Followup CRM vs. iTWO costX

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

Easy to use, one-stop for all construction-related tasks. The best thing is the split-screen, during the Bill of Quantity verification users can see for what part of the design Bill of Quantity is generated. Auto-updating of Design is another good feature.

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.

• Allows multiple users to work on the same estimate at once. This is huge!! Not only can we team up on a project that has a quick deadline but we can also simultaneously collaborate on database updates.
• Performs your takeoff on CAD drawings or vector PDFs. Your typical takeoff software does takeoff on an unintelligent PDF. I say unintelligent because the process you go through is simply to trace the boundaries of your shape. This is time-consuming and can lead to mistakes. With CostX your cursor will stick to the line lines and takeoff the exact measurement. This has cut our takeoff time by 75%. The best part is that this is done in the same software as your estimating software. There are a few software's that have takeoff and estimating in one but CostX is the only one the provides CAD smart takeoff.
• CostX is a lot like Excel. You have the flexibility to set up your workbooks the way your project team thinks. For example, ours is set up to evaluate labor in two ways; productivity (man-hours per widget) or crew hours (3 guys for two days for a given activity).
• Reports are very flexible and the report writers is much easier than Crystal reports.
• If you subscribe to the full version of CostX this provides the most powerful feature of them all......Auto-Revisioning. This function will compare two sets of drawings, identify the changes on a color coded drawing, ask for you to approve the changes and then update your estimate and takeoff. You can even use this to produce custom print outs for RFI's show your design team what changed.
• Your estimating workbooks are live-linked to your takeoff. As you make adjustments to your takeoff your estimate updates accordingly. The workbook has color coded text to hep your team understand whats behind your estimate; Black = manually input, Blue = rates linked to database, and Green = quantity linked to take-off.
• Full integrated subcontractor comparison. We use to do this in excel to compare multiple bidders across every division.
• This is also color coded for a streamlined review process; green = quote, blue = estimate, purple = plug, and orange = other.
• Built in error checking notifies you if you forgot to normalize an item on your subcontractor comparison.
• In the near future the software will be available online allowing you to use remotely.

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

• iTwo Costx has 3D features that may require enhancement in terms of Look and feel perspective.
• The eye Function section view feature may require enhancement. But I am not sure how much more we can bring it to scale
• Not seen Cloud base service. So that easy to use from any where.

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

We are not aware of another software that has fully integrated take-off, subcontractor comparison, estimating and reporting besides CostX.

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

• Easy to Collaborate Between the Team members. Saves a lot of work
• Integrate with multiple types of data drawing which saves efforts in converting the design.
• Bill of Quantity export can be done based on the Design section and can share with contractors for Quotes. Instead of just downloading the whole report and then editing for the required pack.

Incentivized