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Who Uses FollowUp CRM?
We serve contractors who want to build a true sales organization. Our goal is to provide Software & Coaching to help contractors build successful sales organizations with our proven Sales Practice.
What Is FollowUp CRM?
#1 CRM software for commercial construction firms. We help contractors make sure they don't forget to follow up with leads, bids, and clients. Our system helps sales teams implement sales fundamentals such as following up, managing leads, bids, and other sales-related activities. This allows executives to hold their sales team accountable while getting business-critical analytics that drives smart decision making.
FollowUp CRM Details
Followup CRM
https://followupcrm.com/
Founded 2012
Compare FollowUp CRM with similar products
Starting price
Free Version
Free Trial
FollowUp CRM deployment and support
Support
- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat
Deployment
- Cloud, SaaS, Web-based
- Mac (Desktop)
- Windows (Desktop)
- Android (Mobile)
- iPhone (Mobile)
- iPad (Mobile)
Training
- In Person
- Live Online
- Webinars
- Documentation
- Videos
FollowUp CRM Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Construction CRM Software
- API
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Bid Management
- Buyer Management
- CRM
- Calendar Management
- Calendar/Reminder System
- Change Order Management
- Client Tracking
- Collaboration Tools
- Communication Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Management
- Document Storage
- Email Management
- Email Marketing
- Estimating
- For AEC Industry
- Forecasting
- Job Costing
- Job Scheduling
- Lead Management
- Pipeline Management
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Quotes/Estimates
- Reporting & Statistics
- Reporting/Analytics
- Sales Approval
- Sales Pipeline Management
- Scheduling
- Subcontractor Management
- Task Management
- Task Progress Tracking
- Task Scheduling
- Third Party Integrations
- Warranty Tracking
- Workflow Management
Landscape Software
- API
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Billing & Invoicing
- Calendar Management
- Client Portal
- Contract/License Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Data Import/Export
- Dispatch Management
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Employee Management
- Estimating
- GPS
- Geographic Maps
- Groundskeeping Management
- Inventory Control
- Inventory Management
- Inventory Tracking
- Invoice Management
- Irrigation Tracking
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- Landscape Design
- Maintenance Scheduling
- Mobile Access
- Mobile Signature Capture
- Payroll Management
- QuickBooks Integration
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Reporting & Statistics
- Routing
- Self Service Portal
- Task Scheduling
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timesheet Management
- Work Order Management
FollowUp CRM Alternatives - Capterra New Zealand 2021
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FollowUp CRM Reviews
Read all reviewsOverall rating
Average score
Verified Reviewer
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality3 /5
-
Customer Support5 /5
-
Value for Money4 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 30/11/2020
"FUCRM"
Comments: Decent so far. Had some problems with pulling accurate reports for a month.
Pros: Keeps me up to date with tasks. I enjoy the overall functionality.
Cons: Seems to be a little strange on the mobile app. Sometimes saves many times for same entry. I'm used to Salesforce and this has many stripped down features that I would like to see.
- Reviewer Source
- Reviewed on 30/11/2020
Mark W.
-
Overall Rating4 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 23/11/2020
"Simple and Effective"
Comments: 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?
- Reviewer Source
- Reviewed on 23/11/2020
Bryan A.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer SupportUnrated
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 29/06/2021
"Great CRM for Sales"
Comments: This CRM has helped us to more efficiently track leads and sales.
Pros: I like how it integrates with Outlook. The ability to collect metrics and generate sales reports is very useful.
Cons: I did not like how it organizes emails and comments in each project file, I wish it had features to mark certain comments or emails as favorites to make them easier to find and sort. Also, the task feature needs improvement. If you receive 5 tasks in a day there is no way to mark them as complete.
Vendor Response
by Followup CRM on 30/06/2021
Hi Bryan,
Thank you for taking the time to share your feedback with us. We're so glad our software has been able to help you efficiently track your leads and sales. We are always looking for ways to improve and grow and appreciate any suggestions we receive from our users. Please use this link to provide any suggested features you'd like to see next: https://followup-crm.upvoty.com/b/product-roadmap/.
As far as the task feature goes, you should have no issue marking 5+ tasks as complete. You'll just need to make sure you're clearing the follow-up by hitting the "X" mark first. If you're still having issues or have any questions, please reach out to our Customer Success Manager at [email protected] and she would be happy to assist. Thank you again for sharing your experience with us!
Sincerely,
Courtney Fuller, Growth Marketer
- Reviewer Source
- Reviewed on 29/06/2021
Jacob R.
-
Overall Rating3 /5
-
Ease of Use3 /5
-
Features & Functionality4 /5
-
Customer SupportUnrated
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 30/11/2020
"Review from a Sales perspective"
Comments: 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.
- Reviewer Source
- Reviewed on 30/11/2020
Blake F.
-
Overall Rating4 /5
-
Ease of Use4 /5
-
Features & Functionality3 /5
-
Customer Support5 /5
-
Value for Money4 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 24/06/2021
"Wanna look like a Rockstar? Use FollowUp CRM"
Comments: Being in front of a customer and they start asking questions that pertain to finance or square footage. It's extremely Important that you look knowledgeable and educated on the project. With CRM I'm able to pull up all my notes/spreadsheets/docs, etc.... Makes me look like a Rockstar instead of some guy searching for answers.
Pros: I can track a project from start to finish. Add start and stop dates for projects. attach all quotes/bids/statements. Everything that pertains to this client and his needs, I can pull up on his/her created account.
Cons: The Email features needs a TON of work. It is probably my biggest complaint. It just doesn't streamline with all of our other services and features. We don't use that capability.
Vendor Response
by Followup CRM on 25/06/2021
Hi Blake,
Thank you so much for taking the time to provide us with your feedback. We're so glad our product helps you with tracking your projects and makes you look like a rock star in front of your clients! We're sorry to hear that our emailing feature isn't up to your standard. We would love for you to share some suggestions with us using this link: https://followup-crm.upvoty.com/b/product-roadmap/. We're always looking for ways to improve our CRM and appreciate any feedback we can get from our users. Thanks again!
-Courtney, Growth Marketer
- Reviewer Source
- Reviewed on 24/06/2021
