18 Ratings
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Score 9.5 out of 100
4 Ratings
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Score 9 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

RSMeans data, from Gordian (Costworks)

Well Suited:Construction cost estimates for new larger projects where the construction will start within the next 6-9 months. Budgetary estimates for future buildings through its square foot models. Not Well Suited:Not accurate enough on small projects where labor, travel to sites, and OH&P are a higher percentage of unit costs than on larger projects where these costs are spread out across more units.
Robert Bass | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Case management
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Call center management
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Help desk management
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)

Marketing Automation

FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Lead management
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Email marketing
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)

CRM Project Management

FollowUp CRM
9.5
RSMeans data, from Gordian (Costworks)
Task management
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Billing and invoicing management
FollowUp CRM
8.4
RSMeans data, from Gordian (Costworks)
Reporting
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)

CRM Reporting & Analytics

FollowUp CRM
9.7
RSMeans data, from Gordian (Costworks)
Forecasting
FollowUp CRM
9.0
RSMeans data, from Gordian (Costworks)
Pipeline visualization
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Customizable reports
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)

Customization

FollowUp CRM
9.8
RSMeans data, from Gordian (Costworks)
Custom fields
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Custom objects
FollowUp CRM
9.0
RSMeans data, from Gordian (Costworks)
Scripting environment
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
API for custom integration
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)

Security

FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Single sign-on capability
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Role-based user permissions
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)

Social CRM

FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Social data
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Social engagement
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)

Integrations with 3rd-party Software

FollowUp CRM
7.7
RSMeans data, from Gordian (Costworks)
Marketing automation
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Compensation management
FollowUp CRM
5.5
RSMeans data, from Gordian (Costworks)

Platform

FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
Mobile access
FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)

Estimating

FollowUp CRM
RSMeans data, from Gordian (Costworks)
7.8
Takeoff tools
FollowUp CRM
RSMeans data, from Gordian (Costworks)
6.0
Job costing
FollowUp CRM
RSMeans data, from Gordian (Costworks)
9.0
Cost databases
FollowUp CRM
RSMeans data, from Gordian (Costworks)
9.0
Cost calculator
FollowUp CRM
RSMeans data, from Gordian (Costworks)
8.0
Bid creation
FollowUp CRM
RSMeans data, from Gordian (Costworks)
7.0

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

RSMeans data, from Gordian (Costworks)

  • CostWorks is very good at generating quick and valid estimates for standardized facilities such as office buildings, schools, etc. It allows you to validate other cost estimates at the UniFormat level when doing an estimate validation.
  • CostWorks' database of detailed line-items is a very resourceful asset when it comes to finding a very specific line-item. Sometimes, when using Success or MII, I will have CostWorks open on the other screen so I can find an item that the other softwares just don't have and build it into the other software from the CostWorks entry.
  • CostWorks does a very good job of generating reports that are both well-developed and have enough detail at the summary level to be able to sit with a client or a project manager and have them follow along and understand without being overwhelmed with detail and numbers.
Bryan T. Piper, CCP | 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

RSMeans data, from Gordian (Costworks)

  • small project costs where labor is a bigger portion than materials on cost
  • markup factors on governmental projects
Robert Bass | TrustRadius Reviewer

Support Rating

FollowUp CRM

No score
No answers yet
No answers on this topic

RSMeans data, from Gordian (Costworks)

RSMeans data, from Gordian (Costworks) 5.0
Based on 2 answers
I've never had the need to discuss CostWorks with a vendor.
Robert Bass | 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

RSMeans data, from Gordian (Costworks)

CostWorks is a unique software for estimating as compared to the other softwares I have listed above. PACES is mostly used for federal modeling and really cannot be compared to Costworks. It has its own developed modeling database and has its own quirkiness and issues.MII has been developed for the USACE and utilized a user-developed folder structure and RS Means Database. I use CostWorks along side this software to find line-items that are not in the MII RS Means Database.Success has been developed for NAVFAC and again, utilizes a user-developed folder structure and RS Means Database. When I use this software, I ALWAYS have CostWorks open on the other screen as Success' RS Means database is extremely lacking when it comes to the number of detail line-items.Timberline is by SAGE and I use it mostly for DOS and FAA work. Of the 3 RS Means Database softwares, this one has the most detailed database for reference, however, there are times when I do have to look up an item that Timberline does not have and the first software I open is CostWorks.
Bryan T. Piper, CCP | TrustRadius Reviewer

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

RSMeans data, from Gordian (Costworks)

  • I don't really see any "negative" impacts on my business or my ROI by purchasing CostWorks. It's a valuable tool that we use, however, some of my colleagues do not use it or use it very infrequently.
  • I find it well worth the cost even though we don't develop complete estimates in CostWorks due to client dictated softwares.
  • It has provided very quickly-built estimating models that let our team and project managers know that the RFP or the task that they are contemplating bidding on or starting to work on is actually feasible to construction given the budget and directive.
Bryan T. Piper, CCP | TrustRadius Reviewer

Pricing Details

FollowUp CRM

General

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

RSMeans data, from Gordian (Costworks)

General

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

Rating Summary

Likelihood to Recommend

FollowUp CRM
10.0
RSMeans data, from Gordian (Costworks)
9.0

Support Rating

FollowUp CRM
RSMeans data, from Gordian (Costworks)
5.0

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