM, but they’re growing too fast to keep up with customer service and software/add ons promises made over a year ago. Price is high. I pay $123.

Markate is HCP, but more of a CRM with more intuitive funnel flow than HCP with the two fantastic add-ons for under $35.

And I spent over an hour on the phone with Julia from Markate and she told me it is not their intention to raise their base price, by more than a dollar and even that won’t happen any time soon, but instead to offer many more add-ons and the money to be made through via add-ons.

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@anon56568109 are you familiar with responsibid? Can a job calculator similar be created as an add-on?

Maybe that’s why it works for me. I’m kinda outdated as well. Lol[quote=“squidskc, post:22, topic:17428”]
Customer Factor was outdated
[/quote]

They can probably add a simple job calculator but Responsibid is so much more than that. It has so many powerful features including allowing the customer to choose between different packages and allowing you to build an automatic follow-up protocol via email, that I doubt any CRM add-on would really compare.

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Good description. I still love TCF, and I’m sticking with them for now, but everything you said is spot on. As far as the software looking old…I agree, but I still find it very user-friendly, with a very short, flat learning curve…he walked me through it once and I was good-to-go, which is really saying something coming from a tech backward guy like me!

Does anyone know if Steve from TCF is on this forum? If not, I’ll let him know about the customer service complaints…I really think that, if someone made him aware of the issue, he’d do something about it. I haven’t said anything about it to him yet because I only needed to call him for help with an issue once last year. (However, needing help RIGHT NOW is a problem and could be a deal breaker for lots of his potential customers).

He’s not on here. He’s always called me back within a couple of hours whenever I have a question.

You’d be surprised how many people use e-mail now. They are almost forced to.

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I’ve emailed 4 estimates today

I love it. Email makes my life easier.

i am not disagreeing, i use email frequently to send out estimates but that is only with our customers expecting them and keeping an eye out. Im more looking at the marketing side. I suppose if they use email frequently it would be helpful to send out annual offers and such. Especially for the $35.00 a month through markate. I think i will set up an appointment with them to see what they have to offer!

I spoke to Julia today and she voiced the same thing about price increases being extremely limited over the next few years. I also asked about responsibid type “booking” where client gives name address etc then fills out number of windows or sq footage of house and then generates a proposal. She put a question in to development to see if there is a work around on this.

Currently you can use the booking add on and create items or categories such as house wash 2000-3000 sq ft for $$. Client can put that item in cart and book using online schedule.

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Lol ya wouldn’t work for me i cant read my handwriting some times😅

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I subscribed late last night. Got a message from Julia this morning thanking me and asking for shirt size and mailing address. Transferred all my clients over from Joist already too.

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Julia and her team are the bomb

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