Bentley Systems offers ProjectWise, a construction management software for keeping construction project personnel and engineers up-to-date with most recent progress information, with daily logs and punchlists, risk item lifecycle management through identification, creation, tracking and resolution, RFI management, and document storage with automated sharing.
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FollowUp CRM
Score 10.0 out of 10
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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.
ProjectWise is good for really large projects with many team members. I would not recommend it for small projects or those with a small team of people working on them. It is best for technical people and those who plan to use it daily. There are better FTP options out there if you just want to use them for file sharing.
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.
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 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.
Bentley ProjectWise from a user perspective just does not stack up to even something as simple as Dropbox. ProjectWise is powerful, it is capable, it has a ton of features. The best implementation I have seen from Projectwise is where the admins unlocked everything and let the users do as they please defeating everything it stood for and using it as a big Dropbox account, though even then the user interface couldn't be improved still causing significant workflow delays. I would reluctantly leave a good company if they implement ProjectWise, I respect that it's powerful for system admins but it sucks for users. This means 2-10% of what it is used for is well designed while the other 98-90% of its functions are just bogged down by a lack of development in its user interface and I say this as someone who has periodically used it over the last 10 years and seen no effective improvement in usability. Bentley ProjectWise was one of the first I believe to do this type of system, but as is common with being the first is you don't keep up with the times and bring a lot of baggage with you.
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.
