FollowUp CRM

PlanSwift

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Ratings & Reviews

Overall Rating

4.52 / 5 (182)

4.34 / 5 (369)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.0 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.0 / 5

4.0 / 5

Last Reviewed

January 23, 2020

February 10, 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

  • I love this software. It is easy to use. Gives great measurements. Allows fairly accurate job costing. And it has a ton of functions that are very useful for so many aspects of construction.

  • Planswift makes quantity take off much easier and more effective. The ability to create files and folders helps to keep your information sorted and organized.

  • Cons

  • The inability to separate values on the estimating tab can be discouraging - this small inconvenience is easily corrected when transported to excel

  • A little more than we would like to spend on it but overall worth it. It did shut down on me once but I have not had problems since, can be slow when first starting up.

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

FrontRunners

2019

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

20 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots