All FollowUp CRM Reviews
1-25 of 226 Reviews
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Bryan
Construction, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
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.
PROSI like how it integrates with Outlook. The ability to collect metrics and generate sales reports is very useful.
CONSI 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.
Vendor Response
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
Mark
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Simple and Effective
I love it
PROSThe 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.
CONSI 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?
Reason 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
Construction, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
3
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.
PROSThe 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.
CONSThe 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.
Mike
Construction, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
FUNCTIONALITY
4
Reviewed November 2020
Review
I like the dashboard for tracking daily tasks to accomplish.
CONSI 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.
Vendor Response
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
Tammy
Construction, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2021
Follow Up Overview
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.
PROSMaintains 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.
CONSI would like more ease with the calendar and fewer glitches.
Reason for choosing FollowUp CRM
We liked the fact that Follow Up was developed by a roofer who understands the estimating process and issues that come with that process.
Reasons for switching to FollowUp CRM
Follow Up is more sales friendly
Karinne
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
5 stars
I don't know what I'd do without it. The old way of tracking with files & whiteboards is not nearly as effective to keeping me on task in a timely manner with all of my clients.
PROSThe most important feature this software gives me is a at a glance look at my leads. NO ONE is forgotten with using this program.
CONSIt would be nice if my appointments could be automatically synced with my google calendar so that i don't have to enter them in twice.
Vendor Response
Hi Karinne, Thank you so much for taking the time to share your feedback with us. We're so glad to hear that you're enjoying our system and have been able to leave no leads behind! We actually do sync with Google calendar and would love to show you how it works. Please reach out to our Customer Success Manager, CJ at cgeorge@followupcrm.com and he would be happy to show you how to sync your calendar. Thanks again for the review! Best, Courtney, Growth Marketer
Replied November 2020
BRAD
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2020
Followup CRM
Once I gave the program a chance to replace my prior spreadsheets and notes, it quickly became clear that I could have one simple location for all projects, notes, updates, etc. which made it much better for knowing where to look for new entries and also assure that everything was up to date.
PROSOnce the clients were set up, it was easy to enter new projects, dates, etc. I like the ease of scheduling for bidding and follow up. Regular updates in the notes allow for continual awareness of the status of the project and what might come next. So much better than trying to live by sticky notes or loose notebook papers.
CONSGetting started was the greatest difficulty that I faced as I had my way of keeping track (Spreadsheets and notes), so it was a slow process of getting comfortable with regular entries, etc.
Autumn
Construction, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2020
Great for growing companies.
FollowUp CRM has become an essential program that we utilize on a daily basis. It allows us to smoothly monitor and explore each others' progress and leads as well as completed past and present projects. The program facilitates organization and allows us to improve upon our project management from the first call to the processed warranty. We can pull up all prior projects without having to go on a fishing expedition. Each project also allows multiple persons to leave comments on the project, which keeps us all connected and informed.
PROSFollowUp CRM is impactful to our company in that we are a small commercial roofing establishment, constantly growing and expanding our pipeline, employees and business model. We are able to track numerous projects and prospects with ease.
CONSSince we were with FollowUp CRM when they had their old system, it took some time to implement new features and some of our information was transferred differently. However the new system seems to be running smoothly and we are good to go!
Allison
Construction, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed December 2020
Followup CRM
It is a good system that has needs some adjustments to be great.
PROSThe use of this software is easy to use .
CONSSome of the search fields do not pull the correct information or they pull too much information and is time consuming to find what you are looking for. The program does not allow you to merge projects into one customer account instead of having multiple entries for the same location. (For example: the address of a location will never change. So if all of the work for that location was under one account regardless if the name changes, the history of that location would be in one place for viewing vs having to open multiple work orders to view project notes.) There is no ability to enter more than one email in the main contact line. The Company Information entry is difficult and could be easier to use. There is no link affiliation to files and folders on a SharePoint service or server.
Howard
Construction, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
4
Reviewed October 2018
Followup CRM
Overall it has brought me closer to our many offices activities
PROSI 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
CONSThere is not all of the information on one page. sometimes I need to access many different tabs for the whole summary of activity
Brian
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed February 2017
Simply powerful
Contact to contract, the program keeps it limited in scope so they are able to be powerful in delivery. Also, makes the learning curve to get started manageable. Other programs we have bought and never fully implemented, train too complex.
PROSEase of use for any level user
CONSWould like to be able to customize their terminology
Vendor Response
Thanks Brian! We are excited to announce that we are adding a new custom Sales Behavior feature to file data. You will be able to customize your sales behaviors to the exact language that you want to track! This only a month or so out! Thanks for being an awesome customer. We love you guys at Code Red! Happy Selling, Ryan
Replied February 2017
Vernon
Construction, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed December 2020
Followup
I like Followup because it keeps me organized. It’s a safe place to keep track of all leads and where we are in the sales cycle. I also like that it will display my monthly, quarterly, or yearly goals and my progress. Without it it would be impossible to keep up with all the potential customers.
CONSI wish the program would allow me to sent mass messages from the software when it is necessary to do so. I would also like to see notifications when key tasks have been completed by others. I do not like when it reverts to all time on my lead display.
Jim
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2018
Great software to take your business to the next level
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
CONSNeeds a better functioning app. Other than that it is a definitely a great software for our roofing business.
