CoConstruct vs. Followup CRM vs. monday.com

Having the ability to completely manage a project from start to finish with one app is super helpful. The time reporting feature (when it works correctly) is a nice added bonus as it allows employees to switch from one task to another on the same project or to another project and task with ease, aiding in the accounting process of the total project. This was helpful for running analytics to see where we were spending too much time on certain tasks, thus allowing us to assess any training needs.

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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.

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Another feature I love in the free plan is the “Sort” feature, which enables me to sort all my clients by name alphabetically. Or sort by date,
status, progress notes, etc. I make extensive use of the text column, where I can keep ongoing, detailed notes on the progress of a particular client's work and the information I am still waiting on. I have it open automatically every day, and my tasks are listed there for me to follow through on.

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• The integration of all aspects needed to run a remodeling company efficiently: project scheduling and management, financial planning and customer service. Since it’s an all-in-one suite and cloud-based, it enables our team to keep track of all our projects in real-time. Communication breakdown is the last thing we want, so being on the same page is not only desirable but makes for the best possible relationship with our clients.
• Product education - We like how CoConstruct helps new users and get them to start using the tool right away. The dashboard resource materials are incredibly useful. We don’t have to spend a lot of time training new hires on the system and onboarding new clients.

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• 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.

• Intuitive board functionality with a variety of column types and customizations to address different use-cases, such as templates for user lifecycle management, checklists for onboarding.
• Extensive automation capabilities to reduce tedium in more complex boards, such as our company's computer asset inventory board, to ensure devices are kept organized within the board for quicker reference.
• The ability to connect boards and mirror info across them allowed us to build out a cross-functional, quasi-ticketing system enabling more efficient processing of requests that involved action items from different departments and/or teams.
• We could use both the many board functions in tandem with the WorkForm feature to create an IT ticketing system that could be replicated and tailored for other teams needs.

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• Internal Communication - CoConstruct lacks the ability to tag-team members for internal communication using @mentions or any other means. This has been crippling for us and forced us to use alternative software for communicating among our team members.
• Pipeline Management - CoConstruct's lead-tracking system feels clunky and hard to navigate and doesn't provide a pipeline view that's easy to navigate. We have moved our Pipeline Management outside of CoConstruct to make it easier for our sales team to track leads.
• CRM - CoConstruct doesn't offer anything for customer follow-up after projects are completed. This, in addition to the lack of an effective pipeline system, has led to our decision to use Hubspot as our CRM. Moving projects into CoConstruct for Design and back our after Production.

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• 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.

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• The management of holdable items, continuously drops in incorrect places or doesn't show the 'correct way' to handle in the wished place, it happens with the dragable items on dashboards
• The 'favorites' menu on desktop is now with 'Use my IA feature' everywhere and has removed the Fav section of for the boards in the sidebar. It was so useful when there were hundreds of Tables and only work on or update 3 - 4 of them (it is still visible on the mobile version, by the way)
• The errors after using for a while, like 90 minutes, I am writing something and unexpectedly the app says something is wrong and I need to reload the page, and the thing I was doing doesn't still local storage as in other use cases

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Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.

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monday.com was pretty easy to use from the get-go. Their automation templates are really easy to get things set up. A few of my monday.com boards are essentially upgraded spreadsheets that are much easier to digest and automatically send out reminder email to myself and my team.

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There have only been 2 instances in the past year where monday.com was down.

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Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")

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The support staff is brilliant; they don't operate on Australian time, so you can't just dial up support when you need it. The response times are quick, and the staff is knowledgeable. They are also well versed in most of the differences between buildings in the US and the building in Australasia. Despite their funny accents and strange use of the English language, we get by just fine!

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I personally haven't found their customer success managers to be proactive or useful as the primary user of our monday.com account. This is different from a few years ago, when I had a contact that I reached out to as-needed (we are an enterprise account). I don't get a lot of touchpoints with anyone from monday.com and rarely submit tickets.

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To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.

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We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.

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Products like Procore and PlanGrid are geared towards projects with huge projects teams, multiple stakeholders and dozens of subcontractors. CoConstruct can be used for projects big and small (value) and also with small project teams or large projects teams. For small partial renovation or addition projects CoConstruct is a good more cost effective option.

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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

monday.com gives us the most flexibility when it comes to its features -- to create templates and quickly modify or customize. While limited in its overall functionality, it is secure and does what it is supposed to do well. An ability to interpret documents given to it -- not just its own assets -- would take monday.com to the next level.

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For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.

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• It made time recording much easier and much more reliable
• With its GPS feature, we would be able to track when an employee left a job to help ensure accurate time recording
• Having the ability to give the homeowners their own custom home building app to watch the progress helped to put us ahead of the game in the industry
• Running job cost reports as easily as CoConstruct allows helped to curb some of our administrative fees

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• 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.

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• The platform has saved us time by allowing us to have all of our program information in one place.
• The fact that it is easy to set up has saved us countless hours of trying to learn the platform.
• The platform has helped us greatly with collaboration with our program partners who need to use our data.

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