I like the dashboard for tracking daily tasks to accomplish.

It also can integrate with Outlook, and I am pretty sure it works with Google products as well.

Seems to be a little strange on the mobile app. Sometimes saves many times for same entry.

Had some problems with pulling accurate reports for a month.

The CRM is fairly basic, but for the cost its does a pretty good job.

I really enjoy the separation of important dates so I can quickly review it.

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.

FollowupCRM is a great program that is simple and easy to learn but very robust in what it can do.

It responds The support staff is amazing and responsive.

Customer service is amazing and the follow up from our account manager has been great. She always is easy to reach and she follows up with meetings to check in on us.

Intuitive interface and great built-in reporting options.

There are numerous robust reports that can be utilized to track sales and customers as well as projects. The homepage supplies a quick and easy to read snapshot of where you stand.

This is the best follow up system I have ever used.

Ease of use and helps develop good sales habits.

Customer Service has been wonderful and support team has been a blessing and always willing to help with questions.

The report side of the program was confusing and difficult to understand and lacked functionality for me.

Ease of tracking project and tracking. Love the follow-up reminders.

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.

Really easy to use and straight forward when ever I have any questions I can ask for support and get a response asap.

Considering that at any given time I can have up to 50 projects in my pipeline, CRM is excellent at managing my daily workload.

The feature that give us trouble is when we rebid work. There are to many areas that can be selected for bid dates.

Our follow up has improved dramatically. The only reason I didn't give Followup Power 5 stars is because I would like to have more of a Contact Management System integrated.

Easy to use, customizable and simple, good product for a lower cost then sales force and other CRM's.

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

Housecall is perfect for the non technical company that needs simplicity and effectiveness.

Housecall Pro helps facilitate the scheduling, dispatching and invoicing of all our customers. Easy to use and it is nice to have a data base, historical record of each customer to easily go back to.

No real problems but the interface is kind of boring. But that is just being nitpicky.

IT's been great the staff is very help the training is great and everyone is helpful and friends.

I like ease of use, price and the great customer service & support. I had looked at & tried other software but this one fit all of my needs.

I love the email automation. I set up follow up emails to customers after a certain amount of time and the return has been awesome.

Great company and all employees are super helpful and nice. They respond quickly even in the evenings and weekends when there is a major issue.

It is easy to use and they have nice features just like other good dispatching softwares.

Users on Facebook complained the software lags and cannot find customers in database for 5 minutes because of the the large number of customers in their system.

So far I love how easy it has been to use and the support is absolutely amazing. Its so nice to know when I am out in the field I can manage everything from my app.

HCP is the best software for a great price to help our continued growth and success.

Ease of use and integration of all aspects of a service driven business. Communication with customers is smooth and flawless.

I HIGHLY RECOMMEND house call pro!!! Revenue is up over 200% and makes it so easy to track conversions. Estimates and invoicing is so easy and seamless.

Interface with Quickbooks is great - when there is any kind of integration problem, I get the notification and it tells me what I need to do to resolve. The support team has been awesome throughout.

Customer Service is outstanding and tech support is the best. This is a very professional group of people that really care about their customers.

My business just keeps on growing and with all the integration with other apps, it helps you get the jobs done and keeps your customer smiling even after you left.

Great experience, user friendly for my technicians out in the field, lots of features for tracking information - so far so good - love the software.

We really like that they automate so many features for you. Their online support is phenomenal, it seems like they really are looking out for your business.

They exemplify the idea that if their clients are successful then their business is successful.

I can go on and on and the best part is it is so easy to learn and use. The customer service is outstanding.

Great platform, great customer service, and easy to use. Perfect for small business.

When the system goes down we are lost until it comes back up. This has only happened a few times in the last few years though.

I appreciate the constant growth and expansion. Always looking to customers for a better experience.

Its easy to use, frequent updates and new features, extremely helpful customer service, Great Facebook community to help each other, its worth every penny.

I love the integration with the other platforms I use for my business. Scheduling and communication with my clients is fantastic.

I truly enjoy using this software and enjoy the ease of transferring from my previous way of servicing clients.

I am the kind of person who thrives on improvement. This company has been quite timely in their approach to ease of use and customer satisfaction.

The experience that I have with House pro is amazing what i love is if I have any question someone is always there to help.

We lost some higher end functions in the software switch. We lost the multiple option quotes (housecall already resolved this now).

