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.

I love it

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.

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?

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.

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.

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.

I like the dashboard for tracking daily tasks to accomplish.

I would like to see improvement in the tracking of leads, contacts and deals. There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.

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!

It is a good system that has needs some adjustments to be great.

The use of this software is easy to use .

Some of the search fields do not pull the correct information or they pull too much information and is time consuming to find what you are looking for. The program does not allow you to merge projects into one customer account instead of having multiple entries for the same location. (For example: the address of a location will never change. So if all of the work for that location was under one account regardless if the name changes, the history of that location would be in one place for viewing vs having to open multiple work orders to view project notes.) There is no ability to enter more than one email in the main contact line. The Company Information entry is difficult and could be easier to use. There is no link affiliation to files and folders on a SharePoint service or server.

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

Contact to contract, the program keeps it limited in scope so they are able to be powerful in delivery. Also, makes the learning curve to get started manageable. Other programs we have bought and never fully implemented, train too complex.

Ease of use for any level user

Would like to be able to customize their terminology

I like Followup because it keeps me organized. It’s a safe place to keep track of all leads and where we are in the sales cycle. I also like that it will display my monthly, quarterly, or yearly goals and my progress. Without it it would be impossible to keep up with all the potential customers.

I wish the program would allow me to sent mass messages from the software when it is necessary to do so. I would also like to see notifications when key tasks have been completed by others. I do not like when it reverts to all time on my lead display.

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.

Definitely great tool to increase sales, wish it was a little more customizable... Not a big fan on how dates are showing on new updated version. Wish it can be linked to other email than just outlook.

Constant knowledge of sales, status and stats on progress or when lagging

Would more ways to customize settings to each individual

Follow Up Power has created a Sales Process for our team. With a click of a couple buttons, you can see who has (or hasn't) done what, and when. By following the SALES PROCESS STEPS, we have seen our hit rate go up, in just the short time we've used it. It's relatively easy to use, and gives a "dashboard" to the individual account manager (or estimator or take off person), so they can stay on track on a day-to-day basis. My only hope is that FUP continues to grow and adds a variety of templates / measurables to keep our Company honest and growing !

Dashboard and graphs so with a click of a couple buttons you can see if the individual and Company are meeting the monthly goals

Easier way to pull various reports in a concise manner.

At our company our job list grows pretty fast on at a drop of a hat, so follow up helps us input the job information, track what needs to be done on daily tasks, estimating and status of them, and collections also. It has been an invaluable help in all these areas since we signed on with Follow Up more than a year ago.

Ability to set reminders

Would like to have a more detailed version that I could use to track costs in each individual job.

CRM has improved efficiency in our business and has made it easy to find out where things are at and who is handling certain parts or tasks for projects. When we have run into issues with things or had questions about the software it has been fairly easy to get in contact with someone to help us navigate the software or make changes.

That to do list is a very nice feature for keeping projects organized. It also helps prioritize what projects need to be done first

It is frustrating that it does not auto save when you are in a file if you accidentally close out while making a comment or changing names on projects.

Overall good easy to use would like app for phone so can use on the go and update at meetings reports are ok but could be improved upon

Ease of use

No aplacations for mobile devise

Easy to use, easy to set up. Users like the dashboard and tracking features.

Exports are not customizable and you cannot create groups of companies for certain areas

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

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.

I use Follow Up Power regularly - it is easy to input information into and the resulting pie charts and data are great tools to let me know how much I am selling, how much I might sell in the future, and how many actual sales I am making from the number of proposals I am putting out. It's all right there!

It's easy to use and the data generated is well worth the time spent. It gives me a clear snapshot at any given time of my sales, the number of proposals I am cranking out, etc.

Sometimes I get slammed and time spent entering the data into Follow Up Power puts me that much further behind schedule...

We have been able to work the system to meet our needs. It isn't strickly made for service company like ours but with the help of our Account Manager we have come up with solutions that help meet our needs. We are making the transition to the next billing and Microsoft upgrade and are egger to see what additional benefits come from that move.

The customer service a company recieves when they are a user is wonderful.

Flexibility to extract data easily and having to go to a new screen to make a search is annoying and time consuming.

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!

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

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?).

Good tool for sales reporting and customer follow up. Good reports.

Easy to use, customizable and simple, good product for a lower cost then sales force and other CRM's

Reports export to adobe rather then excel. You can not sort them and manipulate them to arrange as you see fit.

We were looking for a program to help us develop better habits and better tracking of our opportunities and Follow Up Power has accomplished that. Great program and easy to use!

Ease of use

Accuracy