FRED
Construction, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed February 2017
Evans Roofing
Definitely great tool to increase sales, wish it was a little more customizable... Not a big fan on how dates are showing on new updated version. Wish it can be linked to other email than just outlook.
PROSConstant knowledge of sales, status and stats on progress or when lagging
CONSWould more ways to customize settings to each individual
Vendor Response
Hi Fred, Which areas are you wishing were customizable? Ryan
Replied February 2017
Kathleen
Construction, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed February 2017
Follow Up & Follow Through
Follow Up Power has created a Sales Process for our team. With a click of a couple buttons, you can see who has (or hasn't) done what, and when. By following the SALES PROCESS STEPS, we have seen our hit rate go up, in just the short time we've used it. It's relatively easy to use, and gives a "dashboard" to the individual account manager (or estimator or take off person), so they can stay on track on a day-to-day basis. My only hope is that FUP continues to grow and adds a variety of templates / measurables to keep our Company honest and growing !
PROSDashboard and graphs so with a click of a couple buttons you can see if the individual and Company are meeting the monthly goals
CONSEasier way to pull various reports in a concise manner.
Eric
Construction, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed January 2017
Follow up helps track and keep projects in front of you.
At our company our job list grows pretty fast on at a drop of a hat, so follow up helps us input the job information, track what needs to be done on daily tasks, estimating and status of them, and collections also. It has been an invaluable help in all these areas since we signed on with Follow Up more than a year ago.
PROSAbility to set reminders
CONSWould like to have a more detailed version that I could use to track costs in each individual job.
Vendor Response
Thank you so much Eric! I appreciate the feedback! We love All-Clean, happy selling!!! Ryan
Replied January 2017
Jordan
Construction, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSThat to do list is a very nice feature for keeping projects organized. It also helps prioritize what projects need to be done first
CONSIt 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
Construction
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed January 2017
Follow up review of use
Overall good easy to use would like app for phone so can use on the go and update at meetings reports are ok but could be improved upon
PROSEase of use
CONSNo aplacations for mobile devise
Vendor Response
Thanks Mike! We appreciate your feedback! We will always work hard on improving our software, feel free to submit to us your recommendations! Have you taken a look at the mobile app yet? We released our first one in December. Check out the video of the mobile app below. https://youtu.be/ah6Nd7tasJ8 Happy Selling! Ryan
Replied January 2017
Brandi
Construction, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
Great CRM Product
Easy to use, easy to set up. Users like the dashboard and tracking features.
CONSExports are not customizable and you cannot create groups of companies for certain areas
Bryan
Construction, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2018
Review From an Analyst
What I liked the most about this software is that it provides a thorough reporting functionality.
CONSWhat I like least about this software is that it currently does not support a feature to build your own reports. This leads to information being spread across multiple reports. PowerBI integration is coming but as of this review is still not available.
Randy
Construction, 1,001-5,000 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2017
Great Sales Tool!
I use Follow Up Power regularly - it is easy to input information into and the resulting pie charts and data are great tools to let me know how much I am selling, how much I might sell in the future, and how many actual sales I am making from the number of proposals I am putting out. It's all right there!
PROSIt's easy to use and the data generated is well worth the time spent. It gives me a clear snapshot at any given time of my sales, the number of proposals I am cranking out, etc.
CONSSometimes I get slammed and time spent entering the data into Follow Up Power puts me that much further behind schedule...
Vendor Response
Thanks Randy! Really glad you're using the program and it's helping your sales! Be sure to get into FollowUp Power University, the courses are solid and will be of great value to your sales improvement! Ryan
Replied January 2017
Paul
Construction, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed January 2019
Service Roofer Review
We have been able to work the system to meet our needs. It isn't strickly made for service company like ours but with the help of our Account Manager we have come up with solutions that help meet our needs. We are making the transition to the next billing and Microsoft upgrade and are egger to see what additional benefits come from that move.
PROSThe customer service a company recieves when they are a user is wonderful.
CONSFlexibility to extract data easily and having to go to a new screen to make a search is annoying and time consuming.
Charity
Construction, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2018
FollowUp Power Review
Tracking our clients, bids and managing follow up dates and steps of each process have helped our whole team greatly! Hands down love this system over the previous systems we have tried!
PROSEase of using, being able to locate client information very quickly and the Dash Board.
CONSWould be nice to customize fields to fit our particular needs better and/or hide fields we do not need. Notes can get very long with all the auto system entries, I feel this is not necessary for us (maybe good for others?).
Gregg
Construction, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed October 2018
VP General Manager
Good tool for sales reporting and customer follow up. Good reports.
PROSEasy to use, customizable and simple, good product for a lower cost then sales force and other CRM's
CONSReports export to adobe rather then excel. You can not sort them and manipulate them to arrange as you see fit.
Burt
Construction, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2017
Great Program
We were looking for a program to help us develop better habits and better tracking of our opportunities and Follow Up Power has accomplished that. Great program and easy to use!
PROSEase of use
CONSAccuracy
Vendor Response
Thanks Burt! Your thoughts are so helpful! Please be sure to utilize FollowUpPower University. This will be a game changer for you all, I know it! Ryan
Replied January 2017