Followup CRM vs. SmartBid

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.

Incentivized

As mentioned before in some of the previous questions, the confidentiality agreement feature is extremely helpful. I have worked on several projects where it's so early in the design phase that the documents are considered confidential and we are required to get a signed NDA from every person who sees the documents. This feature makes it extremely painless. SmartBidNet is less appropriate if you're just doing a quick cost exercise where you might not need to contact several subs. It's easier to just use email and a cloud sharing program like Box or Egnyte.

Incentivized

• We love the dashboard feature. This is where we spend the majority of our time. The dashboard helps us avoid missing bid dates and deadlines.
• The system is very intuitive and a new user will be up to speed within one hour after they start using the system. There is only one place to enter all data. This allows for ease of use and minimizes data entry mistakes.
• Every task is date stamped to insure proper work flow and holds the team accountable to each other.

• It stores the bid documents all in one place.
• Easy way to effectively communicate with a large number of people at once.
• The emails are pretty instantaneous when they get sent out.

Incentivized

• It really needs to have the capability of listing numerous phone #s with a note beside each one ("his cell#", "her work#", "do not call before 9a.m.", etc.).
• It really needs to have the capability of listing numerous e-mail addresses ("hers", "his", "her email address at work", etc.).
• It would be nice to have a separate general information box where we could put comments in that would show every time we bring up the account (such as "her nickname is Bobbi", "their dogs name is Fido, "their son is currently stationed in France", "husband is going through chemotherapy", etc.), which would help us to remember personal details that are important to our clients.

Incentivized

• The graphical interface needs improvements to make it easier to use.
• Some operations are not fully automated.
• Currently, it is impossible to track what all users modify. User monitoring is the key, considering that we work with complex historic buildings.

Incentivized

SmartBid has an excellent support team that is always at your service. Any problem I've had (when I've even had them) has been resolved almost immediately, along with tips on how to avoid them in the future. If you're looking for a program with excellent customer service, look no further than SmartBid.

Incentivized

My company had already implemented FollowUp Power CRM for Construction before I arrived. I have used other CRM programs in the past, and FollowUp Power is much more user friendly, and I have already seen a direct increase in my lead to customer conversion ratio as well as increased sales

SmartBid is the first software of its kind that I use. However, comparing it with other software used by colleagues, it is evident that SmartBid has a much higher potential than software of the same category. By allowing easier management of documents and sub-contractors, SmartBid allows a high increase in the overall speed and efficiency of the interventions in the construction sites. Furthermore, using it makes it possible to increase the number of projects we can manage simultaneously.

Incentivized

• I have seen a lot better tracking on my jobs when it comes to scheduling and staying on top of my jobs.
• The dashboard is part of my daily routine it tells me exactly what I need to follow up on weather it is calling the customer or checking on the customer.
• Payments or what the current status of the job is.

Incentivized

• SmartBid helps eliminate jumping all over the place, all your invites are on one system.
• It allows us to see who and how many general contractors are bidding, let’s us know if it’s a job worth spending time on.

Incentivized