FollowUp CRM Software


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.

Home
Home
Home
Dashboard
Dashboard
Reports
Reports

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10



132 Reviews of FollowUp CRM

Overall rating

4.5 / 5 stars

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Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Follow-up Life Saver

I have found I am able to follow up much better. Before this program, I was trying to record and update everything in excel and it was a nightmare. I love how I can track all my follow-up dates, previous emails, any communication and be reminded to follow-up, attend a meeting, and easily look at all my due dates. I feel much more successful with this program and it really does feel like it "saved" me from my follow-up nightmares before.

Pros

I really like how it break up all the dates like my meetings, estimates and proposals due and follow-ups for me so I can easily look at each section.

Cons

The searching can be a little difficult when there are multiple users because of the way each of us enters information.

Review Source: Capterra

Xavier from Beldon

Number of employees:  201-500 employees

Ease-of-use

Functionality

October 2018

Pros

It was easy to pick up the basics. I like the reports it gives you at a glance.

Cons

How to add and retrieve property owner/contact information could be easier.