Autodesk Docs vs. Followup CRM

Since my favorite feature is that it brings everyone together, I find it appropriate to interpret it from this perspective. The platform created for all project stakeholders to work together in real time helps increase project efficiency, reduce errors and minimize delays. It creates real-time data, analysis and reporting that will ensure increased and high project performance, which is a quantitative contribution to project management.

Incentivized

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.

Incentivized

• It helps the design team carry out projects more efficiently by facilitating access to up-to-date documents
• It provides the opportunity to share, edit and collaborate on project documents in the cloud environment.
• It supports remote working and eliminates the need for employees to be together for the project or even be in the same city or country.

Incentivized

• 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.

• It is a bit expensive for small construction companies or project offices, and it is more difficult to reach, especially for countries with high exchange rates such as Turkey.
• It cannot integrate with other non-Autodesk software we use within the company.
• Being dependent on the internet is a problem. Of course, I know that being cloudy requires internet, but it may be an advantage to at least keep the used files in its own memory for a while.

Incentivized

• 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.

Incentivized

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

• 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.

Incentivized