Likelihood to Recommend 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 It's is absolutely well suited for all daily reporting/documentation needs, also since it essentially 'self archives' you can revisit past projects by logging into the admin panel faster than going to my own archived job files. It saved our skin by documenting where a bad GC Superintendent had been giving false information to the office, and we were able to prove our conditions/progress and alleviate the issue. It's very well suited for large projects, and ongoing projects. A bit less suited for small fast service type projects. We keep one 'service' job open to document the fast turn over stuff to alleviate that issue.
Read full review Pros 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. Read full review As a delay has occurred in the field, the foremen are able to report it immediately. The project manager now gets this information as it happened, not just trying to remember the next time they talk or see each other. As an RFI arises, the foremen can ask their questions immediately so that the PM can address it right away. We input our manpower on a daily basis, which helps us project where we are as it pertains to hours on a job. Read full review Cons 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. Read full review Difficult to bring back reports from the archives. I don't archive any more; I just sequentially date my projects and keep them all live. Notevault is set up for normal work shifts. But I mostly work night shifts from about 10 pm to 6 am. You then have to sort and filter the notes from two separate "days" in the system to get a coherent report from a single night shift. I live with it, but I don't like it. Read full review Likelihood to Renew It flat works and has paid for itself quickly.
Read full review Usability Simple use of functions. Majority of people can become familiar with this product fairly quick
Read full review Alternatives Considered 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 I have used both Raken and NoteVault. It is my preference to use NoteVault due to the simplicity of it. Raken tended to be a bit cumbersome. I did not like the photo features used with Raken as opposed to the very simple straight forward approach with NoteVault
Read full review Return on Investment 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 Daily reports get published the following day after downloaded to NoteVault. From an executive standpoint, I am able to track the progress of each project on a daily basis and to be able to focus my efforts to the project that needs help. Read full review ScreenShots