Has to be close to the worst interfaces for a company just because of the lack of customer support.

Fantastic software that is produced by a company that is very responsive and engaged with customers.

Their customer service is great, there is always someone willing to help me when I get in a jam and need help quickly. The software is easy to use and learn.

US Dollar

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.



LongDescription

File Management

Forecasting

Access Controls/Permissions

Activity Tracking

Sales Pipeline Management

Contract/License Management

Calendar/Reminder System

Pipeline Management

Customer Database

Activity Management

Sales Trend Analysis

Client Tracking

Scheduling

Data Import/Export

Contact Management

Sales Approval

Lead Management

Sales Reports

Real Time Data

Bid Management

Project Tracking

Activity Dashboard

Reporting & Statistics

Estimating

Interaction Tracking

Reporting/Analytics

Client Management

Quotes/Estimates

Task Management

For AEC Industry

Internal Chat Integration

Subcontractor Management

Lead Capture

Customizable Reports

Document Storage

Progress Tracking

Job Costing

Referral Tracking

Task Scheduling

Project Management

Projections

Communication Management

Calendar Management

Customizable Fields

Collaboration Tools

Buyer Management

Lead Generation

Email Templates

Opportunity Management

Project Time Tracking

Email Marketing

Mobile Access

Territory Management

Marketing Automation

Workflow Management

Email Management

Alerts/Notifications

Segmentation

Reminders

Customizable Templates

Calendar Sync

Job Scheduling

Accounting Integration

Contact Database

Lead Qualification

Warranty Tracking

Drag & Drop

Change Order Management

Task Progress Tracking

Third-Party Integrations

Campaign Management

Sales Forecasting

Document Management

For iPad Devices

For Startups

Windows 7

Windows Vista

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Email/Help Desk

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

FollowUp CRM

In Person

Live Online

Webinars

Documentation

Videos

Housecall Pro is a cloud-based field service management app for service professionals to automate workflows and streamline technician dispatch. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such as carpet cleaning, window cleaning, plumbing, electrical, HVAC, and more.

Housecall Pro allows service businesses to forego paperwork in favor of digital automation. HouseCall Pro offers features such as Quickbooks Desktop & Online integration, job scheduling with GPS tracking, dispatching, payment processing, estimates, automated receipts and invoices, real time customer notifications, text message capabilities, automated postcards and email marketing automation.

Clients can book services via HouseCall's online booking functionality, communicate through a centralized messaging system and make online payments.

The mobile app can be accessed on both Android and iOS devices. There is a free version for single owner/operators, which offers many of the core features of the paid version. Premium pricing is based on the number of users, and an enterprise license is also available.

This solution is available across the U.S. and Canada.


International Moves

Labor Rates

Employee Management

Work Order Creation

Electronic Payments

Invoice History

Status Tracking

Payment Processing

Real-time Scheduling

Mobile Alerts

For Locksmiths

Time Tracking

SMS Messaging

Dispatch Management

Real-Time Monitoring

Bank Reconciliation

Mobile Payments

Electronic Signature

Project Billing

Client Database

Group Scheduling

Credit Card Processing

Invoice Management

Approval Process Control

Customizable Invoices

Customer Accounts

Recurring Appointments

Job Management

Assignment Management

Geographic Maps

Mobile Signature Capture

Multi-Location

Self Service Portal

QuickBooks Integration

Audit Trail

Availability Indicator

Technician Management

Booking Management

File Storage

Online Payments

Online Invoicing

Fleet Management

BASIC PLAN: $49/month billed annually - 1 User
Features: Scheduling, Invoicing, Estimates + Reviews + Real-Time Dispatching + Mobile Payment Processing + Reporting + Google Calendar Integration + Customer Financing + HouseCall Customer Booking App + Email Support

ESSENTIALS PLAN: $129/month billed annually - 1-5 Users
Features: All features from BASIC PLAN + Online Booking + Employee Time Tracking + Unlimited Email Reminders + $0.86 Postcard Marketing + Company In-App Chat + QuickBooks Desktop & Online Integration + Live Chat Customer Support

MAX PLAN: $279/month billed annually - 1-8 Users
Features: All features from ESSENTIALS PLAN + Customizable Reports + Employee GPS Map Tracking

MAX+ PLAN: Contact for pricing - 15+ Users
Features: All features from MAX PLAN + Advanced Reporting + Strategic Account Manager

FollowUp CRM vs Housecall Pro

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