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 security levels which administrators to determine which users have access to specific tools and data. FollowUp CRM also provides an online training portal.

Pricing is per user per month. Email and phone support are available.

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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



127 Reviews of FollowUp CRM

Overall rating

4.5 / 5 stars

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Charles from Cayman National Manufacturing and Installation, Inc.

Number of employees:  51-200 employees

Ease-of-use

Functionality

October 2018

Excellent Productivity Tool

Things that I needed to track manually are now done almost automatically

Pros

Tracks Bids, followup calls, contracts and productivity.

Cons

A lot of informational notes to enter to be useful to multiple people.

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Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Customer support

Functionality

October 2018

Ronny Catter CRM Review

I have been enjoying the software, I hope I had something similar 15 - 20 years ago, working life is a lot easier now.

Pros

That I am able to track all projects and contacts

Cons

The Office 365 Email option, I do not use it, since I keep all email in outlook.

Jimbo from Spann Roofing and Sheet Metal, Inc.

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Spann Review

Very impressed with the quality of the software and the customer service that we have received.

Pros

Ease of use. My team a has picked it up a lot quicker than other software that we have used in the past. Customer service has also been above and beyond what other software providers have given us.

Cons

It could be more user friendly on mobile devices. Loading pictures etc from out of the office is an important part of what we do.

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Customer support

Functionality

October 2018

Definitely valuable as the 'guages' for our sales force

Pros

It's quick and snappy, with what feels like 100% uptime

Cons

clicking a hundred times in each project. Don't like the monotony.

Jordan from Fischer Roofing

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Commercial roof estimating

CRM has improved efficiency in our business and has made it easy to find out where things are at and who is handling certain parts or tasks for projects. When we have run into issues with things or had questions about the software it has been fairly easy to get in contact with someone to help us navigate the software or make changes.

Pros

That to do list is a very nice feature for keeping projects organized. It also helps prioritize what projects need to be done first

Cons

It is frustrating that it does not auto save when you are in a file if you accidentally close out while making a comment or changing names on projects.

Michael from Elite Roofing

Number of employees:  11-50 employees

Ease-of-use

Functionality

October 2018

Business Development Ussage

Pros

Ability to be reminded of upcoming events, tracking goals set, and adding notes.

Cons

least about the software is not being connected to google.

Monica from Cayman MFG

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Followup CRM For Millwork Subs

Pros

The reminders to follow-up with G.C.s regarding their projects

Cons

Not being able to delete "doubles" that have been entered into the system.

Howard from Progressive Roofing

Number of employees:  1,001-5,000 employees

Ease-of-use

Functionality

October 2018

Followup CRM

Overall it has brought me closer to our many offices activities

Pros

I like that I can find and communicate with other staff members using the system and see what they are doing, as well as they can see my activity
I like having all of our information in 1 accessible place

Cons

There is not all of the information on one page. sometimes I need to access many different tabs for the whole summary of activity

Amanda from Keller Williams

Specialty:  Real Estate

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

We love FUB

We love the follow up task reminders being sent straight to our phone!

Pros

It puts all of your information into one location and makes tracking your business easy as can be! It’s great.

Cons

You have to pay to add an admin user. Our admin doesn’t really need access to the program on a regular basis.

Jim from Safe Harbor Commercial Roofing, Inc.

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Great software to take your business to the next level

Pros

It is imperative to track all sales and potential sales through the pipeline. Great for keeping contracts and documentation with the job. It lets us know why we are missing jobs. Track close rates by salesperson. Game changer

Cons

Needs a better functioning app. Other than that it is a definitely a great software for our roofing business.

Abby from Stone Interiors

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Overall, we were pleased with the product.

We were able to save time, and more easily support our customers.

Pros

It saved us time (and therefor money). Rather than following up with customers painstakingly one after the other, we were able to easily input contact information. We put a process in place that allowed us to interact with customers throughout their buying process, without having to manually remember when to reach out.

Cons

We had a small problem with setup at first. Customer Service addressed it. Aside from that, it was easy to use and we have no complaints.

