Followup CRM vs. Newforma Project Center

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FollowUp CRM
Score 9.5 out of 10
N/A
FollowUp Power CRM for Construction is a CRM system for the construction industry. Features include lead tracking, sales pipeline analysis, closing ratios, quota management, project management, and dashboards. It can integrate with other marketing and accounting products.N/A
Newforma Project Center
Score 7.4 out of 10
N/A
Newforma Project Center is web-based construction project information management software for collaboration. Users can access a drag and drop interface, relate emails to documents, markup and review designs, track meeting minutes and action items, and search across projects. It has mobile accessibility.N/A
Pricing
Followup CRMNewforma Project Center
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
FollowUp CRMNewforma Project Center
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Followup CRMNewforma Project Center
Top Pros
Top Cons
Features
Followup CRMNewforma Project Center
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Followup CRM
9.1
12 Ratings
17% above category average
Newforma Project Center
-
Ratings
Customer data management / contact management10.012 Ratings00 Ratings
Workflow management10.010 Ratings00 Ratings
Territory management6.18 Ratings00 Ratings
Opportunity management10.010 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)10.08 Ratings00 Ratings
Contract management10.010 Ratings00 Ratings
Quote & order management8.96 Ratings00 Ratings
Interaction tracking10.09 Ratings00 Ratings
Channel / partner relationship management7.27 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Followup CRM
10.0
8 Ratings
29% above category average
Newforma Project Center
-
Ratings
Case management10.08 Ratings00 Ratings
Call center management10.05 Ratings00 Ratings
Help desk management10.06 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Followup CRM
10.0
8 Ratings
28% above category average
Newforma Project Center
-
Ratings
Lead management10.08 Ratings00 Ratings
Email marketing10.05 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Followup CRM
9.5
10 Ratings
22% above category average
Newforma Project Center
-
Ratings
Task management10.010 Ratings00 Ratings
Billing and invoicing management8.43 Ratings00 Ratings
Reporting10.09 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Followup CRM
9.7
11 Ratings
24% above category average
Newforma Project Center
-
Ratings
Forecasting9.06 Ratings00 Ratings
Pipeline visualization10.09 Ratings00 Ratings
Customizable reports10.09 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Followup CRM
9.8
7 Ratings
26% above category average
Newforma Project Center
-
Ratings
Custom fields10.07 Ratings00 Ratings
Custom objects9.04 Ratings00 Ratings
Scripting environment10.05 Ratings00 Ratings
API for custom integration10.04 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Followup CRM
10.0
10 Ratings
18% above category average
Newforma Project Center
-
Ratings
Single sign-on capability10.08 Ratings00 Ratings
Role-based user permissions10.07 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Followup CRM
10.0
3 Ratings
31% above category average
Newforma Project Center
-
Ratings
Social data10.03 Ratings00 Ratings
Social engagement10.02 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Followup CRM
7.7
3 Ratings
7% above category average
Newforma Project Center
-
Ratings
Marketing automation10.03 Ratings00 Ratings
Compensation management5.52 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Followup CRM
10.0
4 Ratings
29% above category average
Newforma Project Center
-
Ratings
Mobile access10.04 Ratings00 Ratings
Human Resource Management
Comparison of Human Resource Management features of Product A and Product B
Followup CRM
-
Ratings
Newforma Project Center
6.0
1 Ratings
25% below category average
Employment history00 Ratings6.01 Ratings
Asset Management
Comparison of Asset Management features of Product A and Product B
Followup CRM
-
Ratings
Newforma Project Center
6.0
1 Ratings
23% below category average
Tracking of all physical assets00 Ratings6.01 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Followup CRM
-
Ratings
Newforma Project Center
7.5
1 Ratings
7% below category average
Dashboards00 Ratings8.01 Ratings
Custom reports00 Ratings7.01 Ratings
Construction Project & Field Management
Comparison of Construction Project & Field Management features of Product A and Product B
Followup CRM
-
Ratings
Newforma Project Center
7.8
5 Ratings
5% above category average
Plan distribution & viewing00 Ratings9.05 Ratings
Plan markups & sharing00 Ratings6.05 Ratings
Issue tracking & punchlists00 Ratings8.05 Ratings
Photo documentation00 Ratings9.04 Ratings
Jobsite reports00 Ratings6.03 Ratings
Document sharing00 Ratings10.05 Ratings
RFI tools00 Ratings9.03 Ratings
Collaboration & approvals00 Ratings10.04 Ratings
As-built drawings00 Ratings7.04 Ratings
Mobile app00 Ratings3.01 Ratings
Submittal design and management00 Ratings9.01 Ratings
Checklists00 Ratings7.01 Ratings
Meeting Minutes00 Ratings9.01 Ratings
Estimating
Comparison of Estimating features of Product A and Product B
Followup CRM
-
Ratings
Newforma Project Center
8.0
1 Ratings
2% below category average
Job costing00 Ratings7.01 Ratings
Bid creation00 Ratings9.01 Ratings
Best Alternatives
Followup CRMNewforma Project Center
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
FollowUp CRM
FollowUp CRM
Score 9.5 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Autodesk BIM Collaborate Pro
Autodesk BIM Collaborate Pro
Score 8.7 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Revit
Revit
Score 8.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Followup CRMNewforma Project Center
Likelihood to Recommend
10.0
(12 ratings)
8.0
(5 ratings)
Support Rating
-
(0 ratings)
7.0
(1 ratings)
User Testimonials
Followup CRMNewforma Project Center
Likelihood to Recommend
FollowUp Power
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.
Read full review
Newforma, Inc.
Newforma is a great tool to collaborate with large teams and between firms. It allows for great documentation of transfers, activities, and other procedural aspects of projects that require collaboration between disciplines, for example, MEP, electrical, architectural and technology. For internal use, Newforma has been great for communications tracking and archival, as well as for record-keeping of all the users in a team or number of teams. Many great options are features are unused due to a lack of training or exposure to them, for example, the graphical viewers that can preview CAD, Revit, and other formats, or the markup tool available with the desktop client.
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Pros
FollowUp Power
  • 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.
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Newforma, Inc.
  • Newforma sits on top of our previous filing system (Windows Explorer). This was very important to us because we didn't have to change the project numbering system in order to fit Newforma's design. Also, if we were to decide we didn't like it, we could easily revert back to our previous methods.
  • Newforma does a great job of indexing information, making searches much easier by being able to use keywords instead of knowing the exact file location. No more traversing through countless folders before finding what you need.
  • Newforma keeps a read receipt for everything that you submit through it for issue tracking, and keeps an easy to read record of your workflow.
Read full review
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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Newforma, Inc.
  • I have found it difficult to locate audits.
  • Some users have issues while uploading project data.
Read full review
Support Rating
FollowUp Power
No answers on this topic
Newforma, Inc.
While I have never asked for support myself, a Newforma representative has been in the office annually to give training seminars and info sessions on how to fully use the product. I find this essential to keep the product relevant and make sure everyone knows its full capabilities and an important part of customer support.
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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
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Newforma, Inc.
A good competitor against other similar solutions and support is excellent.
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.
Read full review
Newforma, Inc.
  • Newforma makes it easy to transfer, share, archive, and search extensive data sets in a single GUI
  • For it to be effective, all users in a team must receive a basic training and use it consistently
  • Adoption in the industry is good (A/E); many teams use it consistently. Learning to use it once produces time-saving in subsequent projects
Read full review
ScreenShots