FollowUp CRM Software

One should take advantage of this tool!

Pros

This software allows management of ongoing transaction with customers. Tracking of past transaction is also easy and possible with the use of this tool.

Cons

An improvement they can do is to make it easier for users to sync notes to Google calendar. It will be more convenient that way.

one good CRM

Pros

FollowUp CRM’s wide display of analytics and spreadsheets are the characteristic that I commend so well. The free trial offered by the developer is also a very great marketing strategy, I must say.

Cons

Not a con but a suggestion, really. The FollowUp CRM lets the users put notes on each contacts giving them a more personalized approach compared to other CRM programs these days. Linking them to more social networking sites would be great.

We love the follow up task reminders being sent straight to our phone!

Pros

It puts all of your information into one location and makes tracking your business easy as can be! It’s great.

Cons

You have to pay to add an admin user. Our admin doesn’t really need access to the program on a regular basis.

I loved using this CRM. It was functional and clean to use. The interface was on point and the Help support was always available. I would highly recommend this product!!

Pros

Great Help and customer support response time.

Cons

Not quite the right CRM for my business model. Not a ton of flexibility in the setup.

Likes Best

FollowUp Power is a very simple but powerful solution to take control of your leads. The user-friendly interface is easy to understand and utilize. It is cloud-based software accessible from anywhere and we can look up the status of a lead or proposal due at any time. Great training is provided, and tools are simple to explain.

Likes Least

More options to customize the dashboard and import/export solutions.

Recommendations

They are doing a fantastic job in training users to achieve best results using the software. Make sure you have him on board to assist you with any questions you might want to ask.

Likes Best

Intuitive in that I am a construction professional using software that follows the same process I am used to in pursuing work. The support is tremendous, thorough and always easy to access.

Likes Least

The vendor is great. As for the product, we have asked for certain "tweaks", which the vendor has happily made. There are still three check boxes that are more appropriate for a roofer than an electrical.

Recommendations

Like any software, it has to be implemented "top-down" to be most effective.

Likes Best

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.

Likes Least

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

Recommendations

I HIGHLY recommend it.
It is very simple to learn and use and the trainings are very thorough.
The results definately speak for themselves.

Likes Best

The vendor did a two person training when i first started a Best Roofing, which was very informative. Later I had a one on one with another gentlemen from follow up and that set a couple of things I was doing wrong, right. The product itself is ingenious and wish I would have had it in the past.

Likes Least

I really cant think of anything that would make this better.

Recommendations

Take your time learning and use it to its full potential.

Likes Best

It's changed the way I do business personally. From folders and file cabinets full of folders to everything just a click away.

Likes Least

The home page could be a little more customizable. There are several fields I don't need.

Recommendations

Make sure you know if you ever stop using the product, how easy is it to get your data sent to you. How much does it cost?

Likes Best

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.

Likes Least

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.

Recommendations

If you are not going to insist that your sales force use it for every contact with every client (or potential client), then you will not get effective results. It has to be used to be valuable. It's a great way to see the strengths and weaknesses of your sales people, which will make it easier for you to help them with training that you may not have realized they need.

Likes Best

Follow Up Power is easy to use and their support team is responsive to our needs.

Likes Least

There is nothing that we do not like about Follow Up Power!

Recommendations

I recommend that anyone evaluating this software to have Ryan come to your office and spend a day with you like he did with our company, then jump in and feed the system. From this point it is simply a learning process that you will enjoy.

Likes Best

Easy to use. Easy to train. My sales team likes it. It has organized our company and made everyone more accountable. The best feature is the Dashboard. We never miss a proposal date or lose a lead anymore since we purchased the program.

Likes Least

Nothing. They keep making improvements. The system just works. We have used their coaches to train our account managers on how to do a better job qualifying every opportunity and improved our closing ratio.

Recommendations

Keep it simple. We tried other CRM/Sales Automation tools, and they were too complicated. Salespeople need a daily dashboard with due dates on the next step in the selling process.