FollowUp CRM

Dataforma

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Ratings & Reviews

Overall Rating

4.52 / 5 (182)

4.31 / 5 (101)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

4.0 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

January 23, 2020

February 3, 2020

Pros/Cons

  • Pros

  • The system had a nice dashboard and the ability to dial in on the numbers. Was easy to search for records and was helpful to project sales

  • 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

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

  • The software is great. The mobile app does need some work. Particularly in the search area.

  • Pros

  • The software is easy to learn and use. It easily creates billings and tracks collections. Will also track open work orders.

  • The thing I like most about the software is that I am able to log into the software online. This is great since I typically work remotely and/or on the field.

  • Cons

  • It can be a little repetitive when adding new information but this is because of checks and balances.

  • Until you really understand how to run reports it may seem confusing at first. Once trained on reports and queries it is an easy and useful tool.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

2 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots