Followup CRM

Followup CRM

Free CRM for construction

4.5/5 (181 reviews)

Followup CRM Overview

Followup CRM is a cloud-based construction CRM and sales training system that offers contractors a single and centralized platform from which to streamline sales processes. Incorporating pipeline functionality, Good Practice reports and quotas as well as closing ratios and workflow coordination, Followup CRM aims to provide users with a comprehensive and efficient construction CRM solution.

Pricing

Starting from
US$55,00
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Followup CRM Reviews

Overall rating
4.5/5
91% positive reviews
114
Excellent
51
Very good
14
Average
1
Poor
1
Terrible
Jonathan D.

My experience after 24 years in my industry and my own company for 18.5 years

Used Daily for 1-5 months
Reviewed on 2017/02/23
Review Source: Capterra

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...

Response from FollowUp Power

Wow Jonathan! Thank you for sharing this incredible review!

If there is anything better we can do from a customer support side please let us know!

I noticed your rating there was lower than the rest so please let us know what we can improve
, thank you!

Ryan

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Jeanna W.

Great way to track sales

Used Daily for 6-12 months
Reviewed on 2017/02/16
Review Source: Capterra

FollowUp Power has been great for our team to stay in front of prospects. As a lean company, we didn't have a dedicated sales team; therefore before we implemented the system, our team was proposing on projects and moving on to the next deadline which meant we never followed up on our proposals. Plus, we also would only stay in front of past clients and potential clients with long lead opportunities when we had time - which was rare. This resulted in missed opportunities because we didn't have a tracking system in place.

Now, with FollowUp Power, we can set follow up dates, keep each other updated on the status with the notes section, and we also have a way to remind our selves to reach out to past and potential clients. Our follow up has improved dramatically!

The only reason I didn't give Followup Power 5 stars is because I would like to have more of a Contact Management System integrated. Currently, there is no way to save a contact unless you have a project opportunity connected to it. With our new Business Development person on board, we like to meet with contacts in the industry to educate them about our company - they don't always have a project to link to.

Pros

Being able to see who I need to follow up with and any other project related deadlines on my dashboard. The note section is vital to remind me what I talked about with the prospect during our last interaction. I also like being able to see what the rest of the team is following up on and any deadlines that are past due so I know where I can help them out.

Cons

There isn't a good contact management system integrated into the software. This would be extremely beneficial. Also, there are a few issues with running reports - for example if our team doesn't put a bid date and they put in an estimate due date (which is what they are concerned with), the bid report doesn't show the project. There are some areas required for duplicate entries which our team grumbles about.
Also, the categories entry areas are not customizable. Therefore, we don't use have of the Sales Behavior section because we don't manage permits, submittals, and warranties with this system.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Steve S.

Brain damage

Used Daily for 1-5 months
Reviewed on 2017/02/28
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Karinne D.

Karinne Dakis @ DreamMaker Bath & Kitchen

Used Daily for 6-12 months
Reviewed on 2017/01/30
Review Source: Capterra

I use the program daily. It's exactly what I need to keep me on track with what I've got going on (active clients, meeting schedules, information my supervisor on the status of the meetings). It's helpful to store information that I will later need to access, (web links to products etc.)
The Follow Up Power seminars that I've attended have been a helpful platform to the growth of my sales skills and interaction with clients.

Pros

I like the fact that I can view all of my clients in one area without having to think about who I have out there that may or may not be active.

Cons

That I can't sync it with my calendar on my phone. I know that the app is available, but I use my google calendar to show my entire week of appointments with my two jobs and personal life.
(I end up double entering the appointments, which is fine because I'm used to it)

Response from FollowUp Power

Thanks Karinne! We appreciate your feedback! We will always work hard on improving our software, feel free to submit to us your recommendations!

We are glad that you're enjoying the seminars as well!

Happy Selling!

Ryan

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Brian M.

Simply powerful

Used Daily for 2+ years
Reviewed on 2017/02/08
Review Source: Capterra

Contact to contract, the program keeps it limited in scope so they are able to be powerful in delivery. Also, makes the learning curve to get started manageable. Other programs we have bought and never fully implemented, train too complex.

