FollowUp CRM vs Lasso CRM

Being from healthcare sector we have been using Followup CRM. It automatically sends all the notification and reminders. Also, helps with the follow-ups so that no prospect or leads can be missed. This is incredible tool one should definitely use. This tool allows us to track our progress and identify areas for improvement.

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.

• It allows us to put notes/comments in as they occur so that there is a complete "log" of information for each project.
• It reminds us of who we should be contacting each day.
• It gives us a daily overall picture of how many leads we are currently managing.

• 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.

• 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.

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

It is a tool that has helped us in cooperation, document sharing, file transfer, email marketing, and all other particular tasks. I've progressed more collected and understood which clients are most suited for our product and which are only interested on receiving proposals.

I rarely contacted the support for Followup CRM but my employees tried to contact the support and they resolved the issue. So i can not provide enough detail about the support of 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

• 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.

• 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.