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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Fin

    Score8.8 out of 10
    N/AFin is an AI Agent for customer service. It automates complex queries, improves resolution times, and delivers consistently high-quality support at scale.

    $0.99

    one-time fee per outcome

    FollowUp CRM

    Score1.2 out of 10
    N/AFollowUp 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.N/A
    Pricing
    FinFollowUp CRM
    Editions & Modules
    Fin with your current helpdesk
    $0.99
    one-time fee per outcome
    Fin with the Intercom helpdesk
    from $19 + $0.99 per Fin outcome
    per month per seat
    Pro add-on
    from $99
    per month
    No answers on this topic
    Offerings
    Pricing Offerings
    FinFollowUp CRM
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details90-Day Money-Back Guarantee Fin includes a 90-day money-back guarantee. Customers must use Fin in at least 250 conversations during the first 90 days of their subscription following the trial period. Customers who are not satisfied may request a refund within 90 days of starting their subscription. Eligibility: Available to high-volume customers handling more than 250,000 conversations per month in North America and Europe.
    More Pricing Information
    Community Pulse
    FinFollowUp CRM
    Considered Both Products
    Fin
    No answer on this topic
    FollowUp CRM
    No answer on this topic
    Key User Insights
    Would buy again
    99%
    Would buy again
    424 Answers
    No answers on this topic
    Delivers good value for the price
    97%
    Delivers good value for the price
    341 Answers
    No answers on this topic
    Happy with the feature set
    98%
    Happy with the feature set
    417 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    94%
    Lived up to sales and marketing promises
    230 Answers
    No answers on this topic
    Implementation went as expected
    93%
    Implementation went as expected
    286 Answers
    No answers on this topic
    Features
    FinFollowUp CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    9.1
    12 Ratings
    15% above category average
    Customer data management / contact management00 Ratings10.012 Ratings
    Workflow management00 Ratings10.010 Ratings
    Territory management00 Ratings6.18 Ratings
    Opportunity management00 Ratings10.010 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings10.08 Ratings
    Contract management00 Ratings10.010 Ratings
    Quote & order management00 Ratings8.96 Ratings
    Interaction tracking00 Ratings10.09 Ratings
    Channel / partner relationship management00 Ratings7.27 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    10.0
    8 Ratings
    26% above category average
    Case management00 Ratings10.08 Ratings
    Call center management00 Ratings10.05 Ratings
    Help desk management00 Ratings10.06 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    10.0
    8 Ratings
    26% above category average
    Lead management00 Ratings10.08 Ratings
    Email marketing00 Ratings10.05 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    9.5
    10 Ratings
    21% above category average
    Task management00 Ratings10.010 Ratings
    Billing and invoicing management00 Ratings8.43 Ratings
    Reporting00 Ratings10.09 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    9.7
    11 Ratings
    24% above category average
    Forecasting00 Ratings9.06 Ratings
    Pipeline visualization00 Ratings10.09 Ratings
    Customizable reports00 Ratings10.09 Ratings
    Customization
    Comparison of Customization features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    9.8
    7 Ratings
    25% above category average
    Custom fields00 Ratings10.07 Ratings
    Custom objects00 Ratings9.04 Ratings
    Scripting environment00 Ratings10.05 Ratings
    API for custom integration00 Ratings10.04 Ratings
    Security
    Comparison of Security features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    10.0
    10 Ratings
    17% above category average
    Single sign-on capability00 Ratings10.08 Ratings
    Role-based user permissions00 Ratings10.07 Ratings
    Social CRM
    Comparison of Social CRM features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    10.0
    3 Ratings
    28% above category average
    Social data00 Ratings10.03 Ratings
    Social engagement00 Ratings10.02 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    7.7
    3 Ratings
    2% above category average
    Marketing automation00 Ratings10.03 Ratings
    Compensation management00 Ratings5.52 Ratings
    Platform
    Comparison of Platform features of Fin and Followup CRM
    Feature
    Fin
    -
    Ratings
    Followup CRM
    10.0
    4 Ratings
    27% above category average
    Mobile access00 Ratings10.04 Ratings
    Best Alternatives
    FinFollowUp CRM
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    Sprinklr Service
    Score7.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FinFollowUp CRM
    Likelihood to Recommend
    8.9
    (490 ratings)
    10.0
    (12 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    -
    (0 ratings)
    Usability
    8.3
    (398 ratings)
    -
    (0 ratings)
    Availability
    9.1
    (1 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    6.4
    (11 ratings)
    -
    (0 ratings)
    Online Training
    7.4
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    6.6
    (5 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    FinFollowUp CRM
    Likelihood to Recommend
    Fin
    I can't think of anything off the top of my head regarding less appropriate. However, this product is very customizable. I think with some improvement in reporting it could be better, however, I would recommend due to these types of things. I love the knowledge base and creating those help centers. I would say that it is fairly easy to set up, but once you set it up, not really knowing all the things, it's hard to go back and change, so it would be nice to have an overall idea of guidance prior to the original setup that can just be improved over time.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Pros
    Fin
    • The AI agent can answer our users' questions accurately based on the information available in our Help Center.
    • Ability to set up workflows and procedures helps our team automate repetitive tasks.
    • The inbox layout is clean and easy to navigate, and we can set views to suit our preferences.
    Incentivized
    Read full review
    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.
    Read full review
    Cons
    Fin
    • I wish I could pull reports on the conversations that have been closed.
    • I wish I could tag fin categories in addition to our live help desk conversations so I can get a good read on the types of questions users are asking.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Likelihood to Renew
    Fin
    We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.
    Incentivized
    Read full review
    FollowUp CRM
    No answers on this topic
    Usability
    Fin
    Intuitive is a very accurate descriptor. Features do not seem to be hidden by poor UI. Things are usually where you would expect them to be, and the UI has been designed to make it pleasant to work within the platform. The platform also scales really well. Both small and large organizations can achieve a great return on investment by using it.
    Read full review
    FollowUp CRM
    No answers on this topic
    Reliability and Availability
    Fin
    always there
    Incentivized
    Read full review
    FollowUp CRM
    No answers on this topic
    Performance
    Fin
    Fin is super quick and top notch.
    Incentivized
    Read full review
    FollowUp CRM
    No answers on this topic
    Support Rating
    Fin
    I can get help by asking Fin questions about itself. It answers accurately, citing its own Help Center resources with visuals. It can reason and dialogue well. But when it comes to getting human support for Fin, it is not as quick. It can sometimes take a few days. They are polite and well-meaning. Some things aren't their fault (product limitations), but there was one occasion where something took a long time to resolve with lots of back and forth but it was I who found out the error in the end that they missed, so they didn't really help resolve it.
    Incentivized
    Read full review
    FollowUp CRM
    No answers on this topic
    Online Training
    Fin
    It was great. We were able to walk through step by step and get our questions answered along the way.
    Incentivized
    Read full review
    FollowUp CRM
    No answers on this topic
    Implementation Rating
    Fin
    The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.
    Incentivized
    Read full review
    FollowUp CRM
    No answers on this topic
    Alternatives Considered
    Fin
    Fin far surpasses these other options in platform features and capabilities. Fin allows for side-by-side use by both the Marketing and Support teams, while none of the other similar products did that well. Most platforms are designed for one or the other, not both.
    Read full review
    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
    Read full review
    Scalability
    Fin
    The product is very scalable and has helped us scale our user base and onboard 10x the users in just one month. We couldn't have done it without Fin
    Incentivized
    Read full review
    FollowUp CRM
    No answers on this topic
    Return on Investment
    Fin
    • New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
    • Enabling Fin has also reduced our response time and allowed us to meet SLA's.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    ScreenShots

    Fin Screenshots

    Screenshot of Fin handling a complex query. Fin can securely retrieve data and take action in external systems like Shopify, Stripe, and Salesforce.Screenshot of Fin works across phone, email, chat, Slack, and more so every customer receives accurate, personalized responses, wherever they reach out.Screenshot of Procedures to train Fin to handle queries with multiple steps, business logic and third-party systems from start to finish. Natural language instructions can be combined with deterministic controls to create powerful Procedures that follow exact rules when needed.Screenshot of AI powered Insights and QA products, proactively showing you dominant and emergent trends and topics in your customer experience, as well as one-click recommendations to set live and immediately improve Fin's performance.Screenshot of Fin Operator. It spots problems, finds opportunities to improve, and acts on them, for example tuning Fin, keeping knowledge current, and scaling automation as business needs changes.Screenshot of the interface to customize Fin's tone of voice, teach it support knowledge and policies, and configure how it handles complex tasks in over 45 languages.