What users are saying about
18 Ratings
4 Ratings
18 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.5 out of 100
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.9 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

PlanHub

PlanHub is really straightforward. You set up an account with your location and trade of work, and they customize a dashboard where you can see all relevant projects that fit your company's needs.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

FollowUp CRM
10.0
PlanHub
Case management
FollowUp CRM
10.0
PlanHub
Call center management
FollowUp CRM
10.0
PlanHub
Help desk management
FollowUp CRM
10.0
PlanHub

Marketing Automation

FollowUp CRM
10.0
PlanHub
Lead management
FollowUp CRM
10.0
PlanHub
Email marketing
FollowUp CRM
10.0
PlanHub

CRM Project Management

FollowUp CRM
9.5
PlanHub
Task management
FollowUp CRM
10.0
PlanHub
Billing and invoicing management
FollowUp CRM
8.4
PlanHub
Reporting
FollowUp CRM
10.0
PlanHub

CRM Reporting & Analytics

FollowUp CRM
9.7
PlanHub
Forecasting
FollowUp CRM
9.0
PlanHub
Pipeline visualization
FollowUp CRM
10.0
PlanHub
Customizable reports
FollowUp CRM
10.0
PlanHub

Customization

FollowUp CRM
9.8
PlanHub
Custom fields
FollowUp CRM
10.0
PlanHub
Custom objects
FollowUp CRM
9.0
PlanHub
Scripting environment
FollowUp CRM
10.0
PlanHub
API for custom integration
FollowUp CRM
10.0
PlanHub

Security

FollowUp CRM
10.0
PlanHub
Single sign-on capability
FollowUp CRM
10.0
PlanHub
Role-based user permissions
FollowUp CRM
10.0
PlanHub

Social CRM

FollowUp CRM
10.0
PlanHub
Social data
FollowUp CRM
10.0
PlanHub
Social engagement
FollowUp CRM
10.0
PlanHub

Integrations with 3rd-party Software

FollowUp CRM
7.7
PlanHub
Marketing automation
FollowUp CRM
10.0
PlanHub
Compensation management
FollowUp CRM
5.5
PlanHub

Platform

FollowUp CRM
10.0
PlanHub
Mobile access
FollowUp CRM
10.0
PlanHub

Construction Project & Field Management

FollowUp CRM
PlanHub
8.4
Plan distribution & viewing
FollowUp CRM
PlanHub
9.0
Photo documentation
FollowUp CRM
PlanHub
8.0
Jobsite reports
FollowUp CRM
PlanHub
8.0
Document sharing
FollowUp CRM
PlanHub
8.0
RFI tools
FollowUp CRM
PlanHub
8.0
Collaboration & approvals
FollowUp CRM
PlanHub
9.0
As-built drawings
FollowUp CRM
PlanHub
9.0

Estimating

FollowUp CRM
PlanHub
9.0
Takeoff tools
FollowUp CRM
PlanHub
9.0
Bid creation
FollowUp CRM
PlanHub
9.0

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 | TrustRadius Reviewer

PlanHub

  • Access to detailed project listings
  • GC bidding vs Awarded Project Listings
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

PlanHub

  • Constant emails regarding projects that do not apply to our trade
  • Constant emails regarding projects are not in our area of work
Anonymous | 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

PlanHub

PlanHub offers great free access as well as a multitude of benefits for paid subscriptions. Other software requires an invitation to bid, but PlanHub has a library of projects that can fit any company's needs.
Anonymous | 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

PlanHub

  • PlanHub has introduced us to projects we would have never been able to access
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

FollowUp CRM

General

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

PlanHub

General

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

Rating Summary

Add comparison