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

182 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

(53)

53

3 stars

(14)

14

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 182 results

January 2019

Ryan from Sales Transformation Group, Inc.

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. Its functional but lacks modern technology essentials.

February 2017

Jonathan from Code Red Roofers

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

2.0

Functionality

5.0

February 2017

My experience after 24 years in my industry and my own company for 18.5 years

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.

Pros

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

Cons

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...

Response from FollowUp Power

Replied February 2017

Wow Jonathan! Thank you for sharing this incredible review! If there is anything better we can do from a customer support side please let us know! I noticed your rating there was lower than the rest so please let us know what we can improve , thank you! Ryan

January 2017

Karinne from DreamMaker Bath & Kitchen

Company Size: 11-50 employees

Industry: Construction

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 2017

Karinne Dakis @ DreamMaker Bath & Kitchen

I use the program daily. It's exactly what I need to keep me on track with what I've got going on (active clients, meeting schedules, information my supervisor on the status of the meetings). It's helpful to store information that I will later need to access, (web links to products etc.) The Follow Up Power seminars that I've attended have been a helpful platform to the growth of my sales skills and interaction with clients.

Pros

I like the fact that I can view all of my clients in one area without having to think about who I have out there that may or may not be active.

Cons

That I can't sync it with my calendar on my phone. I know that the app is available, but I use my google calendar to show my entire week of appointments with my two jobs and personal life. (I end up double entering the appointments, which is fine because I'm used to it)

Response from FollowUp Power

Replied January 2017

Thanks Karinne! We appreciate your feedback! We will always work hard on improving our software, feel free to submit to us your recommendations! We are glad that you're enjoying the seminars as well! Happy Selling! Ryan

December 2019

David from B&S

Company Size: 51-200 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

December 2019

Followup Power

Overall a great tool. Easy to use and helps me prioritize my leads and projects.

Pros

Tracking sales leads and status is easy. Everything displays on an easy to use dash board. Very easy to update status of leads in real time.

Cons

Would like to be able to sync with my outlook calendars. Screen times out quickly, so have to log back in regularly.

Response from Followup CRM

Replied December 2019

Hey David! Thanks for the review! Good news, we actually released the outlook sync about 1 year ago! Please reach out to our customer success team and well help you get set up.

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