What users are saying about
18 Ratings
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Score 9.7 out of 100
4 Ratings
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Score 8.3 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 profile photo

Newforma Project Center

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.
Gil Lopez CTS ING profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

FollowUp CRM
10.0
Newforma Project Center
Case management
FollowUp CRM
10.0
Newforma Project Center
Call center management
FollowUp CRM
10.0
Newforma Project Center
Help desk management
FollowUp CRM
10.0
Newforma Project Center

Marketing Automation

FollowUp CRM
10.0
Newforma Project Center
Lead management
FollowUp CRM
10.0
Newforma Project Center
Email marketing
FollowUp CRM
10.0
Newforma Project Center

CRM Project Management

FollowUp CRM
9.5
Newforma Project Center
Task management
FollowUp CRM
10.0
Newforma Project Center
Billing and invoicing management
FollowUp CRM
8.4
Newforma Project Center
Reporting
FollowUp CRM
10.0
Newforma Project Center

CRM Reporting & Analytics

FollowUp CRM
9.7
Newforma Project Center
Forecasting
FollowUp CRM
9.0
Newforma Project Center
Pipeline visualization
FollowUp CRM
10.0
Newforma Project Center
Customizable reports
FollowUp CRM
10.0
Newforma Project Center

Customization

FollowUp CRM
9.8
Newforma Project Center
Custom fields
FollowUp CRM
10.0
Newforma Project Center
Custom objects
FollowUp CRM
9.0
Newforma Project Center
Scripting environment
FollowUp CRM
10.0
Newforma Project Center
API for custom integration
FollowUp CRM
10.0
Newforma Project Center

Security

FollowUp CRM
10.0
Newforma Project Center
Single sign-on capability
FollowUp CRM
10.0
Newforma Project Center
Role-based user permissions
FollowUp CRM
10.0
Newforma Project Center

Social CRM

FollowUp CRM
10.0
Newforma Project Center
Social data
FollowUp CRM
10.0
Newforma Project Center
Social engagement
FollowUp CRM
10.0
Newforma Project Center

Integrations with 3rd-party Software

FollowUp CRM
7.7
Newforma Project Center
Marketing automation
FollowUp CRM
10.0
Newforma Project Center
Compensation management
FollowUp CRM
5.5
Newforma Project Center

Platform

FollowUp CRM
10.0
Newforma Project Center
Mobile access
FollowUp CRM
10.0
Newforma Project Center

Construction Productivity

FollowUp CRM
Newforma Project Center
8.0
Plan distribution & viewing
FollowUp CRM
Newforma Project Center
8.0
Plan markups & sharing
FollowUp CRM
Newforma Project Center
6.4
Issue tracking & punchlists
FollowUp CRM
Newforma Project Center
7.7
Photo documentation
FollowUp CRM
Newforma Project Center
8.5
Jobsite reports
FollowUp CRM
Newforma Project Center
10.0
Document sharing
FollowUp CRM
Newforma Project Center
9.3
RFI tools
FollowUp CRM
Newforma Project Center
10.0
Collaboration & approvals
FollowUp CRM
Newforma Project Center
8.5
As-built drawings
FollowUp CRM
Newforma Project Center
8.5
Mobile app
FollowUp CRM
Newforma Project Center
3.0

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 profile photo

Newforma Project Center

  • 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.
No photo available

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 profile photo

Newforma Project Center

  • This was primarily an email archiving solution, but we're pushing forward with trying to integrate it with more of our business solutions to make it part of a suite of packages.
No photo available

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
No photo available

Newforma Project Center

Newforma provides many tools for organizing and archiving project information of various formats. Its ability to search communications is often used by our team. The desktop application is great for internal organization and the web interface provides the basic tools for collaboration and project management between teams of collaborating organizations. This is beneficial to the A/E and construction industries for document control.
Gil Lopez CTS ING profile photo

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 profile photo

Newforma Project Center

  • Saved countless hours archiving emails and other data.
  • Reduced paper filing by going more digital.
  • Our employees now have an easy to use search tool to find the data they need.
No photo available

Pricing Details

FollowUp CRM

General

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

Newforma Project Center

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
Newforma Project Center
8.4

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