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

207 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

(128)

128

4 stars

(61)

61

3 stars

(16)

16

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 207 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.

November 2020

Mark from Warren Construction and Roofing

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2020

Simple and Effective

I love it

Pros

The concept of following up with clients on their terms and having a tool help keep me on task is worth its weight in gold. Our weekly sales meetings are powered by Followup, we can get all the stuff that matters from our report card to measure our success or failures.

Cons

I think their integration with FCS is on the right track but would like to see that relationship flourish. Everyone hates double entry. It's getting better, but think about how you can make it seamless, or close to seamless. Our workflow starts in Followup, then progresses into FCS. We use the Quickbid feature in our service department daily, how can you integrate that?

Reasons for Choosing FollowUp CRM

We are 100% referral based. So simple, easy, and effective solutions are all we need to close.

Reasons for Switching to FollowUp CRM

It's all about the Followup, and easy reporting

November 2020

Jacob from Burns & Scalo Roofing

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Functionality

4.0

November 2020

Review from a Sales perspective

overall the experience is okay. It allows me to track active projects from beginning to end. I would like to have access to current/past client data as well as prospecting lists all in one spot on a mobile app, preferably with a map interface to make calling on clients easier.

Pros

The software is easy for new users to pick up. All of the necessary fields are available. I really like the analytical data on the home page as well as the reports. this is helpful on the backend to track close rates, etc.

Cons

The feature that give us trouble is when we rebid work. There are to many areas that can be selected for bid dates. This software lacks the CRM portion for field sales, i.e. mobile app, prospecting data, current customer data, and map interface with a client list. We only track active projects. The software is also finnicky when adding new client information under a company. The software does not make it simple to see the entire pipeline in my dashboard unless I have a followup date. I would prefer it be on my dashboard regardless of dates so if there is a change in people we don't have projects fall through the cracks.

November 2020

Mike from Airco Mechanical

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

November 2020

Review

Pros

I like the dashboard for tracking daily tasks to accomplish.

Cons

I would like to see improvement in the tracking of leads, contacts and deals. There are limited ways to track task completion and the e-mail does not sync with outlook which is our email system.

Reasons for Switching to FollowUp CRM

We needed a system that would integrate with Viewpoint and track commissions on sales.

Response from Followup CRM

Replied November 2020

Hi Mike, Thanks so much for taking the time to share your feedback with us. We actually do integrate with Outlook and would be happy to get you set up. Someone from our team will be reaching out to show you how to sync your email. Thanks again for the feedback! Best, Courtney, Growth Marketer

November 2020

Heather from Italkraft

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

November 2020

What get's measured gets done

I have become more organized and realized what clients are the best suited for our product and which are just obtaining bids.

Pros

Follow up CRM is user friendly and easily accessible on all data systems.

Cons

There is only a sales tool and other softwares provide full management

Reasons for Choosing FollowUp CRM

I actually use to sell the followUP product and recommended it to the team.