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.



146 Reviews of FollowUp CRM

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 146 reviews

November 2018

Mary Ann from Ayannah

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

November 2018

JC from PurpleBug

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

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.

October 2018

Dave from Columbus Roofing & Sheet Metal

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

4 of 5

Functionality

5 of 5

October 2018

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

October 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

October 2018

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

October 2018

Diana from Beldon

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

October 2018

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.

October 2018

Lorie from Bernhard MCC

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

October 2018

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.

October 2018

Bryan from Best Roofing

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

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.

October 2018

Jay from Advantage

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

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.....

October 2018

Max from Indoor Environmental Services (IES)

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

October 2018

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.

October 2018

Bri from Hall-Irwin

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

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.

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

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.

October 2018

Charles from North-Ply Contracting Co.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

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.

October 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2018

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

October 2018

Charity from Fischer Companies, Inc.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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!

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?).

October 2018

Anthony (Tony) from Fischer Companies Inc

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

October 2018

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

October 2018

Xavier from Beldon

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

October 2018

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.

October 2018

Charles from Cayman National Manufacturing and Installation, Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

October 2018

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.

October 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Great customer service

Nothing but great

Pros

On the spot customer support and follow up

Cons

No issues with the product or support staff

October 2018

Tonya from Bernhard MCC

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

October 2018

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.

October 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

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.