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 9.9 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

Lasso CRM

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Nathalie Harput | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

FollowUp CRM
9.1
Lasso CRM
8.9
Customer data management / contact management
FollowUp CRM
10.0
Lasso CRM
8.1
Workflow management
FollowUp CRM
10.0
Lasso CRM
6.2
Territory management
FollowUp CRM
6.1
Lasso CRM
Opportunity management
FollowUp CRM
10.0
Lasso CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
FollowUp CRM
10.0
Lasso CRM
10.0
Contract management
FollowUp CRM
10.0
Lasso CRM
Quote & order management
FollowUp CRM
8.9
Lasso CRM
Interaction tracking
FollowUp CRM
10.0
Lasso CRM
10.0
Channel / partner relationship management
FollowUp CRM
7.2
Lasso CRM

Customer Service & Support

FollowUp CRM
10.0
Lasso CRM
5.0
Case management
FollowUp CRM
10.0
Lasso CRM
Call center management
FollowUp CRM
10.0
Lasso CRM
Help desk management
FollowUp CRM
10.0
Lasso CRM
5.0

Marketing Automation

FollowUp CRM
10.0
Lasso CRM
9.9
Lead management
FollowUp CRM
10.0
Lasso CRM
10.0
Email marketing
FollowUp CRM
10.0
Lasso CRM
9.9

CRM Project Management

FollowUp CRM
9.5
Lasso CRM
8.1
Task management
FollowUp CRM
10.0
Lasso CRM
8.1
Billing and invoicing management
FollowUp CRM
8.4
Lasso CRM
Reporting
FollowUp CRM
10.0
Lasso CRM
8.1

CRM Reporting & Analytics

FollowUp CRM
9.7
Lasso CRM
6.6
Forecasting
FollowUp CRM
9.0
Lasso CRM
Pipeline visualization
FollowUp CRM
10.0
Lasso CRM
8.0
Customizable reports
FollowUp CRM
10.0
Lasso CRM
5.2

Customization

FollowUp CRM
9.8
Lasso CRM
5.0
Custom fields
FollowUp CRM
10.0
Lasso CRM
5.0
Custom objects
FollowUp CRM
9.0
Lasso CRM
5.0
Scripting environment
FollowUp CRM
10.0
Lasso CRM
API for custom integration
FollowUp CRM
10.0
Lasso CRM

Security

FollowUp CRM
10.0
Lasso CRM
8.1
Single sign-on capability
FollowUp CRM
10.0
Lasso CRM
8.0
Role-based user permissions
FollowUp CRM
10.0
Lasso CRM
8.1

Social CRM

FollowUp CRM
10.0
Lasso CRM
Social data
FollowUp CRM
10.0
Lasso CRM
Social engagement
FollowUp CRM
10.0
Lasso CRM

Integrations with 3rd-party Software

FollowUp CRM
7.7
Lasso CRM
8.0
Marketing automation
FollowUp CRM
10.0
Lasso CRM
8.0
Compensation management
FollowUp CRM
5.5
Lasso CRM

Platform

FollowUp CRM
10.0
Lasso CRM
5.0
Mobile access
FollowUp CRM
10.0
Lasso CRM
5.0

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

Lasso CRM

  • Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
  • Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
  • Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
Anonymous | 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

Lasso CRM

  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
Nathalie Harput | 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

Lasso CRM

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

Lasso CRM

  • Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
  • We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
  • Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
Anonymous | TrustRadius Reviewer

Pricing Details

FollowUp CRM

General

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

Lasso CRM

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
Lasso CRM
9.9

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