25 Ratings
Top Rated
819 Ratings
25 Ratings
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Score 9.3 out of 100
Top Rated
819 Ratings
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Score 7.8 out of 100

Feature Set Ratings

  • Followup CRM ranks higher in 8 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM
  • Microsoft Dynamics 365 ranks higher in 2 feature sets: Integrations with 3rd-party Software, Platform

Sales Force Automation

9.2

FollowUp CRM

92%
8.5

Microsoft Dynamics 365

85%
Followup CRM ranks higher in 8/9 features

Customer data management / contact management

9.7
97%
18 Ratings
8.1
81%
71 Ratings

Workflow management

9.3
93%
16 Ratings
7.9
79%
70 Ratings

Territory management

9.2
92%
13 Ratings
8.2
82%
54 Ratings

Opportunity management

9.2
92%
15 Ratings
9.0
90%
66 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.0
90%
14 Ratings
9.6
96%
69 Ratings

Contract management

9.5
95%
16 Ratings
8.4
84%
55 Ratings

Quote & order management

9.0
90%
12 Ratings
8.6
86%
51 Ratings

Interaction tracking

9.0
90%
15 Ratings
8.7
87%
63 Ratings

Channel / partner relationship management

9.0
90%
13 Ratings
7.7
77%
54 Ratings

Customer Service & Support

9.1

FollowUp CRM

91%
7.5

Microsoft Dynamics 365

75%
Followup CRM ranks higher in 3/3 features

Case management

9.2
92%
14 Ratings
7.6
76%
54 Ratings

Call center management

8.5
85%
11 Ratings
7.8
78%
46 Ratings

Help desk management

9.7
97%
12 Ratings
7.0
70%
51 Ratings

Marketing Automation

9.1

FollowUp CRM

91%
8.4

Microsoft Dynamics 365

84%
Followup CRM ranks higher in 1/2 features

Lead management

9.0
90%
14 Ratings
9.1
91%
64 Ratings

Email marketing

9.2
92%
11 Ratings
7.6
76%
64 Ratings

CRM Project Management

9.0

FollowUp CRM

90%
8.4

Microsoft Dynamics 365

84%
Followup CRM ranks higher in 3/3 features

Task management

9.3
93%
16 Ratings
8.3
83%
61 Ratings

Billing and invoicing management

8.4
84%
8 Ratings
8.4
84%
46 Ratings

Reporting

9.3
93%
15 Ratings
8.5
85%
56 Ratings

CRM Reporting & Analytics

9.3

FollowUp CRM

93%
8.6

Microsoft Dynamics 365

86%
Followup CRM ranks higher in 3/3 features

Forecasting

9.4
94%
11 Ratings
8.8
88%
58 Ratings

Pipeline visualization

9.2
92%
15 Ratings
8.1
81%
63 Ratings

Customizable reports

9.3
93%
15 Ratings
9.0
90%
66 Ratings

Customization

8.8

FollowUp CRM

88%
8.0

Microsoft Dynamics 365

80%
Followup CRM ranks higher in 4/4 features

Custom fields

9.2
92%
12 Ratings
8.4
84%
69 Ratings

Custom objects

8.4
84%
9 Ratings
8.1
81%
64 Ratings

Scripting environment

8.8
88%
10 Ratings
7.3
73%
51 Ratings

API for custom integration

8.8
88%
9 Ratings
8.1
81%
55 Ratings

Security

9.2

FollowUp CRM

92%
8.7

Microsoft Dynamics 365

87%
Followup CRM ranks higher in 2/2 features

Single sign-on capability

9.3
93%
14 Ratings
8.8
88%
59 Ratings

Role-based user permissions

9.0
90%
13 Ratings
8.5
85%
60 Ratings

Social CRM

8.7

FollowUp CRM

87%
8.2

Microsoft Dynamics 365

82%
Followup CRM ranks higher in 1/2 features

Social data

9.0
90%
8 Ratings
7.9
79%
39 Ratings

Social engagement

8.4
84%
7 Ratings
8.5
85%
40 Ratings

Integrations with 3rd-party Software

8.1

FollowUp CRM

81%
8.2

Microsoft Dynamics 365

82%
Microsoft Dynamics 365 ranks higher in 2/2 features

Marketing automation

8.3
83%
9 Ratings
8.3
83%
59 Ratings

Compensation management

7.8
78%
8 Ratings
8.2
82%
32 Ratings

Platform

7.2

FollowUp CRM

72%
8.5

Microsoft Dynamics 365

85%
Microsoft Dynamics 365 ranks higher in 1/1 features

Mobile access

7.2
72%
9 Ratings
8.5
85%
51 Ratings

Attribute Ratings

  • Followup CRM is rated higher in 2 areas: Likelihood to Recommend, Usability
  • Microsoft Dynamics 365 is rated higher in 1 area: Support Rating

Likelihood to Recommend

9.3

FollowUp CRM

93%
18 Ratings
7.9

Microsoft Dynamics 365

79%
92 Ratings

Likelihood to Renew

FollowUp CRM

N/A
0 Ratings
7.9

Microsoft Dynamics 365

79%
19 Ratings

Usability

9.3

FollowUp CRM

93%
6 Ratings
8.2

Microsoft Dynamics 365

82%
22 Ratings

Support Rating

7.7

FollowUp CRM

77%
6 Ratings
8.2

Microsoft Dynamics 365

82%
16 Ratings

Online Training

FollowUp CRM

N/A
0 Ratings
7.5

Microsoft Dynamics 365

75%
2 Ratings

Implementation Rating

FollowUp CRM

N/A
0 Ratings
9.5

Microsoft Dynamics 365

95%
8 Ratings

Contract Terms and Pricing Model

FollowUp CRM

N/A
0 Ratings
5.6

Microsoft Dynamics 365

56%
4 Ratings

Professional Services

FollowUp CRM

N/A
0 Ratings
7.4

Microsoft Dynamics 365

74%
2 Ratings

Likelihood to Recommend

FollowUp Power

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.
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Microsoft

We work in a Cloud environment with Azure where using Microsoft Dynamics 365 as a CRM and ERP application helps us to a great extent. We mostly deal with data projects at the moment and combining/Integrating Microsoft Dynamics 365 with other Microsoft applications is easier that helps us to meet the project objective and our goal.
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Pros

FollowUp Power

  • 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.
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Microsoft

  • 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.
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Cons

FollowUp Power

  • 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.
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Microsoft

  • 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.
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Pricing Details

FollowUp CRM

Starting Price

Editions & Modules

FollowUp CRM editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Microsoft Dynamics 365

    Starting Price

    $44 per month

    Editions & Modules

    Microsoft Dynamics 365 editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      FollowUp Power

      No answers on this topic

      Microsoft

      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.
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      Usability

      FollowUp Power

      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.
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      Microsoft

      It's one of the greatest CRM systems on the market, in my opinion, and it combines lighter ERP functions with CRM. I believe it to be the greatest program that is user-friendly and in line with our demands, regardless of what I'm working with my information sets and on the cloud.
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      Support Rating

      FollowUp Power

      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
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      Microsoft

      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.
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      Implementation Rating

      FollowUp Power

      No answers on this topic

      Microsoft

      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.
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      Alternatives Considered

      FollowUp Power

      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
      Read full review

      Microsoft

      Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
      Read full review

      Contract Terms and Pricing Model

      FollowUp Power

      No answers on this topic

      Microsoft

      On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
      Read full review

      Professional Services

      FollowUp Power

      No answers on this topic

      Microsoft

      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.
      Read full review

      Return on Investment

      FollowUp Power

      • 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.
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      Microsoft

      • For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
      • Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
      • Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
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