FollowUp CRM Software

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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 security...

FollowUp CRM Pricing

Followup CRM has a free version

Starting price: 

$55.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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FollowUp CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 214 reviews

Anonymous

Verified reviewer

Company size: 51-200 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Value for money

4

Customer support

5

Functionality

3

Reviewed November 2020

FUCRM

Decent so far. Had some problems with pulling accurate reports for a month.

Pros

Keeps me up to date with tasks. I enjoy the overall functionality.

Cons

Seems to be a little strange on the mobile app. Sometimes saves many times for same entry. I'm used to Salesforce and this has many stripped down features that I would like to see.

Mark

Warren Construction and Roofing

Verified reviewer

Company size: 11-50 employees

Industry: Construction

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

4

Reviewed November 2020

Simple and Effective

I love it

Pros

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.

Cons

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?

Reasons for choosing FollowUp CRM

We are 100% referral based. So simple, easy, and effective solutions are all we need to close.

Reasons for switching to FollowUp CRM

It's all about the Followup, and easy reporting

Jacob

Burns & Scalo Roofing

Verified reviewer

Company size: 51-200 employees

Industry: Construction

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

3

Functionality

4

Reviewed November 2020

Review from a Sales perspective

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.

Pros

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.

Cons

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.

Bryan

McKinnis Inc

Verified reviewer

Company size: 51-200 employees

Industry: Construction

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Functionality

4

Reviewed June 2021

Great CRM for Sales

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

Pros

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

Cons

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.

Response from Followup CRM

Hi Bryan, Thank you for taking the time to share your feedback with us. We're so glad our software has been able to help you efficiently track your leads and sales. We are always looking for ways to improve and grow and appreciate any suggestions we receive from our users. Please use this link to provide any suggested features you'd like to see next: https://followup-crm.upvoty.com/b/product-roadmap/. As far as the task feature goes, you should have no issue marking 5+ tasks as complete. You'll just need to make sure you're clearing the follow-up by hitting the "X" mark first. If you're still having issues or have any questions, please reach out to our Customer Success Manager at cfrancois@followupcrm.com and she would be happy to assist. Thank you again for sharing your experience with us! Sincerely, Courtney Fuller, Growth Marketer

Replied June 2021

Mike

Airco Mechanical

Verified reviewer

Company size: 51-200 employees

Industry: Construction

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Functionality

4

Reviewed November 2020

Review

Pros

I like the dashboard for tracking daily tasks to accomplish.

Cons

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.

Reasons for switching to FollowUp CRM

We needed a system that would integrate with Viewpoint and track commissions on sales.

Response from Followup CRM

Hi Mike, Thanks so much for taking the time to share your feedback with us. We actually do integrate with Outlook and would be happy to get you set up. Someone from our team will be reaching out to show you how to sync your email. Thanks again for the feedback! Best, Courtney, Growth Marketer

Replied November 2020

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