About FollowUp CRM

FollowUp CRM offers sales tracking software for the construction industry, and is suitable for companies of all sizes. FollowUp CRM offers features such as the ability to track pipelines, set goals for team members, view reports and coordinate workflow within the organization.

The system keeps track of projects, bids and leads that are in the pipeline, and users can view personalized information regarding their leads. Follow-up reminders can be sent to users at scheduled intervals. FollowUp Power also houses a historical interaction database and provides a library of analytical reports. Users can select reports directly from the library or configure them as needed.

Additional features include workflow automation tools and multi-bid functionality. User...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

196 Reviews of FollowUp CRM

Average User Ratings

Overall

4.53 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(123)

123

4 stars

(56)

56

3 stars

(15)

15

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 196 results

January 2019

Ryan from Sales Transformation Group, Inc.

Verified Reviewer

Company Size: 1 employee

Industry: Management Consulting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

A must have system

As a sales trainer and consultant in the contracting space. This system is essential and when fully embraced will be the backbone of your sales organization. This company and its founder helped me learn the fundamentals of building a sales organization.

Pros

The reporting and ease of use. This system will make it clear as to what is getting done and the performance of the team.

Cons

The interface and lack of overall integration with industry systems. It’s functional but lacks modern technology essentials.

November 2020

Karinne from DreamMaker Bath & Kitchen

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2020

5 stars

I don't know what I'd do without it. The old way of tracking with files & whiteboards is not nearly as effective to keeping me on task in a timely manner with all of my clients.

Pros

The most important feature this software gives me is a at a glance look at my leads. NO ONE is forgotten with using this program.

Cons

It would be nice if my appointments could be automatically synced with my google calendar so that i don't have to enter them in twice.

Response from Followup CRM

Replied November 2020

Hi Karinne, Thank you so much for taking the time to share your feedback with us. We're so glad to hear that you're enjoying our system and have been able to leave no leads behind! We actually do sync with Google calendar and would love to show you how it works. Please reach out to our Customer Success Manager, CJ at cgeorge@followupcrm.com and he would be happy to show you how to sync your calendar. Thanks again for the review! Best, Courtney, Growth Marketer

February 2017

FRED from Evans Roofing

Company Size: 2-10 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

2.0

Functionality

2.0

February 2017

Evans Roofing

Definitely great tool to increase sales, wish it was a little more customizable... Not a big fan on how dates are showing on new updated version. Wish it can be linked to other email than just outlook.

Pros

Constant knowledge of sales, status and stats on progress or when lagging

Cons

Would more ways to customize settings to each individual

Response from FollowUp Power

Replied February 2017

Hi Fred, Which areas are you wishing were customizable? Ryan

November 2020

Blake from Contract Flooring Solutions

Company Size: 2-10 employees

Industry: Restaurants

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2020

Opening up CRM every morning

It's a great program. It really does make my daily workload so much easier by being more organized and knowing exactly how to plan my day and not miss any deadlines.

Pros

Each morning one of the first things I do is open up my CRM and check my Dashboard. This shows me exactly who to follow up with on previously bid projects. What upcoming projects I have for the week and most importantly what projects are due on that day. Considering that at any given time I can have up to 50 projects in my pipeline, CRM is excellent at managing my daily workload.

Cons

It doesn't quite have all the features I need for emailing and responding to emails within my contacts. So I have to do a lot of copying and pasting from my main email into CRM. I wish it was more user friendly to just email and respond directly out of CRM.

November 2020

Julian from Burns-Scalo

Company Size: 201-500 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

Functionality

4.0

November 2020

Great product and service

Pros

Ease of tracking project and tracking. love the follow-up reminders.

Cons

don't have anything to not like about this. Only thing I could think about is. If you have multiple GC pending all of them show up if you give a follow-up reminder.