FollowUp CRM Software
FrontRunners
About FollowUp CRM
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...
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FollowUp CRM User Reviews
OVERALL RATING
Showing 1 - 5 of 222 reviews
Anonymous
Company size: 201-500 employees
Time used: Less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
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.
Peter
Company size: 11-50 employees
Industry: Construction
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
February 2022
Excellent CRM Customized for Contractors
Overall, this CRM has been a lifesaver for us on the tracking end. It is greatly increased our bid tracking and output and greatly benefited our staff being able to log our brains into an easily customizable CRM rather than keeping everything in our heads alone.
Pros
We love that this CRM is catered towards contractors.
Cons
Did not have GMAIL / Google Calendar integration for a while.
Reasons for choosing FollowUp CRM
Price / Construction & Contractor Specialized
Reasons for switching to FollowUp CRM
Cheaper and more catered towards construction / contractors.
Jacob
Company size: 51-200 employees
Industry: Construction
Time used: Less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
November 2020
Review from a Sales perspective
overall the experience is okay. It allows me to track active projects from beginning to end. I would like to have access to current/past client data as well as prospecting lists all in one spot on a mobile app, preferably with a map interface to make calling on clients easier.
Pros
The software is easy for new users to pick up. All of the necessary fields are available. I really like the analytical data on the home page as well as the reports. this is helpful on the backend to track close rates, etc.
Cons
The feature that give us trouble is when we rebid work. There are to many areas that can be selected for bid dates. This software lacks the CRM portion for field sales, i.e. mobile app, prospecting data, current customer data, and map interface with a client list. We only track active projects. The software is also finnicky when adding new client information under a company. The software does not make it simple to see the entire pipeline in my dashboard unless I have a followup date. I would prefer it be on my dashboard regardless of dates so if there is a change in people we don't have projects fall through the cracks.
Mark
Company size: 11-50 employees
Industry: Construction
Time used: Less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
November 2020
Simple and Effective
I love it
Pros
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. Our weekly sales meetings are powered by Followup, we can get all the stuff that matters from our report card to measure our success or failures.
Cons
I think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry. It's getting better, but think about how you can make it seamless, or close to seamless. Our workflow starts in Followup, then progresses into FCS. We use the Quickbid feature in our service department daily, how can you integrate that?
Reasons for choosing FollowUp CRM
We are 100% referral based. So simple, easy, and effective solutions are all we need to close.
Reasons for switching to FollowUp CRM
It's all about the Followup, and easy reporting
David
Company size: 11-50 employees
Industry: Construction
Time used: More than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
January 2022
Great product and great service
Customer service and support is great. The quarterly check-ins to make sure we are utilizing the program effectively sets Follow-up CRM on a top shelf
Pros
Being able to actively manage our sales pipeline and the workload of our estimators; analyzing sales behaviors and results for planning and meeting objectives
Cons
Our clients are moving from company to company right now. Managing individual contacts as they move around could be improved
Reasons for switching to FollowUp CRM
Did not meet our needs, did not track follow-ups, lack of analytics and reporting
