FollowUp CRM Software

FollowUp for More Transactions

One should take advantage of this tool!

Pros

This software allows management of ongoing transaction with customers. Tracking of past transaction is also easy and possible with the use of this tool.

Cons

An improvement they can do is to make it easier for users to sync notes to Google calendar. It will be more convenient that way.

User-friendly to an extent.

one good CRM

Pros

FollowUp CRM’s wide display of analytics and spreadsheets are the characteristic that I commend so well. The free trial offered by the developer is also a very great marketing strategy, I must say.

Cons

Not a con but a suggestion, really. The FollowUp CRM lets the users put notes on each contacts giving them a more personalized approach compared to other CRM programs these days. Linking them to more social networking sites would be great.

Call Back Reminder

Good job with tracking sales results

Pros

forces me to call people back, Monday & Thursday

Cons

request of to much information, I enter basic info needed

FollowUp Power Review

Pros

I like how it tracks activity and gives notice when tasks are needed to be completed

Cons

Nothing I have found to not like thus far

Review

Pros

Very helpful and easy to find information. Reports are very helpful and we use weekly.

Cons

Report can take a while to download/errors when running reports.

FollowUp Power review

Just getting started don't have enough experience to have a valid opinion.

Pros

It's online and at a glance I can see all of my sales reps activities.

Cons

We are just getting started using the software this week. Too early to tell.

Review From an Analyst

Pros

What I liked the most about this software is that it provides a thorough reporting functionality.

Cons

What 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.

Great System

We have been able to keep track of every customer that contacts our office.

Pros

Great system to keep up with prospects...

Cons

We have no known problems as of yet.....

FUP User Review

The CRM is fairly basic, but for the cost its does a pretty good job. I'm told my administrators of the program at my workplace the support has been excellent and FUP service team is great to work with and have open minds to customer input and opinions.

Pros

simple clicking as tasks are completed.

Cons

E-mail and documentation integrations.

Hassle-free follow-up

It is much easier to keep track of previous conversations and when we need to follow up again.

Pros

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

Cons

The search feature can be difficult especially if you don't know exactly what you are looking for.

Accounting

Pros

CRM allows me to see accounts that just pertain to the accounting end of the business. I am not seeing accounts before I need to be working with them. I also like that I can set followup dates that allow me to see what accounts need immediate attention.

Cons

The only "issue" I have with CRM is it makes note of every change made, no matter how significant it may be. This can make for a lot of notes. It would be nice to be able to opt out of some of those automatic notes. Or to be able to have the ability to delete them. Even if it had to have a admin code, for security reasons.

North-Ply Contracting Co.

Customer service is wonderful.

Pros

The crm is designed for roofing contractors. Data entry is not cumbersome, and reporting is very easy.

Cons

Not applicable. The software performs the way we need it to.

CRM Review

Pros

It's semi easy to use and tracks info that is needed to be tracked

Cons

It didn't work well for what our company needs

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!

Pros

Ease of using, being able to locate client information very quickly and the Dash Board.

Cons

Would 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?).

Project Coordinator

Great for organization

Pros

Easily keeps track of tasks. Nice to see where our jobs are at in production

Cons

Times out too often. Would be nice to be able to add more information

New to It

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.

Excellent Productivity Tool

Things that I needed to track manually are now done almost automatically

Pros

Tracks Bids, followup calls, contracts and productivity.

Cons

A lot of informational notes to enter to be useful to multiple people.

Great customer service

Nothing but great

Pros

On the spot customer support and follow up

Cons

No issues with the product or support staff

New User

Pros

As a new user to CRM I liked the navigation of usage and the set up of documentation.

Cons

Not sure at this time. Still learning system.

FollowUp Power Review

I have been enjoying the software, I hope I had something similar 15 - 20 years ago, working life is a lot easier now.

Pros

That I am able to track all projects and contacts

Cons

The Office 365 Email option, I do not use it, since I keep all email in outlook.