FollowUp CRM Software

Pros

It is imperative to track all sales and potential sales through the pipeline. Great for keeping contracts and documentation with the job. It lets us know why we are missing jobs. Track close rates by salesperson. Game changer

Cons

Needs a better functioning app. Other than that it is a definitely a great software for our roofing business.

We were able to save time, and more easily support our customers.

Pros

It saved us time (and therefor money). Rather than following up with customers painstakingly one after the other, we were able to easily input contact information. We put a process in place that allowed us to interact with customers throughout their buying process, without having to manually remember when to reach out.

Cons

We had a small problem with setup at first. Customer Service addressed it. Aside from that, it was easy to use and we have no complaints.

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

Pros

This CRM system already knows what you and your company need to make sales and can automatize your process of working with the customers by putting in the system all the necessary templates for customer management which significantly simplify the process of filling information that in turn saves lots of time. You can configure the notifications for certain clients not to forget to call them or send something. So this program convenient for salesmen the same as for their executives.

Cons

This campaign, unfortunately, has the only one price, and I think this is greatly wrong because it is always must be the different price for separate people and for companies and the range of possibilities obviously also must be different.

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.

Pros

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!!

Cons

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.

It really is a nice program that can efficiently help you grow your closing ratio. We have see our grow from 22% to 30%

Pros

Makes following up easy and more efficient. Line up your leads quicker and make your time count. Follow up now

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.

Pros

How clear the dashboard is, you can find anything you need right off the bat! I will never miss a meeting ever again!

Cons

I wouldn't change a thing, it's so functional and the best for every day use. It's easy to read and easy to maintain.

Pros

Helps systematically track an otherwise very hard to track client base. Since there are so many steps on the process FUP keeps me from falling behind.

Cons

Some of the details are tedious and unnecessary. It can lead to extra work in an attempt to track behaviors. This can add work that is not necessary.

Pros

Helps keep track of the stages.
Gives a great dashboard for the opportunity as well as your pipeline.

Cons

Not user friendly on the phone.
Doesn't alert when you have a new lead.
Doesn't alert when you need to contact someone unless you add the calendar reminder.

FollowUp Power is the greatest tool our company has come across! Since getting on board with FollowUp, we eliminated the "forgetting to follow-up" statement and have increased our sales dramatically. Not to mention the easy-to-use platform with extreme functionality. Thank You support team, for providing such a great product and excellent service!

Pros

Incredible Product!

Cons

I'm unable to think of any.

Our sales department loves it. It has helped them tremendously with their sales function and has improved communication for them all.

FollowUp Power is a fantastic program that has helped our business in many ways. It allows us to track ALL completed proposals....no proposal will "fall through the cracks."
FollowUp Power also gives us the tools to aid in our decision process when selecting the GC's we wish to bid for. The Charts/Reports is where we find the stats on GC's "win or lost" status....Closing Ratio.

Pros

Charts/Reports
Dashboard

Cons

Can't delete doubles or voids.
Dashboard doesn't show the which GC is bidding the project.

FollowUp Power is the greatest tool our company has come across! Since getting on board with FollowUp, we eliminated the "forgetting to follow-up" statement and have increased our sales dramatically. Thank You customer rep, and your team, for providing such excellent service!

We have been using follow-up power for almost 3 months now. Our sales team has seen a dramatic increase in the ability to track our progress and close more deals. What a great help!

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.

Advice to Others

I see any job should fall into pre-signed, signed through Production and Post Production and there should be a big box for each but this program only serves us as pre-signed only so we have to use other programs to do the rest. The more areas (programs) that are used with so much information some details can get lost and that happens. The other thing is we have to use other categories for contact and follow up. Involved in any given job there are more players than just one homeowner, You may have a spouse/partner, insurance agent, HOA contact, Realtor or a number of other sources that would be nice if they were also contacted before, during and after the completion of a job. Coupled with that can any of that info be queried from any particular job and can the same info from other jobs put in a spreadsheet format for other uses.

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

Good tool for what we use it for, but having to use others for what it does not do creates some redundancy in my organization.

Pros

Simplicity

Cons

Redundancy

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...

Advice to Others

The above states my main advice... Have a better online support team...

We had a two day training at our roofing company in Denver. I learned so much about qualifying leads and how important it is for all leads. This skill will save me time in the field and raise my closing percentages. Very excited to see how this pans out throught our busy season.

Pros

easily visible and user friendly

Cons

doesn't connect to my g-mail calendar