What users are saying about
18 Ratings
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Score 9.5 out of 100
689 Ratings
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Score 7.6 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

Microsoft Dynamics 365

All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
Patrick Stephens | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

FollowUp CRM
9.1
Microsoft Dynamics 365
8.3
Customer data management / contact management
FollowUp CRM
10.0
Microsoft Dynamics 365
8.8
Workflow management
FollowUp CRM
10.0
Microsoft Dynamics 365
8.4
Territory management
FollowUp CRM
6.1
Microsoft Dynamics 365
8.2
Opportunity management
FollowUp CRM
10.0
Microsoft Dynamics 365
8.6
Integration with email client (e.g., Outlook or Gmail)
FollowUp CRM
10.0
Microsoft Dynamics 365
8.9
Contract management
FollowUp CRM
10.0
Microsoft Dynamics 365
7.7
Quote & order management
FollowUp CRM
8.9
Microsoft Dynamics 365
8.0
Interaction tracking
FollowUp CRM
10.0
Microsoft Dynamics 365
8.4
Channel / partner relationship management
FollowUp CRM
7.2
Microsoft Dynamics 365
8.0

Customer Service & Support

FollowUp CRM
10.0
Microsoft Dynamics 365
8.4
Case management
FollowUp CRM
10.0
Microsoft Dynamics 365
8.4
Call center management
FollowUp CRM
10.0
Microsoft Dynamics 365
8.6
Help desk management
FollowUp CRM
10.0
Microsoft Dynamics 365
8.3

Marketing Automation

FollowUp CRM
10.0
Microsoft Dynamics 365
8.2
Lead management
FollowUp CRM
10.0
Microsoft Dynamics 365
8.6
Email marketing
FollowUp CRM
10.0
Microsoft Dynamics 365
7.7

CRM Project Management

FollowUp CRM
9.5
Microsoft Dynamics 365
8.0
Task management
FollowUp CRM
10.0
Microsoft Dynamics 365
8.2
Billing and invoicing management
FollowUp CRM
8.4
Microsoft Dynamics 365
8.1
Reporting
FollowUp CRM
10.0
Microsoft Dynamics 365
7.7

CRM Reporting & Analytics

FollowUp CRM
9.7
Microsoft Dynamics 365
8.1
Forecasting
FollowUp CRM
9.0
Microsoft Dynamics 365
8.2
Pipeline visualization
FollowUp CRM
10.0
Microsoft Dynamics 365
8.0
Customizable reports
FollowUp CRM
10.0
Microsoft Dynamics 365
8.1

Customization

FollowUp CRM
9.8
Microsoft Dynamics 365
8.1
Custom fields
FollowUp CRM
10.0
Microsoft Dynamics 365
8.4
Custom objects
FollowUp CRM
9.0
Microsoft Dynamics 365
8.1
Scripting environment
FollowUp CRM
10.0
Microsoft Dynamics 365
7.9
API for custom integration
FollowUp CRM
10.0
Microsoft Dynamics 365
7.9

Security

FollowUp CRM
10.0
Microsoft Dynamics 365
8.4
Single sign-on capability
FollowUp CRM
10.0
Microsoft Dynamics 365
8.5
Role-based user permissions
FollowUp CRM
10.0
Microsoft Dynamics 365
8.2

Social CRM

FollowUp CRM
10.0
Microsoft Dynamics 365
7.8
Social data
FollowUp CRM
10.0
Microsoft Dynamics 365
7.6
Social engagement
FollowUp CRM
10.0
Microsoft Dynamics 365
8.0

Integrations with 3rd-party Software

FollowUp CRM
7.7
Microsoft Dynamics 365
8.0
Marketing automation
FollowUp CRM
10.0
Microsoft Dynamics 365
8.1
Compensation management
FollowUp CRM
5.5
Microsoft Dynamics 365
7.9

Platform

FollowUp CRM
10.0
Microsoft Dynamics 365
7.8
Mobile access
FollowUp CRM
10.0
Microsoft Dynamics 365
7.8

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

Microsoft Dynamics 365

  • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
  • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
  • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
  • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
  • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
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

Microsoft Dynamics 365

  • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
  • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
  • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
  • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
  • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
  • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
  • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Justin Pink | TrustRadius Reviewer

Likelihood to Renew

FollowUp CRM

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 7.9
Based on 19 answers
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place.We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade.We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Chris Jensen | TrustRadius Reviewer

Usability

FollowUp CRM

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 8.2
Based on 15 answers
Microsoft Dynamics 365 is reliable and easy to use. There are, however, some drawbacks. It has all the tools your sales team needs to track leads and make informed decisions based on reports. A knowledgeable and responsive support team was available whenever I needed it. The support team is enthusiastic and knowledgeable. Useful for customer relationship management (CRM). There is room for improvement when it comes to terminology.
Mst Rahima Khatun | TrustRadius Reviewer

Support Rating

FollowUp CRM

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 8.9
Based on 8 answers
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Todd Jankowski | TrustRadius Reviewer

Implementation Rating

FollowUp CRM

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 answers
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Sara Tsoodle | 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

Microsoft Dynamics 365

Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Alexander Cooper | TrustRadius Reviewer

Contract Terms and Pricing Model

FollowUp CRM

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 8.0
Based on 2 answers
I was asked some questions when considering our purchasing options about how we should use it and what we would use it for. With so much data and information out there, we have to make sure we are presenting it correctly to the managers or it will be lost on them. We don't spend nearly as much money on it as Salesforce, because we use less of their capabilities. It meets our needs and definitely provides a positive ROI.
Harrison Pershing | TrustRadius Reviewer

Professional Services

FollowUp CRM

No score
No answers yet
No answers on this topic

Microsoft Dynamics 365

Microsoft Dynamics 365 9.0
Based on 1 answer
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Mst Rahima Khatun | 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

Microsoft Dynamics 365

  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
Anonymous | TrustRadius Reviewer

Pricing Details

FollowUp CRM

General

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

Microsoft Dynamics 365

General

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

Rating Summary

Likelihood to Recommend

FollowUp CRM
10.0
Microsoft Dynamics 365
8.1

Likelihood to Renew

FollowUp CRM
Microsoft Dynamics 365
7.9

Usability

FollowUp CRM
Microsoft Dynamics 365
8.2

Support Rating

FollowUp CRM
Microsoft Dynamics 365
8.9

Online Training

FollowUp CRM
Microsoft Dynamics 365
7.5

Implementation Rating

FollowUp CRM
Microsoft Dynamics 365
9.2

Contract Terms and Pricing Model

FollowUp CRM
Microsoft Dynamics 365
8.0

Professional Services

FollowUp CRM
Microsoft Dynamics 365
9.0

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