Followup CRM vs. InEight

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

Ineight helps save us a huge amount of time in preparing the large number of bids we have to do. It is fast and has many desirable features which make it accurate and reliable. The company has made a lot of changes over the years and most are for the good of the software and are welcome. Some of the changes, however, do not make sense and are actually detrimental to the smooth functioning of the program. When asked why these changes were made I have not been able to get a satisfactory answer. We wish that the company would listen more to the suggestions of clients.

Incentivized

• 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.

• Tagging segments of work.
• User defined views and descriptions for all screens.
• Customizable ribbons to provide an efficient use of the software.
• Multiple layers/dependents to allow for an extreme drill down of the work and the ability to roll up to a more useful level for upper management review.
• You can bid the work as you would build it, in detail.

Incentivized

• 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

• The import/export buttons are exactly the opposite of what you would expect. not intuitive and the logos for these should be swapped.
• The software is hard to train users upon. New users require 3-6 months of use before getting proficient. I think this is because many of the best features are buried in menus, three clicks deep.
• The claiming exports immediately default partial claim items to the user who claimed previously. You need to update your name every time you update a partial claim line item.
• There are many add-ins that should just be included with InEight Standard, instead of having to install extras to make the software usable.

Incentivized

Some features with InEight's TeamBinder are worthy of single use, however the review feature and subsequent revision and version numbering could be improved. We will be aiming to roll out the package to encompass our internal documentation in the near future and will be in a better position to judge the usability after that point in time.

Incentivized

I would give it an 8 out of 10 because the software can be a bit cumbersome to new users. It also takes a long time to set up the library and input all of your companies needs so that the software will provide the level of service required to estimate projects. However, once the software is set up it is a powerful tool. We only use a portion of what the software is capable of delivering

Incentivized

InEight have the ServiceNow ticketing system, which should improve the transparency of outstanding issues. However there is an inconsistency in advice within the help desk support staff (Kevin is excellent) and depending on who is handling the issue often our staff need to follow up with the help desk.

Incentivized

Since the original inception, I have been required to overhaul the system so that it is more user friendly and combines both aspects of our business, documentation and drawings. Being able to control revision and version numbering has been a key struggle that only staff training has been able to mark this as complete.

Incentivized

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

1. Allows you to save all file types to a document, easily identify which formats you do and don’t have and manage which formats you issue.


2. Great bulk functionality. Manage multiple projects and large volume of documentation easily with less staff.

Incentivized

We only use Ineight at our main facility so are currently not in need of the flexibility and scalability of multiple sites and departments.

Incentivized

• 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

• More detailed estimates for projects and alternative deliver partners.
• Able to reduce estimating time entry time on projects with assemblies allowing for more review of plans and specifications.
• Excellent tool for remote estimates allowing for more involvement from field construction personnel.

Incentivized