Pros

Ease of use for any level user

Cons

Would like to be able to customize their terminology

Response from FollowUp Power

Thanks Brian!

We are excited to announce that we are adding a new custom Sales Behavior feature to file data.

You will be able to customize your sales behaviors to the exact language that you want to track!

This only a month or so out!

Thanks for being an awesome customer. We love you guys at Code Red!

Happy Selling,

Ryan

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

10.0/10

Followup CRM Pricing

Starting from
US$55,00
Pricing options
Free Trial
Subscription
Value for money

Followup CRM has a free version

Followup CRM Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Customer Database
  • Data Import/Export
  • Reporting & Statistics

  • Accounting Integration
  • Automatic Notifications
  • Automatic Reminders
  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Customizable Reporting
  • Document Storage
  • Electronic Payments
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Search Functionality
  • Third Party Integration

Additional information for Followup CRM

Key features of Followup CRM

  • Activity dashboard
  • Activity management
  • Activity tracking
  • Ad hoc reporting
  • Approval process control
  • Bid management
  • Charting
  • Client database
  • Contract management
  • Data import/export
  • Data storage management
  • Due date tracking
  • Estimate management
  • File management
  • Follow-Up Tracking
  • Forecasting
  • Import/export data
  • Permission managment
  • Pipeline management
  • Pipeline reports
  • Project tracking
  • Quota managementt
  • Quote management
  • Real time analytics
  • Real time data
  • Records management
  • Reporting & statistics
  • Resource management
  • Sales Management
  • Sales analytics
  • Sales behavior alerts
  • Sales reporting
  • Status reporting
  • Status tracking
  • Tracking features
  • Training management
  • User access controls

Benefits

  • Followup CRM includes advanced reporting and analytics technology, enabling users to gain actionable insight into sales performance data.
  • Users can check the status of follow-ups, estimate due dates and bid dates from the FollowUp Power dashboard, allowing users to prioritize tasks effectively.
  • Users can track and measure sales process behaviors, helping users understand simply how to reach their sales behavior goals.
  • Users can set up sales behavior alerts, notifying users instantly to any changes or developments.
  • Followup CRM tracks what ‘qualified’ bids are in the pipeline from which sales team member, ensuring clear accountability in the sales team.

  • Followup CRM FAQs

    Below are some frequently asked questions for Followup CRM.

    Q. What type of pricing plans does Followup CRM offer?

    Followup CRM offers the following pricing plans:

    Starting from: US$55,00

    Pricing model: Subscription

    Free Trial: Available

    Followup CRM has a free version

    Q. What are the main features of Followup CRM?

    Followup CRM offers the following features:

    • Activity dashboard
    • Activity management
    • Activity tracking
    • Ad hoc reporting
    • Approval process control
    • Bid management
    • Charting
    • Client database
    • Contract management
    • Data import/export
    • Data storage management
    • Due date tracking
    • Estimate management
    • File management
    • Follow-Up Tracking
    • Forecasting
    • Import/export data
    • Permission managment
    • Pipeline management
    • Pipeline reports
    • Project tracking
    • Quota managementt
    • Quote management
    • Real time analytics
    • Real time data
    • Records management
    • Reporting & statistics
    • Resource management
    • Sales Management
    • Sales analytics
    • Sales behavior alerts
    • Sales reporting
    • Status reporting
    • Status tracking
    • Tracking features
    • Training management
    • User access controls

    Q. Who are the typical users of Followup CRM?

    Followup CRM has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Followup CRM support?

    Followup CRM supports the following languages:

    English

    Q. What type of pricing plans does Followup CRM offer?

    Followup CRM has the following pricing plans:

    Subscription

    Q. Does Followup CRM support mobile devices?

    We do not have any information about what devices Followup CRM supports

    Q. What other apps does Followup CRM integrate with?

    Followup CRM integrates with the following applications:

    FCS Roofing Software, Gmail, Grow, Microsoft Outlook, QuickBooks, QuickBooks Enterprise, Visual Visitor

    Q. What level of support does Followup CRM offer?

    Followup CRM offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials