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FollowUp CRM

Score10 out of 10

18 Reviews and Ratings

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What is FollowUp CRM?

FollowUp Power CRM for Construction is a CRM system for the construction industry. Features include lead tracking, sales pipeline analysis, closing ratios, quota management, project management, and dashboards. It can integrate with other marketing and accounting products.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features FollowUp CRM has to offer, as determined by TrustRadius' reviewers.
Based on 18 ratings of FollowUp CRM's features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 7.4

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.1

Areas for Improvement

  • Channel / partner relationship management

    The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

    Category average: 7.9

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.2

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 8.5

Reviews

What users are saying about FollowUp CRM.
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The Best CRM

Incentivized
Robert ForemanView profile
Designated Broker in Sales at Home & Away Realty (1-10 employees employees)

Pros

  • Drip marketing.
  • Texting.

Cons

  • I don't see any flaws at this point.

Return on Investment

  • Increased sales.
  • increased engagement.
  • Increased production.

Alternatives Considered

GetResponse and MailChimp

Other Software Used

DocuSign, MailChimp, WordPress

FollowUp Power helps us make sure that no potential client "falls through the cracks"!

Incentivized
Betsy YoungView profile
Office Administration in Customer Service at DreamMaker Bath & Kitchen (1-10 employees employees)

Pros

  • It allows us to put notes/comments in as they occur so that there is a complete "log" of information for each project.
  • It reminds us of who we should be contacting each day.
  • It gives us a daily overall picture of how many leads we are currently managing.

Cons

  • 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.

Return on Investment

  • The best thing about FollowUp Power is that we can look at the entire history of our contact with a particular client with ease.
  • The owners of our company are able to pull relevant reports (for example, showing which particular neighborhoods we are getting the most business from, which advertising sources are working, how many leads each designer is currently working on, etc.).

Predict the future

Gregg WallickView profile
CEO in Sales at Best Roofing (51-200 employees employees)

Pros

  • 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.

Cons

  • We are excited to see the new mobile APP. We understand it's currently being developed and expected to be out very soon.

Return on Investment

  • Follow Up has helped us increase our closing ratio from 10% to 36% of all project bid

FollowUp Leads in Lead Follow Up

Incentivized
Mark Kaufman
Owner in Sales at Mark Kaufman Roofing Contractor, Inc. (11-50 employees employees)

Pros

  • It assists in tracking leads. This is important because you get an accurate view of your sales pipeline and closing ratios.
  • It helps pre-qualify leads, which saves time and money.
  • Makes you consistent with following up on leads, which leads to more sales.
  • Lets you set goals so you can strive to achieve.

Cons

  • Quota bar graphs glitch sometimes.
  • Make data entry section more customizable.

Return on Investment

  • Better customer service.
  • Faster lead conversion.
  • Better closing ratio.

FollowUp Power a must have!!

Incentivized
Norman Taylor
Forensic Roof Specialist in Sales at Best Roofing (51-200 employees employees)

Pros

  • Tracks your behaviors
  • Tracks pay time and measures your success in reaching set goals
  • Forces you to become efficient in time management

Cons

  • Needs a mobile APP
  • Needs more milestones for better tracking
  • Ability to open multiple screens at same time

Return on Investment

  • Increased sale awareness
  • Better time management
  • Increased sales over all

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