EstimateOne vs. Followup CRM

EstimateOne is well suited for subcontractors or builders alike to streamline the process of tendering on projects. It is a fantastic platform for anyone really, whether you are starting your business and need to build a client base or have an already established business and want to find more projects to tender on. It can be difficult at times to know where you stand after submitting a price, a strong follow up process or CRM is something you should consider before using the platform to keep track of key contacts and jobs you have priced.

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

• Document access to projects on tender.
• Easy access to tenders and all commercial projects and their status.
• Good communication details with estimators.

• 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.

• 5 free passes for $10,000,000 opportunities as a further way for members to experience what they will receive in the next level up.
• Option to submit video testimonials.

• 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

EstimateOne is easy to use, the user interface is designed to be simple yet functional - many other platforms I have used are much more cumbersome to navigate and don't offer as much functionality. Everything has been thought out well with EstimateOne - it seems to have been designed by people who have worked in the industry.

Abby Tuong is an incredible employee who is EstimateOne. Her proactiveness, willingness to listen and help, and customer focus is second to none. With that level of support, it is no wonder EstimateOne has such rave reviews and is clearly the choice in the market.

I think EstimateOne may have a broader database (not sure); but certainly I feel it is very thorough in the searchability for suitable projects

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

• We are hoping for a positive impact and positive ROI since Covid-19 has effectively stopped our personal engagement opportunities with builders and architects

• 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