FollowUp CRM Software


 

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.

 

FollowUp CRM - Home
 
  • FollowUp CRM - Home
    Home
  • FollowUp CRM - Dashboard
    Dashboard
  • FollowUp CRM - Reports
    Reports
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

145 Reviews of FollowUp CRM

 

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Software Advice Reviews (11)
More Reviews (134)

Showing 1-11 of 11

Mary Ann from Ayannah
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

FollowUp for More Transactions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Amanda from Keller Williams
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

We love FUB

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Chris from Sothebys
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Follow Up Was Great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Peter from www.hypowerinc.com
Specialty: Construction

July 2015

July 2015

Great cloud-based tool to keep track of our lead conversion process

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Bernard from Hypower, Inc.
Specialty: Construction

July 2015

July 2015

Electrical and Utility Contractor

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Jim from ALL FLORIDA PEST CONTROL
Specialty: Other services

July 2015

July 2015

ACCOUNTABILITY

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Mike from Best Roofing
Specialty: Construction

July 2015

July 2015

Best follow up system I have ever used

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

 
 

jacob from vintage cellars
Specialty: Construction

June 2015

June 2015

Followup Power has changed the way I do business.

Ease-of-use

Functionality

Product Quality

Customer Support

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?

 
 

Betsy from DreamMaker Bath & Kitchen
Specialty: Other

April 2015

April 2015

Great for keeping track of client contact.

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

David from Robinson Electric Co., Inc.
Specialty: Construction

April 2015

April 2015

Follow Up Power Review

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Gregg from Best Roofing
Specialty: Construction

January 2015

January 2015

Observation and experience with Cloud Power & Follow Up

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 
 
Showing 1-20 of 134

Dave from Columbus Roofing & Sheet Metal
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Call Back Reminder

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

Good job with tracking sales results

Pros

forces me to call people back, Monday & Thursday

Cons

request of to much information, I enter basic info needed

Review Source: Capterra
 


October 2018

October 2018

FollowUp Power Review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I like how it tracks activity and gives notice when tasks are needed to be completed

Cons

Nothing I have found to not like thus far

Review Source: Capterra
 

Diana from Beldon
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Very helpful and easy to find information. Reports are very helpful and we use weekly.

Cons

Report can take a while to download/errors when running reports.

Review Source: Capterra
 

Lorie from Bernhard MCC
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

FollowUp Power review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Just getting started don't have enough experience to have a valid opinion.

Pros

It's online and at a glance I can see all of my sales reps activities.

Cons

We are just getting started using the software this week. Too early to tell.

Review Source: Capterra
 

Bryan from Best Roofing
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

Review From an Analyst

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

What I liked the most about this software is that it provides a thorough reporting functionality.

Cons

What I like least about this software is that it currently does not support a feature to build your own reports. This leads to information being spread across multiple reports. PowerBI integration is coming but as of this review is still not available.

Review Source: Capterra
 

Jay from Advantage
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Great System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been able to keep track of every customer that contacts our office.

Pros

Great system to keep up with prospects...

Cons

We have no known problems as of yet.....

Review Source: Capterra
 

Max from Indoor Environmental Services (IES)
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

FUP User Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The CRM is fairly basic, but for the cost its does a pretty good job. I'm told my administrators of the program at my workplace the support has been excellent and FUP service team is great to work with and have open minds to customer input and opinions.

Pros

simple clicking as tasks are completed.

Cons

E-mail and documentation integrations.

Review Source: Capterra
 

Bri from Hall-Irwin
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Hassle-free follow-up

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is much easier to keep track of previous conversations and when we need to follow up again.

Pros

I really enjoy the separation of important dates so I can quickly review it.

Cons

The search feature can be difficult especially if you don't know exactly what you are looking for.

Review Source: Capterra
 


October 2018

October 2018

Accounting

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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.

Review Source: Capterra
 

Charles from North-Ply Contracting Co.
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

North-Ply Contracting Co.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Customer service is wonderful.

Pros

The crm is designed for roofing contractors. Data entry is not cumbersome, and reporting is very easy.

Cons

Not applicable. The software performs the way we need it to.

Review Source: Capterra
 


October 2018

October 2018

CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's semi easy to use and tracks info that is needed to be tracked

Cons

It didn't work well for what our company needs

Review Source: Capterra
 

Charity from Fischer Companies, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

FollowUp Power Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Tracking our clients, bids and managing follow up dates and steps of each process have helped our whole team greatly! Hands down love this system over the previous systems we have tried!

Pros

Ease of using, being able to locate client information very quickly and the Dash Board.

Cons

Would be nice to customize fields to fit our particular needs better and/or hide fields we do not need. Notes can get very long with all the auto system entries, I feel this is not necessary for us (maybe good for others?).

Review Source: Capterra
 

Anthony (Tony) from Fischer Companies Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Project Coordinator

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great for organization

Pros

Easily keeps track of tasks. Nice to see where our jobs are at in production

Cons

Times out too often. Would be nice to be able to add more information

Review Source: Capterra
 

Xavier from Beldon
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

New to It

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

It was easy to pick up the basics. I like the reports it gives you at a glance.

Cons

How to add and retrieve property owner/contact information could be easier.

Review Source: Capterra
 

Charles from Cayman National Manufacturing and Installation, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Excellent Productivity Tool

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Things that I needed to track manually are now done almost automatically

Pros

Tracks Bids, followup calls, contracts and productivity.

Cons

A lot of informational notes to enter to be useful to multiple people.

Review Source: Capterra
 


October 2018

October 2018

Great customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Nothing but great

Pros

On the spot customer support and follow up

Cons

No issues with the product or support staff

Review Source: Capterra
 

Tonya from Bernhard MCC
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

New User

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

As a new user to CRM I liked the navigation of usage and the set up of documentation.

Cons

Not sure at this time. Still learning system.

Review Source: Capterra
 


October 2018

October 2018

FollowUp Power Review

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

I have been enjoying the software, I hope I had something similar 15 - 20 years ago, working life is a lot easier now.

Pros

That I am able to track all projects and contacts

Cons

The Office 365 Email option, I do not use it, since I keep all email in outlook.

Review Source: Capterra
 

Jimbo from Spann Roofing and Sheet Metal, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Spann Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Very impressed with the quality of the software and the customer service that we have received.

Pros

Ease of use. My team a has picked it up a lot quicker than other software that we have used in the past. Customer service has also been above and beyond what other software providers have given us.

Cons

It could be more user friendly on mobile devices. Loading pictures etc from out of the office is an important part of what we do.

Review Source: Capterra
 


October 2018

October 2018

Definitely valuable as the 'guages' for our sales force

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

It's quick and snappy, with what feels like 100% uptime

Cons

clicking a hundred times in each project. Don't like the monotony.

Review Source: Capterra
 
 
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