I have been in business for over 18 years and recently merged with Code Red Roofers, and with my having an average of 43 employees full time for so many years, I felt I knew just about every item in the productivity fields until I was truly amazed at the Follow Up Power system here. It not only shows management who is producing and tracks how much time they are entering data but shows the closing ratio of each salesman as well as tracks profit margins on jobs sold. Additionally, each salesman can see his own progress and that when he puts in more time on the system he is getting credit company-wide for time put in. It is impossible to interact face to face on a daily basis, in my industry, with eight to ten new clients a day and remember each of their concerns, questions and what is needed on my part to clarify their questions. FollowUp Power also appears on our dashboards in the system so that each time we speak or leave a voicemail or meet a client we set a date to touch base with them again and when that date arrives the dashboard system shows their name in red to remind us to FollowUp with that client. That is a vital part of closing a deal. It is too easy to forget to do so otherwise. Having an online access point that I can go to at any moment without trying to find a piece of paper with my notes has excelled our company in our industry greatly. Not only can I see my notes, but other associates as well as the owner can look at this data as well and quickly gauge if the client is a fit or a high maintenance client that never returns calls etc. By being in this industry for over twenty four years and having my own multi-million dollar per year business, it takes a lot for me to be incredibly impressed and in awe of any system, and FollowUp Power has done just that. This system is not only impressive but being asked by FollowUp Power for areas that can be tweaked and our input as a user causes FollowUp power to continue to become even more productive and help us to be more on the edge in our industry. Great job, and keep moving forward. Jon Duren Sales Associate Code Red Roofers Inc.

It keeps an easily visible progress report for the employee and his employer.

When I reached out to customer service one time the person I ended up messaging was unable to answer the basic question of how I would download it to my Ipad. the person kept asking me for my telephone number and could not answer my basic question. I told him I am already a current user and that I just wanted to know how to re-download it on my new ipad, and he finally admitted that he was not sure how to do so. He promised to pass this on to a support team for them to call me and I also asked him to pass on the transcript of our notes as well and he said he would and I never got a call from FollowUp. I feel that he saw that he looked poorly so never passed on my message. It is important for customer service online support to have the basic knowledge of the system them are promoting. I even took screen shots of the conversation so that there is proof of it, as my gut feeling was that it would never get passed on etc...

FollowUp Power has been great for our team to stay in front of prospects. As a lean company, we didn't have a dedicated sales team; therefore before we implemented the system, our team was proposing on projects and moving on to the next deadline which meant we never followed up on our proposals. Plus, we also would only stay in front of past clients and potential clients with long lead opportunities when we had time - which was rare. This resulted in missed opportunities because we didn't have a tracking system in place. Now, with FollowUp Power, we can set follow up dates, keep each other updated on the status with the notes section, and we also have a way to remind our selves to reach out to past and potential clients. Our follow up has improved dramatically! The only reason I didn't give Followup Power 5 stars is because I would like to have more of a Contact Management System integrated. Currently, there is no way to save a contact unless you have a project opportunity connected to it. With our new Business Development person on board, we like to meet with contacts in the industry to educate them about our company - they don't always have a project to link to.

Being able to see who I need to follow up with and any other project related deadlines on my dashboard. The note section is vital to remind me what I talked about with the prospect during our last interaction. I also like being able to see what the rest of the team is following up on and any deadlines that are past due so I know where I can help them out.

There isn't a good contact management system integrated into the software. This would be extremely beneficial. Also, there are a few issues with running reports - for example if our team doesn't put a bid date and they put in an estimate due date (which is what they are concerned with), the bid report doesn't show the project. There are some areas required for duplicate entries which our team grumbles about. Also, the categories entry areas are not customizable. Therefore, we don't use have of the Sales Behavior section because we don't manage permits, submittals, and warranties with this system.

Can sort through all jobs quickly and reminders are very nice

This program doesn’t account for times on the days of appointments. Insane that I have to skip to the notes on the bottom to look for a typed appointment time. Times should be immediately under each day. Also jobs list need ability to define in another color for ease of visually segregating.

This CRM has helped us to more efficiently track leads and sales.

I like how it integrates with Outlook. The ability to collect metrics and generate sales reports is very useful.

I did not like how it organizes emails and comments in each project file, I wish it had features to mark certain comments or emails as favorites to make them easier to find and sort. Also, the task feature needs improvement. If you receive 5 tasks in a day there is no way to mark them as complete.

Being in front of a customer and they start asking questions that pertain to finance or square footage. It's extremely Important that you look knowledgeable and educated on the project. With CRM I'm able to pull up all my notes/spreadsheets/docs, etc.... Makes me look like a Rockstar instead of some guy searching for answers.

I can track a project from start to finish. Add start and stop dates for projects. attach all quotes/bids/statements. Everything that pertains to this client and his needs, I can pull up on his/her created account.

The Email features needs a TON of work. It is probably my biggest complaint. It just doesn't streamline with all of our other services and features. We don't use that capability.

