FollowUp CRM Software

4.52 / 5 (180)

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 levels which administrators to determine which users have access to specific tools and data. FollowUp CRM also provides an online training portal.

Pricing is per user per month. Email and phone support are available.



Read More

Supported Operating System(s):

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

180 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

(111)

4 stars

(53)

3 stars

(14)

2 stars

(1)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 180 reviews

Do you use this product?Write a review

February 2017

Jonathan from Code Red Roofers

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

2 of 5

Functionality

5 of 5

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 of Followup CRM

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

February 2017

Jeanna from Hall-Irwin Corporation

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

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

Steve from Core Contractors

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

February 2017

Brain damage

The program I'm sure is fine, it's hard to put much value to it all since we are still in training and we are fine tuning how the program adjusts to what we do so it's still a bit cloudy right now. You have to understand I'm before computers so the simpler the better. I'm sure those that were brought up with computers think this is easy but it's involved and and has many moving parts. Since our company is putting their twist on the details like how to categorize the the leads it's still an issue as far as I'm concerned. In a couple of months when we get most of the training done we'll see what it's all about. Thanks, Steve

Pros

It covers many details about a file which is good.

Cons

I think because there are many dialogue boxes to acknowledge different details I wonder if the right info is being seen by the right people that are also involved in the job.

January 2017

Karinne from DreamMaker Bath & Kitchen

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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 of Followup CRM

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

February 2017

Brian from Code Red Roofers

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

4 of 5

February 2017

Simply powerful

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.

Pros

Ease of use for any level user

Cons

Would like to be able to customize their terminology

Response from FollowUp Power of Followup CRM

Replied February 2017

Thanks Brian! We are excited to announce that we are adding a new custom Sales Behavior feature to file data. You will be able to customize your sales behaviors to the exact language that you want to track! This only a month or so out! Thanks for being an awesome customer. We love you guys at Code Red! Happy Selling, Ryan

January 2017

Tanya from Best Roofing

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Followup is a lifesaver!

Followup Power makes it simple to stay on top of my pipeline. It allows me to stay organized and follow up with my clients when I say that I am going to. It allows me to stay in touch with my clients on each and every project until a decision is made. Especially in the construction industry where the sales process can take months and even years to complete, it gives me a competitive advantage by easily setting follow-up dates to stay in touch with my clients long after my competition has stopped. I would be lost without this software and highly recommend it!

Pros

I like that this software is simple to use and has many tools for staying on top of my pipeline. It also makes it easy to track progress, trends, and create reports.

Cons

Overall it is really great.

Response from FollowUp Power of Followup CRM

Replied January 2017

Thanks for the great thoughts Tanya! I really appreciate it. Thanks for using it so well and doing a great job! Ryan

January 2017

Lisa from All-Clean USA

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

January 2017

FOLLOW-UP POWER

My experience with Follow-Up Power has been pretty good so far. However, I am continuing to get complaints from my sales team about the new mobile app and the difficulties with utilizing it. We no longer can view our report card while out on the road (via mobile app). We are also having difficulty in adding new contacts. I would like to give a thumbs up to Ryan. He has been great and always very helpful!

Pros

Allows me to log in my sales activities for the day. Also, I can get reports on our sales for the day, week or month.

Cons

Mobile app is not very user friendly.

Response from FollowUp Power of Followup CRM

Replied January 2017

Thanks Lisa! We appreciate your feedback! We will always work hard on improving our software, please submit to us your recommendations about the mobile app! We would like to include your recommendations on the updated mobile app. Can you share further detail? Happy Selling! Ryan

January 2019

Eric from Advanced Roofing and Sheetmetal

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Eric McNichol

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.

Pros

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.

Cons

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.

July 2018

Karinne from DreamMaker Bath & Kitchen

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2018

Efficient way to keep track of my leads

I am able to easily track my leads. The lead shows up in the "red" color when I have something to do for that client whether it be to follow up with the client or I've set an appointment for the day it turns red.

Pros

I mostly like the fact that it reminds me when I have specific clients that need attention or are ready to be contacted again.

Cons

The thing I like least about this software is the fact that I can not link up to my google or outlook calendar so I didn't have to enter appts. twice

April 2015

Betsy from DreamMaker Bath & Kitchen


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4.5 of 5

April 2015

Great for keeping track of client contact.

Pros

The software is easy to use, and the training is worthwhile. It's a good tool for helping your salesforce keep track of their conversation content with clients (or potential clients), and their follow-up schedules. But the key is to USE it! Every time you have contact with the client, you need to go to their record and update it, then mark it for the appropriate follow-up. If used properly, your clients will not fall through the cracks and get forgotten.

Cons

Without training, it's easy to forget what dropdown choices you should choose to categorize various aspects of the sales process and its progress. If you could hover over some of them for definitions of when that choice would be the appropriate choice, that might help.

February 2019

Jennifer from DreamMaker Bath & Kitchen

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

February 2019

Followup CRM has helped our business succeed

Pros

Followup has helped our sales staff keep their clients organized. They know exactly what the next step is, when to contact them, and can write detailed notes about meetings and phone calls. We are also able to reference past clients that don't show up on the dash board and get any information again if needed.

