FollowUp CRM
About FollowUp CRM
FollowUp CRM Pricing
Starting price:
$75.00 per month
Free trial:
Not Available
Free version:
Not Available
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Most Helpful Reviews for FollowUp CRM
1 - 5 of 226 Reviews
Bryan
Construction, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
4
Reviewed June 2021
Great CRM for Sales
This CRM has helped us to more efficiently track leads and sales.
PROSI like how it integrates with Outlook. The ability to collect metrics and generate sales reports is very useful.
CONSI did not like how it organizes emails and comments in each project file, I wish it had features to mark certain comments or emails as favorites to make them easier to find and sort. Also, the task feature needs improvement. If you receive 5 tasks in a day there is no way to mark them as complete.
Vendor Response
Hi Bryan, Thank you for taking the time to share your feedback with us. We're so glad our software has been able to help you efficiently track your leads and sales. We are always looking for ways to improve and grow and appreciate any suggestions we receive from our users. Please use this link to provide any suggested features you'd like to see next: https://followup-crm.upvoty.com/b/product-roadmap/. As far as the task feature goes, you should have no issue marking 5+ tasks as complete. You'll just need to make sure you're clearing the follow-up by hitting the "X" mark first. If you're still having issues or have any questions, please reach out to our Customer Success Manager at cfrancois@followupcrm.com and she would be happy to assist. Thank you again for sharing your experience with us! Sincerely, Courtney Fuller, Growth Marketer
Replied June 2021
Mark
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Simple and Effective
I love it
PROSThe concept of following up with clients on their terms and having a tool help keep me on task is worth its weight in gold. Our weekly sales meetings are powered by Followup, we can get all the stuff that matters from our report card to measure our success or failures.
CONSI think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry. It's getting better, but think about how you can make it seamless, or close to seamless. Our workflow starts in Followup, then progresses into FCS. We use the Quickbid feature in our service department daily, how can you integrate that?
Reason for choosing FollowUp CRM
We are 100% referral based. So simple, easy, and effective solutions are all we need to close.
Reasons for switching to FollowUp CRM
It's all about the Followup, and easy reporting
Jacob
Construction, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
3
FUNCTIONALITY
4
Reviewed November 2020
Review from a Sales perspective
overall the experience is okay. It allows me to track active projects from beginning to end. I would like to have access to current/past client data as well as prospecting lists all in one spot on a mobile app, preferably with a map interface to make calling on clients easier.
PROSThe software is easy for new users to pick up. All of the necessary fields are available. I really like the analytical data on the home page as well as the reports. this is helpful on the backend to track close rates, etc.
CONSThe feature that give us trouble is when we rebid work. There are to many areas that can be selected for bid dates. This software lacks the CRM portion for field sales, i.e. mobile app, prospecting data, current customer data, and map interface with a client list. We only track active projects. The software is also finnicky when adding new client information under a company. The software does not make it simple to see the entire pipeline in my dashboard unless I have a followup date. I would prefer it be on my dashboard regardless of dates so if there is a change in people we don't have projects fall through the cracks.
Mike
Construction, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
FUNCTIONALITY
4
Reviewed November 2020
Review
I like the dashboard for tracking daily tasks to accomplish.
CONSI would like to see improvement in the tracking of leads, contacts and deals. There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.
Reasons for switching to FollowUp CRM
We needed a system that would integrate with Viewpoint and track commissions on sales.
Vendor Response
Hi Mike, Thanks so much for taking the time to share your feedback with us. We actually do integrate with Outlook and would be happy to get you set up. Someone from our team will be reaching out to show you how to sync your email. Thanks again for the feedback! Best, Courtney, Growth Marketer
Replied November 2020
Tammy
Construction, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2021
Follow Up Overview
The team at Follow Up is exceptional. Whenever I have an issue my email is responded to to immediately and normally any issue I have is fixed within an hour or less. The best reason to have Follow Up is it allows you to see your entire teams efforts in one spot in real time. There is no waiting for reports, excuses or bragging, you see everything in full color.
PROSMaintains expectations and accountability for sales and estimating team. Allows each person to be their own time manager and creates access to Sales Manager to observe the success or failure of that management and take corrective action sooner versus later.
CONSI would like more ease with the calendar and fewer glitches.
Reason for choosing FollowUp CRM
We liked the fact that Follow Up was developed by a roofer who understands the estimating process and issues that come with that process.
Reasons for switching to FollowUp CRM
Follow Up is more sales friendly