The team at Follow Up is exceptional. Whenever I have an issue my email is responded to to immediately and normally any issue I have is fixed within an hour or less. The best reason to have Follow Up is it allows you to see your entire teams efforts in one spot in real time. There is no waiting for reports, excuses or bragging, you see everything in full color.

Maintains expectations and accountability for sales and estimating team. Allows each person to be their own time manager and creates access to Sales Manager to observe the success or failure of that management and take corrective action sooner versus later.

I would like more ease with the calendar and fewer glitches.

I don't know what I'd do without it. The old way of tracking with files & whiteboards is not nearly as effective to keeping me on task in a timely manner with all of my clients.

The most important feature this software gives me is a at a glance look at my leads. NO ONE is forgotten with using this program.

It would be nice if my appointments could be automatically synced with my google calendar so that i don't have to enter them in twice.

Once I gave the program a chance to replace my prior spreadsheets and notes, it quickly became clear that I could have one simple location for all projects, notes, updates, etc. which made it much better for knowing where to look for new entries and also assure that everything was up to date.

Once the clients were set up, it was easy to enter new projects, dates, etc. I like the ease of scheduling for bidding and follow up. Regular updates in the notes allow for continual awareness of the status of the project and what might come next. So much better than trying to live by sticky notes or loose notebook papers.

Getting started was the greatest difficulty that I faced as I had my way of keeping track (Spreadsheets and notes), so it was a slow process of getting comfortable with regular entries, etc.

FollowUp CRM has become an essential program that we utilize on a daily basis. It allows us to smoothly monitor and explore each others' progress and leads as well as completed past and present projects. The program facilitates organization and allows us to improve upon our project management from the first call to the processed warranty. We can pull up all prior projects without having to go on a fishing expedition. Each project also allows multiple persons to leave comments on the project, which keeps us all connected and informed.

FollowUp CRM is impactful to our company in that we are a small commercial roofing establishment, constantly growing and expanding our pipeline, employees and business model. We are able to track numerous projects and prospects with ease.

Since we were with FollowUp CRM when they had their old system, it took some time to implement new features and some of our information was transferred differently. However the new system seems to be running smoothly and we are good to go!

Overall it has brought me closer to our many offices activities

I like that I can find and communicate with other staff members using the system and see what they are doing, as well as they can see my activity I like having all of our information in 1 accessible place

There is not all of the information on one page. sometimes I need to access many different tabs for the whole summary of activity

Great organizational tool. Great to be organized in my work. Added at least 30% to my sales since we started with Follow Up. It provides what no human can by by himself.

The organization that it provides. It saves me a lot of time to do other things rather than trying to figure out if it's time to follow up with someone.

The screen shows only one month of jobs in the active file. It should show all the jobs bid several months ahead. A point credit should be given for every e-mail sent or received.

I'm able to keep track of quotes and regularly follow up with customers.

It is a great source for follow up on current and past accounts. everything is at your finger tips, as long as you do your inputs. I like being able to email customer directly from follow up site and having it go into "notes" section.

There are a lot of categories or boxes I don't have need for.

It is imperative to track all sales and potential sales through the pipeline. Great for keeping contracts and documentation with the job. It lets us know why we are missing jobs. Track close rates by salesperson. Game changer

Needs a better functioning app. Other than that it is a definitely a great software for our roofing business.

We've been using CRM since 1/2/19 and so far reached out only a few times to Rep; some of which are operation malfunction (LOL). We had 2 training sessions with her and she is one of the best teachers ever. She is patient, kind, helpful, explains well, and most important of all, is always available and answers promptly. Never experienced this kind of prompt support as she has provided. What an asset!

User-Friendly! Especially appreciate the different stages of an account which we can focus upon. The next follow-up dates are of extreme value so we don't miss any opportunity. Although we began using CRM in 2019, we added the last quarter of 2018 and reaped benefits by following up on proposals. Win-win!

Now that we've experienced CRM, wish we could add scheduling but I fully understand that CRM is a sales software. FCS is good for other purpose but what a blessing if there could be an all-in-one software. Now, we can't do without Follow-up CRM and never realized what we have been lacking all along. Great program!

I've used Follow Up power for two years now, it provides valuable insight to quotas, reminders for follow up, trends etc....

The sales data

Wish it would send an email tickler for follow up

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

The report side of the program was confusing and difficult to understand and lacked functionality for me

I love it. It is a great company tool so everyone stays organized. I work in the sales department, so it helps me out tremndously with pulling reports and staying up to date with our numbers.

I love how everything is organized and the lay out of the software. Makes it so easy to stay on top of deadlines.

Honestly, the only thing I find that is a "con" is if you forget to insert a date in then it does not pop up on your dashboard.

You should not overlook the relevance of CRM and its connection to new chances. Using a CRM like FollowUp will make you feel like a valued member of the team, and will help you connect with additional clients.

Subscribers of FollowUp CRM get access to a slew of tools that will improve their CRM's performance. Search and filtering tools in FollowUp CRM allow you to easily create lists of leads, and the interaction with email systems allows you to add new contacts directly from emails.

Subscribers will benefit greatly from this program because it is user-friendly, keeps all customer data in one place, and makes it easier to generate the lists you need and get them ready for communication.