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...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

181 Reviews of FollowUp CRM

Average User Ratings

Overall

4.52 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(113)

113

4 stars

(52)

52

3 stars

(14)

14

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 181 results

January 2019

Ryan from Sales Transformation Group, Inc.

Verified Reviewer

Company Size: 1 employee

Industry: Management Consulting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

A must have system

As a sales trainer and consultant in the contracting space. This system is essential and when fully embraced will be the backbone of your sales organization. This company and its founder helped me learn the fundamentals of building a sales organization.

Pros

The reporting and ease of use. This system will make it clear as to what is getting done and the performance of the team.

Cons

The interface and lack of overall integration with industry systems. It’s functional but lacks modern technology essentials.

February 2017

Jeanna from Hall-Irwin Corporation

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

February 2017

Great way to track sales

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.

Pros

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.

Cons

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.

February 2017

FRED from Evans Roofing

Company Size: 2-10 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

2.0

Functionality

2.0

February 2017

Evans Roofing

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.

Pros

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

Cons

Would more ways to customize settings to each individual

Response from FollowUp Power

Replied February 2017

Hi Fred, Which areas are you wishing were customizable? Ryan

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

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

Howard from Progressive Roofing

Company Size: 1,001-5,000 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

4.0

October 2018

Followup CRM

Overall it has brought me closer to our many offices activities

Pros

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

Cons

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