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FollowUp CRM

FollowUp CRM

Overview

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.

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Pricing

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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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Bluebeam?

Bluebeam Revu is a PDF management, control, and editing tool. It enables collaboration and markup within shared documents across projects’ life cycles and has takeoff and bid creation capabilities.

What is Procore?

Procore is a project management software designed specifically for the construction industry. Procore is cloud-based and allows unlimited users per instance, so that construction team members and stakeholders can all access project information and documents.

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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

9.1
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

10
Avg 7.4

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

10
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

9.5
Avg 7.5

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

9.7
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

9.8
Avg 7.5

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

10
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

10
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.7
Avg 7.2

Platform

10
Avg 7.3
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Product Details

What is FollowUp CRM?

Followup CRM is a cloud-based construction CRM software that measures and streamlines the entire sales process. The vendor says that companies that properly implement the complete system have seen a sales growth of 60% to 80% within the first 2 years. Features include Pipeline, GP reports, quotas, closing ratios, workflow coordination for Estimating and Followup Activity.

FollowUp CRM Video

Followup CRM Intro Video

FollowUp CRM Competitors

FollowUp CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

Unanet CRM by Cosential and Buildertrend are common alternatives for FollowUp CRM.

Reviewers rate Customer data management / contact management and Workflow management and Opportunity management highest, with a score of 10.

The most common users of FollowUp CRM are from Small Businesses (1-50 employees).
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Comparisons

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Reviews From Top Reviewers

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(1-5 of 12)

The Best CRM

Rating: 10 out of 10
December 10, 2018
RF
Vetted Review
Verified User
Followup CRM
2 years of experience
  • Drip marketing.
  • Texting.
Cons
  • I don't see any flaws at this point.

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

Rating: 10 out of 10
August 04, 2017
BY
Vetted Review
Verified User
Followup CRM
3 years of experience
  • 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.

Predict the future

Rating: 10 out of 10
October 07, 2015
  • 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.

FollowUp Leads in Lead Follow Up

Rating: 8 out of 10
October 07, 2015
MK
Vetted Review
Verified User
Followup CRM
1 year of experience
  • 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.

FollowUp Power a must have!!

Rating: 10 out of 10
October 05, 2015
NT
Vetted Review
Verified User
Followup CRM
10 years of experience
  • 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
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