This CRM has helped us to more efficiently track leads and sales.

I like how it integrates with Outlook. The ability to collect metrics and generate sales reports is very useful.

I 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.

I love it

The 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.

I 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?

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.

The 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.

The 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.

I like the dashboard for tracking daily tasks to accomplish.

I 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.

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.

Maintains 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.

I would like more ease with the calendar and fewer glitches.