FollowUp CRM

OmTrak

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Ratings & Reviews

Overall Rating

4.52 / 5 (182)

4.20 / 5 (117)

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 13, 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

  • Easy to use and understand. Uploading manuals and drawings is simple and fast.

  • Ease of use, very fast customer service (we're constantly reacting to subbies needs in the field and Omtrak are all over this). Flexibility of exporting and ease of information received.

  • Cons

  • No option to save draft emails. More functions could be added

  • BMS section could be included in Mechanical Services as there are duplications which become tiresome.

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

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots