What users are saying about
18 Ratings
2 Ratings
18 Ratings
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Score 9.5 out of 100
2 Ratings
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Score 8 out of 100

Likelihood to Recommend

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.
Betsy Young | TrustRadius Reviewer

FotoNotes

Any scenario where you are managing off-site work tasks, especially if those work tasks involve virtual verification and media.
Mitch Davidson | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

FollowUp CRM
9.1
FotoNotes
Customer data management / contact management
FollowUp CRM
10.0
FotoNotes
Workflow management
FollowUp CRM
10.0
FotoNotes
Territory management
FollowUp CRM
6.1
FotoNotes
Opportunity management
FollowUp CRM
10.0
FotoNotes
Integration with email client (e.g., Outlook or Gmail)
FollowUp CRM
10.0
FotoNotes
Contract management
FollowUp CRM
10.0
FotoNotes
Quote & order management
FollowUp CRM
8.9
FotoNotes
Interaction tracking
FollowUp CRM
10.0
FotoNotes
Channel / partner relationship management
FollowUp CRM
7.2
FotoNotes

Customer Service & Support

FollowUp CRM
10.0
FotoNotes
Case management
FollowUp CRM
10.0
FotoNotes
Call center management
FollowUp CRM
10.0
FotoNotes
Help desk management
FollowUp CRM
10.0
FotoNotes

Marketing Automation

FollowUp CRM
10.0
FotoNotes
Lead management
FollowUp CRM
10.0
FotoNotes
Email marketing
FollowUp CRM
10.0
FotoNotes

CRM Project Management

FollowUp CRM
9.5
FotoNotes
Task management
FollowUp CRM
10.0
FotoNotes
Billing and invoicing management
FollowUp CRM
8.4
FotoNotes
Reporting
FollowUp CRM
10.0
FotoNotes

CRM Reporting & Analytics

FollowUp CRM
9.7
FotoNotes
Forecasting
FollowUp CRM
9.0
FotoNotes
Pipeline visualization
FollowUp CRM
10.0
FotoNotes
Customizable reports
FollowUp CRM
10.0
FotoNotes

Customization

FollowUp CRM
9.8
FotoNotes
Custom fields
FollowUp CRM
10.0
FotoNotes
Custom objects
FollowUp CRM
9.0
FotoNotes
Scripting environment
FollowUp CRM
10.0
FotoNotes
API for custom integration
FollowUp CRM
10.0
FotoNotes

Security

FollowUp CRM
10.0
FotoNotes
Single sign-on capability
FollowUp CRM
10.0
FotoNotes
Role-based user permissions
FollowUp CRM
10.0
FotoNotes

Social CRM

FollowUp CRM
10.0
FotoNotes
Social data
FollowUp CRM
10.0
FotoNotes
Social engagement
FollowUp CRM
10.0
FotoNotes

Integrations with 3rd-party Software

FollowUp CRM
7.7
FotoNotes
Marketing automation
FollowUp CRM
10.0
FotoNotes
Compensation management
FollowUp CRM
5.5
FotoNotes

Platform

FollowUp CRM
10.0
FotoNotes
Mobile access
FollowUp CRM
10.0
FotoNotes

Pros

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.
Gregg Wallick | TrustRadius Reviewer

FotoNotes

  • Creating products that are highly configurable for the user.
  • Creating API integrations.
  • Understanding and adapting to mobile user needs.
Mitch Davidson | TrustRadius Reviewer

Cons

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.
Betsy Young | TrustRadius Reviewer

FotoNotes

  • Industry/market specification.
  • Expansion and scale.
  • Look and design.
Mitch Davidson | TrustRadius Reviewer

Alternatives Considered

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
Anonymous | TrustRadius Reviewer

FotoNotes

No answers on this topic

Return on Investment

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.
Tom Baker | TrustRadius Reviewer

FotoNotes

  • Reduced our labor spend due to integration and automation.
  • Reduced subcontracting burdens due to advanced mobile features (i.e., eliminated the need for homework, uploading, and transcription after job completion).
Mitch Davidson | TrustRadius Reviewer

Screenshots

Pricing Details

FollowUp CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

FollowUp CRM Editions & Modules

Additional Pricing Details

FotoNotes

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

FotoNotes Editions & Modules

Edition
FotoNotes$200.001
  1. per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

FollowUp CRM
10.0
FotoNotes
10.0

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