FollowUp CRM

RATING:

4.5

(226)

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...

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

FollowUp CRM Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for FollowUp CRM

1 - 5 of 225 Reviews

Tammy

Construction, 201-500 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2021

Follow Up Overview

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.

PROS

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.

CONS

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

Reason for choosing FollowUp CRM

We liked the fact that Follow Up was developed by a roofer who understands the estimating process and issues that come with that process.

Reasons for switching to FollowUp CRM

Follow Up is more sales friendly

Mark

Construction, 11-50 employees

Used daily for 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.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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?

Reason 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

Jacob

Construction, 51-200 employees

Used daily for 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.

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

4

Reviewed 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.

Mike

Construction, 51-200 employees

Used daily for 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.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed November 2020

Review

PROS

I like the dashboard for tracking daily tasks to accomplish.

CONS

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.

Reasons for switching to FollowUp CRM

We needed a system that would integrate with Viewpoint and track commissions on sales.

Vendor Response

Hi Mike, Thanks so much for taking the time to share your feedback with us. We actually do integrate with Outlook and would be happy to get you set up. Someone from our team will be reaching out to show you how to sync your email. Thanks again for the feedback! Best, Courtney, Growth Marketer

Replied November 2020

Karinne

Construction, 11-50 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

5 stars

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.

PROS

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.

CONS

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.

Vendor Response

Hi Karinne, Thank you so much for taking the time to share your feedback with us. We're so glad to hear that you're enjoying our system and have been able to leave no leads behind! We actually do sync with Google calendar and would love to show you how it works. Please reach out to our Customer Success Manager, CJ at cgeorge@followupcrm.com and he would be happy to show you how to sync your calendar. Thanks again for the review! Best, Courtney, Growth Marketer

Replied November 2020