Cons

I wish the home page would remember you so you don't have to sign in every time your visiting.

January 2017

Gail from All-Clean USA of Jonesboro

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Streamline company data

Our company has been using FollowUp for about months. Being able to look online to see the addresses of new jobs and to see the latest comments helps make my job easier. It is easy to use and the support team have made it a breeze to work with. Thanks FollowUp!

Pros

The notes on the customer let me know exactly what I need to do next.

Cons

Our members are still having difficulty with the mobile ap.

Response from FollowUp Power of Followup CRM

Replied January 2017

Thanks Gail! We appreciate your feedback! We will always work hard on improving our software, feel free to submit to us your recommendations! Can you please share some specifics with me regarding the mobile app? I'd like to hear your thoughts as we update it in the future! Happy Selling! Ryan

January 2017

Christopher from Best Roofing

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2017

Great Sales Tool

I am a commercial roofing account manager, This tool is the best tool I have ever used for a follow-up reminder. It gives you the ability to never forget a follow-up and to always pick up the conversation where you left off. Always. You customers will be more than impressed which doesn't alway get you a contract but it always gets me last look to decide whether or not it is beneficial for me to get to the number they want.

Pros

The customer management portion, not only does it remind me to follow up with a customer, it gives me the ability to pick up right where we left off.

Cons

Maybe just the aesthetics, I don't think that's very important though so its a non-issue.

Response from FollowUp Power of Followup CRM

Replied January 2017

Thanks Chris! I hope you're taking advantage of FollowUp Power University as well! Do you have any recommendations on improving the aesthetics? We would love to hear your feedback! Ryan

November 2017

Karinne from DreamMaker Bath & Kitchen

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

Excellent way to organize and keep up with my clients

I have a clear vision of what I need to do each day for each client.

Pros

I appreciate the way it allows me to see what I have to do next with each client. It puts clients that have urgent needs at the top and highlights them in red when I need to do something for them.

Cons

I wish that when I set appointments in it, it would automatically sync up to my google calendar. I end up having to enter it in the follow up program and then go and manually type it in my google calendar with all of my other work & personal events.

Response from FollowUp Power of Followup CRM

Replied November 2017

Thanks Karinne! Google calendar will be arriving soon!

January 2017

Pete from Maxim Roofing Co.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

3 of 5

Functionality

3 of 5

January 2017

Pete/FUP/2017

40yrs +. Commercial Roofing as Estimator/Project Manager. I have worked for large and small companies utilizing various forms of bid tracking. This is somewhat intense for my needs but not a cumbersome process. To be honest I did not use it much this past season but have started off this year with it; Hoping to see trends with respect to the various types of success with various contractors to eliminate sending quotes to contractors that never use our services. I never realized how much I bidding I do for certain general contractors that never give us an opportunity. We also want to see which specific product /system types we tend to be most successful in winning. I also like the ease of customer base entry when quoting to multiple GC's.

Pros

Ease of information input.
I like how it compares my performance to the rest of the company.

Cons

Have not discovered any problems.

Response from FollowUp Power of Followup CRM

Replied January 2017

Thanks for the feedback Pete! We are glad you're finding value in the system! I understand the intensity of new technology, so we are very conscious of how the construction industry is and we want it to be an easy transition! We appreciate the positive remarks, however I'm not sure if you meant to leave the "value for the money" area blank? I hope you felt that you're getting more value than (0/5) stars! :) Happy Selling! Ryan

January 2019

Willi from Showalter Roofing

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

4 of 5

Functionality

3 of 5

January 2019

Roofing Sales

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

Pros

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.

Cons

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

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

July 2015

Jim from ALL FLORIDA PEST CONTROL


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2015

ACCOUNTABILITY

Pros

Follow Up Power has enabled my Company to easily track the valuable leads that come in and the different ways in which we recieve them. This program has helped make my Sales Team "ACCOUNTABLE" for their time and efforts in the lead process from the beginning to end. This Follow Up Power Program also allows me to have a complete daily, weekly, monthly or yearly snapshot of Leads, Completed Sales and Lead Closure % which in turn helps me forcast Future Sales. This program is very simple to learn and use and the trainings are very thorough. I have no doubt that the Follow Up Power Program has brought my Company to the "next level" in tracking and forcasting Completed Sales.

Cons

I have not found anything to dislike about the Follow Up Power System.

January 2017

Randy from Progressive Roofing

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2017

Great Sales Tool!

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!

Pros

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.

Cons

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

Response from FollowUp Power of Followup CRM

Replied January 2017

Thanks Randy! Really glad you're using the program and it's helping your sales! Be sure to get into FollowUp Power University, the courses are solid and will be of great value to your sales improvement! Ryan

February 2017

Leopoldo from Best Roofing

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2017

10 out of 10 Best Software ever

Follow Power is the best automation sales tool in the market. The tracking capabilities and the way that is setup give ability to the user to keep track all the clients and bids out and touch them multiple times until is time to close them. Also bring a uniform way to keep people engage to use the sales tools to qualified hard the leads and close them easy.

Pros

Tracking System

Cons

Sales tool
Tracking system
Processes in place

Response from FollowUp Power of Followup CRM

Replied February 2017

Thanks Leo! You're the man! Ryan