What users are saying about
1 Ratings
18 Ratings
1 Ratings
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Score 9 out of 100
18 Ratings
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Score 9.6 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

FollowUp CRM

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.
Betsy Young | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
FollowUp CRM
9.1
Customer data management / contact management
17hats
9.0
FollowUp CRM
10.0
Workflow management
17hats
9.0
FollowUp CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
FollowUp CRM
10.0
Contract management
17hats
10.0
FollowUp CRM
10.0
Quote & order management
17hats
10.0
FollowUp CRM
8.9
Interaction tracking
17hats
8.0
FollowUp CRM
10.0
Territory management
17hats
FollowUp CRM
6.1
Opportunity management
17hats
FollowUp CRM
10.0
Channel / partner relationship management
17hats
FollowUp CRM
7.2

Customer Service & Support

17hats
8.0
FollowUp CRM
10.0
Case management
17hats
8.0
FollowUp CRM
10.0
Call center management
17hats
FollowUp CRM
10.0
Help desk management
17hats
FollowUp CRM
10.0

Marketing Automation

17hats
8.0
FollowUp CRM
10.0
Lead management
17hats
8.0
FollowUp CRM
10.0
Email marketing
17hats
FollowUp CRM
10.0

CRM Project Management

17hats
9.5
FollowUp CRM
9.5
Task management
17hats
9.0
FollowUp CRM
10.0
Billing and invoicing management
17hats
10.0
FollowUp CRM
8.4
Reporting
17hats
FollowUp CRM
10.0

Customization

17hats
8.0
FollowUp CRM
9.8
Custom fields
17hats
8.0
FollowUp CRM
10.0
Custom objects
17hats
FollowUp CRM
9.0
Scripting environment
17hats
FollowUp CRM
10.0
API for custom integration
17hats
FollowUp CRM
10.0

Security

17hats
9.5
FollowUp CRM
10.0
Single sign-on capability
17hats
10.0
FollowUp CRM
10.0
Role-based user permissions
17hats
9.0
FollowUp CRM
10.0

Integrations with 3rd-party Software

17hats
8.0
FollowUp CRM
7.7
Marketing automation
17hats
8.0
FollowUp CRM
10.0
Compensation management
17hats
FollowUp CRM
5.5

Platform

17hats
8.0
FollowUp CRM
10.0
Mobile access
17hats
8.0
FollowUp CRM
10.0

CRM Reporting & Analytics

17hats
FollowUp CRM
9.7
Forecasting
17hats
FollowUp CRM
9.0
Pipeline visualization
17hats
FollowUp CRM
10.0
Customizable reports
17hats
FollowUp CRM
10.0

Social CRM

17hats
FollowUp CRM
10.0
Social data
17hats
FollowUp CRM
10.0
Social engagement
17hats
FollowUp CRM
10.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

FollowUp CRM

  • 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.
Gregg Wallick | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

FollowUp CRM

  • 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.
Betsy Young | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

FollowUp CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

FollowUp CRM

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
Anonymous | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

FollowUp CRM

  • 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.
Tom Baker | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

FollowUp CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

17hats
9.0
FollowUp CRM
10.0

Support Rating

17hats
8.0
FollowUp CRM

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