Followup CRM vs. ProjectManager

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.

Incentivized

Because I work with many people for whom Project Management is new, I wanted to use software that was user-friendly, fairly intuitive, and not filled with jargon. I like the fact I can use existing templates that (mostly) work for our needs, and I look forward to more things being added. They say support is 72 hours, but I’ve never waited for more than a few.

Incentivized

• 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.

• Creating job schedules and milestones, which we provide to our clients as well as our vendors.
• A one stop shop for downloading/uploading any job/site specific documents (issues, daily reports, photos, signoffs, etc.).
• Real time communication with your clients. As soon as an issue has been raised within ProjectManager.com, everyone attached to that job with get an email notification of what has been communicated or what document has been uploaded.

Incentivized

• 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.

Incentivized

• hope for expanded offerings. They seem to be in the works.

Incentivized

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

We have not used any other project management software since using ProjectManager.com.

Incentivized

• 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.

Incentivized

• less time spent “looking for things” it’s all there.
• Having all the deliverables and timelines together has been great.
• I don’t have the version with employee time tracking, but we are considering the upgrade.

Incentivized