Karinne from DreamMaker Bath & Kitchen

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Efficient way to keep track of my leads

I am able to easily track my leads. The lead shows up in the "red" color when I have something to do for that client whether it be to follow up with the client or I've set an appointment for the day it turns red.

Pros

I mostly like the fact that it reminds me when I have specific clients that need attention or are ready to be contacted again.

Cons

The thing I like least about this software is the fact that I can not link up to my google or outlook calendar so I didn't have to enter appts. twice

Palmira from Drift Club

Number of employees:  201-500 employees

Ease-of-use

Value for money

Functionality

May 2018

This system knows what you need to sale

Pros

This CRM system already knows what you and your company need to make sales and can automatize your process of working with the customers by putting in the system all the necessary templates for customer management which significantly simplify the process of filling information that in turn saves lots of time. You can configure the notifications for certain clients not to forget to call them or send something. So this program convenient for salesmen the same as for their executives.

Cons

This campaign, unfortunately, has the only one price, and I think this is greatly wrong because it is always must be the different price for separate people and for companies and the range of possibilities obviously also must be different.

Chris from Etron Solutions

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Great Help and customer support response time.

Intuitive in that I am a construction professional using software that follows the same process I am used to in pursuing work. The support is tremendous, thorough and always easy to access.

Pros

I loved using this CRM. It was functional and clean to use. The interface was on point and the Help support was always available. I would highly recommend this product!!

Cons

The vendor is great. As for the product, we have asked for certain "tweaks", which the vendor has happily made. There are still three check boxes that are more appropriate for a roofer than an electrical.

Alex from TRC

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Seamless

It really is a nice program that can efficiently help you grow your closing ratio. We have see our grow from 22% to 30%

Pros

Makes following up easy and more efficient. Line up your leads quicker and make your time count. Follow up now

Karinne from DreamMaker Bath & Kitchen

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Excellent way to organize and keep up with my clients

I have a clear vision of what I need to do each day for each client.

Pros

I appreciate the way it allows me to see what I have to do next with each client. It puts clients that have urgent needs at the top and highlights them in red when I need to do something for them.

Cons

I wish that when I set appointments in it, it would automatically sync up to my google calendar. I end up having to enter it in the follow up program and then go and manually type it in my google calendar with all of my other work & personal events.

Response: FollowUp Power, Followup CRM

November 2017

Thanks Karinne! Google calendar will be arriving soon!

Amber from Sentry Roof Services, LLC.

Ease-of-use

Value for money

Customer support

Functionality

July 2017

Best Follow Up software!!

Pros

How clear the dashboard is, you can find anything you need right off the bat! I will never miss a meeting ever again!

Cons

I wouldn't change a thing, it's so functional and the best for every day use. It's easy to read and easy to maintain.

Jeremy from Showalter Roofing Services

Ease-of-use

Value for money

Customer support

Functionality

May 2017

FUP has help s me track and follow up, which had led to increased sales.

Pros

Helps systematically track an otherwise very hard to track client base. Since there are so many steps on the process FUP keeps me from falling behind.

Cons

Some of the details are tedious and unnecessary. It can lead to extra work in an attempt to track behaviors. This can add work that is not necessary.

Jenny from Showalter Roofing

Ease-of-use

Functionality

May 2017

Easy to use so far

Pros

Helps keep track of the stages.
Gives a great dashboard for the opportunity as well as your pipeline.

Cons

Not user friendly on the phone.
Doesn't alert when you have a new lead.
Doesn't alert when you need to contact someone unless you add the calendar reminder.

David from A&H Forensic Roofing

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2017

Incredible Product!

FollowUp Power is the greatest tool our company has come across! Since getting on board with FollowUp, we eliminated the "forgetting to follow-up" statement and have increased our sales dramatically. Not to mention the easy-to-use platform with extreme functionality. Thank You support team, for providing such a great product and excellent service!

Pros

Incredible Product!

Cons

I'm unable to think of any.

Response: FollowUp Power, Followup CRM

March 2017

Thanks David! Really appreciate it!! Ryan


Displaying 1 - 20 of 127 reviews